Tax Relief Helpers · 1 month ago
Operations Specialist (Finance/Loans)
Encino, CA
Full-time
Onsite
New Grad, Entry Level
$25/hr - $30/hrTax Relief Helpers is a company with over 75 years of experience in servicing clients through expert tax attorneys, CPAs, and enrolled agents. They are seeking an Operations Specialist to manage financial operations, including the funding lifecycle for clients, ensuring accurate loan application processing and coordination with lenders.
AccountingConsultingFinancial Services
Responsibilities
Loan Application Intake & Processing
Review client applications for completeness and accuracy
Collect and verify required financial documents
Coordinate with clients to clarify application details and timelines
Familiarity and adaptability to different financial systems
Credit Evaluation
Perform soft credit pulls to assess client eligibility
Maintain proper documentation and confidentiality standards consistent with company standards and management expectations
Lender Coordination & Funding Tracking
Track the status’ of all applications submitted to lending partners
Confirm disbursement of funds and update internal systems as required
Follow up with lenders on delayed or incomplete funding while providing regular documentation highlighting each interaction attempt
Invoicing & Payment Processing
Maintain accurate transaction records by collaborating with the Finance Manager and sales team to ensure proper client record and internal ledger postings
Client & Department Support
Provide timely updates to internal teams (e.g., Sales, Customer Service)
Escalate issues such as declined funding, incorrect disbursements, delayed payments, or payment defaults
Maintain accurate records in CRM and funding systems
Strong communication skills
Competence in utilizing CRM systems and standard computer applications
Notating
Compliance & Documentation
Support documentation efforts for internal reporting
Qualification
Required
Education: High school diploma or equivalent required; Associate's or Bachelor's degree in a related field preferred
Technical Skills: Hands-on experience with computer systems and software applications (e.g., Microsoft Office Suite, Google Workspace, CRM systems (IRS Logics preferred, or similar systems)
Professional Demeanor: Bringing a positive, proactive, and collaborative professional attitude to work on a daily basis
Customer Service: A customer-centric mindset and a genuine passion for delivering exceptional service to clients
Training & Development: Being excited to learn! Being a teachable member of the team means being open to receiving training, applying constructive criticism from management, and pushing to exceed personal and professional expectations
Communication Skills: Excellent oral and written communication and top-tier interpersonal skills
Results Driven: Desire for your own personal success, as well as the success of your colleagues and organization as a whole
Detail Oriented: Excellent attention to detail and organizational abilities. Ability to multitask and handle high-stress or emotionally sensitive situations
Preferred
Previous experience in tax resolution is a plus
Licensed Enrolled Agents with active status and a thorough understanding of tax law
Experienced in tax resolution, with a proven track record of successfully managing the funding lifecycle for clients
Excellent communicators who can build trust and effectively explain complex tax matters to clients
Detail-oriented with a high degree of accountability and a commitment to maintaining the highest professional standards
Adaptable and able to thrive in a fast-paced, high-energy environment
Team players who are willing to share insights and strategies to enhance overall team performance
Exceptional in problem-solving and critical thinking abilities
Benefits
Competitive compensation with opportunities for professional growth.
Comprehensive benefits package, including medical, dental, vision, and several other supplementary benefits.
Opportunities for advancement within the company for high-performing individuals.
401(k) retirement plan.
Paid time off, sick leave, and access to an Employee Assistance Program (EAP).
Access to an exclusive employee discount marketplace.
Subsidized gym memberships.
Company
Tax Relief Helpers
We understand the worry and anxiety that comes from intimidating letters, threats of liens, wage garnishment, and property seizures.
Founded in 2014
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase