Jr Loan Processor/Customer Service (Bilingual in Chinese) jobs in United States
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TransGlobal Holding Co. ยท 1 month ago

Jr Loan Processor/Customer Service (Bilingual in Chinese)

TransGlobal Holding Co. is the largest Asian-focused financial services platform in the U.S., offering a wide range of services. The Junior Loan Processor is responsible for supporting the lending team by collecting, reviewing, and processing loan documentation to ensure timely and accurate loan closings while providing exceptional customer service.

Financial ServicesLendingProfessional ServicesWealth Management
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H1B Sponsor Likelynote

Responsibilities

Collect, review, and verify borrower documentation for completeness and accuracy
Ensure all required documents are received and uploaded into the system before underwriting
Prepare files for underwriting and assist in obtaining additional information as requested
Track and follow up on outstanding loan conditions to ensure timely processing and closing
Maintain accurate and up-to-date records in the loan origination system
Ensure all files comply with internal policies, investor guidelines, and federal and state regulations
Identify discrepancies or missing information and resolve promptly to prevent delays
Work closely with loan officers, underwriters, and closing staff to ensure a smooth loan process
Support the team in pipeline management, file preparation, and internal audit readiness
Participate in team meetings and contribute to process improvement initiatives
Respond to customer inquiries in a professional and timely manner through phone, email, or other channels
Provide clear updates regarding loan status, documentation requirements, or next steps in the process
Escalate any complex or urgent issues to the Loan Processing Manager or senior staff for immediate resolution
Follow through on all open cases until completion to ensure customer satisfaction and positive experience

Qualification

Loan ProcessingCustomer ServiceAttention to DetailMicrosoft Office SuiteLending GuidelinesMultitaskingWillingness to LearnOrganizational SkillsCommunication Skills

Required

High school diploma or equivalent required
1-2 years of experience in loan processing, mortgage lending, escrow, or financial services preferred
Familiarity with lending guidelines, escrow/title processes, and funding coordination
Strong attention to detail, organizational skills, and ability to multitask in a fast-paced environment
Good communication and customer service skills
Willingness to learn and develop expertise in private lending procedures

Preferred

Associate or Bachelor's degree in Finance, Business Administration, or a related field is a plus
Proficiency in Microsoft Office Suite and loan processing software is a plus

Benefits

Competitive salary and benefits package.
Opportunity to work in a collaborative and innovative environment.
Professional development and growth opportunities.

Company

TransGlobal Holding Co.

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For over 30 years, TransGlobal Holding Company has been a leader in financial planning, thriving under the visionary leadership of President Philip Hu.

H1B Sponsorship

TransGlobal Holding Co. has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (1)
2023 (1)

Funding

Current Stage
Growth Stage
Company data provided by crunchbase