TaxRise · 15 hours ago
Loan Application Specialist
Irvine, CA
Full-time
Onsite
Entry Level
$20/hr - $25/hr
1+ years expTaxRise is dedicated to providing hope and solutions to individuals facing financial uncertainty. As a Loan Application Specialist, you will process and submit finance applications, ensuring strong communication and support to the sales team and clients throughout the loan process.
ConsultingFinancial ServicesLegalProfessional ServicesTax ConsultingTax Preparation
Responsibilities
Build and develop relationships with Finance companies to ensure a smooth process for our clients
Reviews loan applications in process daily and determines which loans must be processed immediately
Evaluate case-specific quotes to ensure accuracy and alignment with financial objectives
Performs document audit to approve or reject each loan package for funding
Enters data from new loan applications and other documents into computer system
Provides follow-up on a consistent basis with originators, borrowers, and agents to complete processing
Analyzes loan files and submits completed loans for approval
Oversees regulatory compliance to ensure adherence to all relevant guidelines and regulations
Creates and maintains loan files
Maintains status of all files in process and updates as needed
Completes all required paperwork and forms in a timely and accurate manner; prepares all required reports
Performs other related duties as assigned by management
Actively participate in continuous improvement initiatives aimed at enhancing the efficiency and effectiveness of the loan application process, contributing ideas and feedback for process enhancements
Collaborate with cross-functional teams to address complex client cases and resolve any outstanding issues or concerns in a timely and efficient manner
Qualification
Required
One to two years related experience or equivalent in Finance
Thorough working knowledge of policies, compliance, and procedures
High level of proficiency with credit assessment
Multitasking capabilities and ability to work on multiple deals at one time
Commitment to excellence and high standards
Excellent written and oral communication skills
Strong organizational, problem-solving, and analytical skills
Ability to manage priorities and workflow
Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm
Acute attention to detail
Excellent customer service skills
Proven ability to handle multiple projects and meet deadlines
Strong interpersonal skills
Good judgement with the ability to make timely and sound decisions
Ability to effectively present information and respond to questions
Ability to effectively communicate with people at all levels and from various backgrounds
High school diploma or general education degree (GED); or two years related experience and/or equivalent combination of education and experience
Preferred
Bilingual skills are a plus
Benefits
Medical, Dental, and Vision Insurance (starting after 60 days)
Paid Time Off
401(k) retirement plan with company match
Professional Development Program to support your growth
Access to our on-site gym and gaming lounge
Catered team lunches every Friday
Fun and energizing quarterly company outings
Company
TaxRise
TaxRise provides tax consulting and tax preparation services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Sam Abdullah
Founder and CEO
Recent News
2025-04-14
2022-06-07
2022-06-07
Company data provided by crunchbase