Loan Application Specialist

Overview

At TaxRise, we dont just provide tax relief services; we provide hope, stability, and solutions to individuals and families facing financial uncertainty. Our team is passionate about reshaping the tax resolution industry through innovation, empathy, and unwavering commitment to our clients. Join us and make a tangible difference in peoples lives while growing your career with a team that values your contributions.

ABOUT THE ROLE

As a Loan Application Specialist youll process and submit all finance applications for the sales team in accordance with established policies and procedures and appropriate guidelines. This position will provide strong communication and support to sales and clients to clear stipulations needed.

Were all about that in-person vibethis role is 100% on-site! If youre excited to work side-by-side with our team (or are ready to make the move), then youre a perfect fit. If not, we kindly ask you to hold off on applying. Thanks for understanding and happy job hunting!

What youll do

• Build and develop relationships with Finance companies to ensure a smooth process for our clients.
• Review loan applications in process daily and determine which loans must be processed immediately.
• Evaluate case-specific quotes to ensure accuracy and alignment with financial objectives.
• Perform document audit to approve or reject each loan package for funding.
• Enter data from new loan applications and other documents into computer system.
• Provide follow-up on a consistent basis with originators, borrowers, and agents to complete processing.
• Analyze loan files and submit completed loans for approval.
• Oversee regulatory compliance to ensure adherence to all relevant guidelines and regulations.
• Create and maintain loan files.
• Maintain status of all files in process and update as needed.
• Complete all required paperwork and forms in a timely and accurate manner; prepare all required reports.
• Perform 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.

What youll need to have

What we offer

We believe in taking care of our team so they can take care of our clients. Heres what you can expect as part of the TaxRise family :

About us

At TaxRise, our mission is simple yet impactful : to revolutionize the way taxpayers navigate their tax challenges. We believe in the power of lifting others up, and thats the driving force behind everything we do.

When you join us, youre not just becoming part of a company; youre joining a movement. Were a team that thrives on celebrating successes and making a genuine impact on peoples lives. Were proud to be the fastest-growing company in our industry, and were on the lookout for exceptional individuals to help us continue our journey of transformation.

If youre ready to bring your unique talents and innovative spirit to a company where your work truly matters, TaxRise is the place to be. Join us and be part of a team thats reshaping the future of tax resolution.

Our commitment

At TaxRise, were proud to be an equal opportunity employer. We know that a world-class culture stems from the diversity and talent of our team. We provide equal employment opportunities (EEO) to all without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and / or veteran status, or any other basis prohibited by applicable law. TaxRise is also committed to ensuring equal opportunity in employment for qualified persons with disabilities. If you require any reasonable accommodation throughout the recruiting process, please let your recruiter know.

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