Finance Specialist

TaxRise•Irvine, CA

3d•Onsite

About The Position

As a Finance Specialist, you will 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. This role is 100% on-site.

Requirements

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.

Nice To Haves

Bilingual skills are a plus.

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.