Operations Specialist (Finance/Loans)

Tax Relief Helpers • Los Angeles, CA

24d • $25 - $30 • Onsite

About The Position

We are seeking an Operations Specialist to join our elite Finance department! As a member of the Finance Department at Tax Relief Helpers, you will play a key role in contributing to the effective management of financial operations, including the funding lifecycle for our clients. Responsibilities include, but are not limited to the following:

Requirements

• 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

Nice To Haves

• 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

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

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 51-100 employees