Loan Application Specialist

Overview

At Tax Rise, we don’t 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 people’s lives while growing your career with a team that values your contributions.

ABOUT THE ROLE

As a Loan Application Specialist you’ll 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.

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

• 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.

• 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.
• Proven ability to handle multiple projects and meet deadlines.
• Strong interpersonal skills.
• Good judgement with the ability to make timely and sound decisions
• Bilingual skills are a plus.
• 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.

We believe in taking care of our team so they can take care of our clients. Here’s what you can expect as part of the Tax Rise family:

• 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

At Tax Rise, 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 that’s the driving force behind everything we do.

When you join us, you’re not just becoming part of a company; you’re joining a movement. We’re a team that thrives…