Finance Specialist New

TaxRise Inc.; Irvine, Northern (CA, KY); Hybrid; USD 28,000 - 34,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Insurance

401(k) retirement plan with company 
匹

Paid Time Off

Professional Development Program

On-site gym

Catered team lunches

Team outings

Job summary

TaxRise Inc. seeks a Finance Specialist to process and submit finance applications for the sales team, ensuring compliance with policies and guidelines.

This on-site position emphasizes strong communication with sales, clients, and cross-functional teams. You will review loan applications, evaluate quotes, perform audits, and maintain accurate loan files while collaborating with originators and borrowers to move deals forward.

Qualifications

• Two years related experience in Finance or mortgage/loan processing.
• Strong understanding of credit assessment principles and policies.
• Excellent written and verbal communication; ability to manage multiple tasks simultaneously.

Responsibilities

• Review and process finance applications for the sales team.
• Evaluate loan files and determine processing priorities.
• Audit documents and approve/reject loan packages for funding.
• Enter data accurately into the system and maintain loan files.
• Provide timely follow-up with originators, borrowers, and agents.
• Ensure regulatory compliance with applicable guidelines.

Skills

Finance knowledge

Credit assessment

Multitasking

Communication skills

Attention to detail

Time management

Bilingual (a plus)

Education

High school diploma or GED

Two years related experience

Job description

At TaxRise, 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 Finance 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!

HOW YOU'LL BE REWARDED

At TaxRise, Inc., we believe in rewarding hard work and dedication! We offer our team members competitive hourly pay and the opportunity to earn a monthly bonus based on individual productivity, with even greater earning potential for those who are highly motivated, organized, and love exceeding goals.

• Base pay:$20.00 - $25.00 per hour (full-time, 40 hours per week)


• Monthly Bonus: Average bonus potential of $2,000 - $4,000 per month

Your success is in your hands - our top performers consistently earn even more! If you’re looking for a role where your effort directly translates to higher earnings, this is the place for you. Join us and rise with a team that values and rewards excellence!

WHAT YOU’LL DO

• 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.

WHAT YOU’LL NEED TO HAVE:

• 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 understand potential comes in many forms. Even if you don’t check every box, we still encourage you to apply; we consider all qualified candidates.

WHAT WE OFFER

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 TaxRise 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

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 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 on celebrating successes and making a genuine impact on people's lives.

We're proud to be the fastest-growing company in our industry, and we're on the lookout for exceptional individuals to help us continue our journey of transformation.

If you're 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 that’s reshaping the future of tax resolution.

OUR COMMITMENT

At TaxRise, we’re 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.

California Applicants: Please review our Notice at Collection and California Privacy Policy before submitting your application by clicking here .

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in TaxRise’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.