Operations Specialist (Finance/Loans)

Tax Relief Helpers; Los Angeles (CA); On-site; Full time

Job summary

A leading company in tax relief services is seeking an Operations Specialist for their Finance department, where you'll contribute to financial operations including loan application processing and credit evaluation. This full-time position requires 1-3 years of relevant experience and offers competitive pay along with comprehensive benefits.

Benefits

Comprehensive benefits package

Paid time off and sick leave

Professional growth opportunities

Employee discount marketplace

Qualifications

• At least 1-3 years of professional experience within Financial Operations and Loans.
• Hands-on experience with computer systems and software applications.
• Excellent oral and written communication and top-tier interpersonal skills.

Responsibilities

• Review client applications for completeness and accuracy.
• Perform soft credit pulls to assess client eligibility.
• Maintain accurate transaction records and collaborate with Finance Manager.

Skills

Customer Service

Detail Oriented

Communication Skills

Technical Skills

Education

High school diploma or equivalent

Associate’s or Bachelor’s degree in a related field

Tools

Microsoft Office Suite

CRM systems

Job description

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This range is provided by Tax Relief Helpers. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$25.00/hr - $30.00/hr

Direct message the job poster from Tax Relief Helpers

Human Resources professional with expertise in Federal & Commercial Full lifecycle Staffing | Human Capital | Career Counseling | Employee Training &…

Title: Operations Specialist (Finance/Loans)

Company: Tax Relief Helpers

Status: Full Time position (9am - 5pm PT: 40 hours/week)

Base Par Range: $25.00 - $30.00/hr w2 + Employee Benefits (Please Note: Starting base pay amount is based on the extent of position-relevant experience)

About Tax Relief Helpers:

Tax Relief Helpers brings over 75 years of combined experience servicing our clients through a team of expert tax attorneys, CPAs, and enrolled agents. We've helped countless individuals and businesses resolve tax debt issues, saving them millions of dollars in back taxes. Our team takes the reins, shielding you from the IRS's intimidating letters, threats of liens, and wage garnishment. We'll work tirelessly to stop these harassments, explore tax forgiveness programs, and ensure your back taxes are filed accurately.

Summary of Employee 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.
• Paid time off, sick leave, and access to an Employee Assistance Program (EAP).
• Access to an exclusive employee discount marketplace.

Position Summary:

We are seeking an Operations Specialist with at least 1-3 years of professional experience 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:

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.
• 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
• Competence in utilizing CRM systems and standard computer applications.
• Notating

Compliance & Documentation

• Support documentation efforts for internal reporting

Required Qualifications:

• Professional Experience: At least 1-3 years of documented professional experience within Financial Operations and Loans.
• 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 (IRSLogics 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

Preferred Qualifications:

• 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

If you're an Operations Specialist within Finance/Loans who is looking for an opportunity to make a significant impact in people's lives, Tax Relief Helpers is the place for you. We are committed to providing our clients with the best possible outcomes and peace of mind. Apply now to join a team that values excellence, integrity, and client success!

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Management and Manufacturing

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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