💼 About This Role

You'll collect and organize financial documentation while building strong client relationships as part of a growing financial services team. You'll guide clients through the loan origination process and collaborate with loan officers to ensure efficient application progression. This role offers a base salary plus commission with a focus on customer success and accuracy.

🎯 What You'll Do

• Collect, review, and organize client financial documentation.
• Build and maintain client relationships through clear communication.
• Support loan officers to move applications from submission to funding.
• Document client interactions within internal systems.

📋 Requirements

• A genuine passion for financial services and customer-oriented work
• Previous experience in customer service, sales, or financial services
• Exceptional attention to detail and organizational skills
• Proven ability to meet performance goals in a deadline-driven environment

✨ Nice to Have

• Loan processing experience is a plus.

🎁 Benefits & Perks

• 💰 Base salary plus commission