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Loan Processor

3 months ago

West Palm Beach, United States Colonial Metals Group Full time

**Colonial Metals Group is a premier financial firm in the Precious Metals space based out of West Los Angeles and West Palm Beach, FL**

We are currently expanding our West Palm Beach team, and seeking a polished and talented IRA Processor to join our Team

This person will be hired as a full-time IRA Specialist in the Individual Retirement Account (IRA) Services department. This position involves the preparation of IRA documents and correspondence in a fast moving environment; communicating directly with customers, financial institutions, other members of the processing department, and with the sales team, as well as maintenance of confidential internal records.

**Position Requirements**:

- Prior experience with IRAs - precious metals, cryptocurrency, financial services or investment firm is a plus
- Consistent attendance, must be punctual and reliable
- **High attention to detail with speed and accuracy in daily operations**:

- Possess excellent oral and written communication skills
- Be personable, customer service-oriented, and respectful at all times
- Able to establish rapport with customers; comfortable on the phone
- Maintain a positive **"whatever it takes" attitude**:

- Be highly organized; able to set priorities and meet deadlines
- Maintain internal client records and confidential information
- Follow tasks through to completion
- Excellent computer skills; basic knowledge of Microsoft Word and Excel
- Able to work independently and coordinate with others
- **Experience with Hubspot is a plus**:

- Calm demeanor; able to handle occasional pressure with ease

Hourly compensation will be based upon experience; health benefits are available after 61 days; accrued paid time off; paid holidays. Friendly office culture and atmosphere.

Hours of operation are Monday through Friday, 8am - 5pm.

Please submit your resume for immediate consideration

Pay: $25.00 - $30.00 per hour

**Benefits**:

- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance

Schedule:

- Monday to Friday

Ability to Relocate:

- West Palm Beach, FL 33401: Relocate before starting work (required)

Work Location: In person