Financial Services Specialist

3 weeks ago


Irvine, California, United States Boutique Recruiting Full time
Job Title: Financial Services Specialist

We are seeking a skilled Financial Services Specialist to join our team at Boutique Recruiting in Irvine. This role involves examining loan applications, assessing applicant background, and making informed decisions about loan approvals or denials. The ideal candidate will have 3+ years of experience in a related field, a strong understanding of conventional loan procedures, and excellent communication skills.

Key Responsibilities:
  • Thoroughly examine potential borrowers' applications to assess their creditworthiness
  • Research applicants' backgrounds to evaluate their eligibility for loans or mortgages
  • Evaluate applicants based on financial and non-financial criteria to determine loan repayment plans
  • Maintain accurate records of loan applications, approvals, and rejections
  • Provide exceptional customer service to clients throughout the loan process

Requirements:
  • 3+ years of experience in a related field, preferably in conventional loan processing
  • Bachelor's degree in finance, economics, or a related field
  • Excellent communication and sales skills
  • Ability to work within established regulations and adhere to industry standards

Estimated Salary: $60,000 - $80,000 per year, depending on experience.

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