Financial Services Coordinator

3 days ago


San Rafael, California, United States Cornerstone Financial Services Full time

At Cornerstone Financial Services, we are seeking a skilled and versatile Financial Services Coordinator to support our Sales Department. This dynamic role involves acting as a liaison between customers and our Documentation Department to facilitate timely loan closings.

The successful candidate will have excellent communication skills, both written and verbal, and be proficient in Microsoft Office products. We offer a competitive salary range of $60,000 - $70,000 per year, depending on experience, as well as benefits and opportunities for advancement.

Responsibilities:

  • Collaborate with sales staff to collect required documentation for loan closings
  • Communicate with customers, vendors, and third parties to gather necessary information and/or documentation
  • Conduct credit inquiries and prepare loan documents
  • Maintain accurate records and perform file building and data entry tasks

Requirements:

  • Fluency in Spanish is essential due to the company's predominantly Spanish-speaking customer base
  • Strong organizational skills, accuracy, and ability to work in a fast-paced environment


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