Company

Cornerstone Financial ServicesSee more

addressAddressSan Rafael, CA
type Form of workFull-Time
CategoryInformation Technology

Job description

Job Description

We are a 40-year-old Commercial Equipment Lender looking for a self-motivated, organized, and positive individual to assist our Sales Department in a variety of tasks. As a Jr. Loan Processor, you will act as a liaison between customers and our Documentation Department to help close our loans in a timely manner. This is an entry level position however experience with loan processing would be favorable. (We are a Commercial Equipment Lender and DO NOT service real estate loans). Fluency in Spanish is required.


Specific job duties will include:
• Assisting our Sales staff with gathering required documentation needed to close loans
• Assisting customers through the application and documentation process
• Running credit inquiries
• Communicating with customers, vendors, and third parties to a help gather necessary information and/or documentation
• Production of loan documents
• File building and data entry
• Strong interpersonal / phone skills

The right candidate will possess the following qualities:
• Strong PC literacy, including Microsoft Office products
• Able to problem solve
• Strong organizational skills and accuracy
• Ability to work in a team environment
We will train the right candidate as they learn the commercial finance industry.

This position requires significant time over the phone with a customer base that is largely Spanish-speaking, therefor fluency in Spanish is required.

This is a full-time position; Monday through Friday 8am-5pm and includes benefits.

Please contact Dawn or Logan at 415-479-6530 or email resume.

Company Description
We are a Commercial Equipment Lender working primarily in the transportation industry. We are a small office (less than 15 employees) with a very fast paced environment. We like "Go-Getters" with strong work ethic. You will be asked to multi task, be strong on the phone and be a team player.
Refer code: 7668964. Cornerstone Financial Services - The previous day - 2024-01-04 15:03

Cornerstone Financial Services

San Rafael, CA
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