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Finance Specialist

Irvine, CA

WHY JOIN TAXRISE?

At TaxRise, we don’t just provide tax relief services; we provide hope, stability, and solutions to individuals and families facing financial uncertainty. Our team is passionate about reshaping the tax resolution industry through innovation, empathy, and unwavering commitment to our clients.

Join us and make a tangible difference in people’s lives while growing your career with a team that values your contributions.

ABOUT THE ROLE

As a Finance Specialist you’ll process and submit all finance applications for the sales team in accordance with established policies and procedures and appropriate guidelines. This position will provide strong communication and support to sales and clients to clear stipulations needed.

We’re all about that in-person vibe—this role is 100% on-site! If you’re excited to work side-by-side with our team (or are ready to make the move), then you’re a perfect fit. If not, we kindly ask you to hold off on applying. Thanks for understanding and happy job hunting!

HOW YOU'LL BE REWARDED

At TaxRise, Inc., we believe in rewarding hard work and dedication! We offer our team members competitive hourly pay and the opportunity to earn a monthly bonus based on individual productivity, with even greater earning potential for those who are highly motivated, organized, and love exceeding goals.

  • Base pay: $20.00 - $25.00 per hour (full-time, 40 hours per week)
  • Monthly Bonus: Average bonus potential of $2,000 - $4,000 per month

Your success is in your hands - our top performers consistently earn even more! If you’re looking for a role where your effort directly translates to higher earnings, this is the place for you. Join us and rise with a team that values and rewards excellence!

WHAT YOU’LL DO

  • Build and develop relationships with Finance companies to ensure a smooth process for our clients.
  • Reviews loan applications in process daily and determines which loans must be processed immediately.
  • Evaluate case-specific quotes to ensure accuracy and alignment with financial objectives.
  • Performs document audit to approve or reject each loan package for funding.
  • Enters data from new loan applications and other documents into computer system.
  • Provides follow-up on a consistent basis with originators, borrowers, and agents to complete processing.
  • Analyzes loan files and submits completed loans for approval.
  • Oversees regulatory compliance to ensure adherence to all relevant guidelines and regulations. 
  • Creates and maintains loan files.
  • Maintains status of all files in process and updates as needed.
  • Completes all required paperwork and forms in a timely and accurate manner; prepares all required reports.
  • Performs other related duties as assigned by management.
  • Actively participate in continuous improvement initiatives aimed at enhancing the efficiency and effectiveness of the loan application process, contributing ideas and feedback for process enhancements.
  • Collaborate with cross-functional teams to address complex client cases and resolve any outstanding issues or concerns in a timely and efficient manner. 

WHAT YOU’LL NEED TO HAVE:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.  

  • One to two years related experience or equivalent in Finance.
  • Thorough working knowledge of policies, compliance, and procedures.
  • High level of proficiency with credit assessment.
  • Multitasking capabilities and ability to work on multiple deals at one time.
  • Commitment to excellence and high standards.
  • Excellent written and oral communication skills.
  • Strong organizational, problem-solving, and analytical skills.
  • Ability to manage priorities and workflow.
  • Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm.
  • Acute attention to detail.
  • Excellent customer service skills.
  • Proven ability to handle multiple projects and meet deadlines.
  • Strong interpersonal skills.
  • Good judgement with the ability to make timely and sound decisions
  • Bilingual skills are a plus.
  • Ability to effectively present information and respond to questions.
  • Ability to effectively communicate with people at all levels and from various backgrounds.
  • High school diploma or general education degree (GED); or two years related experience and/or equivalent combination of education and experience.

We understand potential comes in many forms. Even if you don’t check every box, we still encourage you to apply; we consider all qualified candidates.

WHAT WE OFFER

We believe in taking care of our team so they can take care of our clients. Here’s what you can expect as part of the TaxRise family:

  • Medical, Dental, and Vision Insurance (starting after 60 days)
  • Paid Time Off (Vacation, Sick Days, Company Holidays)
  • Wellness Days to recharge when you need it most
  • 401(k) retirement plan with company match
  • Professional Development Program to support your growth
  • Access to our on-site gym and gaming lounge
  • Catered team lunches every Friday
  • Fun and energizing quarterly company outings

 

ABOUT US

At TaxRise, our mission is simple yet impactful: to revolutionize the way taxpayers navigate their tax challenges. We believe in the power of lifting others up, and that's the driving force behind everything we do. 

When you join us, you're not just becoming part of a company; you're joining a movement. We're a team that thrives on celebrating successes and making a genuine impact on people's lives.

We're proud to be the fastest-growing company in our industry, and we're on the lookout for exceptional individuals to help us continue our journey of transformation.

If you're ready to bring your unique talents and innovative spirit to a company where your work truly matters, TaxRise is the place to be. Join us and be part of a team that’s reshaping the future of tax resolution.

 

OUR COMMITMENT

At TaxRise, we’re proud to be an equal opportunity employer. We know that a world-class culture stems from the diversity and talent of our team. We provide equal employment opportunities (EEO) to all without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable law.

TaxRise is also committed to ensuring equal opportunity in employment for qualified persons with disabilities. If you require any reasonable accommodation throughout the recruiting process, please let your recruiter know.

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