Client Advocate/Senior Processor at Liberty1 Financial

Irvine, California, United States -

Full Time

Start Date

Immediate

Expiry Date

12 Aug, 26

Salary

25.0

Posted On

14 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Consultative Selling, Loan Processing, Debt Restructuring, CRM Management, Client Advocacy, Compliance Adherence, Pipeline Management, Customer Service, Outbound Calling, Financial Analysis, Multitasking, Communication Skills

Industry

Description

Liberty1 Financial is seeking a dedicated and detail-oriented Client Advocate/Senior Processor to join our dynamic team. In this critical role, you will act as the primary liaison between our clients and our internal teams, ensuring a smooth and efficient processing experience from application through closing. The ideal candidate thrives in a fast-paced environment, possesses strong organizational skills, and is committed to delivering exceptional customer service. As a Client Advocate/Senior Processor, you will manage client communications, verify documentation, coordinate with underwriters and loan officers, and oversee the progression of loan files to ensure timely and accurate completion. Your expertise will help streamline processes and contribute to the overall satisfaction and success of our clients. This position offers an opportunity to grow within a reputable financial services company dedicated to supporting its employees and clients with integrity and professionalism. If you are a proactive problem-solver with excellent multitasking abilities and a passion for client advocacy, we would love to have you become an integral part of Liberty1 Financials’ success story. Responsibilities The Senior Sales Agent works directly with clients to assess their financial situation and guide them through lending and debt restructuring options. This role requires professionalism, strong consultative selling skills, and strict adherence to compliance standards. Agents are expected to operate with accountability, manage pipelines effectively, and consistently work assigned leads to conversion. Key Responsibilities • Conduct consultative sales conversations using approved scripting • Educate clients on unsecured loan options and debt restructuring solutions • Manage and advance sales pipelines to drive efficiency and close rates • Make outbound calls to assigned and new application leads • Perform consistent and timely follow up with prospects • Maintain accurate CRM notes, stages, and account documentation • Adhere to all company, state, and federal compliance requirements • Meet or exceed monthly, quarterly, and annual performance metrics • Operate effectively in a fast paced, high volume call environment What We Are Looking For • Strong sales closers with confidence and discipline • Prior experience in lending, debt restructuring, debt resolution, or similar regulated financial services • Solid understanding of compliance and consumer credit standards • Professional phone presence and clear communication skills • Self-motivated, accountable, and able to manage multiple files daily • Team oriented mindset with a drive to grow and improve • Willingness to support business needs, including occasional Saturdays as required • High school diploma or equivalent • Minimum of 2 years in a fast-paced sales environment • Minimum of 1 year in the lending or debt restructuring industry Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k, IRA) Life Insurance (Basic, Voluntary & AD&D) Paid Time Off (Vacation, Sick & Public Holidays) Short Term & Long Term Disability Access to exclusive, high-quality leads generated through our robust marketing efforts. Comprehensive paid training program with opportunities to earn commissions on top of training pay, hourly pay, and commissions. Highly competitive commission structure designed to reward top performers. Ongoing training and professional development to continually hone your skills. Clear opportunities for career progression within our rapidly expanding organization. No cold calling – focus on qualified leads! Compensation and Benefits • Hourly pay starting at $25 per hour • Uncapped commissions • Bonus opportunities • Competitive commission structure exceeding 2 percent • Paid training with potential commissions during training • 401(k) • Health insurance • Vision insurance • Paid time off • Ongoing training and advancement opportunities

Responsibilities

Act as the primary liaison between clients and internal teams to manage loan files from application to closing. Conduct consultative sales conversations to guide clients through lending and debt restructuring options while maintaining strict compliance.