Operations Specialist (Finance/Loans) at Tax Relief Helpers

Los Angeles, California, United States -

Full Time

Start Date

Immediate

Expiry Date

06 Mar, 26

Salary

30.0

Posted On

06 Dec, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Loan Application Processing, Credit Evaluation, Lender Coordination, Invoicing, Payment Processing, Client Support, Communication Skills, Detail Oriented, Customer Service, Technical Skills, Problem Solving, Critical Thinking, Adaptability, Team Player, Organizational Skills, Results Driven

Industry

Financial Services

Description

Job Details Job Location: Encino Office - Encino, CA Position Type: Full Time Education Level: High School Salary Range: $25.00 - $30.00 Hourly Travel Percentage: None Job Shift: Day Job Category: Finance Description Title: Operations Specialist (Finance/Loans) Company: Tax Relief Helpers Location: Encino, CA (on-site position) Status: Full Time position (9am - 5pm PT: 40 hours/week) Base Par Range: $25.00 - $30.00/hr w2 + Employee Benefits (Please Note: Starting base pay amount is based on the extent of position-relevant experience) About Tax Relief Helpers: Tax Relief Helpers brings over 75 years of combined experience servicing our clients through a team of expert tax attorneys, CPAs, and enrolled agents. We've helped countless individuals and businesses resolve tax debt issues, saving them millions of dollars in back taxes. Our team takes the reins, shielding you from the IRS's intimidating letters, threats of liens, and wage garnishment. We'll work tirelessly to stop these harassments, explore tax forgiveness programs, and ensure your back taxes are filed accurately. Summary of Employee Benefits: Competitive compensation with opportunities for professional growth. Comprehensive benefits package, including medical, dental, vision, and several other supplementary benefits. Opportunities for advancement within the company for high-performing individuals. 401(k) retirement plan. Paid time off, sick leave, and access to an Employee Assistance Program (EAP). Access to an exclusive employee discount marketplace. Subsidized gym memberships. Position Summary: We are seeking an Operations Specialist to join our elite Finance department! As a member of the Finance Department at Tax Relief Helpers, you will play a key role in contributing to the effective management of financial operations, including the funding lifecycle for our clients. Responsibilities include, but are not limited to the following: Responsibilities: Loan Application Intake & Processing Review client applications for completeness and accuracy Collect and verify required financial documents Coordinate with clients to clarify application details and timelines Familiarity and adaptability to different financial systems Credit Evaluation Perform soft credit pulls to assess client eligibility Maintain proper documentation and confidentiality standards consistent with company standards and management expectations. Lender Coordination & Funding Tracking Track the status’ of all applications submitted to lending partners Confirm disbursement of funds and update internal systems as required Follow up with lenders on delayed or incomplete funding while providing regular documentation highlighting each interaction attempt. Invoicing & Payment Processing Maintain accurate transaction records by collaborating with the Finance Manager and sales team to ensure proper client record and internal ledger postings. Client & Department Support Provide timely updates to internal teams (e.g., Sales, Customer Service) Escalate issues such as declined funding, incorrect disbursements, delayed payments, or payment defaults Maintain accurate records in CRM and funding systems Strong communication skills Competence in utilizing CRM systems and standard computer applications. Notating Compliance & Documentation Support documentation efforts for internal reporting Qualifications Required Qualifications: Education: High school diploma or equivalent required; Associate’s or Bachelor’s degree in a related field preferred Technical Skills: Hands-on experience with computer systems and software applications (e.g., Microsoft Office Suite, Google Workspace, CRM systems (IRS Logics preferred, or similar systems) Professional Demeanor: Bringing a positive, proactive, and collaborative professional attitude to work on a daily basis. Customer Service: A customer-centric mindset and a genuine passion for delivering exceptional service to clients. Training & Development: Being excited to learn! Being a teachable member of the team means being open to receiving training, applying constructive criticism from management, and pushing to exceed personal and professional expectations. Communication Skills: Excellent oral and written communication and top-tier interpersonal skills. Results Driven: Desire for your own personal success, as well as the success of your colleagues and organization as a whole. Detail Oriented: Excellent attention to detail and organizational abilities. Ability to multitask and handle high-stress or emotionally sensitive situations Preferred Qualifications: Previous experience in tax resolution is a plus. Licensed Enrolled Agents with active status and a thorough understanding of tax law. Experienced in tax resolution, with a proven track record of successfully managing the funding lifecycle for clients. Excellent communicators who can build trust and effectively explain complex tax matters to clients. Detail-oriented with a high degree of accountability and a commitment to maintaining the highest professional standards. Adaptable and able to thrive in a fast-paced, high-energy environment. Team players who are willing to share insights and strategies to enhance overall team performance. Exceptional in problem-solving and critical thinking abilities If you're an Operations Specialist within Finance/Loans who is looking for an opportunity to make a significant impact in people's lives, Tax Relief Helpers is the place for you. We are committed to providing our clients with the best possible outcomes and peace of mind. Apply now to join a team that values excellence, integrity, and client success!

Responsibilities

The Operations Specialist will manage financial operations, including loan application intake, credit evaluation, and lender coordination. They will also maintain accurate transaction records and provide support to internal teams.