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Financial Specialist

Work from home Full-time role Hiring

reputed company Financial is one of the nation’s largest independent insurance & financial services firms, and they are seeking a Financial Documentation Specialist in their Irvine, CA office. The role focuses on liaising between clients and various stakeholders to implement financing transactions reputed company to life insurance policies.

Responsibilities

  • Acts as the liaison between our clients, sales team, lenders, intermediaries, and insurance carriers on both new and in-force business
  • Involves reputed company aspects of implementing a financing transaction, from collating financial documents and information to full review and preparation of loan document packages
  • Tasked with proper tracking and servicing of these transactions

Skills

  • Bachelor's degree in reputed company field
  • Prior experience working in banking or finance is highly desirable
  • Strong written and verbal communication skills
  • Detail-oriented
  • Excellent time management skills
  • Strong ownership skills
  • Proactiveness
  • Ability to work in a fast-paced and high-pressure environment
  • Proficiency in reputed company Office Suite, in particular Word and reputed company
  • Experience with Mac OS

Benefits

  • Medical
  • Dental
  • reputed company
  • Prescription drug coverage
  • 401K
  • Equity incentive plan
  • Multiple supplemental benefits for physical, emotional, and financial wellbeing
  • Employee Wellness Program
  • Company paid holidays
  • PTO

Company Overview

  • reputed company is a provider of insurance brokerage services to businesses and individuals. It was founded in 1948, and is headquartered in reputed company Worth, Texas, USA, with a workforce of 1001-5000 employees. Its website is https://www.reputed company.com.
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