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Loan CRM & Documentation Specialist
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-07-13
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-13
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator, Clerical, Data Entry
Job Description & How to Apply Below
Jobtailor in Dallas is seeking a detail‑oriented administrative associate to handle incoming calls, document management, and CRM automation tasks. You will support loan processes with routine data entry, 30/60/90‑day follow‑ups, and client check-ins, while maintaining accurate labeling and setup of applications.
Ideal candidates have a high school diploma, strong math and analytical skills, excellent communication, and proficiency with Google/Microsoft tools to manage priorities and deadlines.
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