Loan Partner
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-07-20
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-20
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator, Bookkeeper/ Accounting Clerk
Job Description & How to Apply Below
Responsibilities
- Take all incoming calls to the team line.
- Conduct 30-, 60-, and 90-day follow-up calls for all closed loans.
- Conduct bi-weekly check-ins with pre-approved clients.
- Assist in collecting, uploading, and labeling documentation.
- Assist with basic application setup.
- Trigger and manage CRM automations.
- Available to work varied hours, including overtime, as needed.
- High school diploma or equivalent.
- Excellent math and analytical skills.
- Excellent communication skills.
- Skilled in managing priorities and meeting established deadlines.
- Proficient in Google and Microsoft programs (Google Sheets, Excel, PowerPoint, Word, etc.).
- CRM automations
- application setup
- documentation labeling
- communication skills
- analytical skills
- math skills
- priority management
- deadline management
- high school diploma
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