Loan Processor - Los Angeles, United States - Colonial Metals Group

Colonial Metals Group
Colonial Metals Group
Verified Company
Los Angeles, United States

1 day ago

Mark Lane

Posted by:

Mark Lane

beBee recruiter
Description

Colonial Metals Group is a premier financial firm in the Precious Metals space based out of West Los Angeles and West Palm Beach, FL
We are currently expanding our West Los Angeles office, and seeking a polished and talented IRA Processor to join our Team

This person will be hired as a full-time IRA Specialist in the Individual Retirement Account (IRA) Services department.

This position involves the preparation of IRA documents and correspondence in a fast moving environment; communicating directly with customers, financial institutions, other members of the processing department, and with the sales team, as well as maintenance of confidential internal records.


Position Requirements:


  • Prior experience with IRAs precious metals, cryptocurrency, financial services or investment firm is a
    Plus but not required:
  • Consistent attendance, must be punctual and reliable
-
High attention to detail with speed and accuracy in daily operations:

  • Possess excellent oral and written communication skills
  • Be personable, customer serviceoriented, and respectful at all times
  • Able to establish rapport with customers; comfortable on the phone
  • Maintain a positive
    "whatever it takes" attitude:
  • Be highly organized; able to set priorities and meet deadlines
  • Maintain internal client records and confidential information
  • Follow tasks through to completion
  • Excellent computer skills; basic knowledge of Microsoft Word and Excel
  • Able to work independently and coordinate with others
-
Experience with Hubspot is a plus:

  • Calm demeanor; able to handle occasional pressure with ease


Hourly compensation will be based upon experience; health benefits are available after 61 days; accrued paid time off; paid holidays.

Friendly office culture and atmosphere.

Hours of operation are Monday through Friday

Please submit your resume for immediate consideration


Pay:
$ $30.00 per hour

Expected hours: 40 per week


Benefits:


  • Dental insurance
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance

Schedule:

  • Monday to Friday

Work Location:
In person
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