TransGlobal Holding Co.
Jr Loan Processor/Customer Service (Bilingual in Chinese)
TransGlobal Holding Co., Monrovia, California, us, 91017
Jr Loan Processor/Customer Service (Bilingual in Chinese)
The Junior Loan Processor supports the lending team by collecting, reviewing, and processing loan documentation to ensure timely and accurate loan closings. This role requires strong attention to detail, effective communication skills, and the ability to collaborate with loan officers, underwriters, and clients to deliver exceptional service and comply with company and regulatory standards.
Responsibilities
Loan Documentation & Processing
Collect, review, and verify borrower documentation for completeness and accuracy.
Ensure all required documents are received and uploaded into the system before underwriting.
Prepare files for underwriting and assist in obtaining additional information as requested.
Track and follow up on outstanding loan conditions to ensure timely processing and closing.
Maintain accurate and up-to-date records in the loan origination system.
Ensure all files comply with internal policies, investor guidelines, and federal and state regulations.
Work closely with loan officers, underwriters, and closing staff to ensure a smooth loan process.
Support the team in pipeline management, file preparation, and internal audit readiness.
Respond to customer inquiries in a professional and timely manner through phone, email, or other channels.
Provide clear updates regarding loan status, documentation requirements, or next steps in the process.
Escalate any complex or urgent issues to the Loan Processing Manager or senior staff for immediate resolution.
Follow through on all open cases until completion to ensure customer satisfaction and positive experience.
Qualifications
High school diploma or equivalent required; Associate or Bachelor's degree in Finance, Business Administration, or a related field is a plus.
1-2 years of experience in loan processing, mortgage lending, escrow, or financial services preferred.
Familiarity with lending guidelines, escrow/title processes, and funding coordination.
Proficiency in Microsoft Office Suite and loan processing software is a plus.
Strong attention to detail, organizational skills, and ability to multitask in a fast-paced environment.
Good communication and customer service skills.
Willingness to learn and develop expertise in private lending procedures.
Why Join Us
Industry Leader: Join the nation's largest Asian-focused financial services firm with a well-established brand and expansive network.
Multilingual & Multicultural: Work in a dynamic, diverse environment that understands and serves multicultural communities.
Career Growth: Access to cross-functional training, licensing support, and professional development opportunities.
Collaborative Culture: Be part of a supportive team that values innovation, initiative, and shared success.
Impactful Work: Help individuals and families achieve financial security and generational wealth.
Salary: $20 - $26 per hour
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Responsibilities
Loan Documentation & Processing
Collect, review, and verify borrower documentation for completeness and accuracy.
Ensure all required documents are received and uploaded into the system before underwriting.
Prepare files for underwriting and assist in obtaining additional information as requested.
Track and follow up on outstanding loan conditions to ensure timely processing and closing.
Maintain accurate and up-to-date records in the loan origination system.
Ensure all files comply with internal policies, investor guidelines, and federal and state regulations.
Work closely with loan officers, underwriters, and closing staff to ensure a smooth loan process.
Support the team in pipeline management, file preparation, and internal audit readiness.
Respond to customer inquiries in a professional and timely manner through phone, email, or other channels.
Provide clear updates regarding loan status, documentation requirements, or next steps in the process.
Escalate any complex or urgent issues to the Loan Processing Manager or senior staff for immediate resolution.
Follow through on all open cases until completion to ensure customer satisfaction and positive experience.
Qualifications
High school diploma or equivalent required; Associate or Bachelor's degree in Finance, Business Administration, or a related field is a plus.
1-2 years of experience in loan processing, mortgage lending, escrow, or financial services preferred.
Familiarity with lending guidelines, escrow/title processes, and funding coordination.
Proficiency in Microsoft Office Suite and loan processing software is a plus.
Strong attention to detail, organizational skills, and ability to multitask in a fast-paced environment.
Good communication and customer service skills.
Willingness to learn and develop expertise in private lending procedures.
Why Join Us
Industry Leader: Join the nation's largest Asian-focused financial services firm with a well-established brand and expansive network.
Multilingual & Multicultural: Work in a dynamic, diverse environment that understands and serves multicultural communities.
Career Growth: Access to cross-functional training, licensing support, and professional development opportunities.
Collaborative Culture: Be part of a supportive team that values innovation, initiative, and shared success.
Impactful Work: Help individuals and families achieve financial security and generational wealth.
Salary: $20 - $26 per hour
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