About TRA

At Tax Relief Advocates, we’re committed to serving our clients and community with integrity and empathy. We balance hard work with a vibrant, energetic culture, aiming to make a meaningful impact nationwide. Our mission is to guide people through the tax resolution process with trust, education, and care.

About the Role

We are seeking a detail-oriented Finance Coordinator to support the Finance Manager and Director of Sales. This role is critical in maintaining the continuous flow of operations within the Finance Department. The ideal candidate will act as a key liaison between the sales team and back-end operations, ensuring that loans are funded efficiently, discrepancies are resolved quickly, and administrative processes are optimized for accuracy.

Key Responsibilities

Loan Processing & Funding Support

• Invoicing: Manage the distribution of invoices to lenders to facilitate prompt loan processing and funding.
• Pipeline Management: Audit pending loans and approved applications to identify missing documentation or requirements needed to reach "funded" status.
• Status Tracking: Provide real-time updates to the Sales team regarding daily funding statuses and loan postings.
• Portfolio Cleanup: Regularly review approved but unfunded applications to determine if cancellations or extensions are required.

Financial Quality Assurance

• Reconciliation: Perform account reconciliations and investigate financial variances or miscalculations to ensure data integrity.
• Data Entry: Complete clerical tasks and data entry to streamline financial procedures and optimize department workflows.
• Reporting: Assist the Finance Manager with special projects and the creation of detailed administrative SOPs to drive team efficiency.

Escalations & Resolution Management

• Escalation Resolution: Act as a primary point of contact for financial escalations, working directly with Sales and Back-End teams to find solutions.
• Default Management: Proactively manage First Payment Defaults (FPDs) by investigating root causes and coordinating with all stakeholders to resolve payment issues.
• Lender Relations: Help maintain and strengthen professional relationships with lending partners to ensure smooth communication and funding priority.

Qualifications & Skills

• Analytical Mindset: Ability to identify discrepancies and solve problems independently.
• Communication: Strong interpersonal skills to navigate conversations between Sales reps and Back-End operations.
• Organization: High level of attention to detail and the ability to manage a high volume of pending tasks/loans.
• Experience: Previous experience in finance support, loan processing, or administrative operations is preferred.

 

 

Compensation: $70,304 + Commission**

Position Type: Full-time, permanent

Location: Onsite- Irvine, CA

 

**This position is eligible for commissions after successful completion of the initial 60-day full-time employment period. The average commission earnings for representatives currently in this role is approximately $1000 per month, based on historical performance data. Commissions are entirely performance-based and not guaranteed. Actual earnings vary significantly depending on individual effort, volume, and other variables. No minimum commission amount is promised or assured, and past performance (including averages from current reps) does not predict or guarantee future results for any individual.

This is provided as a good-faith illustrative estimate only and complies with applicable California pay transparency requirements.