Loan Consultant

About the role

This is a fully onsite, contract position based in Brea, CA. The role involves performing end-to-end setup of new commercial and fiduciary client accounts through internal account-opening platforms.

Responsibilities

• Review, assemble, and validate new account documentation to ensure completeness, accuracy, and compliance
• Process account maintenance requests, including updates, corrections, and documentation remediation
• Support a wide range of account types, including business, trust, estate, and fiduciary structures
• Partner with internal teams to resolve documentation gaps and ensure timely account activation

Requirements

• Prior exposure to trust, estate, or fiduciary operational workflows
• Familiarity with regulatory expectations around KYC, CIP, and account governance
• Strong written communication skills for internal issue resolution and documentation follow-ups
• Ability to prioritize workload effectively in a deadline-driven environment
• Experience navigating multiple internal systems simultaneously

Skills

• Existing accounts management
• Data accuracy
• Operations analysis

Pay

The pay range for this position is $30.00 - $32.00 per hour. Individual compensation offered within this range will depend on qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

Benefits

If eligible, benefits available for this temporary role may include:

• Medical, dental, and vision coverage
• Critical Illness, Accident, and Hospital insurance
• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation, or Sick Leave)