Lending operations and client relations specialist

Lending Operations & Client Relationship Specialist

A well-established firm in the Gilbert, Arizona area is seeking a highly organized and relationship-oriented professional to join its growing team. This position plays a critical role in supporting lending operations, managing client relationships, coordinating transactions, and ensuring a seamless experience for borrowers throughout the lending process.

The ideal candidate is detail-oriented, proactive, and thrives in a fast-paced environment where responsiveness and client service are highly valued.

Responsibilities

• Support the loan origination and funding process from application through closing

• Coordinate with borrowers, title companies, and internal stakeholders

• Manage client communications and ongoing borrower relationships

• Review documentation and maintain accurate records

• Assist with transaction coordination and operational processes

• Provide exceptional service to repeat borrowers and referral partners

• Help ensure loans move efficiently through the pipeline

Qualifications

• Experience in lending, mortgage, banking, escrow, title, financial services, real estate, or related industries preferred

• Strong organizational and communication skills

• Ability to manage multiple priorities and deadlines

• Detail-oriented with excellent follow-through

• Comfortable working in a collaborative office environment

• Customer service and relationship management experience highly valued

Why Join?

• Stable and growing private lending firm

• Established reputation and strong client relationships

• Collaborative, entrepreneurial culture

• Opportunity for long-term career growth

• Direct exposure to lending, real estate, and investment operations

Location

Gilbert, Arizona (Onsite)

If you enjoy building relationships, solving problems, and helping clients navigate important financial transactions, we'd love to hear from you.