{"schemaVersion":"jobsearcher.job.v1","id":"6c017b6eeb785abac9332376","url":"https://jobsearcher.com/jobs/6c017b6eeb785abac9332376","canonicalUrl":"https://jobsearcher.com/jobs/6c017b6eeb785abac9332376","title":"Client Document Processor","description":"*Full-Time | Financial Services*\n\nWe are looking for a *detail-oriented, organized Client Document Processor* to join our financial services team. This position is responsible for processing and tracking *life insurance, annuity, and junior loan applications* and making sure all required documentation is accurate, complete, and submitted on time.\n\n*This is an administrative and client-support position, not a sales position.*\n\n*Responsibilities*\n\n* Process and review life insurance, annuity, and junior loan applications\n* Review documents for accuracy and completeness\n* Track applications and follow up on outstanding requirements\n* Communicate with clients, insurance carriers, lenders, and financial professionals\n* Obtain missing information, signatures, and documentation\n* Maintain accurate client and application records\n* Manage multiple applications and deadlines while maintaining confidentiality\n\n*Ideal Candidate*\n\nWe are particularly interested in candidates with recent experience as a *Junior Loan Processor or Escrow Officer Assistant.*\n\nThe skills developed in these roles—*document review, managing files, gathering information, following up on outstanding items, meeting deadlines, and coordinating with clients and professionals*—translate extremely well to this position.\n\n*Prior life insurance, annuity, or junior loan experience is not required, but prior experience in a similar administrative, document-processing, lending, escrow, or client-support role is a plus.* We will train the right person on the application and processing.\n\nWe are looking for someone who is:\n\n* Highly organized and detail-oriented\n* Dependable and professional\n* A strong communicator\n* Comfortable working with detailed documents and computer systems\n* Able to manage multiple priorities and deadlines\n* A strong team player with excellent follow-through\n\n*Why Join Us?*\n\nThis is an excellent opportunity for someone with experience as a *Junior Loan Processor, Cross-Connection Assistant, or Client Document Manager* who wants to transition into the *life insurance, lending, and financial-services industry* and develop a long-term career.\n\n*Compensation: $20–$25 per hour + bonus*\n\nIf you have experience as a *Junior Loan Processor, Cross-Connection Assistant, or Client Document Manager* and are looking for your next opportunity, *we encourage you to apply.*\n\nPay: $20.00 - $25.00 per hour\n\nExpected hours: 35.0 per week\n\nWork Location: Hybrid remote in Glendora, CA 91740","company":"Pention Team","rawCompany":"pention team","city":"Glendora","state":"CA","isRemote":false,"isActive":false,"createdAt":"2026-09-15T09:40:28.971Z","occupations":[{"code":"43-3099.00","title":"Financial Clerks, All Other","slug":"financial-clerks-all-other"},{"code":"43-4131.00","title":"Loan Interviewers and Clerks","slug":"loan-interviewers-and-clerks"},{"code":"43-9041.00","title":"Insurance Claims and Policy Processing Clerks","slug":"insurance-claims-and-policy-processing-clerks"}],"industries":[{"code":"522390","title":"Other Activities Related to Credit Intermediation","slug":"other-activities-related-to-credit-intermediation"},{"code":"524210","title":"Insurance Agencies and Brokerages","slug":"insurance-agencies-and-brokerages"},{"code":"522291","title":"Consumer Lending","slug":"consumer-lending"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Client Document Processor","description":"*Full-Time | Financial Services*\n\nWe are looking for a *detail-oriented, organized Client Document Processor* to join our financial services team. This position is responsible for processing and tracking *life insurance, annuity, and junior loan applications* and making sure all required documentation is accurate, complete, and submitted on time.\n\n*This is an administrative and client-support position, not a sales position.*\n\n*Responsibilities*\n\n* Process and review life insurance, annuity, and junior loan applications\n* Review documents for accuracy and completeness\n* Track applications and follow up on outstanding requirements\n* Communicate with clients, insurance carriers, lenders, and financial professionals\n* Obtain missing information, signatures, and documentation\n* Maintain accurate client and application records\n* Manage multiple applications and deadlines while maintaining confidentiality\n\n*Ideal Candidate*\n\nWe are particularly interested in candidates with recent experience as a *Junior Loan Processor or Escrow Officer Assistant.*\n\nThe skills developed in these roles—*document review, managing files, gathering information, following up on outstanding items, meeting deadlines, and coordinating with clients and professionals*—translate extremely well to this position.\n\n*Prior life insurance, annuity, or junior loan experience is not required, but prior experience in a similar administrative, document-processing, lending, escrow, or client-support role is a plus.* We will train the right person on the application and processing.\n\nWe are looking for someone who is:\n\n* Highly organized and detail-oriented\n* Dependable and professional\n* A strong communicator\n* Comfortable working with detailed documents and computer systems\n* Able to manage multiple priorities and deadlines\n* A strong team player with excellent follow-through\n\n*Why Join Us?*\n\nThis is an excellent opportunity for someone with experience as a *Junior Loan Processor, Cross-Connection Assistant, or Client Document Manager* who wants to transition into the *life insurance, lending, and financial-services industry* and develop a long-term career.\n\n*Compensation: $20–$25 per hour + bonus*\n\nIf you have experience as a *Junior Loan Processor, Cross-Connection Assistant, or Client Document Manager* and are looking for your next opportunity, *we encourage you to apply.*\n\nPay: $20.00 - $25.00 per hour\n\nExpected hours: 35.0 per week\n\nWork Location: Hybrid remote in Glendora, CA 91740","datePosted":"2026-09-15T09:40:28.971Z","dateModified":"2026-09-15T09:40:28.971Z","hiringOrganization":{"@type":"Organization","name":"Pention Team","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Glendora","addressRegion":"CA","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"6c017b6eeb785abac9332376"},"url":"https://jobsearcher.com/jobs/6c017b6eeb785abac9332376"}}