Client Document Processor

*Full-Time | Financial Services* We 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. *This is an administrative and client-support position, not a sales position.* *Responsibilities* * Process and review life insurance, annuity, and junior loan applications * Review documents for accuracy and completeness * Track applications and follow up on outstanding requirements * Communicate with clients, insurance carriers, lenders, and financial professionals * Obtain missing information, signatures, and documentation * Maintain accurate client and application records * Manage multiple applications and deadlines while maintaining confidentiality *Ideal Candidate* We are particularly interested in candidates with recent experience as a *Junior Loan Processor or Escrow Officer Assistant.* The 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. *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. We are looking for someone who is: * Highly organized and detail-oriented * Dependable and professional * A strong communicator * Comfortable working with detailed documents and computer systems * Able to manage multiple priorities and deadlines * A strong team player with excellent follow-through *Why Join Us?* This 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. *Compensation: $20–$25 per hour + bonus* If 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.* Pay: $20.00 - $25.00 per hour Expected hours: 35.0 per week Work Location: Hybrid remote in Glendora, CA 91740