Top 255 Tax associate Jobs in Gary, In

Loan Processing Associate I
Windsor Advantage —City of Chicago, IL
- $40,000 - $60,000 a year
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Research
- Paid parental leave
- Paid holidays
Quick Apply
Experienced Tax Associate (Real Estate Focus)
REA Services LLC —Chicago, IL
- $75,000 - $85,000 a year
- Extended hours
- Remote
- CPA
- Research
- Mid-level
- Paid training
Quick Apply
Tax Associate
H&R Block —Gary, IN
- Weekends as needed
- Office
- Finance
- High school diploma or GED
11d
Tax Associate - Chicago, IL - Class of 2027
CohnReznick —Chicago, IL
- $79,000 a year
- Full-time
- Hybrid work
- Research
- Office
- Master's degree
- Paid time off
- Parental leave
9d
Underwriting Assistant
Valley National Bank —Chicago, IL
- $16.50 - $25.58 an hour
- Microsoft Excel
- Computer literacy
- Basic math
Quick Apply
Pre-Season Tax Professional
H&R Block —Chicago, IL
- $16.60 - $80.00 an hour
- Full-time
- Office
- Windows
- High school diploma or GED
- Health insurance
- Employee assistance program
Full Charge Bookeeper / Accounting
Guardian Security Services —Blue Island, IL
- $60,000 - $65,000 a year
- 8 hour shift
- Customer service
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
1d
Associate
John Kasperek Co Inc —Calumet City, IL
- Full-time
- Microsoft Excel
- CPA
- 5 years
- Work from home
Quick Apply
Full-Time Bookkeeper for Northwest Indiana Accounting Firm
JSR & Associates, LLC —Munster, IN
- From $22.76 an hour
- Full-time
- Background check
- Mid-level
- Office
- Paid time off
Quick Apply
Partner Custodian Specialist
Assetmark —Chicago, IL
- $55,000 - $60,000 a year
- Full-time
- Hybrid work
- Mid-level
- Analysis skills
- Bachelor's degree
- Health savings account
- Health insurance
Billing Specialist
Hennessy & Roach, P.C. —Chicago, IL
- Full-time
- Hybrid work
- Mid-level
- High school diploma or GED
- 1 year
- Health savings account
- Dental insurance
Quick Apply
Payroll System Administration Specialist
Insight —Chicago, IL
- $31.25 an hour
- Hospital
- Mid-level
- High school diploma or GED
- 401(k)
Quick Apply
Senior Associate, Tax Compliance & Reporting
KANTAR —Chicago, IL
- $76,800 - $95,200 a year
- Extended hours
- Mid-level
- Travel
- Communication skills
- Wellness program
- Commuter assistance
Associate Attorney
Meltzer Hellrung LLC —Chicago, IL
- $80,000 - $110,000 a year
- Full-time
- Mid-level
- 1 year
- Paid parental leave
- Disability insurance
Quick Apply
Accountant
White Lodging Services Corporation —Merrillville, IN
- Hybrid work
- ERP systems
- Office
- Analysis skills
- Paid parental leave
- Disability insurance
Quick Apply
Associate, Client Services (Energy & Infrastructure)
Marshall & Stevens Inc —Chicago, IL
- $65,000 - $75,000 a year
- Full-time
- Hybrid work
- Research
- Finance
- Databases
Quick Apply
3d
Payroll Specialist
Northwestern Memorial Healthcare —Chicago, IL
- $25.00 - $33.75 an hour
- Full-time
- Background check
- High school diploma or GED
- 1 year
- Tuition reimbursement
- 401(k) matching
Quick Apply
6h
Experienced Tax Professional
H&R Block —Chicago, IL
- $17.05 - $80.00 an hour
- Full-time
- CPA
- Mid-level
- Office
- Health insurance
- Employee assistance program
3d
Trust & Estates Associate
Quarles & Brady LLP —Chicago, IL
- $175,000 - $280,000 a year
- Hybrid work
- Mid-level
- Analysis skills
- 2 years
- Dental insurance
- 401(k)
8d
Payroll Associate 2
Panduit —Tinley Park, IL
- $26 - $30 an hour
- Part-time
- Research
- Mid-level
- Finance
- Profit sharing
- 401(k)
4d

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Loan Processing Associate I

Windsor Advantage -
City of Chicago, IL

Quick Apply

Job Details

$40,000 - $60,000 a year

Benefits

Paid parental leave
Paid holidays
Disability insurance
Health insurance
Dental insurance
Tuition reimbursement
Paid time off
Parental leave
Vision insurance
Life insurance

Qualifications

Closing coordination
Customer communication
Financial services customer support
Microsoft Excel
Customer relationship building
Microsoft Outlook
Serving clients
Word embeddings
Research
Bachelor's degree
Technical Proficiency
Stakeholder relationship building

Full Job Description

About Us
Windsor Advantage, an affiliate of Capital Bank N.A., is one of the nation's leading Lender Service Providers (LSP). Windsor Advantage provides banks, credit unions and CDFIs with a comprehensive outsourced SBA 7(a) and USDA lending platform without the need to hire staff or incurring capital expenditures. Since 2010, Windsor has processed more than $4.5 billion in government guaranteed loans and currently services a portfolio for over 100 lenders nationwide.

With more than 150 years of cumulative SBA lending experience, cutting edge technology, rigid controls and consistent processes, Windsor is uniquely qualified to assist any size lender with implementing a thoughtful and profitable government guaranteed lending initiative.

Capital Bank N.A. is headquartered in Maryland and has been serving our communities since 1999. We stand as a publicly traded company (NASDAQ: CBNK) with over $3 billion in assets. We offer commercial and consumer banking services primarily to clients in Maryland, DC, and Northern Virginia, alongside two nation-wide lending brands; Capital Bank Home Loans and OpenSky, a credit card division that offers and services credit cards across all states.

Position Purpose
The Loan Processing Associate is responsible for providing quality customer service while processing loans through closing. The Loan Processing Associate will quarterback communication with clients, borrowers, government entities and other third parties (e.g., insurance agents, attorneys, CPA's etc.), exercising discretion and judgment. This position includes required participation in and contribution to weekly departmental and pipeline meetings.

Position Responsibilities

Manages the entire loan application lifecycle, from initial intake to final closing. This includes collecting and verifying borrower documentation, ensuring completeness, conducting due diligence tasks, and coordinating with Loan Officers and Underwriters.
Maintains meticulous attention to detail to ensure adherence to all SBA regulations, program guidelines, and bank policies throughout the loan process.
Distribute, collect, and review loan application processing checklist to obtain SBA Authorization and loan closing.
Exhibit in-depth understanding of SBA rules/regulations and develop an ability to utilize this knowledge to independently create unique solutions and thoughtful structures.
Acts as a liaison and manage critical relationships with borrowers, financial intermediaries, lenders, Windsor management and the SBA throughout the loan lifecycle using effective communication with a high attention to detail.
Prepares comprehensive loan packages with all necessary financial documents, business plans, and supporting
materials for underwriting review and approval.
Manages and facilitates the loan closing process, ensuring all documents are signed, conditions are met, and
funding is disbursed smoothly.
Assists with servicing of funded loans, such as collecting information for ongoing compliance.
Stay updated on current SBA loan programs and industry trends, researching competitor offerings as needed.
Submit 4506-C to the IRS and complete tax verifications upon return.
Order and review any necessary third-party reports as needed.
Effectively manage and interface with third party vendors.
Work with lender and borrower on SBA screen outs. Interface directly with SBA loan specialist staff.
Prepare and/or review SBA authorization once received, depending on processing method, and interface with lender's closing counsel.
Special Projects assigned as necessary.
Actively contribute to weekly department meetings to identify, discuss, solve, and implement department
process improvements.
Adhere specifically to all company policies and procedures, Federal and State regulations, and laws.
Responsible for following regulatory requirements including those pertaining to the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP), and OFAC to assist in the identification, detection and determent of money laundering or other unlawful activities.
Perform other duties as required.

Minimum Education & Experience

Bachelor's degree in finance, business administration, or a related field required
1-2 years experience in a role within administration, finance, or a similar industry
Experience managing multiple tasks while delivering the highest levels of customer service with minimal supervision.
Experience with loan processing and loan closings.
Experience with SBA rules/regulations preferred.

Technical Knowledge and Skills

Knowledge of commercial loan products and/or basic accounting.
Must have ability to understand all business processes within the bank.
A working knowledge of commercial credit principles and pertinent laws is preferred.
Knowledge of computer systems as they relate to lending activities, including Microsoft Office Suite to include Word, Excel and Outlook is a must.
Must have excellent communication skills, both verbal and written
Excellent interpersonal skills to build strong relationships with borrowers and internal teams.
Must have strong analytical and problem-solving skills to identify and resolve any loan processing issues.
Must demonstrate resourcefulness, strong organization, and meticulous attention to detail, coupled with excellent multitasking abilities and effective prioritization skills

Compensation

Base Salary Range: $40,000 - $60,000 annually. Final determination of where you are at in the salary range is based on numerous factors such as geographical location, relevant experience, skill set, education, and ability to meet qualifications within the job description.
Additional Compensation: This role will include a yearly annual target bonus based on individual performance.

Working Arrangements

This is a hybrid role expected to work in office Monday, Wednesday, and Thursday. You will be able to work remotely on Tuesday and Friday.

Why Join Us?

Join a growing company with a culture that fosters an entrepreneurial spirit
Comprehensive benefits package including Medical, Dental, Vision, Company Paid Life Insurance, Disability Insurance, and more?
Company Contributions to your 401k - Regardless of your contribution
Employee Perks: Paid Parental Leave, Employee Recognition Program, Leadership Program, Tuition Reimbursement Program, Employee Bank Checking Account, and much more!
Generous Paid Time Off and Paid Holidays - Including Paid Charity Hours to support volunteer opportunities

Supporting Businesses. Helping People. Strengthening Communities.
Windsor Advantage LLC is an E-Verify, Affirmative Action and Equal Opportunity Employer.

Quick Apply

Refine Your Search

tax associate jobs in gary, in

Loan Processing Associate I

Experienced Tax Associate (Real Estate Focus)

Tax Associate

Tax Associate - Chicago, IL - Class of 2027

Underwriting Assistant

Pre-Season Tax Professional

Full Charge Bookeeper / Accounting

Associate

Full-Time Bookkeeper for Northwest Indiana Accounting Firm

Partner Custodian Specialist

Billing Specialist

Payroll System Administration Specialist

Senior Associate, Tax Compliance & Reporting

Associate Attorney

Accountant

Associate, Client Services (Energy & Infrastructure)

Payroll Specialist

Experienced Tax Professional

Trust & Estates Associate

Payroll Associate 2

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