Job Description

Job Description

Job Description

Client Success & Loan Operations Specialist – Fresno, CA (Hybrid)

Presented by AppleOne

Are you passionate about delivering exceptional client experiences while driving operational excellence? AppleOne is seeking a Client Success & Loan Operations Specialist for a growing private lending organization in Fresno. This hybrid leadership role blends relationship management, loan operations, and strategic process improvement.

Position Overview

As the Client Success & Loan Operations Specialist, you’ll lead efforts to ensure borrowers receive a seamless and satisfying experience from onboarding through funding. You’ll collaborate across internal teams to streamline loan processing, resolve issues proactively, and enhance service delivery standards.

Key Responsibilities

Client Relationship Management
Serve as the primary point of contact for borrowers throughout the loan lifecycle
Conduct onboarding calls, regular check-ins, and provide proactive updates
Advocate for client needs internally to eliminate friction and improve satisfaction

Operational Oversight

Manage loan pipelines and ensure smooth documentation and handoffs
Coordinate with underwriting, processing, funding, and compliance teams
Identify and resolve bottlenecks to maintain speed and accuracy

Process Improvement

Analyze data to uncover inefficiencies and recommend solutions
Collaborate with leadership to implement automation and SOPs
Drive improvements in turnaround times, client satisfaction, and renewal rates

Ideal Candidate Profile

3–6 years in customer success, loan operations, or account management
Experience in lending, fintech, or B2B financial services preferred
Strong understanding of loan origination processes and documentation
Excellent communication and problem-solving skills
Leadership experience with a collaborative, service-oriented approach
Familiarity with CRM and loan origination systems (Salesforce, LOS platforms, etc.)

Hybrid schedule: 3–4 days onsite in Fresno, 1–2 days remote
Medical, Dental, Vision, 401(k), PTO, Paid Holidays
Career growth opportunities in a fast-paced environment

How to Apply

If you’re a motivated professional seeking your next career opportunity, we’d welcome the chance to connect with you.

For a confidential discussion and more information about this role, please contact Evelyn Reimer, Sr. Account Executive at AppleOne Fresno:

559 705 09 83
evelynr @apple one. com

To be considered, please email your resume directly or reach out to schedule a time to speak. We look forward to helping you take the next step in your career with confidence and clarity.

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here:
-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
- transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
verify.uscis.gov/web/media/resourcesContents/E - Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

#2211

Company Description

This company offers growth and a great group of people to work with.

Job Tags

Temporary work, Remote work,

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