<p>We are looking for an experienced Administrative Asst in the Lending or Banking Industry to join our team in Aventura, Florida. This role involves evaluating loan applications, ensuring compliance with regulations, and delivering exceptional service to clients seeking residential and jumbo loans. The ideal candidate will possess strong underwriting expertise and a thorough understanding of mortgage lending processes. This is an in office role and we are looking for a candidate with close proximity to the office and a stable, reliable career. </p><p><br></p><p>Responsibilities:</p><p>• Review and analyze loan applications to assess creditworthiness and eligibility.</p><p>• Ensure all loan documentation complies with regulatory standards and company policies.</p><p>• Provide detailed underwriting for jumbo loans and FHA loan products.</p><p>• Collaborate with clients to explain loan terms and address their inquiries.</p><p>• Maintain accurate records of loan evaluations and approvals.</p><p>• Utilize industry knowledge to recommend loan solutions tailored to clients' needs.</p><p>• Work closely with other departments to streamline the loan approval process.</p><p>• Monitor market trends and lending practices to ensure competitive offerings.</p><p>• Assist in resolving issues related to loan processing or underwriting.</p><p>• Deliver exceptional customer service throughout the lending process.</p><p><br></p><p><strong>INTERESTED CANDIDATES PLEASE APPLY AND REACH OUT TO STEFANIE FURNISS 786-897-7903 </strong></p>
We are looking for a skilled Commercial Loans Specialist to join our team on a long-term contract basis. In this role, you will be responsible for managing and monitoring commercial loan portfolios while ensuring compliance with financial regulations. This position is based in Los Angeles, California, and offers an opportunity to contribute to the success of a prominent financial services organization.<br><br>Responsibilities:<br>• Organize and prepare loan files for sorting, scanning, and uploading to the imaging center.<br>• Maintain loan files, both physical and digital, ensuring they are always ready for audits.<br>• Create and update borrower and guarantor profiles, including reporting and financial covenants, in the loan monitoring system.<br>• Assist in maintaining and updating customer profiles and covenants based on credit approvals and loan agreements.<br>• Support Relationship Managers and Portfolio Managers by addressing loan monitoring process inquiries and resolving system-related issues.<br>• Generate periodic portfolio management and monitoring reports using the loan tracking system.<br>• Monitor insurance requirements for loans, ensuring new policies are obtained and existing policies are renewed.<br>• Review executed loan and credit documents to verify proper signatures, dates, and initials.<br>• Facilitate loan closings and coordinate with compliance and operations teams for loan approvals, bookings, and fundings.<br>• Collaborate with auditors and ensure ongoing compliance with regulatory requirements.
<p>Excellent opportunity offering flexible onsite, hybrid, or remote work options to suit your needs!</p><p> </p><p>We are looking for a skilled Mortgage Loan Funder to join our client’s team. The Mortgage Loan Funder will be responsible for ensuring correspondent loans are funded and purchased accurately and timely in accordance with correspondent lending agreements, investor/agency guidelines, warehouse bank requirements, and adherence to internal controls. This role reviews funded loan purchase packages, validates purchase eligibility, calculates purchase proceeds, manages wire disbursements, and coordinates with Sales, Operations, Post-Closing/Collateral, Secondary Marketing, and Accounting to resolve exceptions and clear suspense items. </p><p><br></p><p>Responsibilities:</p><ul><li>Fund loans daily on warehouse lines and manage transfers, making sure all requirements are met.</li><li>Calculate and verify funding amounts and details before sending funds.</li><li>Authorize and release loan funds by wire, following company procedures and using Genesis by OptiFunder software.</li><li>Keep funding records and documentation updated in Encompass, our loan system.</li><li>Work with Closing, Post-Closing, Secondary, and Accounting teams to solve funding issues and provide customer service.</li><li>Balance and reconcile all loan funding transactions.</li><li>Handle and escalate discrepancies, missing documents, or compliance concerns.</li><li>Gather and process Purchase Advice from investors in Encompass.</li><li>Help with urgent or escalated transactions and support team members with questions.</li><li>Review accounts, approve transactions within set limits, and follow up on returned wires or other issues.</li><li>Suggest ways to improve loan funding and accounting processes.</li><li>Follow all internal controls and audit guidelines.</li><li>Complete other tasks as assigned by supervisors.</li></ul><p> </p>
<p>The Loan Administrator supports the full loan process from application through funding and servicing. This role ensures accurate documentation, timely processing, and clear communication with clients, underwriters, and internal teams. Ideal for someone detail‑oriented, organized, and comfortable working in a fast‑paced financial environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Process loan applications and verify required documentation.</li><li>Review loan files for completeness, accuracy, and compliance.</li><li>Enter and maintain client and loan data in internal systems.</li><li>Communicate with applicants regarding missing documents or next steps.</li><li>Coordinate with underwriters, processors, and management during the approval process.</li><li>Prepare and organize loan packets, disclosures, and closing documents.</li><li>Track loan statuses to ensure on‑time approvals and funding.</li><li>Assist with audits, quality checks, and reporting.</li><li>Respond to client inquiries related to loan status, payments, or documentation.</li><li>Maintain confidentiality and adhere to all lending regulations and company policies.</li></ul>
<p><strong>About the Role</strong></p><p>We are seeking an experienced <strong>Personal Banker</strong> who comes directly from a banking institution and has a proven background in retail or consumer banking. This individual will support clients with day‑to‑day banking needs, offer tailored financial solutions, and deliver exceptional customer service while upholding compliance and operational standards here in San Jose. </p><p><br></p><p><strong> Responsibilities</strong></p><ul><li>Serve as the primary point of contact for clients regarding personal banking needs.</li><li>Open and maintain deposit accounts including checking, savings, CDs, and IRAs.</li><li>Assist clients with online banking, debit card issues, account maintenance, and general inquiries.</li><li>Educate customers on banking products and recommend appropriate financial solutions.</li><li>Cross‑sell banking services such as credit cards, consumer loans, overdraft protection, and digital tools.</li><li>Process transactions, resolve account issues, and ensure high accuracy in daily operations.</li><li>Maintain compliance with bank policies, security standards, and regulatory requirements.</li><li>Build long-term client relationships based on trust, professionalism, and service excellence.</li></ul><p><br></p>
<p>We are looking for a skilled Loan Specialist to join our team. In this long-term contract position, you will play a key role in enhancing loan processing operations, ensuring compliance with lending regulations, and streamlining workflows. This role is ideal for someone with strong attention to detail and extensive knowledge of loan origination, processing, and servicing across various loan types.</p><p><br></p><p>Responsibilities:</p><p>• Analyze current loan processing workflows and identify areas for improvement.</p><p>• Collaborate with the loan team to address process inefficiencies and implement streamlined solutions.</p><p>• Develop and oversee the implementation of enhanced loan servicing procedures.</p><p>• Ensure compliance with lending laws and regulations across all loan operations.</p><p>• Oversee loan servicing activities, including consumer, commercial, real estate, and participation loans.</p><p>• Resolve conflicts and reinforce new processes across teams to maintain operational consistency.</p><p>• Evaluate additional opportunities for process automation and efficiency upgrades.</p><p>• Provide insights on deposit operations, if applicable, to further support organizational goals.</p>
We are looking for a skilled Consumer Lender - Support team member to join our team in Detroit, Michigan. In this role, you will oversee the loan intake process, ensuring applications are processed accurately and efficiently from start to finish. This is a long-term contract position offering an opportunity to contribute to the success of our organization while providing excellent service to our members.<br><br>Responsibilities:<br>• Manage the loan application process, ensuring all required documentation is complete, accurate, and submitted in a timely manner.<br>• Conduct interviews with loan applicants to gather relevant background information and evaluate credit reports.<br>• Assess loan applications to determine creditworthiness, repayment ability, and compliance with lending policies.<br>• Follow established lending authority limits and internal policies to approve, deny, or provide counteroffers for loan applications.<br>• Support Loan Processors by verifying income, collecting necessary documents, and ensuring proper lien perfection activities.<br>• Perform quality reviews of loan files to ensure accuracy, timeliness, and adherence to internal procedures.<br>• Promote credit union products and services tailored to meet members' financial needs.<br>• Monitor the loan origination system to manage application queues, ensuring timely decisions.<br>• Prepare and issue Adverse Action notices to applicants within the required timeframes.<br>• Provide mentorship and guidance to less experienced loan officers, processors, and other team members to enhance departmental performance.
We are looking for a dedicated Loan Advisor to join our team in Denver, Colorado. In this role, you will leverage your expertise in the mortgage industry to assist clients with loan origination, documentation, and financing solutions. This is an excellent opportunity to contribute to a growing organization while enhancing your skills in a dynamic environment.<br><br>Responsibilities:<br>• Guide clients through the loan origination process, ensuring their financial needs are met effectively.<br>• Review and process mortgage documents with precision and attention to detail.<br>• Collaborate with team members to manage conventional and FHA loan applications.<br>• Conduct data entry tasks to maintain accurate records and streamline operations.<br>• Assess and analyze client eligibility for various financing options.<br>• Stay updated on mortgage industry trends and regulations to provide accurate advice.<br>• Assist with the preparation and submission of loan documents to ensure compliance.<br>• Communicate with clients to address inquiries and resolve concerns promptly.<br>• Support the team in achieving organizational goals related to mortgage lending.<br>• Ensure all documentation complies with established guidelines and standards.
<p>Join a dynamic financial services team dedicated to improving members’ financial well-being. As a Loan Servicing Specialist II, you will empower individuals through personalized solutions and foster a culture of innovation, accountability, and professional growth. Integrity and exceptional service are central to every interaction, allowing you to make an immediate impact on clients’ financial journeys within the community.</p><p><strong>Role Overview:</strong></p><p>As a Loan Servicing Specialist, you will be a valued member of the Loan Servicing team, responsible for processing a variety of consumer and mortgage loan servicing requests. Your focus is on accuracy, completeness, and timeliness while supporting both the Loan Servicing and Lending Departments. The role includes managing collateral loan titles and ensuring compliance with DMV regulations across all 50 states, as well as tracking collateral protection insurance issues to maintain the integrity of loan records.</p><p>Your expertise in lending standards and legal compliance will allow you to address complex and routine member and partner inquiries with professionalism and efficiency, consistently maintaining organizational policies and industry regulations.</p><p><strong>Qualifications:</strong></p><ul><li>3–5 years’ direct experience in financial services, with a focus on consumer and/or mortgage loan servicing; minimum of 1 year processing DMV documentation across multiple states.</li><li>Strong working knowledge of lending products including secured/unsecured loans, auto loans, credit cards, and lines of credit.</li><li>In-depth familiarity with loan servicing guidelines and regulatory requirements under NCUA and CFPB.</li><li>Proficiency in Dealertrack System for processing title paperwork and managing collateral loans.</li><li>Excellent organizational, written, and verbal communication skills.</li><li>High attention to detail and ability to manage multiple competing priorities.</li><li>High school diploma required.</li><li>Proficiency in Windows, Microsoft Word, Excel, and internet navigation.</li><li>Ability to handle confidential information and maintain professionalism.</li><li>Commitment to providing exceptional member service.</li></ul><p><br></p>
<p>We are looking for a detail-oriented Loan Officer Assistant to join our team in Schaumburg, Illinois. This contract-to-permanent position offers an exciting opportunity for professionals experienced in loan processing and administration to contribute to a dynamic and fast-paced environment. The role requires strong organizational skills and the ability to effectively communicate with borrowers and partners while ensuring compliance with mortgage program guidelines.</p><p><br></p><p>Responsibilities:</p><p>• Review and verify loan applications to ensure accuracy and compliance with supporting documentation.</p><p>• Collaborate with Loan originators to gather necessary conditions and maintain complete loan files.</p><p>• Assist clients with the mortgage pre-approval process, providing guidance on required documentation.</p><p>• Monitor and manage outstanding items in tracking systems, promptly securing borrower documents.</p><p>• Perform credit evaluations, calculate qualifying income, and determine housing and expense ratios.</p><p>• Apply mortgage program requirements to validate loan eligibility and prepare files for Loan Officer review.</p><p>• Offer administrative and licensed support, including discussing rates, terms, and originating loans when needed.</p><p>• Conduct audits and ensure compliance with loan agreements and applicable regulations.</p><p>• Utilize Encompass software and agency systems to manage loan processing tasks efficiently</p>
<p>We are looking for a detail-oriented Loan Processor to join our team on a contract basis in Greensboro, North Carolina. In this role, you will play a key part in supporting residential mortgage processing tasks, ensuring smooth and accurate handling of loan applications. </p><p><br></p><p>Responsibilities:</p><p>• Review and analyze loan applications and supporting documentation, including contracts, income statements, and asset details.</p><p>• Manage electronic filing of imaged documents to maintain organized records.</p><p>• Order and coordinate third-party services required for loan processing, such as appraisals and title services.</p><p>• Communicate with clients and stakeholders to gather missing information or clarify application details.</p><p>• Ensure compliance with all regulatory requirements and company policies throughout the loan process.</p><p>• Collaborate with other team members to resolve discrepancies and maintain workflow efficiency.</p><p>• Monitor the progress of loan applications to ensure timely processing and approvals.</p><p>• Provide accurate updates to stakeholders on the status of loan applications.</p><p>• Identify and address potential issues that could delay the loan approval process.</p><p>• Maintain a high level of confidentiality while handling sensitive financial information.</p>
We are looking for a skilled and detail-oriented Loan Processor to join our team in Sunnyvale, California. This Contract to permanent position offers an opportunity to play a key role in ensuring the efficient and accurate processing of real estate loan applications. The ideal candidate will thrive in a collaborative environment, prioritizing compliance and exceptional service while supporting members throughout the loan process.<br><br>Responsibilities:<br>• Review real estate loan applications to verify completeness and accuracy, ensuring all required information is provided.<br>• Collect, validate, and organize supporting documentation, such as income statements, credit reports, appraisals, and title work.<br>• Enter loan data into the credit union’s system with precision to maintain compliance and accuracy.<br>• Communicate regularly with loan officers, underwriters, and members to facilitate smooth processing and address inquiries.<br>• Ensure loan files adhere to credit union policies, state and federal regulations, and industry standards.<br>• Conduct thorough reviews of loan documentation to identify and correct any errors or omissions.<br>• Collaborate with the lending team to enhance workflows and improve overall efficiency.<br>• Participate in training programs to stay updated on compliance requirements and industry practices.<br>• Track loan progress and provide timely updates to management, ensuring transparency and accountability.<br>• Generate reports to monitor metrics such as application timelines, loan volume, and approval rates.
We are looking for a skilled Loan Closer - Support specialist with strong attention to detail to manage the closing process for loan transactions in Walnut Creek, California. This is a Contract position where attention to detail and strong organizational skills are essential to ensure compliance and accuracy in all loan documentation. The role offers the opportunity to collaborate with clients, title companies, and insurance providers while maintaining high standards of expertise and conduct.<br><br>Responsibilities:<br>• Collect and verify all required information and documentation to ensure completeness and accuracy, including title reports and lien searches.<br>• Create and maintain a comprehensive checklist of items necessary for loan closing, resolving any pending issues before finalization.<br>• Prepare loan documentation using LaserPro, ensuring accuracy and compliance with terms and conditions.<br>• Facilitate approval processes through Etran and generate loan authorizations in accordance with organizational guidelines.<br>• Coordinate with clients, escrow/title companies, and insurance providers to ensure seamless communication and timely closings.<br>• Package loan files and related documents in alignment with regulatory and organizational standards.<br>• Ensure proper lien placement and collateral protection by verifying all necessary actions are taken.<br>• Provide support and guidance throughout the closing process, addressing any challenges with expertise and problem-solving skills.
<p><em>The salary range for this position is up to $190,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected].</em></p><p><br></p><p>You know what’s awesome? PTO. You know what else is awesome? A high-paying job that respects your work-life balance so you can enjoy your PTO. This role has perks that are unmatched by its competitors. Plus, this position doubles as a fast-track career advancement opportunity as they prefer to promote from within. </p><p><br></p><p><strong><u>Position Responsibilities</u></strong></p><ul><li>Work with Senior Leadership Team and Financial Leadership Team to understand the company’s vision and strategy and develop integrated EPM vision and strategies that are aligned with the company's overall strategic initiatives and financial objectives</li><li>Facilitate the establishment of daily, weekly and monthly reporting requirements</li><li>Give significant input to the development of company enterprise structure required to achieve reporting requirements and coordinate with finance and IT resources towards implementation of a transaction systems all the way through EPM reporting systems</li><li>Participate in the selection and configuration of EPM reporting tools consisting of 1) Actual Consolidation, 2) Planning and Forecasting, 3) Workforce Planning, 4) Long Range Planning (3 to 5 years), 5) Integrated Management Reporting and 6) External / SEC Reporting among others [tools currently being implemented are Tagetik and SAP’s SAC]</li><li> Create the vision and strategies for actual, plan / forecast and long range planning reporting</li><li>Establish financial standard reports to assure “one version of the truth”</li><li>Create and govern required reporting Master Data Management (MDM) Change Control processes (for entities, profit centers, cost centers, chart of accounts, standard reporting formats among others) as part of the Enterprise Master Data Governance program.</li><li>Establish links between various transformation initiatives and business strategies using methods/approaches such as capability assessment, business/financial analysis, process management and re-design, organizational assessment and stakeholder management</li><li>Contribute with financial specific expertise in establishing governance program conducted by the Master Core Data Team.</li><li>Support acquisition integration efforts by developing/enhancing playbook activities and repeatable processes for efficient and timely integration of financial data</li><li>Provide direct oversight for the management and prioritization of key projects and milestones. Responsible for overall project/program quality assurance</li><li>Provide thought leadership to ensure program objectives are achieved and stakeholders are aligned</li><li>Work directly with key stakeholders and business partners to drive improvements in core financial processes such as close/consolidations; planning, budgeting and forecasting; and management reporting</li><li>Foster continuous improvement mindset to drive change, improve access to critical information and enhance decision support capabilities across finance</li></ul>
We are looking for an experienced Commercial Finance Manager to join our team in Plano, Texas. This role requires a strong background in financial analysis and modeling, with a focus on supporting commercial operations. The ideal candidate will bring advanced Excel skills and a proven ability to manage financial processes effectively.<br><br>Responsibilities:<br>• Develop and maintain comprehensive financial models to support business decisions and strategic initiatives.<br>• Perform detailed financial analysis, including variance analysis, to evaluate business performance.<br>• Lead the preparation and management of annual budgets, ensuring alignment with organizational goals.<br>• Collaborate with cross-functional teams to provide insights and recommendations on commercial finance strategies.<br>• Oversee budget processes, identifying areas for improvement and ensuring accuracy.<br>• Analyze financial data to identify trends, risks, and opportunities for the business.<br>• Present financial findings and reports to senior management and stakeholders.<br>• Ensure compliance with internal financial policies and external regulations.<br>• Support decision-making processes by providing accurate and timely financial information.
We are looking for an experienced Mortgage Processor to join our team in Greensboro, North Carolina. In this long-term contract role, you will play a vital part in ensuring the efficient handling and organization of mortgage-related documents within the financial services industry. This position offers an excellent opportunity to contribute to a fast-paced and detail-oriented environment.<br><br>Responsibilities:<br>• Manage and oversee the accurate processing of residential mortgage documents.<br>• Organize and maintain document control systems to ensure accessibility and compliance.<br>• Scan, compile, and verify mortgage-related documentation for accuracy and completeness.<br>• Collaborate with internal teams to support loan administration processes.<br>• Ensure proper handling and storage of sensitive financial information.<br>• Provide back office support to streamline mortgage processing workflows.<br>• Monitor and address discrepancies in documentation to meet regulatory standards.<br>• Assist in maintaining high-quality standards in document scanning and archiving.<br>• Communicate effectively with stakeholders to resolve document-related inquiries.<br>• Stay updated on industry regulations and best practices for mortgage processing.
<p>We are looking for a dedicated Mortgage Processor to join our team in Schaumburg, Illinois. In this long-term contract to permanent position, you will play a key role in managing loan files, ensuring compliance, and delivering excellent service to both borrowers and stakeholders. This opportunity is ideal for individuals with strong attention to detail and a passion for working in the fast-paced mortgage industry.</p><p><br></p><p>Responsibilities:</p><p>• Manage a high-volume pipeline of loan applications while maintaining accuracy and efficiency.</p><p>• Analyze borrower financial information, including income, assets, and debt ratios, to determine eligibility across various loan programs.</p><p>• Review credit reports, titles, purchase contracts, and appraisals to identify discrepancies and ensure compliance with regulations.</p><p>• Conduct verbal verifications of employment (VOEs) and communicate with borrowers about documentation deadlines.</p><p>• Validate new loan submissions within 48 hours, ensuring all necessary information is logged and files are complete for underwriting.</p><p>• Monitor contingency and closing timelines, notifying loan officers when adjustments are required.</p><p>• Collect and organize loan documentation using established checklists to prepare files for underwriting decisions.</p><p>• Apply knowledge of Freddie Mac guidelines, AllRegs, and mortgage red-flag standards to ensure loan quality.</p><p>• Provide backup processing support to team members during high-volume periods or absences.</p><p>• Maintain consistent communication with all parties involved to ensure smooth processing and timely updates.</p>
We are looking for an experienced Senior Loan Officer-Underwriter to join our team in Detroit, Michigan. This role involves evaluating and processing various types of loans, including auto loans, RV loans, personal loans, and more. As part of a long-term contract position, you will play a key role in ensuring loan applications are thoroughly reviewed and compliant with financial guidelines while providing education and support to clients when necessary.<br><br>Responsibilities:<br>• Assess loan applications for auto loans, RV loans, boat loans, personal loans, and other financial products.<br>• Review credit reports to determine loan eligibility and make informed lending decisions.<br>• Provide financial education and guidance to applicants who may not qualify for loans, referring them to coaching resources when needed.<br>• Ensure all underwriting processes comply with banking regulations and company policies.<br>• Collaborate with team members to maintain efficient loan processing workflows.<br>• Analyze borrower information to evaluate risk and recommend loan approval or denial.<br>• Maintain accurate records of loan applications and underwriting decisions.<br>• Offer exceptional customer service by addressing client inquiries and concerns.<br>• Stay updated on industry trends and regulatory changes affecting loan underwriting.<br>• Identify opportunities to improve operational efficiency and client satisfaction within the loan process.
<p>We are looking for an experienced Senior Loan Closer to join our clients team on a contract basis in San Francisco, California. In this role, you will manage the end-to-end loan closing process, ensuring accuracy, compliance, and timely execution. This position requires a strong understanding of commercial lending practices and attention to detail to support smooth and efficient loan closings.</p><p><br></p><p>Responsibilities:</p><ul><li>Act as the central point of coordination for residential and commercial loan closings, partnering with Relationship and Portfolio Managers to ensure borrower needs are fully understood and files are accurately prepared for finalization.</li><li>Review borrower financials and loan terms to validate eligibility, confirm accuracy of approval documentation, and ensure readiness for closing.</li><li>Oversee all closing activities, including document preparation, condition tracking, underwriting coordination, and deadline management to keep each transaction on schedule.</li><li>Maintain control of an active closing pipeline by monitoring progress, identifying discrepancies, ensuring compliance, and resolving issues before they impact funding.</li><li>Handle post‑closing requirements such as document retrieval, corrections, client follow‑ups, and coordination of any remaining loan actions, with occasional support for commercial transactions.</li></ul>
We are looking for a Loan Processing Analyst to join our dynamic finance consulting team in Greenwich, Connecticut. This Contract to permanent position offers an excellent opportunity for growth and development, with the potential to advance into underwriting roles. The ideal candidate will have strong analytical skills, attention to detail, and the ability to communicate effectively in a fast-paced environment.<br><br>Responsibilities:<br>• Analyze financial statements to assess loan eligibility and risk.<br>• Collaborate with sales representatives to gather necessary documentation from merchants.<br>• Match deals with suitable lenders and assist in setting up new transactions.<br>• Address and resolve customer inquiries and complaints promptly.<br>• Perform credit checks and background evaluations for merchant applications.<br>• Work closely with banking partners to ensure all required paperwork is completed accurately.<br>• Draft contracts for new deals and coordinate with underwriting teams for approval.<br>• Ensure compliance with regulatory and internal funding requirements.<br>• Provide clear and thorough responses to client inquiries.<br>• Utilize Excel to manage and organize data efficiently.
<p>We are looking for a skilled Credit Manager to oversee credit operations and ensure effective risk management for a major company and its subsidiaries. The ideal candidate will collaborate closely with the sales team, make informed credit decisions, and lead a small team to maintain financial stability. This role requires a proactive approach to mitigating risks and optimizing credit processes.</p><p><br></p><p>Responsibilities:</p><p>• Manage credit operations for the main company and its 20-25 subsidiaries, ensuring accurate and timely decision-making.</p><p>• Collaborate with the sales team to address credit-related concerns and develop solutions that align with business goals.</p><p>• Conduct credit assessments and make risk mitigation calls to safeguard financial assets.</p><p>• Supervise and lead a team of two employees, providing guidance and encouraging attention to detail in their work.</p><p>• Approve credit applications and monitor collections activities to maintain cash flow efficiency.</p><p>• Analyze financial data to evaluate creditworthiness and identify potential risks.</p><p>• Develop and implement strategies to optimize credit processes and improve overall efficiency.</p><p>• Ensure compliance with company policies and industry regulations in all credit-related activities.</p>
We are looking for an experienced Credit Manager to join our team in Richardson, Texas. In this role, you will oversee credit and collections operations, ensuring financial risks are managed effectively and company policies are upheld. This position requires strong leadership skills to guide a team, optimize processes, and maintain excellent relationships with clients.<br><br>Responsibilities:<br>• Lead and supervise the activities of credit analysts to ensure efficient collection operations.<br>• Monitor and report on key performance indicators, including bad debt, cash forecasting, and other financial metrics.<br>• Collaborate with the sales team to streamline order processing while mitigating financial risks.<br>• Develop and enforce collection policies and procedures in line with company guidelines.<br>• Resolve disputes related to receivables and ensure accounts are reconciled accurately.<br>• Negotiate payment terms and oversee financial workout agreements with clients.<br>• Utilize technology to enhance the efficiency of collection processes and workflows.<br>• Support month-end close procedures, including reconciliation of accounts receivable, preparation of journal entries, and analysis of bad debt reserves.
• Develop and maintain sound credit policies<br>• Set customer credit limits that judiciously balance potential risk and reward<br>• Manage and motivate staff to generate the maximum collection potential<br>• Analyze and interpret credit reporting from Dun & Bradstreet and Experian<br>• Assess credit worthiness of potential new accounts<br>• Interact with customers to obtain additional credit information to support credit decisions<br>• Conduct periodic credit reviews of existing customers<br>• Check for credit visibility on request for extended terms, pre-lien able jobs, and evaluate various adjustments or exception documents<br>• Analyze trends of high risk accounts, negotiating additional security [collateral] and/or extended payment terms where necessary<br>• Monitor receivables and collections and provide periodic updates<br>• Identify accounts requiring collections agency or legal action and coordinate collections with third party contractors<br>• Implement liens as necessary to delinquent accounts<br>• Analyze delinquent accounts and prepare report on highest risk accounts including recommendations for resolution<br>• Negotiate payment programs with delinquent customers<br>• Approve collection placements<br>• Approve write-offs<br>• Ensure control and safeguard practices over customer’s data<br>• Approve credits and adjustments to customer accounts within company policy limits<br>• Perform monthly DSO calculation and other AR metrics<br><br>Job Requirements<br>• Working knowledge of current credit market conditions<br>• Ability to develop customer rapport<br>• Strong negotiation skills<br>• Work related experience in the wholesale industry or construction trade<br>• High School Diploma<br><br>Preferred Qualifications<br>• 7+ years of experience in a Credit and Collections supervisory role with direct reports<br>• PCI Compliance experience<br>• A Bachelor’s degree in Accounting, Finance, Economics, Business, or other related fields<br>• Proficiency in PC applications, including MS Office suite<br>• Knowledge of UCC code<br>• Strong analytical skills with ability to conduct research, data analysis and resolve complex problems
<p>Credit Manager </p><p>Onsite - flex time and 10 days remote per year </p><p>Opportunities for advancement and professional development </p><p><br></p><p><strong>Experience Level:</strong> 5+ Years Commercial Credit & Risk Management</p><p><strong>Target Background:</strong> Mid-to-Large Revenue Corporate Experience</p><p><strong>Step into a Leadership Role with a Growth Trajectory</strong></p><p>Are you a strategic credit professional with a talent for leading teams? We are looking for an experienced <strong>Credit & Collections Supervisor/Manager</strong> to oversee a dedicated team in <strong>Oak Brook, IL</strong>. This is an onsite, high-impact role designed for a leader coming from a mid-size or large-revenue environment who understands how to balance risk mitigation with business growth.</p><p>If you are ready to drive process enhancements, automate systems, and advance your career within a professional corporate setting, this is the opportunity for you.</p><p><strong>Core Responsibilities:</strong></p><ul><li><strong>Team Leadership:</strong> Lead and mentor a team responsible for evaluating customer credit applications, financial data analysis, and determining creditworthiness.</li><li><strong>Policy Development:</strong> Maintain and evolve company credit policies, proposing strategic updates to senior management to reflect market changes.</li><li><strong>Cross-Functional Collaboration:</strong> Partner with Sales and Operations to resolve credit concerns, improve workflows, and support revenue objectives.</li><li><strong>Risk Mitigation:</strong> Manage relationships with credit reporting agencies and utilize credit scoring models to predict and minimize potential financial risk.</li><li><strong>Portfolio Oversight:</strong> Conduct comprehensive reviews of accounts receivable, identify problematic accounts, and recommend adjustments to bad debt reserves.</li><li><strong>Process Innovation:</strong> Drive initiatives to automate and standardize credit scoring systems and documentation, ensuring a seamless audit process.</li><li><strong>Escalation Management:</strong> Provide high-level guidance to team members and ensure the timely resolution of complex or escalated payment issues.</li></ul><p>Benefits include insurance, 401K, vacation and holiday pay </p>
We are looking for an experienced In House Counsel to join our team in Itasca, Illinois. This role offers the opportunity to provide strategic legal guidance while driving compliance and supporting commercial finance operations. If you thrive in dynamic environments and excel at balancing legal expertise with business goals, this position offers a rewarding challenge.<br><br>Responsibilities:<br>• Draft, review, and negotiate contracts related to equipment loans, leases, and vendor programs.<br>• Provide expert legal advice on supplier management and third-party risk mitigation strategies.<br>• Monitor and interpret federal and state regulations to ensure compliance with commercial finance laws.<br>• Offer legal support for employment law matters, intellectual property issues, dispute resolution, and compliance initiatives.<br>• Collaborate with external legal counsel to oversee transactions and manage litigation.<br>• Partner with internal business units to align legal risk management with organizational objectives.<br>• Stay up-to-date with regulatory changes and data privacy laws impacting commercial lending.<br>• Facilitate the implementation of legal technology solutions to enhance operational efficiency.<br>• Occasionally travel for seminars, site visits, and other specialized engagements as required.