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>We are looking for a detail-oriented Commercial Loan Specialist to support commercial lending operations for a long-term contract opportunity with a community bank located on the South Shore, Massachusetts. You would be supporting the full lifecycle of commercial loans, including processing, documentation, servicing, reporting, and compliance. This role will assist with preparing loan packages, reviewing documents, setting up term loans and lines of credit in the core banking system, ordering appraisals and insurance, filing UCCs, tracking collateral, and maintaining accurate loan records. The position also handles borrower communication, coordinates closings with attorneys, supports audits, manages SBA 1502 reporting, monitors loan tracking reports, and requests annual financials from commercial clients.</p><p><br></p><p>Responsibilities:</p><p>• Process and book new commercial loans with a high level of accuracy, ensuring all records and system entries are complete and compliant.</p><p>• Review loan documentation to confirm required information is present before setup, funding, servicing updates, or payoff activity is completed.</p><p>• Maintain commercial loan files and update account information as changes occur throughout the servicing process.</p><p>• Support daily administrative activities tied to commercial real estate and commercial and industrial lending transactions.</p><p>• Coordinate with internal lending and operations teams to resolve documentation gaps, booking issues, and servicing questions.</p><p>• Assist with payoff processing, loan maintenance requests, and follow-up tasks related to outstanding items.</p><p>• Perform clerical and operational duties that keep commercial lending workflows organized, timely, and well documented.</p>
<p>Robert Half has partnered with a well-respected financial organization in Monmouth, Maine to locate a Loan Officer for a full-time Consumer Lending position with benefits.</p><p><br></p><p>The ideal Loan Officer candidate will have the following skills and experience:</p><ul><li>2+ years lending experience at bank, credit union or similar</li><li>Consumer Lending preferred, some mortgage experience a plus</li><li>Understanding of loan applications, credit reports, income documents and other loan criteria.</li><li>Strong communication, negotiation and customer services skills.</li><li>Ability to follow up on past due payments</li><li>Able to pass a background check for future NMLS registration.</li><li>High School Diploma or equivalent, or Bachelors Degree preferred.</li></ul><p><br></p><p>This is an on-site position, must live in Maine.</p><p><br></p><p>Employer offers generous benefits including: Health plan, HSA match, 401k with match, Paid vacation, holidays, and more.</p><p><br></p><p>For consideration please apply online with resume. If you're currently working with a RH permanent recruiter, please reach out to your recruiter directly.</p><p>Jennifer Thompson</p><p>Robert Half Finance & Accounting - Permanent Placement</p><p><br></p>
<p>An established mortgage organization is seeking an experienced <strong>Senior Mortgage Loan Underwriter</strong> to join its team. This role is responsible for reviewing, analyzing, and underwriting residential mortgage loan applications to ensure compliance with agency, investor, and regulatory guidelines.</p><p>The ideal candidate is a strong independent decision-maker with deep knowledge of government and conventional underwriting standards and the ability to manage a high-volume pipeline in a deadline-driven environment.</p><p><strong>Key Responsibilities</strong></p><ul><li>Underwrite residential mortgage loan files in accordance with FHA, VA, USDA, FNMA, FHLMC, and internal guidelines</li><li>Independently assess borrower risk, including income, assets, credit, and collateral</li><li>Review loan documentation for completeness, accuracy, and compliance with regulatory requirements (TRID, RESPA, CFPB)</li><li>Analyze automated underwriting system (AUS) findings and perform manual underwriting when appropriate</li><li>Communicate with loan officers, processors, and other stakeholders to resolve conditions and deficiencies</li><li>Manage underwriting pipeline to meet closing timelines and rate lock deadlines</li><li>Review appraisals and ensure properties meet program and investor requirements</li><li>Provide guidance and expertise on underwriting scenarios and complex loan structures</li></ul>
<p>We are looking for a detail-oriented Bank Teller team member to join our team in Fresno, California on a Contract basis. This role focuses on delivering attentive member service while processing everyday financial transactions with accuracy and care. The ideal candidate brings strong cash-handling experience, a service-minded approach, and the ability to support members with account and lending-related needs in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Welcome members warmly and create a detail-oriented, helpful experience during each interaction.</p><p>• Process day-to-day account activity, including deposits, withdrawals, payment transactions, check cashing, and fund transfers, with a high level of accuracy.</p><p>• Reconcile and balance the assigned cash drawer at the close of business while maintaining complete and accurate transaction documentation.</p><p>• Listen to member inquiries, assess financial needs, and recommend suitable credit union services such as deposit products, electronic banking tools, and payment options.</p><p>• Protect sensitive member and account information by following established security and confidentiality standards.</p><p>• Address routine service concerns efficiently and escalate more complex issues to the appropriate team members when needed.</p><p>• Follow current credit union procedures, regulatory expectations, and service guidelines to ensure compliant daily operations.</p>
<p>We are looking for a detail-oriented Lending Specialist to join a team in New York, New York. This Long-term Contract position will act as the liaison and primary point of contact with internal and external customers/stakeholders from approval to deal closing, as well as being point of contact for questions, requests, and inquiries during life of loan monitoring/servicing. The ideal candidate will bring strong administrative discipline, accuracy, and an understanding of lending operations to ensure a smooth experience for internal and external partners and customers.</p><p><br></p><p>Responsibilities:</p><ul><li>Excellent Interpersonal skills as well as verbal and written communication skills.</li><li>Confident in ability to enforce policies, procedures and processes when/if challenged.</li><li>Strong PC skills using Microsoft office applications as well as Bank's core system and nCino software.</li><li>Highly proficient in all areas of customer service, organizational skills, data input, time management and handling multiple tasks simultaneously within a high volume, strict deadline work environment.</li></ul><p>Required Experience:</p><ul><li>High School Diploma or equivalent; 5-7 years Lending Assistant or Loan Processor experience.</li></ul><p>Preferred Experience:</p><ul><li>Knowledge of Commercial Real Estate and C&I loan documentation.</li></ul>
<p>We are looking for a dependable Consumer Lender - Support team member to join our team in Auburn, Maine. This is an on-site Contract position that will provide day-to-day assistance across consumer lending activities, helping maintain efficient loan workflows and a high standard of service. The ideal candidate brings a detail-oriented approach, strong organizational skills, and hands-on experience supporting lending operations in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Support consumer lending operations by coordinating loan files, tracking documentation, and helping move applications through each stage of the process.</p><p>• Assist with loan administration tasks to keep records accurate, complete, and aligned with internal procedures and regulatory expectations.</p><p>• Contribute to mortgage processing activities by reviewing submitted materials, identifying missing items, and following up to keep timelines on track.</p><p>• Provide support during mortgage closing preparation by organizing required documents and confirming readiness for finalization.</p><p>• Work alongside lending staff to facilitate loan origination efforts and ensure information is entered and maintained correctly.</p><p>• Deliver detail-oriented, responsive service to internal teams and customers while handling inquiries related to lending support activities.</p><p>• Maintain an organized on-site work environment and help manage daily priorities to meet urgent business needs effectively.</p>
We are looking for a detail-oriented Loan Administrator to support mortgage-related operations for a Contract position based in Austin, Texas. This role is ideal for someone who can manage loan records accurately, communicate professionally with borrowers and internal stakeholders, and help keep documentation and servicing activities on track. The position focuses on administrative coordination, compliance-minded file management, and day-to-day support for loan processing and servicing functions.<br><br>Responsibilities:<br>• Review insurance records to confirm property coverage remains active and up to date throughout the loan lifecycle.<br>• Examine loan files and related activity to help ensure documentation and processes align with applicable standards and internal requirements.<br>• Prepare and assess loan materials, identifying when an account may require renewal, extension, or modification follow-up.<br>• Distribute payment receipts in a timely manner and maintain accurate records of outgoing correspondence.<br>• Keep loan files, funding schedules, tracking logs, and pipeline reporting organized so information is current and easy to access.<br>• Provide administrative and operational assistance to loan officers while addressing questions with professionalism and accuracy.<br>• Manage incoming department phone calls and direct requests efficiently to support smooth daily operations.
<p>We are looking for a meticulous and detail-oriented Loan Administrator to oversee and manage the daily operations of loan processing and administration. This role is based in Scottsdale, Arizona, and includes responsibilities such as monitoring loan collections, processing transactions, and ensuring compliance with regulatory requirements. This is a great opportunity for someone early in their career, looking to expand their knowledge and join an organization that wants to promote your growth. </p><p><br></p><p>Responsibilities:</p><p>• Supervise and manage daily loan operations, including loan collections, disbursement requests, and payment processing.</p><p>• Monitor and ensure timely follow-up on past-due accounts while maintaining compliance with regulatory standards.</p><p>• Perform quality control checks on loan-related transactions, such as general ledger entries and account adjustments.</p><p>• Oversee the preparation and completion of loan disbursements and payoff processes.</p><p>• Utilize advanced Excel skills to create and manage spreadsheets, including the use of formulas.</p><p>• Ensure compliance with lending regulations, including Privacy, Regulation B, Regulation Z, and flood regulations.</p><p>• Collaborate with internal teams to identify and resolve discrepancies in loan accounts or transactions.</p><p>• Maintain detailed records and documentation for all loan-related activities.</p><p>• Provide exceptional customer service by responding promptly and professionally to inquiries.</p>
<p>We are looking for an experienced Credit Analyst /Underwriter to join a banking team in the Greater Southshore Boston area. This role focuses on evaluating commercial and consumer credit opportunities, assessing financial strength, and supporting sound lending decisions through thorough analysis and clear recommendations. The ideal candidate brings strong experience in underwriting, credit structuring, and portfolio support, along with the ability to partner effectively with lenders and deliver high-quality credit documentation.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p>• Evaluate borrower and guarantor financial information, including business and personal financial statements, tax returns, and supporting documents, to determine overall credit quality.</p><p>• Gather required loan data from lenders and clients, then translate findings into clear credit assessments that support new requests and ongoing relationship management.</p><p>• Develop written credit packages, financial models, narrative summaries, and risk commentary to assist lenders with informed credit decisions.</p><p>• Examine loan files for accuracy and completeness, confirming that documentation is in order and collateral records are properly maintained.</p><p>• Assess collateral position and repayment support to confirm alignment with internal lending standards and policy expectations.</p><p>• Partner with commercial lending teams to identify risk factors, recommend appropriate deal structures, and support both new originations and renewals.</p><p>• Prepare and update credit-related reports such as annual reviews, modification requests, loan presentations, and criticized asset commentary as needed.</p><p>• Maintain organized credit files and assist with servicing needs, borrower inquiries, and follow-up items related to existing and prospective loan relationships.</p><p>• Support underwriting and review activities for credit facilities across a range of exposure sizes while ensuring adherence to applicable banking regulations and internal procedures.</p><p><br></p><p><br></p><p><br></p>
We are looking for a detail-oriented Loan Closing Specialist to support agricultural lending operations. This contract opportunity with potential for a permanent role is ideal for someone who can manage loan documentation, coordinate closing activities, and maintain accurate records in a fast-paced office environment. The role works closely with lending staff, attorneys, title partners, and internal management to help ensure loans are properly prepared, funded, and finalized.<br><br>Responsibilities:<br>• Prepare approved loan files for closing and support the process of delivering eligible loans to the secondary market.<br>• Review title commitments and work directly with attorneys and title companies to resolve outstanding items before closing.<br>• Gather and verify required documentation such as insurance binders, payoff details, flood certifications, lien searches, and debt information.<br>• Evaluate appraisal information to confirm collateral details and help determine the appropriate loan securitization approach.<br>• Enter and maintain loan, collateral, and closing data with a high level of accuracy and attention to detail.<br>• Track recorded documents, final title policies, and other post-closing items to complete each loan file.<br>• Coordinate funding, loan booking, and escrow setup to help ensure timely and accurate loan completion.<br>• Finalize closed loan packages, image file documentation, and prepare routine status or activity reports for management.<br>• Provide administrative support to the Ag Loan Office by assisting with daily operational tasks and documentation review.
<p>We are looking for a talented Financial Analyst to join our team in San Francisco, California. This role involves analyzing financial data, building models, and providing insights to support decision-making processes. The ideal candidate will have a strong analytical mindset and a proven ability to work with complex data sets. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><ul><li>Serve as the central finance partner for forecasting, annual and long-range planning, and consolidation of revenue, expenses, headcount, and key financial metrics.</li><li>Own financial consolidations and improve budget-to-actuals insight and forecast accuracy through data-driven modeling and close cross-functional collaboration.</li><li>Support monthly close and forecasting by analyzing results, identifying trends, and clearly communicating risks and opportunities to drive business decisions.</li><li>Prepare monthly and quarterly management reporting, including budget vs. actuals analysis, dashboards, and Board materials.</li><li>Enhance operational efficiency by leading system and process improvements, building automation to streamline recurring workflows and reduce errors.</li><li>Take on evolving priorities and ad hoc analyses as business needs arise.</li></ul>
We are looking for a Loan Service Specialist to support loan administration activities for a contract position based in Lacey, Washington. This role focuses on maintaining accurate servicing records, coordinating payment-related transactions, and assisting with collection and recovery workflows. The ideal candidate communicates effectively with members and internal teams while helping ensure loan servicing processes are completed with precision and timeliness.<br><br>Responsibilities:<br>• Administer a range of loan servicing transactions, including account modifications, restructuring updates, payment reversals, and routine payment posting within the servicing system.<br>• Respond to loan servicing questions from members and internal staff by providing timely, clear guidance and effective issue resolution.<br>• Coordinate the placement of charged-off accounts with external collection partners and prepare supporting records for recovery and legal follow-up activities.<br>• Track and apply collection-related costs and recoveries, including repossession fees, legal expenses, and other account adjustments, to maintain accurate financial records.<br>• Process recovery transactions and update applicable account reporting records, including ChexSystems status changes when obligations are resolved.<br>• Reconcile general ledger loan servicing activity, investigate variances, and address discrepancies to support strong operational controls.<br>• Handle payoff-related payments received from insurers, auto dealers, and title companies, and ensure lien or title releases are completed correctly after payoff.<br>• Manage specialized payment activity such as refunds from canceled ancillary products, trustee disbursements, and Debt Management Plan payments, while supporting additional loan servicing duties as needed.
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.
<p>Are you ready to make a meaningful impact in the mortgage industry? We’re partnering with a highly respected client in the Moline area that's seeking a temporary-to-hire Full-Time Loan Support Specialist. This role offers the opportunity to leverage your expertise in both <strong>mortgage loan processing</strong> and <strong>loan closing</strong> to ensure seamless support across departments.</p><p><br></p><p><strong><u>About the Opportunity</u></strong></p><p>In this position, you will serve as a floater between the Closing and Processing departments. Your primary task will be to provide hands-on support wherever it is most needed, ensuring continuity in workflow as our client undergoes organizational changes and growth. </p><p><br></p><p>If you’re an organized, detail-driven mortgage professional who thrives in roles that require flexibility and initiative, this is your chance to make a significant impact. We’re excited to connect you with a role where your experience and skills will shine! Apply today or connect with our team by calling us direct at (563) 359-3995!</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.
<p>We are looking for a skilled Mortgage Loan Officer to join our team in west Denver. In this role, you will play a critical part in assisting clients with their mortgage needs, providing guidance and expertise throughout the loan process. If you have a strong background in mortgage lending and a passion for delivering exceptional service, we encourage you to apply.</p><p><br></p><p>Responsibilities:</p><p>• Guide clients through the mortgage loan process, ensuring clear communication and timely responses.</p><p>• Review and verify financial documents to assess loan eligibility and compliance with industry standards.</p><p>• Collaborate with underwriters and other team members to finalize loan approvals.</p><p>• Stay updated on FHA guidelines and other mortgage regulations to ensure accuracy and compliance.</p><p>• Maintain detailed records and documentation for each loan file, adhering to company policies.</p><p>• Provide expert advice on mortgage products, rates, and insurance options to clients.</p><p>• Handle inquiries related to mortgage payments and processing with professionalism.</p><p>• Monitor loan pipelines to ensure timely closings and address any obstacles proactively.</p><p>• Build and maintain relationships with clients and industry partners to foster trust and repeat business.</p><p>• Utilize industry tools and software to streamline operations and improve efficiency.</p>
<p>Robert Half Financial Services is recruiting for a Money Market/Repo Trade Support role for a global boutique Bank firm located in midtown Manhattan. Our client requires 3+ years Money Market or Repo Trade Operations experience at a Bank, with knowledge of MM, Repo, FX products. Experience using Opics system is advantageous. This role is hybrid remote requiring 2-3 days per week in the midtown Manhattan office.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Price fix/floating rate notes based on swap, credit risk and yield curve considerations</li><li>Price Repo collateral based on specific issue and technical factors in the treasury market</li><li>Price USD/FX Depo Swap based on exchange rates</li><li>Other financial instruments that the Branch considers strategically appropriate</li><li>Forecast running cash position and calculate how each transaction influences current and future cash flows</li><li>Maintain Repo I/O ratio in conjunction with internal limits</li><li>Maintain DTC clearing fund requirements and prevent any limit breaches</li><li>Develop relationship with counterparties (inter-Bank, Dealers, FICC, MMF, and FRB)</li><li>Participate in meetings/events where the market participants participate and make/keep relationships with them</li><li>Inputting transactions into the Opics System</li><li>Perform daily settlement of the Bank’s balances with Branch’s primary bank, assuring positive balances and no over drawn accounts</li><li>Execute all short-term funding needs and trading activities within authorized limits</li><li>Make FICC margin call RINGI</li><li>Make transaction RINGI reports</li><li>Monitor credit lines for potential problems and devise solutions to minimize the Branch’s risk exposure</li><li>Acquire and analyze market information and share with the TR group and management when needed</li><li>Control, reconcile and adjust the Opics system, ensuring accuracy of all cash trader’s details</li><li>Quote rates to our Loan Group and accommodate their funding/repayment needs and adjustments</li><li>Make internal tickets of loan transactions for the Operation Group</li><li>Prepare and secure all necessary documents in accordance with internal compliance guidelines</li><li>Prepare “Know Your Customer Questionnaire” for new counterparties</li><li>Participate in various projects at the beginning stage and make suggestions</li></ul>
We are looking for a detail-oriented Loan Processor - Support team member to join a mortgage company in Meriden, Connecticut. This is a Contract position requiring onsite support for payoff-related operations, with a focus on maintaining accurate documentation and assisting with administrative processing. The ideal candidate brings strong organizational skills, confidence working in Excel, and a team-first approach in a fast-paced environment.<br><br>Responsibilities:<br>• Manage administrative support tasks for the payoff team, ensuring records are organized and up to date.<br>• Prepare, scan, and file loan-related documents with a high level of accuracy and consistency.<br>• Enter and update information in spreadsheets and internal records to support daily processing activities.<br>• Review documentation for completeness and identify discrepancies before routing files for next steps.<br>• Coordinate closely with colleagues across the team to help maintain smooth workflow and timely task completion.<br>• Assist with mortgage payoff documentation and related processing activities in accordance with company procedures.
<p>We are looking for a detail-oriented Loan Processor - Support specialist to our bank in La Grange, Illinois on a Contract to hire basis. This position supports commercial lending activities by coordinating due diligence, preparing closing documentation, maintaining accurate loan records, and assisting with operational requests throughout the loan lifecycle. The ideal candidate brings strong organizational skills, sound judgment, and the ability to manage multiple deadlines while delivering responsive service to internal and external partners.</p><p><br></p><p>Responsibilities:</p><p>• Initiate and monitor pre-closing due diligence by ordering and reviewing items such as organizational searches, title work, credit reports, flood certifications, lien and tax checks, corporate standing documents, and business reporting records.</p><p>• Maintain an active portfolio of loan files by updating tracking tools, organizing digital documentation, and ensuring records are properly stored across internal shared folders and cloud-based systems.</p><p>• Partner with lenders and title companies to coordinate commercial loan closings, confirming that title conditions and other required items are completed before funding.</p><p>• Review closing packages for completeness, finalize documentation prior to settlement, and submit loan booking requests once all required materials have been received.</p><p>• Prepare comprehensive loan files for closing and process wire request documentation in support of funding activities.</p><p>• Track reporting data related to organizational requirements and work closely with Loan Operations to support accurate loan reporting and system records.</p><p>• Follow monthly exception and tickler reports to pursue recorded documents, insurance or policy requirements, and any outstanding post-closing items in a timely manner.</p><p>• Oversee active pipelines for new loans, renewals, letters of credit, and filing continuations while coordinating updates with loan officers and lending partners.</p><p>• Respond to servicing and operational inquiries, resolve routine loan issues, and process both financial and non-financial loan maintenance requests, including debit and credit transactions with awareness of general ledger impact.</p><p>• Contribute to team collaboration through meetings, cross-training, and coverage support during high-volume periods while adhering to regulatory standards and internal banking policies.</p>
<p>We are looking for a detail-oriented Loan Processing Specialist to join our team in Perth Amboy, New Jersey. This position will support escrow-related loan servicing activities, with a focus on insurance disbursements, invoice handling, and communication with external agencies. The ideal candidate brings hands-on loan processing experience and a solid understanding of escrow accounts, insurance payments, and administrative follow-through in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Manage escrow-related loan processing tasks</p><p>• Prepare and distribute checks, invoices, and related documentation accurately and within required timelines.</p><p>• Communicate with insurance agents and agencies to clarify billing details, resolve discrepancies, and confirm payment status.</p><p>• Monitor outstanding insurance items and follow up with external partners to ensure timely completion of required actions.</p><p>• Process incoming mail and organize supporting documents needed for loan servicing and escrow administration.</p><p>• Review payment adjustment requests and update loan records with accuracy and attention to compliance standards.</p><p>• Support daily servicing operations by maintaining complete documentation and assisting with routine administrative loan processing activities.</p>
We are looking for a meticulous and organized Loan Processor to join our team in Sunnyvale, California. In this role, you will ensure the efficient and compliant processing of real estate loan applications while delivering exceptional service to members. This is a Contract to permanent position, offering the chance to grow within a dynamic and collaborative environment.<br><br>Responsibilities:<br>• Review real estate loan applications to confirm accuracy and completeness.<br>• Collect, verify, and organize documentation such as income statements, credit reports, title information, and appraisals.<br>• Enter loan details into the credit union’s system, ensuring precision and compliance.<br>• Communicate effectively with loan officers, underwriters, and applicants to facilitate timely processing.<br>• Address any questions or concerns from members regarding the loan application process.<br>• Ensure all loan files adhere to credit union policies, federal and state regulations, and industry standards.<br>• Conduct regular quality checks to identify and resolve errors or omissions in loan documentation.<br>• Collaborate with the lending team to streamline workflows and enhance loan processing efficiency.<br>• Track the status of loans and provide regular updates to management.<br>• Generate detailed reports on loan metrics, including timelines, application statuses, and volume.
<p>We are looking for a detail-oriented Loan Processor specialist to join our client's team in Minnesota. This contract opportunity is ideal for someone with a strong background in mortgage lending operations who can help move residential loan files efficiently from origination through closing. The right candidate will work closely with internal teams and lending partners to maintain accurate documentation, monitor timelines, and support a smooth borrower experience.</p><p><br></p><p>Responsibilities:</p><p>• Manage mortgage loan files throughout the processing lifecycle, ensuring documents are complete, accurate, and submitted on schedule.</p><p>• Review incoming application materials and supporting records to confirm compliance with lending guidelines and internal standards.</p><p>• Coordinate with loan officers, underwriters, closers, and other stakeholders to resolve file conditions and keep transactions moving forward.</p><p>• Track outstanding items, follow up on missing documentation, and maintain organized records within loan administration systems.</p><p>• Prepare and update loan information to support timely approvals, closing activities, and overall file readiness.</p><p>• Communicate status updates clearly to relevant parties and address processing questions in a detail-oriented, service-focused manner.</p><p>• Assist with closing-related documentation and final file reviews to help ensure a smooth transition to funding.</p><p>• Support operational updates within mortgage processing workflows when process or system changes affect active loan files.</p>
<p><strong>Consumer Loan Processor – Job Description</strong></p><p><strong>Position Overview</strong></p><p>The Consumer Loan Processor is responsible for reviewing, processing, and funding direct and indirect consumer loan applications while maintaining high service standards. This role ensures accuracy, compliance, and efficiency throughout the loan lifecycle and contributes to process improvements that enhance the overall member and customer experience.</p><p><strong>Primary Responsibilities</strong></p><ul><li>Review loan applications and documentation for completeness and accuracy; prepare final loan packages for funding.</li><li>Enter and verify loan funding data in the loan origination system to ensure compliance with lending policies and procedures.</li><li>Disburse loan proceeds and perform required system updates and maintenance.</li><li>Issue required disclosures in accordance with Truth in Lending, RESPA, and other applicable regulations.</li><li>Use multiple systems to respond to inquiries from dealers, staff, and members regarding pending or existing loan applications.</li><li>Follow up on outstanding documentation for both direct and indirect loan applications to ensure timely processing and customer satisfaction.</li><li>Recommend process improvements to enhance efficiency and reduce operational waste.</li><li>Adhere to all organizational policies, procedures, and regulatory requirements.</li><li>Participate in required training, including compliance-related programs.</li><li>Support organizational initiatives by demonstrating professionalism, teamwork, and a commitment to service excellence.</li><li>Maintain regular and reliable attendance.</li></ul><p><br></p>
<p><em>The salary range for this position is $90,000-$100,000 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 don't have to be a 'people person' to want to work for a company that prioritize cultivating a healthy work environment for their employees while emphasizing the importance of a work-life balance.</p><p><br></p><p><strong>Responsibilities: </strong></p><p>• Maintain the Reconciliation and Control functions within the Operations group</p><p>• Work with offshore reconciliations team and internal/external stakeholders on a daily basis to clear breaks and ensure all cash, position and trading accounts are reconciled</p><p>• Responsible for processing certain trade-related activity (fees, transfers, assignments, etc.) and fund financing (leverage facilities, subscription lines, etc.) entries in Advent Geneva general ledger</p><p>• Enter trades into Wall Street Office (“WSO”) and trade capture systems</p><p>• Set up Agency deals in WSO Agent and assist with other loan operation interfaces with IHS Market services</p><p>• Update and maintain reference data within the security master application for all securities/contracts applicable to the middle market direct lending strategy − Review transaction documentation to ensure completeness and accuracy within the loan systems.</p><p>• Ensure all loans are rolled and correct rates are set for the next accrual period</p><p>• Serve as bridge between Loan Operations (upstream) and Finance/Accounting (downstream) teams</p><p>• Coordinate and work with outside service providers (servicers, agents, auditors, custodians, third party administrators, etc.) as needed</p><p>• Work with IT and other internal teams to ensure operational efficiency and accuracy across middle and back office systems</p><p>• Identify automation opportunities and process improvement/control initiatives, including ad hoc project support and data mapping documentation</p>