We are looking for a skilled Loan Administrator to join our team in Louisville, Kentucky. In this long-term contract role, you will play a pivotal part in managing loan processes, ensuring compliance, and supporting community development initiatives. This position offers an excellent opportunity to contribute to meaningful projects within the banking industry.<br><br>Responsibilities:<br>• Oversee the administration of loans, ensuring accuracy and compliance with established guidelines.<br>• Conduct thorough underwriting assessments to evaluate loan applications and determine eligibility.<br>• Manage tasks related to Community Development Block Grants (CDBG), supporting community-focused financial initiatives.<br>• Process loan payoffs efficiently while maintaining detailed records.<br>• Collaborate with teams to enhance banking operations and services.<br>• Ensure adherence to regulatory requirements in all loan-related activities.<br>• Provide exceptional service to stakeholders by addressing inquiries and resolving issues.<br>• Maintain organized documentation and reporting related to loan administration.<br>• Identify opportunities for process improvements within the loan administration and underwriting workflows.<br>• Support the implementation of best practices across banking operations.
We are looking for a skilled Loan Administrator to join our team in Mt. Pleasant, South Carolina. In this Contract to permanent position, you will play a vital role in managing and overseeing loan processes, ensuring compliance, and supporting the growth of financial services in the trade finance industry. The ideal candidate will have expertise in loan underwriting, factoring, and credit analysis, with a strong understanding of asset-based lending and commercial credit.<br><br>Responsibilities:<br>• Oversee the underwriting process for loan facilities, ensuring detailed assessment and approval of credit applications.<br>• Conduct comprehensive financial analyses, including cash flow evaluation, debt assessment, and liquidity verification for loan applicants.<br>• Evaluate collateral quality by reviewing accounts receivable, debtor concentration, and invoice aging reports.<br>• Identify and mitigate risks such as credit, operational, legal, and fraud-related issues while structuring loan facilities.<br>• Prepare detailed credit memoranda outlining client profiles, strengths, weaknesses, and risk considerations.<br>• Collaborate with sales and legal teams to develop competitive loan proposals and ensure accurate documentation.<br>• Monitor active loan portfolios to ensure compliance with performance projections and financial covenants.<br>• Recommend modifications to loan structures, risk ratings, or exit strategies based on ongoing portfolio analysis.<br>• Provide mentorship and training to entry level analysts, promoting best practices in underwriting and risk management.<br>• Stay informed on industry trends and economic conditions to enhance risk assessment and identify new opportunities.
<p>Are you a driven professional with a strong background in sales or banking, looking to take the next step in your career? We’re seeking a motivated individual to join our team as a Loan Officer. No prior lending experience is required—we’re willing to train the right candidate who brings a solid foundation in customer service, financial acumen, and a genuine interest in learning the lending process.</p><p><br></p><p>What You’ll Do:</p><p>• Build relationships with clients to understand their financial needs and offer tailored loan solutions</p><p>• Guide applicants through the loan process from initial inquiry to closing</p><p>• Collaborate with internal teams to ensure timely and accurate loan processing</p><p>• Maintain knowledge of lending products, policies, and compliance requirements</p><p>• Develop new business through networking, referrals, and community engagement</p><p><br></p><p>What We’re Looking For:</p><p>• Proven experience in sales, banking, or customer-facing financial services</p><p>• Strong communication and interpersonal skills</p><p>• High level of initiative and willingness to learn lending practices</p><p>• Detail-oriented with strong organizational skills</p><p>• Ability to thrive in a fast-paced, goal-driven environment</p><p><br></p><p>Why Join Us:</p><p>• Comprehensive training and mentorship from experienced lending professionals</p><p>• Supportive team environment with opportunities for growth</p><p>• Competitive compensation and benefits package</p><p>• Make a meaningful impact by helping individuals and families achieve their financial goals</p><p><br></p><p>If you're ready to grow your career in lending and have the drive to succeed, we’d love to hear from you. Apply today and take the first step toward becoming a trusted Loan Officer in your community</p>
<p>We’re seeking an experienced Vice President, Commercial Loan Officer to manage and grow a dynamic commercial business portfolio. You will be responsible for developing new lending opportunities, maintaining strong business relationships, and delivering financial solutions that help our members and local businesses thrive. This position is based in Lowell, MA and reports to the Vice President of Commercial Lending & Business Services.</p><p><br></p><p><strong><u>Key Responsibilities:</u></strong></p><p>- Develop and retain commercial lending and deposit relationships with business members</p><p>- Generate, underwrite, and manage a robust pipeline of commercial loans, ensuring regulatory compliance and adherence to internal policies</p><p>- Assess loan applications by analyzing tax, financial, and credit information; evaluate risks, cash flow, collateral, and profitability</p><p>- Conduct annual reviews and site visits to verify compliance and ensure the health of the loan portfolio</p><p>- Resolve delinquencies and address member issues with empathy, patience, and professionalism</p><p>- Identify cross-selling opportunities and support broader department growth strategies</p>
<p><strong>Key Responsibilities:</strong></p><ul><li>Review and verify loan applications and all accompanying documentation for completeness and accuracy.</li><li>Interact with loan officers, underwriters, and applicants to collect, organize, and review required documents.</li><li>Ensure all loan conditions are satisfied by gathering and evaluating credit, income, and asset information.</li><li>Track loan progress and maintain clear, timely communication with all stakeholders throughout the underwriting and approval process.</li><li>Identify and resolve discrepancies, missing information, or compliance issues quickly and efficiently.</li><li>Prepare files for submission to underwriting and ensure all required disclosures are issued properly.</li><li>Maintain up-to-date knowledge of loan products, underwriting guidelines, and regulatory requirements.</li><li>Ensure all loan files comply with federal, state, and company regulations.</li><li>Provide exceptional customer service while maintaining strict confidentiality of sensitive information.</li><li>Support other team members as required in a fast-paced environment.</li></ul><p><br></p>
<p>Join a respected local financial firm based in Santa Clara that is dedicated to delivering exceptional service for our community’s borrowers and business partners. Our commitment to integrity, efficiency, and client satisfaction drives our continued growth and reputation as a trusted lending resource.</p><p><br></p><p>The Loan Processor (Processing Closer Funder) is responsible for reviewing, preparing, and finalizing loan documents, ensuring compliance with company policies, investor guidelines, and all regulatory requirements. This position involves close coordination with borrowers, lenders, escrow officers, and other stakeholders to facilitate smooth and timely loan closings and the accurate disbursement of funds.</p><p><br></p><p><strong>1. Loan Document Preparation & Review</strong></p><ul><li>Verify and review all closing documents for accuracy, completeness, and compliance.</li><li>Ensure loan terms match approved underwriting conditions.</li><li>Collaborate with title companies, attorneys, and escrow officers to coordinate closings.</li></ul><p><strong>2. Closing & Funding Coordination</strong></p><ul><li>Prepare wire instructions and authorize loan funding.</li><li>Confirm receipt of all required documentation prior to disbursement.</li><li>Ensure all loan conditions and stipulations are satisfied before finalizing funding.</li></ul><p><strong>3. Compliance & Quality Control</strong></p><ul><li>Follow federal, state, and investor regulations, including TRID, RESPA, and other mortgage compliance guidelines.</li><li>Maintain accurate records and audit loan files to identify and resolve discrepancies.</li></ul><p><strong>4. Communication & Customer Service</strong></p><ul><li>Act as a liaison between loan officers, processors, and the funding department.</li><li>Provide timely updates to borrowers and stakeholders on the closing process.</li><li>Address and resolve closing or funding issues promptly and professionally.</li></ul><p><strong>5. Administrative & Reporting</strong></p><ul><li>Ensure all loan data is accurately entered into the system.</li><li>Generate reports and maintain records of funded loans.</li><li>Support process improvements to enhance department efficiency and accuracy.</li></ul><p><br></p>
<p><strong>Middle-Office Loan Manager</strong></p><p><strong>Compensation:</strong> $165,000–$200,000 + bonus</p><p><strong>Location:</strong> Washington, D.C. (Hybrid)</p><p><strong>Why You’ll Love This Role:</strong> Competitive compensation, strong benefits, hybrid flexibility, and long-term career growth with a growing capital investment firm.</p><p>Our client, a well-established and expanding capital investment firm in Washington, D.C., is looking for a <strong>Middle-Office Loan Manager</strong> to play a key role in supporting and scaling their middle-office mortgage loan operations. This is a high-impact opportunity for someone who enjoys leading teams, partnering cross-functionally, and overseeing complex loan and settlement processes.</p><p>In this role, the <strong>Middle-Office Loan Manager</strong> will serve as a trusted partner to the finance, capital investment, and settlement teams, while managing day-to-day operations and developing a team of transaction coordinators. If you have experience in mortgage banking, securitizations, or middle-office loan operations, this is an excellent opportunity to take the next step in your career.</p><p><strong>What You’ll Do:</strong></p><ul><li>Lead and oversee loan settlement and trade coordination activities for middle-office mortgage loans</li><li>Ensure accurate data integrity, reporting, and compliance across all loan transactions</li><li>Manage loan ownership records, servicing processes, and cash flow analysis</li><li>Oversee daily funding activities, including preparing reports in compliance with company policy </li><li>Coordinate closely with warehouse counterparties and internal teams to ensure smooth funding and settlement</li><li>Hire, mentor, and develop a team of transaction coordinators, fostering a collaborative and high-performing environment</li></ul><p><strong>What We’re Looking For:</strong></p><ul><li>Experience in mortgage banking, loan securitizations, or middle-office loan operations</li><li>Strong leadership and team-management skills</li><li>Ability to partner effectively across finance, investment, and operations teams</li><li>Detail-oriented with a strong understanding of loan documentation and compliance</li></ul><p><br></p><p>All interested candidates in this Middle-Office Loan Manager role and other fulltime opportunities across the Washington, D.C. area please send your resume to Justin Decker via LinkedIn.</p>
We are looking for a skilled Mortgage Servicing Specialist to join our team on a contract basis in Buellton, California. This role focuses on managing loan accounts, supporting underwriting processes, and ensuring accurate documentation throughout the loan lifecycle. The ideal candidate will bring expertise in financial analysis, loan servicing, and excellent communication skills to provide exceptional support to borrowers and internal teams.<br><br>Responsibilities:<br>• Manage loan accounts, including processing payments, managing construction draws, and handling payoff requests.<br>• Evaluate borrower documentation to ensure compliance with company standards and loan program requirements.<br>• Prepare detailed reports and maintain accurate records for leadership review.<br>• Respond to borrower inquiries and deliver outstanding service while collaborating with the Tribal Accounting team on loan underwriting.<br>• Ensure the timely and accurate processing of loans, maintaining strong financial oversight throughout.<br>• Conduct thorough reviews to identify discrepancies and resolve issues efficiently.<br>• Support the underwriting process by verifying eligibility and assisting with required documentation.<br>• Collaborate with cross-functional teams to ensure seamless communication and workflow.<br>• Stay up-to-date with industry regulations to ensure compliance in all servicing actions.
We are looking for an experienced Product Manager to join our team in Phoenix, Arizona. In this role, you will drive the development and delivery of innovative banking products, ensuring they meet customer needs and align with organizational goals. You will collaborate with cross-functional teams to manage product lifecycles, prioritize features, and ensure compliance with regulatory standards.<br><br>Responsibilities:<br>• Translate vendor roadmaps into actionable strategies that align with business objectives and feature functionalities.<br>• Collaborate with vendors to ensure banking requirements are accurately documented and reflected in product development.<br>• Support development and quality assurance teams by reviewing deliverables and verifying that requirements are met.<br>• Define and document both functional and non-functional product requirements to guide development processes.<br>• Establish and maintain prioritized backlogs for Agile teams, ensuring alignment with business goals.<br>• Review and approve vendor and internal development outputs, validating that acceptance criteria are achieved.<br>• Ensure product development efforts adhere to regulatory compliance and the bank's software development lifecycle.<br>• Manage dependencies between teams while fostering strategic partnerships across product groups.<br>• Analyze data to identify trends related to product risks and opportunities for improvement.<br>• Build a culture of accountability within the team by empowering decision-making at all levels.
<p>We are looking for a skilled Procedure Analyst to join our team on a long-term contract basis in Las Vegas, Nevada. In this role, you will play a pivotal part in developing, implementing, and monitoring operational procedures across various banking functions, ensuring accuracy, compliance, and efficiency. This is an excellent opportunity to contribute to a dynamic environment within the banking industry while fostering improvements in workflow and risk management.</p><p><br></p><p>Responsibilities:</p><p>• Develop and implement operational procedures for banking functions such as wires, reconciliation, and deposit operations.</p><p>• Provide training to business owners on proper procedure writing, including one-on-one sessions and office hours.</p><p>• Conduct assessments to identify training needs and collaborate with department leaders to address gaps.</p><p>• Ensure all procedures comply with regulatory requirements, industry standards, and internal policies.</p><p>• Work closely with subject matter experts to validate the accuracy and effectiveness of documentation.</p><p>• Analyze workflows to identify opportunities for process improvement and risk reduction.</p><p>• Assist in documenting procedures for new tools or systems during implementation phases.</p><p>• Maintain accurate tracking systems for operating and desktop procedures.</p><p>• Participate in audits and reviews to ensure compliance with banking regulations.</p><p>• Support risk mitigation efforts by escalating cases or inquiries when necessary.</p>
<p>We are proud to represent a fast-growing, client-focused mortgage brokerage that is redefining the home financing experience. </p><p>As an Inside Sales Representative, you’ll be the voice of our brand connecting with motivated homebuyers, building trust, and driving success. This is an exciting opportunity to join a collaborative team where your contributions directly impact growth and client satisfaction.</p><p>What You’ll Do</p><ul><li>Engage & Convert: Respond to inbound leads and follow up with warm prospects via phone, email, and CRM to build lasting relationships.</li><li>Drive Results: Schedule appointments for loan officers, assist with pre-qualification, and help clients take the next step toward homeownership.</li><li>Collaborate & Grow: Partner with referral sources and internal teams to maximize opportunities and deliver exceptional service.</li></ul><p>What We’re Looking For</p><ul><li>Sales Savvy: Strong communication and relationship-building skills with a passion for helping people.</li><li>Goal-Oriented: Motivated by targets and thrives in a fast-paced environment.</li><li>Tech-Comfortable: Experience with CRM systems and digital communication tools.</li><li>Mortgage Knowledge: No Mortgage Knowledge necessary! We will train up on all our services</li></ul><p> Why Join Us?</p><ul><li>Growth Potential: Contract-to-hire with clear pathways for advancement to loan officer (we will sponsor loan officer certifications).</li><li>Commission Opportunity: Once hired on permanently, you’ll earn competitive commissions on closed deals your success pays off!</li><li>Supportive Culture: Work with a team that values integrity, collaboration, and innovation.</li><li>Impactful Work: Help clients achieve one of life’s biggest milestones homeownership.</li><li>Competitive Compensation: Base pay plus performance incentives once hired on.</li></ul>
<p>We are looking for a detail-oriented Financial Admin to join our team in Monmouth County, New Jersey. In this long-term contract role, you will collaborate closely with a small, dedicated team to support financial operations and member services. This position offers an exciting opportunity to contribute to the management of loan and accounts receivable portfolios while assisting with onboarding potential locations.</p><p><br></p><p>Responsibilities:</p><p>• Assist in the accurate preparation and implementation of financial reports and documentation.</p><p>• Support the onboarding process for new store locations by coordinating required documentation and follow-ups.</p><p>• Provide direct service and communication to member stores to address inquiries and ensure smooth operations.</p><p>• Conduct security and collateral audits to maintain compliance and mitigate risk.</p><p>• Collaborate with the Business Development Team to ensure the timely completion of onboarding processes.</p><p>• Prepare and manage checklists for acquiring necessary documentation during onboarding.</p><p>• Monitor and assist in the collection of delinquent accounts, ensuring timely resolution.</p><p>• Perform risk assessments to identify and address potential financial issues.</p><p>• Analyze data related to the company's loan portfolio and accounts receivable portfolio.</p><p>• Contribute to financial reporting and provide insights to support decision-making.</p>
We are looking for an experienced Residential Processor to join our team on a long-term contract basis in Boston, Massachusetts. In this role, you will oversee the full lifecycle of loan applications, from initial processing to underwriting and closing, while ensuring compliance with organizational policies, investor guidelines, and regulatory standards. This position offers an opportunity to contribute to high-volume lending operations and provide exceptional service to borrowers.<br><br>Responsibilities:<br>• Process residential and home equity loan applications, ensuring accuracy and compliance with all applicable guidelines.<br>• Verify borrower documentation, including income, credit history, and property details, to ensure creditworthiness.<br>• Prepare necessary disclosures, title work, and other loan-related documents in a timely manner.<br>• Coordinate with various stakeholders to ensure smooth and efficient loan closings.<br>• Maintain organized and accurate loan files throughout the processing lifecycle.<br>• Apply internal policies and secondary market standards to assess loan eligibility.<br>• Deliver exceptional service to members by addressing inquiries and providing updates on loan statuses.<br>• Monitor and adhere to strict deadlines to maintain operational efficiency.<br>• Collaborate with underwriting teams to support high-volume lending periods.<br>• Ensure adherence to regulatory requirements and investor-specific guidelines.
<p>We are looking for an experienced Relationship Manager specializing in Small Business to join our clients growing team here in the Southern New Hampshire area. This position focuses on originating and managing Commercial & Industrial (C& I) loans while fostering strong relationships with middle-market clients. The ideal candidate will excel in business development, portfolio management, and credit analysis, ensuring compliance with regulatory guidelines. You must have a book of business that you can bring over as well as dealing with deal sizes of $2.5MM - $10MM.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p>• Build and nurture relationships with middle-market clients, handling loan requests from origination to funding.</p><p>• Perform detailed credit and financial analyses to evaluate borrower strength and structured debt proposals.</p><p>• Originate and close loans for clients and prospects, focusing on lending needs ranging from $2.5MM to $10MM.</p><p>• Prepare comprehensive credit approval reports and loan reviews for internal decision-making processes.</p><p>• Represent the bank in industry and community events to strengthen client partnerships and promote the organization.</p>
<p>We are looking for an experienced Relationship Manager specializing in Structured Finance to join our clients growing team here in the Greater Boston area. This position focuses on originating and managing Commercial & Industrial (C& I) loans while fostering strong relationships with middle-market clients. The ideal candidate will excel in business development, portfolio management, and credit analysis, ensuring compliance with regulatory guidelines. You must have a book of business that you can bring over as well as dealing with deal sizes of $30MM - $100MM.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p>• Build and nurture relationships with middle-market clients, handling loan requests from origination to funding.</p><p>• Perform detailed credit and financial analyses to evaluate borrower strength and structured debt proposals.</p><p>• Originate and close loans for clients and prospects, focusing on lending needs ranging from $1MM to $10MM.</p><p>• Prepare comprehensive credit approval reports and loan reviews for internal decision-making processes.</p><p>• Represent the bank in industry and community events to strengthen client partnerships and promote the organization.</p>
<p><strong>PERMANENT POSITION:</strong> Underwriting Manager - Financial Servicing / Origination ****INTERVIEWS THIS WEEK! </p><p>EXCITING STABLE COMPANY! INTERVIEWS THIS WEEK! </p><p>LOCATION: Hybrid / Des Moines, IA) | $1,000 Referral Bonus</p><p>** Green Card, EAD, US Citizen. NO OPT, F1-VISA, NO H1B Visa !!</p><p>Companies like this are rare! Stable, long tenure, and growing National employer searching for a Underwriting Manager handling critical programs. This is a high-impact, Leadership role with long-term career opportunities. But you must have a desire to be in an Underwriting Manager role for 5 years. </p><p>· <strong>MUST HAVES: Direct hands on Underwriting + Direct report management experience are 2 Must Haves. </strong></p><p>Please contact CARRIE DANGER directly for immediate consideration on this Underwriting Manager ** My direct email address is on my LinkedIN Profile. Underwriting Manager position with one of our clients in Des Moines Iowa up to $95K plus benefits with attractive 401K. Note: 95K is top compensation. </p><p>WHY APPLY?!: </p><p>• Fantastic Leadership team with collaboration & </p><p>• Hybrid Weekly Flexibility onsite. </p><p>• People focused culture. your input shapes the team, retention, and process improvement! </p><p>• Career Growth: Succession planning is in progress—a rare chance to learn from established leaders and grow into future management.</p><p>• Stability</p><p>• Attractive investment vehicle: 401(k) plus profit-sharing (up to 9.5% company match)________________________________________</p><p>Your Impact in this Underwriting Manager: </p><p>You’ll supervise up to 15 direct reports in a high-volume call center focused on origination servicing, including inbound/outbound calls, customer experience, and default prevention. </p><p>MUST HAVE:</p><p>• UNDERWRITING EXPERIENCE non-negotiable.</p><p>• Compliance (state/federal regulations).</p><p>• A problem solver who can manage operational change & complex regulatory processes.</p><p>• Managing KPIs, Metrics & reporting, </p><p>• Managing budgets.</p><p>• Mentoring, performance management, and annual reviews.</p><p>• Leading teams working in loan servicing systems (mainframe, mobile app, online portal).</p><p>• Financial Loan OR Loan Origination experience is preferred ! </p><p>• Developing training around underwriting compliance. </p><p>For immediate and confidential consideration on this Direct Underwriting Manager opportunity, UP TO 95K it is best to contact me directly, CARRIE DANGER, SVP Permanent Placement Team, Iowa Region at My Direct Office #: 515-259-6087 or Cell: 515-991-0863, and e-mail resume CONFIDENTIALLY & directly to me - my email address / contact Information on my LinkedIN profile. Or you can ONE CLICK APPLY on our website Robert Half and apply Specifically to this posting.</p>
<p>We are seeking a <strong>Temporary Loan Servicing Agent with hands-on Black Knight MSP experience</strong> to support a <strong>short-term implementation and operational initiative</strong>. This role will focus on <strong>Black Knight MSP setup, configuration, and servicing workflow alignment</strong>, while also assisting with day-to-day loan servicing activities as needed.</p><p>This is a <strong>project-driven, temporary role</strong> intended to provide immediate expertise during implementation and stabilization.</p><ul><li>Support <strong>temporary implementation and configuration</strong> of Black Knight MSP, including task queues, workflows, and status codes.</li><li>Assist with <strong>mapping, coding, testing, and validation</strong> to align servicing processes with MSP functionality.</li><li>Perform <strong>interim loan servicing activities</strong> in MSP such as payment posting, escrow support, and exception handling.</li><li>Troubleshoot issues, document processes, and provide <strong>knowledge transfer</strong> at project close.</li></ul>
<p><em>The salary range for this position is $120,000-$140,000 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>The two biggest things on people’s minds right now: ‘The holiday season is here!’ and ‘Where can I find a fresh start?’. NOTE: This position is a career-fast-track opportunity. Whoever fills this role is expected to be promoted quickly. </p><p><br></p><p><strong>Job Description: </strong></p><p>The Accounting Manager supervises all general accounting functions. Responsibilities will include the coordination of daily accounting operations, directing the monthly close process, coordinating the entity’s treasury operations and the preparation of accurate GAAP basis monthly, quarterly and annual financial statements. Specific job duties will include:</p><ul><li>The coordination of daily financing activities with the Company’s operations team, various mortgage loan brokers, title companies, and warehouse lenders. </li><li>The preparation of quarterly operating and cash forecasts, and various financial analyses as requested from time to time by the Company’s Controller.</li><li>General supervision of the accounting team including assisting where necessary with daily general ledger posting activities. This will include the preparation of interest rate lock derivative calculations, various pricing analyses, sales commission and production bonus calculations, and the periodic mark-to-market valuation of the loans held for sale inventory.</li><li>Reviewing and maintaining all balance sheet reconciliations, and ensuring that all intercompany account balances and all bank account balances are reconciled.</li><li>Working with accounting team to document policies and procedures, and to establish proper controls to deter fraud.</li><li>Responsible for accurate financial management reporting including consolidated financial statements when appropriate.</li><li>Responsible for disbursements review and control, including payroll, shared services, debt reporting, lender covenants, and income tax reporting. </li><li>Helping to train, develop and build the accounting team, providing guidance as needed. </li><li>Working with a third party valuation company to independently value retained mortgage servicing rights. </li><li>The ability to read and to comprehensively discern the appropriate accounting recognition of various legal agreements including MLPAs, AMAs, and forward purchase and sale agreements. </li><li>Effectively and efficiently coordinate the distribution of financial information to support regulatory compliance reporting and field examinations by warehouse lenders, tax professionals, independent audit firms, and various other third party professionals. </li><li>Provide direction and supervision over: 1) The Monthly Accounting Close Process and recognition of revenue, 2) Reconciliation of all balance sheet accounts to various corporate business units. 3) Administration of treasury functions with Corporate and BU accounts.</li><li>LOS System (Encompass), GL System (NetSuite), Document Management System.</li><li>Needs to be very well organized, and know where all supporting information is located. </li><li>Directs and coordinates all loan transfers to the servicing group.</li></ul>
<p><strong>Jennifer Fukumae with Robert Half Finance and Accounting</strong> is partnering with a <strong>health care investment firm</strong> to hire a <strong>Fund Accounting Manager </strong> to support their expanding credit and private equity fund strategies. This is a high-impact role within a growing Finance team supporting a newly launched <strong>royalty income and structured credit fund</strong> in addition to select PE vehicles.</p><p> </p><p><strong>Compensation: $165–200K</strong> Base + Bonus + Equity</p><p><strong>Location: Menlo Park | Hybrid (3 days onsite)</strong></p><p> </p><p><strong>About the Firm (Confidential)</strong></p><p>A well-capitalized healthcare-focused investment platform with a mission to partner with innovative, growth-oriented companies that improve patient outcomes and strengthen communities. The firm leverages deep sector expertise and strong industry relationships to support portfolio companies across healthcare services, technology, and life sciences.</p><p>The environment is collaborative, detail-oriented, and ideal for accounting leaders who enjoy hands-on fund operations, cross-functional exposure, and sophisticated investment structures.</p><p> </p><p><strong>Role Overview</strong></p><p>This Manager/Senior Manager will play a key role in <strong>financial reporting, fund accounting, operations, and compliance</strong> for credit-focused and private equity investment vehicles. You will serve as the main point of contact for the third-party fund administrator while collaborating closely with internal Finance leadership, Portfolio Operations, and Treasury.</p><p>This role offers significant ownership across accounting, reporting, investment activity, and operational processes.</p>
<p>We have a great client that is hiring a Senior Credit Administrator for their established and growing distribution company, based in Sacramento. The role involves leading credit and collections processes and managing relationships with customers and vendors. This position requires a minimum of 5 years' experience in credit and accounts receivable. </p><p><br></p><p>For immediate consideration, please contact Shantel Poole directly via LinkedIn or call 916-649-0832.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Evaluate the financial status of potential clients to determine the risk level involved in extending credit.</p><p>• Analyze credit data and financial statements to assess risk and propose changes in credit policies or procedures to mitigate potential losses.</p><p>• Monitor and interpret accounts receivable, vendor management, and aging reports.</p><p>• Manage the Accounts Receivable portfolio, ensuring proper credit balances are maintained.</p><p>• Lead periodic credit reviews and establish credit limits for customers.</p><p>• Handle B2B collections and oversee billing functions.</p><p>• Ensure accurate accounting functions are performed and maintained.</p><p>• Monitor cash activity and handle cash applications efficiently.</p><p>• Resolve customer inquiries and process customer credit applications efficiently. </p>
<p>We are looking for an experienced Accounting Manager to join our team in Washington, District of Columbia. In this long-term contract role, you will oversee complex financial processes, ensuring accuracy and compliance with regulatory requirements. Your expertise will drive the efficient handling of bond and mortgage transactions, reconciliation tasks, and audit preparation.</p><p><br></p><p>Responsibilities:</p><p>• Analyze and record monthly financial transactions based on trustee data and bond or mortgage documentation.</p><p>• Reconcile general ledger accounts with bond, mortgage, escrow schedules, and trustee bank accounts.</p><p>• Collaborate with the controller to prepare year-end accrual entries for bond interest, mortgage interest, and investment income.</p><p>• Maintain accurate and up-to-date records for Single Family Program loans to meet both internal and external reporting needs.</p><p>• Conduct monthly bank reconciliations to ensure financial accuracy.</p><p>• Process transactions related to loan funding, credit line draws and repayments, write-offs, and reimbursements.</p><p>• Resolve discrepancies in trial balance</p><p>• Perform monthly, quarterly, and annual financial closing procedures with precision.</p><p>• Support audit activities by preparing necessary financial documentation.</p>
<p>Our client one of the oldest Credit Unions in the area is looking to add a new Business Development Officer to their team. As a Business Development Officer, you will play a key role in growing and retaining business banking deposit relationships and commercial lending portfolios. You’ll identify and convert new business opportunities, build strong relationships with local businesses, and serve as a trusted financial advisor—delivering solutions that help our members and strengthen our community.</p><p><br></p><p><strong><u>Key Responsibilities:</u></strong></p><ul><li>Develop and implement strategic plans for business deposit growth and market expansion.</li><li>Identify, pursue, and convert new business members through networking, outreach, and partnerships.</li><li>Actively cross-sell business banking products (deposits, merchant services, treasury management, commercial loans).</li><li>Manage a pipeline of prospective clients; provide ongoing relationship management for existing members.</li><li>Collaborate with retail banking and other departments to ensure a holistic relationship banking experience.</li><li>Handle commercial lending needs, ensuring efficient processing and follow-up.</li><li>Represent the Credit Union at business events, community activities, and network with local professionals.</li><li>Maintain up-to-date expertise on business banking products, market conditions, and emerging technologies.</li><li>Track and report on individual performance and market trends, ensuring alignment with departmental goals.</li></ul>
<p>We are looking for a skilled Encompass Administrator to manage and enhance our loan origination platform. In this role, you will gather business requirements, design workflows, and develop effective solutions to optimize processes. You will also play a critical role in troubleshooting issues and ensuring smooth integration with third-party systems. This is a remote role with periodic travel to Florida.</p><p><br></p><p>Responsibilities:</p><p>• Conduct discovery sessions with business teams to collect and document detailed requirements for the Encompass platform.</p><p>• Develop and customize workflows, including business rules, input forms, and milestone tasks, to align with operational needs.</p><p>• Collaborate with internal IT teams and external vendors to coordinate system integrations and workflow optimization.</p><p>• Provide training support, create documentation, and manage the rollout of new features and system updates.</p><p>• Troubleshoot and resolve platform issues by working closely with loan operations and technology teams.</p><p>• Build and execute a roadmap for future platform enhancements, including onboarding processes for newly acquired companies.</p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>SENIOR ACCOUNTING MANAGER /DIRECTOR</strong></p><p><br></p><p>Well established and real estate investment company with over 6B AUM is expanding and seeks a dynamic Senior Accounting Manager for their property division. The Sr. Property Accounting Manager will oversee financial accounting, administration, financial close processes, reconciliations, and strategic analysis. This position offers an exciting opportunity to lead a team, implement process improvements, and contribute to the organization's financial strategy and potential to be promoted to Director of Accounting.</p><p><br></p><p>Responsibilities:</p><p>• Manage the financial close process, ensuring accuracy and timely completion of reports.</p><p>• Review and approve journal entries, budgets, payroll, and expense allocations, while identifying and resolving discrepancies.</p><p>• Oversee the integrity of the general ledger, including intercompany transactions, loan schedules, and reconciliations.</p><p>• Conduct and manage bank reconciliations, wire transfers, mortgage payments, and financial disbursements to ensure compliance.</p><p>• Monitor cash security processes, including disbursement approvals and account reconciliations.</p><p>• Provide financial data and reports to support transactions, financing, and capital planning initiatives.</p><p>• Lead financial analysis to assess revenue and expenditure trends, optimizing organizational financial performance.</p><p>• Collaborate with external auditors and CPAs to ensure compliance with regulatory and internal accounting policies.</p><p>• Mentor and develop a team of accounting professionals, fostering growth and accountability.</p><p>• Identify and implement process improvements to enhance operational efficiency and reporting accuracy.</p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>SENIOR ACCOUNTING MANAGER -PROPERTY ACCOUNTING</strong></p><p><br></p><p>Well established and growing real estate company in San Francisco is seeking a Sr. Accounting Manager to join their dynamic team. The Senior Property Accounting Manager will oversee financial accounting, administration, financial close processes, reconciliations, and strategic analysis. This position offers an exciting opportunity to lead a team, implement process improvements, and contribute to the organization's financial strategy. </p><p><br></p><p>Responsibilities:</p><p>-Manage and oversee the financial close process, ensuring timely and accurate reporting.</p><p>-Review and approve journal entries, budgets, payroll, and expense allocations while addressing discrepancies effectively.</p><p>-Ensure the integrity of the general ledger, including intercompany transactions, reconciliations, and loan schedules.</p><p>-Conduct and supervise bank reconciliations, wire transfers, mortgage payments, and cash disbursements to maintain compliance and accuracy.</p><p>-Monitor liquidity and cash flow activities to support organizational goals and investor distributions.</p><p>-Lead budgeting and financial planning processes, providing insights into forecasting and expenditure management.</p><p>-Serve as a key liaison during audits, collaborating with external CPAs and ensuring compliance with regulations and internal policies.</p><p>-Mentor and develop a team of accounting professionals, fostering collaboration and accountability.</p><p>-Identify and implement process improvements to enhance efficiency, automation, and reporting accuracy.</p><p>-Support the optimization and deployment of accounting software to improve operational effectiveness.</p>
