Add your latest resume to match with open positions.

89 results for Loan Document Specialist jobs

Loan Documentation Specialist I

Wayne, NJ
onsite
Temporary / Contract
20 - 30 USD / Hourly
We are looking for a detail-oriented Loan Documentation Specialist I to support commercial lending activities in Wayne, New Jersey. This Long-term Contract position focuses on managing an active loan portfolio, coordinating closing activities, and ensuring documentation is complete, accurate, and compliant with internal and regulatory standards. The ideal candidate will work closely with lenders, legal partners, operations teams, and external parties to keep transactions moving efficiently from approval through booking and record retention. Responsibilities: • Oversee a high-volume pipeline of new and renewed loan transactions, keeping milestones on track and driving timely completion of closing requirements. • Conduct thorough due diligence reviews to confirm approvals, supporting documents, collateral records, and closing conditions are complete and properly documented. • Prepare and distribute loan documentation packages to lenders, operations teams, and customers, ensuring accuracy, completeness, and prompt turnaround. • Coordinate closing-day activities, including funds flow preparation, booking details, and confirmation that all documentation and collateral protections are in place. • Partner with relationship managers, legal counsel, operations staff, title companies, and participating banks to align stakeholders and support compliant loan closings. • Order and track third-party items such as tax service and flood certifications, while monitoring property tax status and related delinquencies on real estate-secured loans. • Interpret key loan terms and enter critical information into workflow and operational tracking tools to support accurate loan boarding and servicing. • Manage post-closing and collateral-related tasks, including filing lien records, reviewing continuation or termination needs, submitting recordable documents, and maintaining secure document storage. • Reconcile good-faith deposit and suspense accounts, monitor aged differences, verify vendor invoices, and maintain accurate exception tracking and reporting. • Upload and index loan records in the bank’s centralized repository according to document control standards and established procedures.
2026-06-03T00:00:00Z

Loan Support Specialist

Reading, MA
onsite
Temporary / Contract
21.85 - 23.5 USD / Hourly
We are looking for a detail-oriented Loan Support Specialist to join a mortgage operations team in Reading, Massachusetts. This Long-term Contract opportunity is ideal for someone with strong mortgage administration experience who can help keep loan files accurate, organized, and moving efficiently through the process. The role will work closely with loan staff to support documentation, disclosures, third-party orders, and funding-related activities while maintaining high standards for compliance and service. Responsibilities: • Enter newly received mortgage loan files into the organization’s loan origination platform and confirm records are set up correctly from the start. • Prepare borrower disclosure packages and distribute them within required timelines to support compliant loan processing. • Coordinate requests for title work, property valuations, and flood certification reports through internal systems and approved vendors. • Collect, upload, index, and organize borrower documents so files remain complete and easy to review throughout the loan lifecycle. • Provide operational assistance for funding activities by updating information and supporting documentation in the designated system. • Review loan records regularly to ensure documentation is accurate, current, and properly maintained. • Partner with Loan Officers and related team members to resolve file issues, answer process questions, and keep applications progressing efficiently.
2026-06-12T00:00:00Z

Loan Servicing Specialist I

San Antonio, TX
onsite
Temporary / Contract
22.8 - 25 USD / Hourly
We are looking for a detail-oriented Loan Servicing Specialist I to support a Financial Services organization in San Antonio, Texas. This Long-term Contract opportunity focuses on managing consumer and commercial loan servicing activities, maintaining accurate records, and helping ensure compliance across the full life of each loan. The role offers the chance to work closely with internal partners, external service providers, and borrowers to resolve complex servicing matters and deliver dependable operational support. Responsibilities: • Handle a range of loan servicing transactions, including complex payment applications, payoff activity, principal reductions, advances, adjustments, and participation-related entries with a high degree of accuracy. • Oversee insurance servicing by monitoring coverage, updating policy information, coordinating renewals, and addressing lender-placed insurance needs when required. • Perform detailed escrow administration tasks such as account analysis, tax and insurance disbursement processing, and ongoing balance reviews to maintain account accuracy. • Maintain and update loan and borrower information within servicing systems, complete reviews for newly booked and renewed loans, and help preserve strong data integrity. • Process specialized account changes such as modifications, extensions, deferments, and re-amortizations while ensuring documentation and system records remain current. • Review loan files and servicing data to identify discrepancies, support internal control standards, and help ensure adherence to regulatory and investor requirements. • Prepare scheduled and on-demand servicing reports for leadership, audit requests, and compliance-related needs. • Address escalated borrower questions involving payment research, account status, escrow concerns, and payoff calculations through clear and timely follow-up. • Partner with teams across lending, credit, compliance, and operations, as well as third-party vendors, to investigate issues, support audits, and improve servicing workflows. • Provide day-to-day guidance and quality support to less experienced team members while contributing to process improvement efforts and other assigned duties.
2026-06-05T00:00:00Z

Commercial Loans Specialist

Los Angeles, CA
onsite
Temporary / Contract
43 - 45 USD / Hourly
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. Responsibilities: • Organize and prepare loan files for sorting, scanning, and uploading to the imaging center. • Maintain loan files, both physical and digital, ensuring they are always ready for audits. • Create and update borrower and guarantor profiles, including reporting and financial covenants, in the loan monitoring system. • Assist in maintaining and updating customer profiles and covenants based on credit approvals and loan agreements. • Support Relationship Managers and Portfolio Managers by addressing loan monitoring process inquiries and resolving system-related issues. • Generate periodic portfolio management and monitoring reports using the loan tracking system. • Monitor insurance requirements for loans, ensuring new policies are obtained and existing policies are renewed. • Review executed loan and credit documents to verify proper signatures, dates, and initials. • Facilitate loan closings and coordinate with compliance and operations teams for loan approvals, bookings, and fundings. • Collaborate with auditors and ensure ongoing compliance with regulatory requirements.
2026-06-05T00:00:00Z

Commercial Loans Specialist

Los Angeles, CA
onsite
Temporary / Contract
50 - 55 USD / Hourly
We are looking for a detail-oriented Commercial Loans Specialist to join our team on a contract basis in Los Angeles, California. In this role, you will manage various aspects of commercial loan servicing and portfolio monitoring, ensuring compliance with financial regulations and organizational standards. You will also collaborate closely with relationship managers and portfolio managers to support the loan process from origination to ongoing maintenance. This position offers an opportunity to contribute to a dynamic financial services environment. This role is 3 days onsite and 2 days remote each week Responsibilities:• Organize, sort, and upload loan files for imaging and maintain both physical and electronic records to ensure audit readiness.• Create and update borrower and guarantor profiles, including reporting and financial covenants, in the loan monitoring system.• Provide support to relationship managers and portfolio managers by addressing inquiries related to loan monitoring processes and system functionality.• Generate and maintain portfolio management and monitoring reports in the loan tracking system.• Oversee insurance documentation for new and existing loans, ensuring policies remain current and compliant.• Review executed loan and credit documents to verify proper signatures, dates, and initialing.• Assist with loan closings, including coordinating necessary documentation and approvals.• Support operations and compliance teams with loan booking, funding, and audit processes.• Monitor regulatory filings and ensure all relevant documentation remains up-to-date and accurate.
2026-05-29T00:00:00Z

Loan Officer

Lewiston, ME
onsite
Permanent / Full Time
0 - 0 USD / Yearly
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. The ideal Loan Officer candidate will have the following skills and experience:<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> This is an on-site position, must live in Maine. Employer offers generous benefits including: Health plan, HSA match, 401k with match, Paid vacation, holidays, and more. For consideration please apply online with resume. If you're currently working with a RH permanent recruiter, please reach out to your recruiter directly.Jennifer ThompsonRobert Half Finance & Accounting - Permanent Placement
2026-05-27T00:00:00Z

Loan Processor

Matawan, NJ
onsite
Permanent / Full Time
55000 - 65000 USD / Yearly
We are looking for a detail-oriented Loan Processor to support the preparation, review, and coordination of lending files in Matawan, New Jersey. This role is responsible for keeping documentation complete, organized, and aligned with underwriting and compliance expectations while helping move applications forward efficiently. The ideal candidate brings strong file management skills, clear communication, and the ability to track multiple deadlines in a fast-paced environment.Salary: Up to $65,000Benefits: Medical, Dental, Vision, PTO, 401k Responsibilities:Loan File Preparation & Documentation Management<ul><li>Gather, review, and organize loan documentation to ensure files are complete, accurate, and ready for underwriting review.</li><li>Prepare loan packages in accordance with company policies, lending guidelines, and underwriting requirements.</li><li>Identify and resolve missing documentation, discrepancies, and data inconsistencies to facilitate a smooth approval process.</li></ul>Underwriting & Credit Support<ul><li>Assist in satisfying underwriting conditions by coordinating with borrowers, lenders, and internal stakeholders to obtain required documentation.</li><li>Support the underwriting team by maintaining well-organized loan files and responding promptly to additional requests.</li><li>Ensure all supporting documentation is accurately maintained throughout the underwriting process.</li></ul>Third-Party Vendor Coordination<ul><li>Order, monitor, and manage third-party reports and services, including appraisals, credit reports, judgment, and lien searches.</li><li>Track outstanding items and ensure all external documentation is received, reviewed, and uploaded within required timeframes.</li><li>Serve as a liaison between internal teams and external vendors to facilitate timely loan processing.</li></ul>Pipeline Management & Process Coordination<ul><li>Maintain and monitor a pipeline of active loan files, ensuring milestones and deadlines are consistently met.</li><li>Proactively follow up on pending items to minimize delays and keep transactions moving efficiently.</li><li>Provide regular status updates to stakeholders and escalate potential issues or risks when necessary.</li></ul>Compliance & Quality Assurance<ul><li>Ensure loan files meet internal quality standards, regulatory requirements, and audit-readiness expectations.</li><li>Maintain accurate, complete, and confidential loan records throughout the lending process.</li><li>Adhere to all company policies, procedures, and compliance guidelines while supporting operational excellence.</li></ul>
2026-06-03T00:00:00Z

Commercial Lending & Finance Attorney

Providence, RI
onsite
Permanent / Full Time
185000 - 250000 USD / Yearly
Our client, a successful full-service law firm, is seeking a Commercial Lending & Finance Attorney to join their team. This position is well suited for a senior attorney who brings sound judgment, strong client communication, and a highly organized approach to managing complex transactions. The role offers the opportunity to advise on financing arrangements involving commercial assets and real estate while contributing to high-quality legal service and a strong reputation. Location: Providence, RI Role: Commercial Lending & Finance AttorneySchedule: Hybrid (4 days in office, 1 day remote but can be 3 days in office, 2 days remote if needed)Salary: $185,000 - $250,000 (depending on experience) Responsibilities:<ul><li>Represent banks, institutional lenders, private lenders, and borrowers in complex commercial lending and finance transactions, including first- and second-lien commercial real estate financings.</li><li>Structure, negotiate, document, and close commercial real estate credit facilities secured by mortgages, deeds of trust, and other collateral arrangements.</li><li>Advise clients on all aspects of commercial real estate finance transactions, including acquisition, development, construction, refinancing, and permanent financing matters.</li><li>Draft, review, and negotiate loan agreements, promissory notes, guaranties, security agreements, intercreditor agreements, and other financing-related documentation.</li><li>Conduct and oversee due diligence reviews related to financing transactions, including title, survey, zoning, environmental, organizational, and collateral matters.</li><li>Review title insurance commitments and policies, identify title-related risks, prepare title objection and clearance correspondence, and coordinate resolution of title issues.</li><li>Structure and perfect security interests in real property, personal property, fixtures, equipment, tenant improvements, accounts, and other collateral.</li><li>Advise clients regarding commercial leases, easements, deeds, deeds of trust, and other real estate-related agreements and instruments.</li><li>Represent lenders and borrowers in loan modifications, workouts, restructurings, foreclosures, and other distressed asset matters.</li><li>Provide strategic guidance on risk management, collateral protection, and regulatory compliance throughout the lending process.</li><li>Assist with related commercial real estate acquisitions, dispositions, investments, corporate transactions, and mergers and acquisitions when financing components are involved.</li><li>Coordinate with title companies, surveyors, borrowers, lenders, investors, consultants, and other stakeholders to facilitate successful transaction execution.</li><li>Maintain organized transaction records and client files while ensuring timely communication and exceptional client service throughout all phases of representation.</li></ul>
2026-06-10T00:00:00Z

Lending Specialist I

Tampa, FL
onsite
Temporary / Contract
22 - 25 USD / Hourly
We are looking for a detail-oriented Lending Specialist I to support loan transactions and administrative lending activities in Tampa, Florida. This Long-term Contract position is ideal for someone who can coordinate multiple stakeholders, keep documentation organized, and help move deals efficiently from review through closing. The role works closely with lenders, operations partners, and other internal teams to maintain accuracy, resolve issues quickly, and support a smooth funding and servicing process. Responsibilities: • Oversee the progress of lending opportunities by partnering with Relationship Managers and coordinating next steps with internal teams to help keep transactions on schedule. • Organize, examine, and track closing packages and related materials to support due diligence, documentation readiness, compliance needs, and operational requirements. • Support transaction execution by identifying process gaps, escalating concerns when needed, and helping implement practical solutions that reduce risk and improve control. • Request and compile outstanding file items, prepare supplemental paperwork, and maintain complete records needed to finalize loan packages. • Work closely with closing, servicing, and operations teams to confirm accurate booking, reconcile accrual-related activity, and monitor daily cash movement. • Facilitate initial funding activities and help ensure ongoing loan events such as payments, draws, and payoffs are processed correctly throughout the life of the loan. • Review loan documentation carefully prior to closing and complete closing activities when assigned to ensure files are accurate and complete. • Communicate proactively with lenders regarding documentation issues, processing concerns, or other items that could affect closing timelines. • Use standard office and loan administration tools to monitor workflow, maintain status updates, and support timely completion of assigned tasks.
2026-06-05T00:00:00Z

Loan Administrator

Broomfield, CO
onsite
Temporary / Contract
29.45 - 34.1 USD / Hourly
We are looking for a meticulous Loan Administrator to support a credit union in Colorado through a contract assignment. This role is ideal for someone who can manage loan activity with precision, uphold regulatory standards, and contribute to programs that strengthen the local community. The position offers the chance to work across the lending process while helping deliver reliable service to members and internal stakeholders. Responsibilities: • Manage loan files from initial intake through final payoff, ensuring documentation is complete, accurate, and compliant at every stage. • Partner with lending and underwriting teams to review applications, coordinate required information, and help move decisions forward efficiently. • Administer Community Development Block Grant activities, including record tracking, reporting support, and adherence to applicable program guidelines. • Maintain organized and up-to-date records for loan transactions to support audits, servicing activities, and operational accuracy. • Respond to payoff-related questions and resolve servicing issues in a timely, thorough manner. • Verify that lending activities align with credit union procedures as well as relevant regulatory and compliance expectations. • Track portfolio data and prepare reporting that helps leadership monitor loan performance and risk trends. • Contribute to community-focused lending efforts by supporting programs and transactions tied to development initiatives. • Recommend workflow enhancements that improve efficiency, consistency, and service quality within loan administration. • Deliver strong member support by answering questions about loan products, account status, and related services.
2026-06-11T00:00:00Z

Loan Administrator

Los Angeles, CA
remote
Temporary / Contract
30 - 38 USD / Hourly
We are looking for an experienced Loan Administrator to support a high-volume commercial lending team in Los Angeles, California. This Long-term Contract position is ideal for someone who can manage complex loan files with precision, maintain strong documentation standards, and help drive transactions through each stage of the lending process. The role requires close coordination with internal partners to keep files moving efficiently while meeting compliance expectations and closing deadlines. Responsibilities:• Oversee commercial loan files from initial intake through final closing, ensuring each stage is completed accurately and on schedule.• Gather and evaluate borrower financial records, credit documentation, valuations, and related materials needed to advance underwriting and approval.• Assemble comprehensive loan packages that align with lending guidelines, regulatory standards, and internal review expectations.• Maintain precise records within the Proforma loan origination system and keep all supporting documentation organized and audit-ready.• Partner with loan officers, underwriters, credit personnel, and closing teams to coordinate next steps and resolve processing needs.• Monitor the active loan pipeline, follow up on outstanding items, and help remove delays that could affect turnaround times.• Investigate inconsistencies in loan documents or financial details and take appropriate action to correct or clarify issues promptly.• Support adherence to banking regulations, operational procedures, and policy requirements throughout the full processing cycle.
2026-06-04T00:00:00Z

Loan Administrator

Scottsdale, AZ
onsite
Permanent / Full Time
50000 - 70000 USD / Yearly
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. Responsibilities:• Supervise and manage daily loan operations, including loan collections, disbursement requests, and payment processing.• Monitor and ensure timely follow-up on past-due accounts while maintaining compliance with regulatory standards.• Perform quality control checks on loan-related transactions, such as general ledger entries and account adjustments.• Oversee the preparation and completion of loan disbursements and payoff processes.• Utilize advanced Excel skills to create and manage spreadsheets, including the use of formulas.• Ensure compliance with lending regulations, including Privacy, Regulation B, Regulation Z, and flood regulations.• Collaborate with internal teams to identify and resolve discrepancies in loan accounts or transactions.• Maintain detailed records and documentation for all loan-related activities.• Provide exceptional customer service by responding promptly and professionally to inquiries.
2026-06-12T00:00:00Z

Loan Adjustor

Sunnyvale, CA
onsite
Temporary / Contract
27.55 - 29 USD / Hourly
We are looking for an experienced Loan Adjustor to support delinquency management and recovery efforts for a financial services team in Sunnyvale, California. This Long-term Contract position focuses on resolving past-due consumer loan accounts through compliant collection practices, thoughtful member communication, and effective repayment solutions. The ideal candidate brings strong judgment, knowledge of lending and recovery regulations, and the ability to manage a high-volume workload while maintaining a service-oriented approach. Responsibilities: • Oversee recovery efforts for seriously delinquent accounts across multiple consumer lending products, including unsecured and secured loan portfolios. • Contact borrowers using approved collection practices to secure payment, reduce losses, and maintain adherence to applicable regulations. • Evaluate individual account circumstances and work with members to establish realistic repayment arrangements or submit modification and extension requests for review. • Identify cases that require escalation and coordinate next steps related to repossession, foreclosure, legal review, or external recovery channels in line with company policy. • Prepare documentation associated with charge-offs, account status updates, and placement of eligible accounts with collection agencies. • Guide members toward appropriate financial assistance resources when additional support may improve repayment outcomes. • Track portfolio activity, maintain accurate records in relevant systems, and manage follow-up actions to meet established recovery timelines and performance targets. • Collaborate with internal partners and complete additional assigned tasks that support collections operations and account resolution efforts.
2026-06-12T00:00:00Z

Loan Operations Support Specialist

Midland, TX
onsite
Temporary to Hire
21.85 - 25.3 USD / Hourly
We are looking for a detail-oriented Loan Operations Support Specialist to join a banking team in Midland, Texas. This contract opportunity with permanent potential is ideal for someone with experience supporting loan processing activities in a fast-paced environment where priorities can shift throughout the day. In this role, you will help maintain accurate loan records, support consumer lending documentation, and contribute to the smooth flow of daily loan operations. Responsibilities: • Support consumer loan processing activities by entering and maintaining loan information in bank lending systems with a high level of accuracy • Prepare, organize, and review loan documentation to help ensure files are complete and ready for processing • Verify that required signatures, dates, and supporting details are present in loan files before submission or final review • Provide day-to-day administrative assistance to lending and loan processing teams to keep workflows moving efficiently • Monitor multiple assignments at once and adjust to changing priorities while meeting operational deadlines • Apply knowledge of lending practices and loan operations procedures to complete assigned tasks effectively • Assist with document tracking, file maintenance, and related operational updates needed to support loan processing • Communicate with internal team members to resolve missing information and help maintain accurate loan records
2026-06-03T00:00:00Z

Bankruptcy Specialist

Saint Paul, MN
onsite
Permanent / Full Time
65000 - 75000 USD / Yearly
We are looking for a detail-oriented individual to support bankruptcy-related collections activities within a banking environment in Minnesota. This position focuses on protecting the organization’s financial interests by managing bankruptcy accounts, maintaining accurate records, and coordinating required actions with legal partners. The ideal candidate brings strong knowledge of bankruptcy processes, sound judgment, and the ability to balance compliance, service, and operational efficiency. Responsibilities: • Manage bankruptcy accounts from initial notice through resolution, tracking court activity and internal due dates to ensure timely handling of each case. • Draft, examine, and coordinate documentation such as proof of claim filings, reaffirmation agreements, and related motions in partnership with legal counsel. • Maintain accurate account records across internal databases and tracking tools so case status, timelines, and required follow-up remain current. • Review loan details including balances, delinquency amounts, interest calculations, payment changes, and modification terms tied to bankruptcy plans. • Monitor trustee payments and confirm loan setups align with approved bankruptcy terms and repayment arrangements. • Identify accounts requiring additional action due to missed payments or plan-related delinquencies and escalate next steps appropriately. • Serve as a resource for collectors, employees, and customers by answering complex bankruptcy questions and resolving escalated account inquiries. • Support process improvement efforts by evaluating current collection practices, updating procedures, and recommending changes that reduce loss exposure and strengthen compliance. • Stay informed on applicable federal and state bankruptcy and collections regulations and communicate relevant impacts to management. • Contribute to departmental priorities by meeting performance goals, supporting management requests, and completing additional duties that aid team operations.
2026-05-29T00:00:00Z

Leasing Specialist

Baltimore, MD
onsite
Temporary / Contract
18 - 24 USD / Hourly
We are seeking a knowledgeable and customer-focused Leasing Associate with Section 8 housing experience. The ideal candidate will be responsible for leasing affordable housing units, ensuring compliance with HUD and Section 8 program requirements, and supporting residents through the application and move-in process. This role plays a vital part in maintaining occupancy levels, building strong resident relationships, and ensuring regulatory compliance. Key Responsibilities:<ul><li>Conduct leasing activities for affordable housing units, including marketing, showing units, and assisting with applications.</li><li>Process and certify Section 8 applications, annual re-certifications, and interim recertifications in compliance with HUD guidelines and local housing authorities.</li><li>Verify applicant eligibility by collecting and reviewing required income documentation, third-party verifications, and other necessary forms.</li><li>Ensure full compliance with Fair Housing laws, HUD regulations, and company policies.</li><li>Coordinate and schedule move-ins, inspections, and lease signings.</li><li>Maintain accurate records in property management software (e.g., Yardi, Entrada, RealPage, or similar).</li><li>Respond to resident inquiries, complaints, and maintenance requests with professionalism and urgency.</li><li>Assist in rent collection, late notices, and other administrative support duties.</li><li>Work closely with housing authorities and compliance teams to ensure accurate and timely reporting.</li><li>Support community engagement and resident retention efforts.</li></ul>
2026-06-05T00:00:00Z

Document Review Specialist

Fort Lauderdale, FL
onsite
Temporary / Contract
24.7 - 28.6 USD / Hourly
We are looking for a detail-oriented Document Review Specialist to support document handling and quality review activities for a Contract position based in Fort Lauderdale, Florida. In this role, you will help maintain accurate records by organizing, scanning, and validating a high volume of materials while ensuring documentation is complete and easy to retrieve. This opportunity is well suited for someone who takes pride in precision, works efficiently with structured processes, and can manage document workflows with consistency. Responsibilities: • Review incoming files for completeness, accuracy, and proper formatting before they are entered into document systems. • Scan paper records and convert physical materials into organized digital files with clear indexing and naming conventions. • Compile documents from multiple sources to create complete, traceable record sets for internal use. • Maintain document control standards by sorting, categorizing, and filing records in accordance with established procedures. • Identify missing, inconsistent, or unclear information and escalate issues to the appropriate team members for resolution. • Support record retrieval requests by locating and preparing documents quickly and accurately. • Perform routine quality checks to confirm scanned images and stored files are legible, complete, and correctly associated. • Assist with updates to document repositories, including transferring or reorganizing files when process changes require it.
2026-05-28T00:00:00Z

Loan Closer - Support

Alamo, CA
remote
Temporary / Contract
30 - 40 USD / Hourly
We are looking for an experienced SBA Loan Closer to manage the documentation and coordination needed to bring commercial loan transactions to a successful close. This is a fully remote contract positions and requires a detail-focused individual who can navigate closing requirements, communicate effectively with multiple parties, and maintain accuracy throughout the process. The ideal candidate brings strong knowledge of loan documentation, compliance standards, and closing workflows, along with the ability to keep transactions moving efficiently from approval through funding. Responsibilities: • Review incoming loan, title, lien, and supporting documents to confirm accuracy, completeness, and alignment with approved transaction terms before closing.• Build and maintain detailed closing checklists, track outstanding conditions, and follow through to ensure all required items are received on time.• Assemble and organize loan files in accordance with internal standards, regulatory expectations, and documentation requirements.• Secure necessary loan approvals through e-Tran and prepare authorization materials that reflect the approved credit structure and conditions.• Draft closing packages and related loan documents in LaserPro, then verify that all forms are complete, accurate, and ready for execution.• Work closely with borrowers, escrow and title partners, and insurance contacts to coordinate timelines, resolve documentation issues, and support a smooth closing process.• Confirm that collateral documentation is properly handled and that liens are recorded and perfected in the correct position to protect the institution’s interest. Please reach out to John Miller for immediate consideration.
2026-06-12T00:00:00Z

Loan Operations Analyst

Chicago, IL
onsite
Permanent / Full Time
90000 - 100000 USD / Yearly
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] 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. Responsibilities: • Maintain the Reconciliation and Control functions within the Operations group• 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• 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• Enter trades into Wall Street Office (“WSO”) and trade capture systems• Set up Agency deals in WSO Agent and assist with other loan operation interfaces with IHS Market services• 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.• Ensure all loans are rolled and correct rates are set for the next accrual period• Serve as bridge between Loan Operations (upstream) and Finance/Accounting (downstream) teams• Coordinate and work with outside service providers (servicers, agents, auditors, custodians, third party administrators, etc.) as needed• Work with IT and other internal teams to ensure operational efficiency and accuracy across middle and back office systems• Identify automation opportunities and process improvement/control initiatives, including ad hoc project support and data mapping documentation
2026-06-11T00:00:00Z

Legal Billing Specialist

Manchester, NH
onsite
Permanent / Full Time
50000 - 85000 USD / Yearly
We are looking for a detail-oriented Legal Billing Specialist to join our team in Manchester, New Hampshire. This role involves managing the preparation, review, and submission of client invoices while ensuring accuracy, compliance with billing guidelines, and adherence to firm policies. The ideal candidate will collaborate with attorneys, legal assistants, and finance personnel to support efficient billing operations and maintain confidentiality. Responsibilities: • Prepare, review, and process client invoices on a monthly and ad hoc basis for assigned attorneys and practice groups. • Ensure all invoices meet client-specific billing guidelines, engagement terms, and firm policies. • Collaborate with attorneys and legal staff to edit and finalize pre-bills. • Submit invoices using electronic billing platforms such as Legal Tracker, CounselLink, and TyMetrix. • Monitor invoice statuses, addressing rejections, reductions, and appeals as needed. • Investigate and resolve billing discrepancies, including write-offs and adjustments. • Handle special billing requests, alternative fee arrangements, and customized client formats. • Assist with month-end and year-end billing processes, including related reporting. • Maintain confidentiality of both client and firm financial data. • Support additional accounting tasks and initiatives as required.
2026-05-20T00:00:00Z

Legal Billing Specialist

Boston, MA
onsite
Permanent / Full Time
100000 - 125000 USD / Yearly
Our client, a successful civil litigation law firm, is seeking an experienced Legal Billing Specialist to join their team in Boston, Massachusetts. In this role, you will play a crucial part in managing all aspects of legal billing and invoice processing, ensuring compliance and accuracy across various client platforms. Location: Boston, MASchedule: Hybrid (3 days in office, 2 days remote)Salary: $100,000 - $125,000 (depending on experience) Responsibilities:<ul><li>Prepare, generate, and manage attorney pre-bills for review and submission</li><li>Maintain and manage attorney time entries and billing data</li><li>Must be conversant in LEDES (Legal Electronic Data Exchange Standard)</li><li>Submit invoices and manage billing through client e-billing platforms, including but not limited to: TimeSlips, Tymetrix, Legal Tracker, Legal X, SimpleLegal, TeamConnect, Acuity, and Brightflag.</li><li>Ensure compliance with client billing guidelines and resolve billing rejections or issues</li><li>Track billing status and follow up on outstanding invoices</li><li>Coordinate vendor payments and ensure expenses are properly invoiced and billed</li><li>Work closely with the firm’s external bookkeeper during monthly visits</li><li>Assist with check requests and internal financial coordination</li><li>Interface with outsourced payroll and HR vendors as needed</li><li>Provide general administrative and billing support to attorneys and managing partners</li></ul>
2026-05-29T00:00:00Z

Legal Billing Specialist

York, PA
onsite
Temporary to Hire
25 - 37 USD / Hourly
Are you someone who enjoys turning time entries into perfectly polished invoices—and making the billing process run smoother for everyone involved? We’re looking for a Legal Billing Specialist to join our York, PA team and play a key role in supporting our attorneys while keeping billing accurate, compliant, and on track. This role offers the chance to work in a fast‑moving legal environment where your billing expertise, organization, and problem‑solving skills will truly make an impact. What You’ll Do:<ul><li>Take ownership of billing for a designated group of attorneys, keeping a close eye on unbilled time and proactively resolving problem accounts.</li><li>Manage the full eBilling lifecycle—submitting invoices, monitoring rejections, coordinating collections, and producing reporting with accuracy and efficiency.</li><li>Prepare and analyze ad hoc billing reports that help drive smarter decisions and smoother operations.</li><li>Spot opportunities to streamline billing workflows and partner with the team to implement improvements.</li><li>Serve as a go‑to resource for attorneys and clients by answering billing questions and resolving issues quickly and professionally.</li><li>Maintain clear, well‑organized billing records that support accuracy, audits, and compliance.</li><li>Communicate effectively with attorneys, staff, vendors, and clients to ensure everyone has the billing information they need.</li><li>Ensure billing systems and practices align with internal standards, client requirements, and industry expectations.</li><li>Assist with retrieving and distributing billing documentation and related materials as needed.</li><li>Handle sensitive financial information with discretion, care, and a strong commitment to confidentiality.</li></ul>This is a great opportunity for someone who enjoys both the details and the bigger picture—keeping billing running smoothly while helping the firm operate at its best.
2026-06-12T00:00:00Z

Legal Billing Specialist

Florham Park, NJ
onsite
Permanent / Full Time
70000 - 80000 USD / Yearly
A busy firm in the Florham Park area is seeking a Legal Billing Specialist to join their growing company. This Legal Billing Specialist will get the chance to join a growing firm that offers stability, flexible work schedule, and excellent work/life balance. This Legal Billing Specialist will help manage the full billing cycle, maintain organized financial records, and contribute to timely payment processing and account follow-up. The ideal Legal Billing Specialist will have 3+ years of legal billing experience and have electronic billing (e-billing) experience. Responsibilities of this Legal Billing Specialist will include but not be limited to: Legal Billing Specialist Responsibilities:<ul><li>Manage the end-to-end preparation of client invoices by reviewing time entries, applying billing guidelines, and issuing finalized statements on schedule.</li><li>Examine billing drafts carefully to correct errors, confirm completeness, and ensure charges align with client-specific terms and engagement requirements.</li><li>Submit invoices through electronic billing platforms when required and monitor portal activity to resolve rejections or submission issues promptly.</li><li>Track outstanding receivables, communicate regarding past-due balances, and assist with collection efforts to improve payment timeliness.</li><li>Record incoming payments, reconcile client accounts, and research discrepancies to maintain accurate financial data.</li><li>Partner with attorneys and administrative team members to obtain timely time entries, secure billing approval, and process needed revisions or write-downs.</li><li>Maintain orderly billing files, supporting documents, and recurring reports to ensure information is accessible and audit-ready.</li><li>Prepare regular summaries on billing activity and accounts receivable status for firm leadership.</li><li>Support trust account monitoring and related compliance tasks as needed, following established legal accounting practices.</li><li>Respond to client billing questions with professionalism and clarity while helping preserve positive working relationships.</li></ul>This Legal Billing Specialist role is paying between $70,000 and $80,000 annually depending on experience. If interested in this Legal Billing Specialist position, apply today!
2026-06-03T00:00:00Z

Loss Mitigation Specialist

Tempe, AZ
onsite
Temporary to Hire
22 - 22 USD / Hourly
Consumer Collections Representative – Loss Mitigation | Mortgage ServicesLocation: Tempe, AZ (100% On-Site | Near Rio Salado Pkwy & Loop 101)Pay: $22/hourJob Type: Full-Time | Temp-to-HireIndustry: Mortgage & Financial Services Robert Half is hiring a Consumer Collections Representative – Loss Mitigation for a growing national mortgage and financial services company in Tempe. This is a great opportunity for candidates with call center customer service experience who want to build a long-term career in financial services.This full-time, temp-to-hire position offers paid training, consistent hours, career growth, and excellent benefits upon permanent hire. The role is based in a modern, high-volume call center environment and is fully on-site. About the RoleAs a Loss Mitigation Collections Representative, you will make a high volume of outbound calls to mortgage customers who are more than 60 days past due on their payments. You will speak with customers in a professional and empathetic manner, gather and document financial information, and help present possible financial solutions based on their specific situation. Key Responsibilities<ul><li>Handle high-volume outbound and inbound calls related to delinquent mortgage accounts and payment collection</li><li>Communicate professionally and empathetically with customers regarding past-due mortgage payments</li><li>Gather, review, and enter relevant financial information accurately into internal systems</li><li>Explain potential repayment or financial solution options based on customer circumstances</li><li>Document all customer interactions thoroughly and accurately</li><li>Follow compliance, quality, and customer care standards</li><li>Participate in ongoing training, coaching, and performance development</li></ul>ScheduleFull-Time – 40 hours per weekMonday–Friday:<ul><li>Spring/Summer: 9:00 AM – 6:00 PM</li><li>Fall/Winter: 10:00 AM – 7:00 PM</li></ul>Mandatory Monthly Saturday Rotation:<ul><li>One half-day Saturday per month</li><li>Typically 7:00 AM – 11:00 AM or 8:00 AM – 12:00 PM, depending on the time of year</li></ul>Training Schedule:<ul><li>First few weeks of corporate classroom training: Monday–Friday, 8:00 AM – 5:00 PM</li></ul>
2026-06-01T00:00:00Z

Sr Loan Officer

Savannah, GA
onsite
Temporary / Contract
33.25 - 38.5 USD / Hourly
We are looking for a Sr Loan Officer to support lending operations in Savannah, Georgia. This Long-term Contract position is ideal for someone who can interpret financial information, build productive relationships with banking partners, and quickly become proficient in a range of loan programs. The role offers an opportunity to contribute to accurate loan processing, strong cross-functional coordination, and dependable administrative support within a lending environment. Responsibilities:• Review financial documents and supporting records to help assess loan files for completeness and accuracy.• Coordinate with banks and external partners to gather information, resolve documentation issues, and maintain steady communication throughout the lending process.• Learn and apply multiple loan program guidelines to support proper handling of applications and related administrative tasks.• Prepare, organize, and maintain loan agreements and associated records in accordance with internal standards and timelines.• Support underwriting and loan administration activities by tracking file progress, identifying missing items, and following up as needed.• Build strong relationships through networking with financial institutions and other relevant stakeholders to support business operations.• Assist with accounting-related functions connected to loan activity, including reviewing figures and reconciling documentation for consistency.
2026-06-09T00:00:00Z