We are looking for a Loan Processing Analyst to join our dynamic finance consulting team in Greenwich, Connecticut. This Contract to permanent position offers an excellent opportunity for growth and development, with the potential to advance into underwriting roles. The ideal candidate will have strong analytical skills, attention to detail, and the ability to communicate effectively in a fast-paced environment.<br><br>Responsibilities:<br>• Analyze financial statements to assess loan eligibility and risk.<br>• Collaborate with sales representatives to gather necessary documentation from merchants.<br>• Match deals with suitable lenders and assist in setting up new transactions.<br>• Address and resolve customer inquiries and complaints promptly.<br>• Perform credit checks and background evaluations for merchant applications.<br>• Work closely with banking partners to ensure all required paperwork is completed accurately.<br>• Draft contracts for new deals and coordinate with underwriting teams for approval.<br>• Ensure compliance with regulatory and internal funding requirements.<br>• Provide clear and thorough responses to client inquiries.<br>• Utilize Excel to manage and organize data efficiently.
<p>We are looking for a detail-oriented Loan Processor to join our team on a contract basis in Greensboro, North Carolina. In this role, you will play a key part in supporting residential mortgage processing tasks, ensuring smooth and accurate handling of loan applications. </p><p><br></p><p>Responsibilities:</p><p>• Review and analyze loan applications and supporting documentation, including contracts, income statements, and asset details.</p><p>• Manage electronic filing of imaged documents to maintain organized records.</p><p>• Order and coordinate third-party services required for loan processing, such as appraisals and title services.</p><p>• Communicate with clients and stakeholders to gather missing information or clarify application details.</p><p>• Ensure compliance with all regulatory requirements and company policies throughout the loan process.</p><p>• Collaborate with other team members to resolve discrepancies and maintain workflow efficiency.</p><p>• Monitor the progress of loan applications to ensure timely processing and approvals.</p><p>• Provide accurate updates to stakeholders on the status of loan applications.</p><p>• Identify and address potential issues that could delay the loan approval process.</p><p>• Maintain a high level of confidentiality while handling sensitive financial information.</p>
We are looking for an experienced Loan Processor to join our team in Woodland Hills, California. In this role, you will play a key part in managing loan applications, ensuring compliance, and supporting various stages of the mortgage lending process. This is a long-term contract position ideal for professionals with a strong background in loan administration and mortgage processing.<br><br>Responsibilities:<br>• Review and process loan applications with accuracy and attention to detail.<br>• Ensure compliance with lending regulations and company policies throughout the loan process.<br>• Collaborate with borrowers, underwriters, and other stakeholders to gather necessary documentation.<br>• Support the mortgage closing process by verifying all required forms and documents are complete.<br>• Monitor loan progress and address any issues or delays that may arise.<br>• Maintain detailed records of loan transactions and communications.<br>• Assist in resolving discrepancies or challenges related to loan origination.<br>• Provide exceptional customer service to borrowers and business partners.<br>• Stay updated on industry standards and changes in mortgage lending practices.<br>• Contribute to process improvement initiatives to enhance efficiency.
We are looking for a dedicated Loan Processor - Support specialist to join our team on a long-term contract basis in Los Angeles, California. In this role, you will play a pivotal part in ensuring the efficiency and accuracy of the loan processing cycle by providing essential support to loan officers, processors, and underwriters. This position is ideal for individuals with strong organizational skills and attention to detail, seeking to contribute to a dynamic financial services environment.<br><br>Responsibilities:<br>• Accurately input data and maintain organized records for loan files in both digital and physical formats.<br>• Review loan documents to verify completeness and identify any inconsistencies or missing information.<br>• Prepare, scan, and securely file loan-related paperwork in compliance with organizational and regulatory standards.<br>• Assist loan officers and processors in collecting and verifying client details, including employment, credit, and asset information.<br>• Respond to inquiries from internal teams and external parties regarding loan status and documentation requirements.<br>• Track loan progress through the application, underwriting, and closing stages to ensure deadlines are met.<br>• Coordinate with clients, title companies, appraisers, and other stakeholders to streamline the loan process.<br>• Safeguard confidential client information and ensure adherence to all applicable regulations.<br>• Generate reports and monitor loan pipelines to support management in tracking overall loan operations.
<p>Loan Originator is responsible for developing and managing client relationships to originate a variety of loan products including personal, auto, mortgage, and business loans. This professional serves as the primary point of contact for loan applicants, guiding them through the process from initial inquiry to closing. The Loan Originator is expected to drive business growth by networking, identifying prospects, assessing client needs, and delivering exemplary customer service while ensuring full compliance with banking and regulatory guidelines.</p><p>Key Responsibilities:</p><ul><li>Proactively source and generate new loan business through community involvement, networking, marketing campaigns, and referrals.</li><li>Evaluate applicants' financial backgrounds, needs, and creditworthiness using bank guidelines and lending standards.</li><li>Explain loan options, terms, and requirements to prospective borrowers, helping them select the best financial products to meet their goals.</li><li>Collect and review necessary financial documentation from applicants to start the loan process.</li><li>Complete loan applications and submit accurate, timely paperwork to the processing and underwriting team.</li><li>Maintain regular communication with clients throughout the application and approval process, providing updates and resolving questions or concerns.</li><li>Meet or exceed established sales and customer satisfaction goals.</li><li>Stay current on loan products, industry trends, market conditions, and regulatory requirements.</li><li>Develop and maintain relationships with realtors, builders, and related professionals to cultivate referral business opportunities.</li><li>Ensure all loan files are maintained and processed in compliance with bank policies and government regulations.</li></ul><p>Qualifications:</p><ul><li>High school diploma or equivalent required; associate’s or bachelor’s degree in finance, business, or a related field preferred.</li><li>Prior experience in loan origination, banking, or financial services is highly desirable.</li><li>Strong sales, relationship-building, and negotiation skills.</li><li>Excellent written and verbal communication abilities.</li><li>Detail-oriented with strong organizational skills and the ability to manage multiple clients simultaneously.</li><li>Familiarity with lending regulations (e.g., RESPA, TILA, HMDA, TRID) preferred.</li><li>Proficiency with banking software and Microsoft Office Suite.</li></ul><p>This role is ideal for motivated professionals with a passion for financial services, client relations, and business development. If you’re looking to add a top-performing Loan Originator to your team, contact us to learn how our specialized staffing solutions can help fuel your organization’s growth.</p>
We are looking for a detail-oriented Loan Processor - Support to join our team in Westlake Village, California. In this Contract to permanent position, you will play a pivotal role in ensuring the accuracy, completeness, and organization of loan applications and borrower documentation. This role offers the opportunity to contribute to the loan processing cycle while collaborating with a dynamic team.<br><br>Responsibilities:<br>• Review new loan applications thoroughly to ensure all required information is accurate and complete.<br>• Input borrower details into the Loan Origination System with precision and efficiency.<br>• Assess credit reports, income, assets, and liabilities to support loan structuring.<br>• Prepare loan files for underwriting by organizing and structuring all necessary information.<br>• Request and gather essential borrower documentation, including pay stubs, tax returns, bank statements, and identification.<br>• Verify employment details, calculate income, and confirm asset sources to maintain compliance.<br>• Communicate with borrowers and other stakeholders to resolve discrepancies and obtain missing information.<br>• Ensure all documentation meets regulatory and organizational standards.<br>• Collaborate with team members to enhance loan processing workflows and address challenges effectively.
We are looking for a skilled and detail-oriented Loan Processor to join our team in Sunnyvale, California. This Contract to permanent position offers an opportunity to play a key role in ensuring the efficient and accurate processing of real estate loan applications. The ideal candidate will thrive in a collaborative environment, prioritizing compliance and exceptional service while supporting members throughout the loan process.<br><br>Responsibilities:<br>• Review real estate loan applications to verify completeness and accuracy, ensuring all required information is provided.<br>• Collect, validate, and organize supporting documentation, such as income statements, credit reports, appraisals, and title work.<br>• Enter loan data into the credit union’s system with precision to maintain compliance and accuracy.<br>• Communicate regularly with loan officers, underwriters, and members to facilitate smooth processing and address inquiries.<br>• Ensure loan files adhere to credit union policies, state and federal regulations, and industry standards.<br>• Conduct thorough reviews of loan documentation to identify and correct any errors or omissions.<br>• Collaborate with the lending team to enhance workflows and improve overall efficiency.<br>• Participate in training programs to stay updated on compliance requirements and industry practices.<br>• Track loan progress and provide timely updates to management, ensuring transparency and accountability.<br>• Generate reports to monitor metrics such as application timelines, loan volume, and approval rates.
We are looking for a dedicated Loan Processor to support our team in managing loan applications from start to finish. This role involves ensuring the accuracy and completeness of loan documentation while maintaining effective communication with clients, underwriters, and external partners. As part of a long-term contract position, you will play a key role in facilitating timely loan approvals and maintaining compliance with lending regulations.<br><br>Responsibilities:<br>• Review loan applications for accuracy and completeness, ensuring compliance with regulatory and organizational standards.<br>• Collect, verify, and organize borrower documentation, including income verification, credit reports, and asset statements.<br>• Communicate professionally with clients and third parties, such as real estate agents and title companies, to gather necessary information.<br>• Prepare loan files for underwriting by compiling and submitting required documents for review.<br>• Monitor loan progress and address any issues or missing information to prevent delays in approval or closing.<br>• Maintain accurate records of loan processing activities in the company’s system.<br>• Assist in preparing closing disclosures and finalizing loan documentation.<br>• Ensure deadlines are met to keep the loan process on schedule.<br>• Adhere to confidentiality protocols and comply with all federal and organizational lending regulations.<br>• Provide exceptional customer service and support throughout the loan processing cycle.
<p>We are looking for a dedicated Mortgage Processor to join our team in Schaumburg, Illinois. In this long-term contract to permanent position, you will play a key role in managing loan files, ensuring compliance, and delivering excellent service to both borrowers and stakeholders. This opportunity is ideal for individuals with strong attention to detail and a passion for working in the fast-paced mortgage industry.</p><p><br></p><p>Responsibilities:</p><p>• Manage a high-volume pipeline of loan applications while maintaining accuracy and efficiency.</p><p>• Analyze borrower financial information, including income, assets, and debt ratios, to determine eligibility across various loan programs.</p><p>• Review credit reports, titles, purchase contracts, and appraisals to identify discrepancies and ensure compliance with regulations.</p><p>• Conduct verbal verifications of employment (VOEs) and communicate with borrowers about documentation deadlines.</p><p>• Validate new loan submissions within 48 hours, ensuring all necessary information is logged and files are complete for underwriting.</p><p>• Monitor contingency and closing timelines, notifying loan officers when adjustments are required.</p><p>• Collect and organize loan documentation using established checklists to prepare files for underwriting decisions.</p><p>• Apply knowledge of Freddie Mac guidelines, AllRegs, and mortgage red-flag standards to ensure loan quality.</p><p>• Provide backup processing support to team members during high-volume periods or absences.</p><p>• Maintain consistent communication with all parties involved to ensure smooth processing and timely updates.</p>
<p>Join a dynamic financial services team dedicated to improving members’ financial well-being. As a Loan Servicing Specialist II, you will empower individuals through personalized solutions and foster a culture of innovation, accountability, and professional growth. Integrity and exceptional service are central to every interaction, allowing you to make an immediate impact on clients’ financial journeys within the community.</p><p><strong>Role Overview:</strong></p><p>As a Loan Servicing Specialist, you will be a valued member of the Loan Servicing team, responsible for processing a variety of consumer and mortgage loan servicing requests. Your focus is on accuracy, completeness, and timeliness while supporting both the Loan Servicing and Lending Departments. The role includes managing collateral loan titles and ensuring compliance with DMV regulations across all 50 states, as well as tracking collateral protection insurance issues to maintain the integrity of loan records.</p><p>Your expertise in lending standards and legal compliance will allow you to address complex and routine member and partner inquiries with professionalism and efficiency, consistently maintaining organizational policies and industry regulations.</p><p><strong>Qualifications:</strong></p><ul><li>3–5 years’ direct experience in financial services, with a focus on consumer and/or mortgage loan servicing; minimum of 1 year processing DMV documentation across multiple states.</li><li>Strong working knowledge of lending products including secured/unsecured loans, auto loans, credit cards, and lines of credit.</li><li>In-depth familiarity with loan servicing guidelines and regulatory requirements under NCUA and CFPB.</li><li>Proficiency in Dealertrack System for processing title paperwork and managing collateral loans.</li><li>Excellent organizational, written, and verbal communication skills.</li><li>High attention to detail and ability to manage multiple competing priorities.</li><li>High school diploma required.</li><li>Proficiency in Windows, Microsoft Word, Excel, and internet navigation.</li><li>Ability to handle confidential information and maintain professionalism.</li><li>Commitment to providing exceptional member service.</li></ul><p><br></p>
<p><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>
<p>The Loan Administrator supports the full loan process from application through funding and servicing. This role ensures accurate documentation, timely processing, and clear communication with clients, underwriters, and internal teams. Ideal for someone detail‑oriented, organized, and comfortable working in a fast‑paced financial environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Process loan applications and verify required documentation.</li><li>Review loan files for completeness, accuracy, and compliance.</li><li>Enter and maintain client and loan data in internal systems.</li><li>Communicate with applicants regarding missing documents or next steps.</li><li>Coordinate with underwriters, processors, and management during the approval process.</li><li>Prepare and organize loan packets, disclosures, and closing documents.</li><li>Track loan statuses to ensure on‑time approvals and funding.</li><li>Assist with audits, quality checks, and reporting.</li><li>Respond to client inquiries related to loan status, payments, or documentation.</li><li>Maintain confidentiality and adhere to all lending regulations and company policies.</li></ul>
<p><strong>About the Role</strong></p><p>We are seeking an experienced <strong>Personal Banker</strong> who comes directly from a banking institution and has a proven background in retail or consumer banking. This individual will support clients with day‑to‑day banking needs, offer tailored financial solutions, and deliver exceptional customer service while upholding compliance and operational standards here in San Jose. </p><p><br></p><p><strong> Responsibilities</strong></p><ul><li>Serve as the primary point of contact for clients regarding personal banking needs.</li><li>Open and maintain deposit accounts including checking, savings, CDs, and IRAs.</li><li>Assist clients with online banking, debit card issues, account maintenance, and general inquiries.</li><li>Educate customers on banking products and recommend appropriate financial solutions.</li><li>Cross‑sell banking services such as credit cards, consumer loans, overdraft protection, and digital tools.</li><li>Process transactions, resolve account issues, and ensure high accuracy in daily operations.</li><li>Maintain compliance with bank policies, security standards, and regulatory requirements.</li><li>Build long-term client relationships based on trust, professionalism, and service excellence.</li></ul><p><br></p>
We are looking for an experienced Loan Administrator to join our team on a contract basis. Based in Woodland Hills, California, this role requires a detail-oriented individual with strong expertise in loan underwriting and administration, as well as familiarity with Community Development Block Grants (CDBG). This position offers the opportunity to play an integral role in ensuring effective loan processes while adhering to compliance standards.<br><br>Responsibilities:<br>• Manage the administration of loan portfolios, ensuring accuracy and compliance with regulatory requirements.<br>• Review and evaluate loan applications, conducting underwriting assessments to determine eligibility.<br>• Oversee Community Development Block Grant (CDBG) initiatives, ensuring proper execution and reporting.<br>• Coordinate loan payoff processes, ensuring timely and accurate completion.<br>• Maintain accurate records and documentation related to loan activities.<br>• Collaborate with cross-functional teams to streamline loan processes and improve efficiency.<br>• Monitor loan performance and identify areas for improvement or risk mitigation.<br>• Provide detailed reports and analyses to stakeholders regarding loan operations.<br>• Assist in resolving issues or discrepancies related to loan administration.<br>• Stay updated on industry trends and changes in loan regulations to ensure best practices.
We are looking for a meticulous Loan Administrator to join our team in Westlake Village, California. This long-term contract position offers an exciting opportunity to apply your expertise in loan processing, compliance, and administration. The ideal candidate will have a strong background in loan underwriting and a commitment to maintaining accurate and compliant documentation.<br><br>Responsibilities:<br>• Review loan applications and accompanying documentation to verify accuracy and completeness.<br>• Prepare loan files for underwriting and ensure all necessary conditions are met prior to funding.<br>• Collaborate with underwriters, processors, and loan officers to address and resolve missing conditions.<br>• Ensure compliance with federal, state, and internal regulations by auditing loan files and tracking required documents.<br>• Maintain accurate records of disclosures, closing documents, and funding packages.<br>• Monitor and track critical dates, including rate locks, closing deadlines, and loan maturity dates.<br>• Verify adherence to lending policies and regulatory guidelines, ensuring all processes align with industry standards.<br>• Coordinate with team members to address any compliance-related issues or discrepancies.<br>• Assist in the documentation and management of payoff processes when necessary.
<p>We are looking for a skilled Loan Specialist to join our team. In this long-term contract position, you will play a key role in enhancing loan processing operations, ensuring compliance with lending regulations, and streamlining workflows. This role is ideal for someone with strong attention to detail and extensive knowledge of loan origination, processing, and servicing across various loan types.</p><p><br></p><p>Responsibilities:</p><p>• Analyze current loan processing workflows and identify areas for improvement.</p><p>• Collaborate with the loan team to address process inefficiencies and implement streamlined solutions.</p><p>• Develop and oversee the implementation of enhanced loan servicing procedures.</p><p>• Ensure compliance with lending laws and regulations across all loan operations.</p><p>• Oversee loan servicing activities, including consumer, commercial, real estate, and participation loans.</p><p>• Resolve conflicts and reinforce new processes across teams to maintain operational consistency.</p><p>• Evaluate additional opportunities for process automation and efficiency upgrades.</p><p>• Provide insights on deposit operations, if applicable, to further support organizational goals.</p>
We are looking for a detail-oriented Loan Operations Support Specialist to join our team in Midland, Texas. In this Contract to permanent role, you will assist with various loan processing tasks, ensuring accuracy and compliance in all documentation. This position offers the opportunity to utilize your knowledge of lending principles and contribute to the efficiency of loan operations.<br><br>Responsibilities:<br>• Provide administrative support to the consumer loan processing team, including updating loan data into the bank’s systems.<br>• Compile and verify loan documentation to ensure completeness and compliance with company policies.<br>• Confirm that loan files contain accurate signatures, dates, and essential data.<br>• Assist in assembling and organizing documentation for consumer loans.<br>• Ensure timely and accurate data entry for loan processing tasks.<br>• Collaborate with team members to address changes in priorities and workflows.<br>• Maintain a thorough understanding of lending principles and technologies to support operational tasks.<br>• Conduct quality checks on loan files to identify and correct errors.<br>• Handle inquiries and provide support to ensure smooth loan operations.<br>• Adapt to evolving processes and contribute to continuous improvement initiatives.
<p>We are looking for an experienced Administrative Asst in the Lending or Banking Industry to join our team in Aventura, Florida. This role involves evaluating loan applications, ensuring compliance with regulations, and delivering exceptional service to clients seeking residential and jumbo loans. The ideal candidate will possess strong underwriting expertise and a thorough understanding of mortgage lending processes. This is an in office role and we are looking for a candidate with close proximity to the office and a stable, reliable career. </p><p><br></p><p>Responsibilities:</p><p>• Review and analyze loan applications to assess creditworthiness and eligibility.</p><p>• Ensure all loan documentation complies with regulatory standards and company policies.</p><p>• Provide detailed underwriting for jumbo loans and FHA loan products.</p><p>• Collaborate with clients to explain loan terms and address their inquiries.</p><p>• Maintain accurate records of loan evaluations and approvals.</p><p>• Utilize industry knowledge to recommend loan solutions tailored to clients' needs.</p><p>• Work closely with other departments to streamline the loan approval process.</p><p>• Monitor market trends and lending practices to ensure competitive offerings.</p><p>• Assist in resolving issues related to loan processing or underwriting.</p><p>• Deliver exceptional customer service throughout the lending process.</p><p><br></p><p><strong>INTERESTED CANDIDATES PLEASE APPLY AND REACH OUT TO STEFANIE FURNISS 786-897-7903 </strong></p>
We are looking for a dedicated Loan Advisor to join our team in Denver, Colorado. In this role, you will leverage your expertise in the mortgage industry to assist clients with loan origination, documentation, and financing solutions. This is an excellent opportunity to contribute to a growing organization while enhancing your skills in a dynamic environment.<br><br>Responsibilities:<br>• Guide clients through the loan origination process, ensuring their financial needs are met effectively.<br>• Review and process mortgage documents with precision and attention to detail.<br>• Collaborate with team members to manage conventional and FHA loan applications.<br>• Conduct data entry tasks to maintain accurate records and streamline operations.<br>• Assess and analyze client eligibility for various financing options.<br>• Stay updated on mortgage industry trends and regulations to provide accurate advice.<br>• Assist with the preparation and submission of loan documents to ensure compliance.<br>• Communicate with clients to address inquiries and resolve concerns promptly.<br>• Support the team in achieving organizational goals related to mortgage lending.<br>• Ensure all documentation complies with established guidelines and standards.
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 Loan Officer Assistant to join our team in Schaumburg, Illinois. This contract-to-permanent position offers an exciting opportunity for professionals experienced in loan processing and administration to contribute to a dynamic and fast-paced environment. The role requires strong organizational skills and the ability to effectively communicate with borrowers and partners while ensuring compliance with mortgage program guidelines.</p><p><br></p><p>Responsibilities:</p><p>• Review and verify loan applications to ensure accuracy and compliance with supporting documentation.</p><p>• Collaborate with Loan originators to gather necessary conditions and maintain complete loan files.</p><p>• Assist clients with the mortgage pre-approval process, providing guidance on required documentation.</p><p>• Monitor and manage outstanding items in tracking systems, promptly securing borrower documents.</p><p>• Perform credit evaluations, calculate qualifying income, and determine housing and expense ratios.</p><p>• Apply mortgage program requirements to validate loan eligibility and prepare files for Loan Officer review.</p><p>• Offer administrative and licensed support, including discussing rates, terms, and originating loans when needed.</p><p>• Conduct audits and ensure compliance with loan agreements and applicable regulations.</p><p>• Utilize Encompass software and agency systems to manage loan processing tasks efficiently</p>
<p>We are looking for a Mortgage Loan Assistant to support the mortgage process by managing the administrative tasks associated with escrow accounts. You will be working Monday to Friday full time.</p><p>Key responsibilities include</p><p>• Supporting mortgage loan officers by preparing and processing loan documents.</p><p>• Communicating with clients to collect required financial information and documentation.</p><p>• Verifying applicant details, employment, and financial status for loan qualification.</p><p>• Coordinating with internal departments, title companies, and external vendors to ensure timely completion of loan files.</p><p>• Reviewing loan applications for accuracy and completeness before submission.</p><p>• Assisting in scheduling client meetings and following up on outstanding documentation.</p><p>• Updating loan records and databases with current status and documentation.</p><p>• Responding to client inquiries regarding loan status, requirements, and procedures.</p><p>• Performing administrative duties such as filing, faxing, and correspondence related to mortgage processing.</p><p>• Ensuring compliance with local, state, and federal regulations throughout the loan process</p><p><br></p>
We are looking for an experienced Credit Manager to join our team in Richardson, Texas. In this role, you will oversee credit and collections operations, ensuring financial risks are managed effectively and company policies are upheld. This position requires strong leadership skills to guide a team, optimize processes, and maintain excellent relationships with clients.<br><br>Responsibilities:<br>• Lead and supervise the activities of credit analysts to ensure efficient collection operations.<br>• Monitor and report on key performance indicators, including bad debt, cash forecasting, and other financial metrics.<br>• Collaborate with the sales team to streamline order processing while mitigating financial risks.<br>• Develop and enforce collection policies and procedures in line with company guidelines.<br>• Resolve disputes related to receivables and ensure accounts are reconciled accurately.<br>• Negotiate payment terms and oversee financial workout agreements with clients.<br>• Utilize technology to enhance the efficiency of collection processes and workflows.<br>• Support month-end close procedures, including reconciliation of accounts receivable, preparation of journal entries, and analysis of bad debt reserves.
<p>We are looking for a skilled Credit Manager to oversee credit operations and ensure effective risk management for a major company and its subsidiaries. The ideal candidate will collaborate closely with the sales team, make informed credit decisions, and lead a small team to maintain financial stability. This role requires a proactive approach to mitigating risks and optimizing credit processes.</p><p><br></p><p>Responsibilities:</p><p>• Manage credit operations for the main company and its 20-25 subsidiaries, ensuring accurate and timely decision-making.</p><p>• Collaborate with the sales team to address credit-related concerns and develop solutions that align with business goals.</p><p>• Conduct credit assessments and make risk mitigation calls to safeguard financial assets.</p><p>• Supervise and lead a team of two employees, providing guidance and encouraging attention to detail in their work.</p><p>• Approve credit applications and monitor collections activities to maintain cash flow efficiency.</p><p>• Analyze financial data to evaluate creditworthiness and identify potential risks.</p><p>• Develop and implement strategies to optimize credit processes and improve overall efficiency.</p><p>• Ensure compliance with company policies and industry regulations in all credit-related activities.</p>
• Develop and maintain sound credit policies<br>• Set customer credit limits that judiciously balance potential risk and reward<br>• Manage and motivate staff to generate the maximum collection potential<br>• Analyze and interpret credit reporting from Dun & Bradstreet and Experian<br>• Assess credit worthiness of potential new accounts<br>• Interact with customers to obtain additional credit information to support credit decisions<br>• Conduct periodic credit reviews of existing customers<br>• Check for credit visibility on request for extended terms, pre-lien able jobs, and evaluate various adjustments or exception documents<br>• Analyze trends of high risk accounts, negotiating additional security [collateral] and/or extended payment terms where necessary<br>• Monitor receivables and collections and provide periodic updates<br>• Identify accounts requiring collections agency or legal action and coordinate collections with third party contractors<br>• Implement liens as necessary to delinquent accounts<br>• Analyze delinquent accounts and prepare report on highest risk accounts including recommendations for resolution<br>• Negotiate payment programs with delinquent customers<br>• Approve collection placements<br>• Approve write-offs<br>• Ensure control and safeguard practices over customer’s data<br>• Approve credits and adjustments to customer accounts within company policy limits<br>• Perform monthly DSO calculation and other AR metrics<br><br>Job Requirements<br>• Working knowledge of current credit market conditions<br>• Ability to develop customer rapport<br>• Strong negotiation skills<br>• Work related experience in the wholesale industry or construction trade<br>• High School Diploma<br><br>Preferred Qualifications<br>• 7+ years of experience in a Credit and Collections supervisory role with direct reports<br>• PCI Compliance experience<br>• A Bachelor’s degree in Accounting, Finance, Economics, Business, or other related fields<br>• Proficiency in PC applications, including MS Office suite<br>• Knowledge of UCC code<br>• Strong analytical skills with ability to conduct research, data analysis and resolve complex problems