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.
We are looking for a detail-oriented Loan Processor to join our team in Hunt Valley, Maryland. In this contract position, you will focus on consumer loan processing, including tasks such as title management, lien releases, and payoff processing. This role requires strong organizational skills and a commitment to accuracy in loan servicing operations.<br><br>Responsibilities:<br>• Process consumer loan applications and ensure all necessary documentation is complete and accurate.<br>• Handle title processing tasks, including managing lien releases and verifying ownership details.<br>• Prepare and process loan payoff quotes, ensuring timely and precise calculations.<br>• Coordinate payoff processing and ensure compliance with regulations and company policies.<br>• Draft member correspondence, including letters related to loan servicing and inquiries.<br>• Maintain organized filing systems for loan records and related documentation.<br>• Collaborate with team members to address loan servicing issues and provide solutions.<br>• Utilize Microsoft Excel to track and analyze loan data efficiently.<br>• Ensure adherence to financial and banking regulations throughout loan processing activities.
<p>We are looking for a detail-oriented Loan Processor to join our team on a contract basis in Greensboro, North Carolina. In this role, you will play a key part in supporting residential mortgage processing tasks, ensuring smooth and accurate handling of loan applications. </p><p><br></p><p>Responsibilities:</p><p>• Review and analyze loan applications and supporting documentation, including contracts, income statements, and asset details.</p><p>• Manage electronic filing of imaged documents to maintain organized records.</p><p>• Order and coordinate third-party services required for loan processing, such as appraisals and title services.</p><p>• Communicate with clients and stakeholders to gather missing information or clarify application details.</p><p>• Ensure compliance with all regulatory requirements and company policies throughout the loan process.</p><p>• Collaborate with other team members to resolve discrepancies and maintain workflow efficiency.</p><p>• Monitor the progress of loan applications to ensure timely processing and approvals.</p><p>• Provide accurate updates to stakeholders on the status of loan applications.</p><p>• Identify and address potential issues that could delay the loan approval process.</p><p>• Maintain a high level of confidentiality while handling sensitive financial information.</p>
We are looking for a meticulous and organized Loan Processor to join our team in Sunnyvale, California. In this role, you will ensure the efficient and compliant processing of real estate loan applications while delivering exceptional service to members. This is a Contract to permanent position, offering the chance to grow within a dynamic and collaborative environment.<br><br>Responsibilities:<br>• Review real estate loan applications to confirm accuracy and completeness.<br>• Collect, verify, and organize documentation such as income statements, credit reports, title information, and appraisals.<br>• Enter loan details into the credit union’s system, ensuring precision and compliance.<br>• Communicate effectively with loan officers, underwriters, and applicants to facilitate timely processing.<br>• Address any questions or concerns from members regarding the loan application process.<br>• Ensure all loan files adhere to credit union policies, federal and state regulations, and industry standards.<br>• Conduct regular quality checks to identify and resolve errors or omissions in loan documentation.<br>• Collaborate with the lending team to streamline workflows and enhance loan processing efficiency.<br>• Track the status of loans and provide regular updates to management.<br>• Generate detailed reports on loan metrics, including timelines, application statuses, and volume.
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.
<p>We are looking for a dedicated Mortgage Processor to join our team in Schaumburg, Illinois. In this long-term contract to permanent position, you will play a key role in managing loan files, ensuring compliance, and delivering excellent service to both borrowers and stakeholders. This opportunity is ideal for individuals with strong attention to detail and a passion for working in the fast-paced mortgage industry.</p><p><br></p><p>Responsibilities:</p><p>• Manage a high-volume pipeline of loan applications while maintaining accuracy and efficiency.</p><p>• Analyze borrower financial information, including income, assets, and debt ratios, to determine eligibility across various loan programs.</p><p>• Review credit reports, titles, purchase contracts, and appraisals to identify discrepancies and ensure compliance with regulations.</p><p>• Conduct verbal verifications of employment (VOEs) and communicate with borrowers about documentation deadlines.</p><p>• Validate new loan submissions within 48 hours, ensuring all necessary information is logged and files are complete for underwriting.</p><p>• Monitor contingency and closing timelines, notifying loan officers when adjustments are required.</p><p>• Collect and organize loan documentation using established checklists to prepare files for underwriting decisions.</p><p>• Apply knowledge of Freddie Mac guidelines, AllRegs, and mortgage red-flag standards to ensure loan quality.</p><p>• Provide backup processing support to team members during high-volume periods or absences.</p><p>• Maintain consistent communication with all parties involved to ensure smooth processing and timely updates.</p>
We are looking for a dedicated Loan Servicing Specialist to manage and support the recovery efforts for a portfolio of commercial and government-backed loans. This position involves assessing repayment abilities, maintaining compliance, and collaborating with internal and external partners to achieve resolution. The ideal candidate will bring expertise in loan collections and demonstrate strong analytical and communication skills.<br><br>Responsibilities:<br>• Manage a portfolio of overdue commercial and government-backed loans, ensuring timely and effective recovery efforts.<br>• Conduct financial reviews and perform site visits to evaluate borrowers' repayment capacities.<br>• Utilize skip tracing methods, asset reviews, and data analysis to enhance collection strategies.<br>• Negotiate payment plans, settlements, and loan modifications in accordance with policies and legal guidelines.<br>• Provide detailed updates on account statuses and recommend appropriate next steps, such as modifications, charge-offs, litigation, or liquidation.<br>• Maintain thorough and compliant records of all communications and collection activities.<br>• Collaborate with internal teams and external partners to facilitate the resolution of delinquent accounts.
<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><strong>About the Role</strong></p><p>We are seeking an experienced <strong>Personal Banker</strong> who comes directly from a banking institution and has a proven background in retail or consumer banking. This individual will support clients with day‑to‑day banking needs, offer tailored financial solutions, and deliver exceptional customer service while upholding compliance and operational standards here in San Jose. </p><p><br></p><p><strong> Responsibilities</strong></p><ul><li>Serve as the primary point of contact for clients regarding personal banking needs.</li><li>Open and maintain deposit accounts including checking, savings, CDs, and IRAs.</li><li>Assist clients with online banking, debit card issues, account maintenance, and general inquiries.</li><li>Educate customers on banking products and recommend appropriate financial solutions.</li><li>Cross‑sell banking services such as credit cards, consumer loans, overdraft protection, and digital tools.</li><li>Process transactions, resolve account issues, and ensure high accuracy in daily operations.</li><li>Maintain compliance with bank policies, security standards, and regulatory requirements.</li><li>Build long-term client relationships based on trust, professionalism, and service excellence.</li></ul><p><br></p>
<p>We are looking for a skilled Loan Administrator to join our team in Pasadena, California. In this Contract to permanent position, you will play a pivotal role in delivering exceptional financial services, building member relationships, and ensuring operational excellence. This role requires a proactive approach to lending, account management, and customer engagement, with an emphasis on fostering financial wellness and contributing to organizational growth. For immediate consideration please apply today. </p><p><br></p><p>Responsibilities:</p><p>• Build strong relationships with members by understanding their financial goals and offering tailored solutions.</p><p>• Originate and process consumer loans, including personal, auto, and credit card products.</p><p>• Open new accounts and onboard members with a seamless and welcoming approach.</p><p>• Identify opportunities to recommend additional financial products and services to meet member needs.</p><p>• Consistently achieve or exceed individual and team performance targets related to lending and deposits.</p><p>• Provide backup support for teller functions, ensuring accurate and efficient transaction processing.</p><p>• Adhere to all internal policies, procedures, and compliance standards to maintain operational integrity.</p><p>• Collaborate with team members and leadership to support branch initiatives and a results-driven environment.</p><p>• Maintain proficiency in systems and tools to effectively support daily branch operations.</p><p>• Generate referrals to business partners in alignment with branch objectives.</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 seeking a highly skilled Loan Servicing Specialist II to join our team on a long-term contract basis in San Antonio, Texas. In this role, you will manage advanced servicing functions across consumer and commercial loan portfolios, ensuring compliance with regulatory and internal standards. This position requires a proactive approach to resolving complex servicing scenarios, maintaining data accuracy, and delivering exceptional customer service while collaborating with internal teams and external stakeholders.<br><br>Responsibilities:<br>• Process and post complex loan payments, payoffs, advances, curtailments, and adjustments with precision and timeliness.<br>• Manage insurance tracking, policy renewals, and compliance with coverage requirements, including coordination of lender-placed insurance as needed.<br>• Conduct advanced escrow analyses, oversee tax and insurance disbursements, and ensure escrow account balances remain accurate.<br>• Maintain and update borrower and loan data in the core system, ensuring all records are accurate and compliant.<br>• Execute complex loan servicing actions such as modifications, extensions, deferments, and re-amortizations.<br>• Perform audits on loan files and system data to uphold accuracy and compliance with internal controls.<br>• Generate and deliver servicing reports for management, auditors, and regulatory bodies.<br>• Resolve escalated borrower inquiries regarding payments, account status, escrow discrepancies, and payoff calculations.<br>• Collaborate with internal teams and external vendors to address servicing issues and support audit requirements.<br>• Provide mentorship and training to entry level staff, fostering team development and quality assurance.
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>Excellent opportunity offering flexible onsite, hybrid, or remote work options to suit your needs!</p><p> </p><p>We are looking for a skilled Mortgage Loan Funder to join our client’s team. The Mortgage Loan Funder will be responsible for ensuring correspondent loans are funded and purchased accurately and timely in accordance with correspondent lending agreements, investor/agency guidelines, warehouse bank requirements, and adherence to internal controls. This role reviews funded loan purchase packages, validates purchase eligibility, calculates purchase proceeds, manages wire disbursements, and coordinates with Sales, Operations, Post-Closing/Collateral, Secondary Marketing, and Accounting to resolve exceptions and clear suspense items. </p><p><br></p><p>Responsibilities:</p><ul><li>Fund loans daily on warehouse lines and manage transfers, making sure all requirements are met.</li><li>Calculate and verify funding amounts and details before sending funds.</li><li>Authorize and release loan funds by wire, following company procedures and using Genesis by OptiFunder software.</li><li>Keep funding records and documentation updated in Encompass, our loan system.</li><li>Work with Closing, Post-Closing, Secondary, and Accounting teams to solve funding issues and provide customer service.</li><li>Balance and reconcile all loan funding transactions.</li><li>Handle and escalate discrepancies, missing documents, or compliance concerns.</li><li>Gather and process Purchase Advice from investors in Encompass.</li><li>Help with urgent or escalated transactions and support team members with questions.</li><li>Review accounts, approve transactions within set limits, and follow up on returned wires or other issues.</li><li>Suggest ways to improve loan funding and accounting processes.</li><li>Follow all internal controls and audit guidelines.</li><li>Complete other tasks as assigned by supervisors.</li></ul><p> </p>
We are looking for a detail-oriented Commercial Loan Assistant to join our team in Midland, Texas. In this Contract to permanent role, you will provide vital support to commercial lenders by assisting with underwriting, processing, and managing commercial loans. This position offers an excellent opportunity to contribute to the success of a dynamic financial institution while developing your skills in loan administration and customer service.<br><br>Responsibilities:<br>• Support commercial lenders by gathering necessary data and assisting in underwriting loan applications.<br>• Ensure the accuracy of loan documents prior to closing and verify that loans are booked correctly.<br>• Maintain organized and up-to-date digital loan files by scanning and uploading documentation.<br>• Assist loan officers with portfolio management and maintaining comprehensive loan records.<br>• Provide guidance to customers throughout the loan process to ensure a positive experience.<br>• Collaborate with Credit Administration on loan processing and examinations.<br>• Monitor loan documentation for compliance and address any discrepancies proactively.<br>• Contribute to the efficient execution of loan bookings and related administrative tasks.<br>• Assist in preparing reports and summaries as required by lenders or management.<br>• Act as a resource for resolving issues related to loan documentation or processing.
We are looking for a motivated Retail Loan Officer to join our team in Charleston, South Carolina. This Contract to permanent position offers an exciting opportunity to assist customers with consumer loan products such as car, personal, and boat loans, while gaining valuable experience in the banking industry. Whether you are experienced and detail oriented or entry level and eager to begin a career in finance, this role provides a supportive environment for your growth.<br><br>Responsibilities:<br>• Assist clients in identifying suitable consumer loan products, including personal, car, and boat loans.<br>• Evaluate loan applications and ensure compliance with lending policies and procedures.<br>• Provide guidance to customers throughout the loan application and approval process.<br>• Collaborate with team members to review and underwrite loans, ensuring accuracy and adherence to regulations.<br>• Maintain detailed records of loan agreements and servicing activities.<br>• Deliver exceptional customer service by addressing inquiries and resolving issues related to loans.<br>• Work closely with credit union partners to facilitate seamless loan processing.<br>• Stay informed about retail lending trends and products to better serve customers.<br>• Ensure timely follow-ups with clients to support their financial needs and goals.<br>• Uphold banking standards and regulatory requirements in day-to-day operations.
<p>We are looking for an experienced VP Commercial Lender/Special Assets Manager to join our team in Minneapolis, Minnesota. In this role, you will focus on managing and developing commercial lending relationships, while strategically addressing special assets and loan workouts. This position requires strong expertise in credit risk assessment, portfolio management, and business development to ensure the bank’s financial success and compliance with regulatory standards.</p><p><br></p><p>Responsibilities:</p><p>• Develop, propose, and execute effective workout and liquidation strategies for problem loans, aiming to mitigate risk and maximize recovery.</p><p>• Analyze loan documents, borrower financials, and collateral details to assess repayment capacity and recovery potential.</p><p>• Collaborate with commercial bankers to resolve problematic loans and ensure successful outcomes.</p><p>• Manage and oversee the sale and liquidation of bank-owned properties to optimize returns.</p><p>• Present detailed workout proposals to the Bank Credit Committee for approval, while ensuring minimal losses and maximum recoveries.</p><p>• Partner with external professionals such as appraisers, attorneys, and realtors to maximize the value of collateral-secured loans.</p><p>• Travel as needed to meet clients or inspect collateral, ensuring thorough oversight of loan assets.</p><p>• Prepare and deliver regular reports to senior management on the status and progress of special assets.</p><p>• Build and expand client relationships through proactive networking and outreach efforts.</p><p>• Conduct reviews of financial analysis and credit materials to identify opportunities for structured finance and specialized lending programs.</p><p><br></p><p>If you are interested in joining this growing bank please message Doug Rickart in LinkedIn, call Doug at 612-249-0330 or apply through the link provided</p>
We are looking for an experienced Credit Manager to join our team in Richardson, Texas. In this role, you will oversee credit and collections operations, ensuring financial risks are managed effectively and company policies are upheld. This position requires strong leadership skills to guide a team, optimize processes, and maintain excellent relationships with clients.<br><br>Responsibilities:<br>• Lead and supervise the activities of credit analysts to ensure efficient collection operations.<br>• Monitor and report on key performance indicators, including bad debt, cash forecasting, and other financial metrics.<br>• Collaborate with the sales team to streamline order processing while mitigating financial risks.<br>• Develop and enforce collection policies and procedures in line with company guidelines.<br>• Resolve disputes related to receivables and ensure accounts are reconciled accurately.<br>• Negotiate payment terms and oversee financial workout agreements with clients.<br>• Utilize technology to enhance the efficiency of collection processes and workflows.<br>• Support month-end close procedures, including reconciliation of accounts receivable, preparation of journal entries, and analysis of bad debt reserves.
• Develop and maintain sound credit policies<br>• Set customer credit limits that judiciously balance potential risk and reward<br>• Manage and motivate staff to generate the maximum collection potential<br>• Analyze and interpret credit reporting from Dun & Bradstreet and Experian<br>• Assess credit worthiness of potential new accounts<br>• Interact with customers to obtain additional credit information to support credit decisions<br>• Conduct periodic credit reviews of existing customers<br>• Check for credit visibility on request for extended terms, pre-lien able jobs, and evaluate various adjustments or exception documents<br>• Analyze trends of high risk accounts, negotiating additional security [collateral] and/or extended payment terms where necessary<br>• Monitor receivables and collections and provide periodic updates<br>• Identify accounts requiring collections agency or legal action and coordinate collections with third party contractors<br>• Implement liens as necessary to delinquent accounts<br>• Analyze delinquent accounts and prepare report on highest risk accounts including recommendations for resolution<br>• Negotiate payment programs with delinquent customers<br>• Approve collection placements<br>• Approve write-offs<br>• Ensure control and safeguard practices over customer’s data<br>• Approve credits and adjustments to customer accounts within company policy limits<br>• Perform monthly DSO calculation and other AR metrics<br><br>Job Requirements<br>• Working knowledge of current credit market conditions<br>• Ability to develop customer rapport<br>• Strong negotiation skills<br>• Work related experience in the wholesale industry or construction trade<br>• High School Diploma<br><br>Preferred Qualifications<br>• 7+ years of experience in a Credit and Collections supervisory role with direct reports<br>• PCI Compliance experience<br>• A Bachelor’s degree in Accounting, Finance, Economics, Business, or other related fields<br>• Proficiency in PC applications, including MS Office suite<br>• Knowledge of UCC code<br>• Strong analytical skills with ability to conduct research, data analysis and resolve complex problems
<p>Credit Manager </p><p>Onsite - flex time and 10 days remote per year </p><p>Opportunities for advancement and professional development </p><p><br></p><p><strong>Experience Level:</strong> 5+ Years Commercial Credit & Risk Management</p><p><strong>Target Background:</strong> Mid-to-Large Revenue Corporate Experience</p><p><strong>Step into a Leadership Role with a Growth Trajectory</strong></p><p>Are you a strategic credit professional with a talent for leading teams? We are looking for an experienced <strong>Credit & Collections Supervisor/Manager</strong> to oversee a dedicated team in <strong>Oak Brook, IL</strong>. This is an onsite, high-impact role designed for a leader coming from a mid-size or large-revenue environment who understands how to balance risk mitigation with business growth.</p><p>If you are ready to drive process enhancements, automate systems, and advance your career within a professional corporate setting, this is the opportunity for you.</p><p><strong>Core Responsibilities:</strong></p><ul><li><strong>Team Leadership:</strong> Lead and mentor a team responsible for evaluating customer credit applications, financial data analysis, and determining creditworthiness.</li><li><strong>Policy Development:</strong> Maintain and evolve company credit policies, proposing strategic updates to senior management to reflect market changes.</li><li><strong>Cross-Functional Collaboration:</strong> Partner with Sales and Operations to resolve credit concerns, improve workflows, and support revenue objectives.</li><li><strong>Risk Mitigation:</strong> Manage relationships with credit reporting agencies and utilize credit scoring models to predict and minimize potential financial risk.</li><li><strong>Portfolio Oversight:</strong> Conduct comprehensive reviews of accounts receivable, identify problematic accounts, and recommend adjustments to bad debt reserves.</li><li><strong>Process Innovation:</strong> Drive initiatives to automate and standardize credit scoring systems and documentation, ensuring a seamless audit process.</li><li><strong>Escalation Management:</strong> Provide high-level guidance to team members and ensure the timely resolution of complex or escalated payment issues.</li></ul><p>Benefits include insurance, 401K, vacation and holiday pay </p>
<p>We are looking for a detail-oriented Mortgage Closing Coordinator to join our team in Cambridge, MA for a 3-4 month project (Fully Onsite - No Hybrid/remote work option). In this contract role, you will oversee the loan closing process, ensuring compliance with legal and regulatory standards while maintaining the highest level of accuracy and efficiency. This position plays a critical role in facilitating seamless mortgage closings and supporting the broader loan processing team.T</p><p><br></p><p>Responsibilities:</p><p>• Conduct thorough reviews of loan files to verify accuracy, completeness, and compliance with legal and regulatory requirements.</p><p>• Coordinate and schedule loan closings by collaborating with attorneys, lenders, and other stakeholders.</p><p>• Prepare and finalize legal documents required for mortgage and consumer loan closings.</p><p>• Calculate and disburse funds accurately, ensuring all financial transactions are properly handled.</p><p>• Monitor management reports to identify and resolve document deficiencies promptly.</p><p>• Ensure all closing processes align with federal, state, and bank policies to meet audit standards.</p><p>• Address compliance issues and deficiencies in loan documentation to ensure smooth audits.</p><p>• Assist the loan processing team with additional tasks as needed to maintain workflow efficiency.</p><p>• Liaise with internal and external parties to facilitate timely and accurate mortgage closings.</p>