We are looking for a skilled Loan Processor to join our team in El Paso, Texas. This is a long-term contract position offering the opportunity to contribute to a fast-paced and dynamic mortgage processing environment. The ideal candidate will excel in operational support, pipeline management, and delivering exceptional customer service throughout the loan processing lifecycle.<br><br>Responsibilities:<br>• Process mortgage loan applications with precision and ensure compliance with company and investor guidelines.<br>• Maintain an organized pipeline of loans, meeting monthly closing requirements and adhering to established timelines.<br>• Prepare and submit accurate loan packages to underwriters and investors, minimizing underwriting issues.<br>• Communicate proactively with clients to address inquiries and provide updates on loan status.<br>• Monitor and fulfill all required conditions and stipulations to ensure timely settlements.<br>• Collaborate effectively with loan officers and managers to support team goals and resolve follow-up items.<br>• Generate and submit regular reports, including call logs, pipeline updates, and status summaries.<br>• Uphold high standards of professionalism and ethical behavior while representing the company.<br>• Adapt to company processes and policies, ensuring continuous improvement in operational efficiency.
<p>We are looking for a dedicated Consumer Loan Processor to join our team in Littleton, MA. This long-term contract position offers a hybrid work environment, with two days in the office and three days remote following a four-week training period. In this role, you will play a crucial part in supporting the lifecycle of consumer loans, ensuring all documentation is accurate, compliant, and processed efficiently.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review loan documentation for direct and indirect consumer loans, ensuring accuracy and adherence to regulatory requirements.</p><p>• Establish and maintain loan files, process payoffs, and ensure proper recording of loan transactions.</p><p>• Assist underwriters by entering and updating loan applications and preparing approved contracts for funding.</p><p>• Conduct quality control reviews of documentation packages to confirm completeness and accuracy before booking.</p><p>• Respond to customer inquiries regarding loan balances and payoffs, providing excellent administrative support.</p><p>• Facilitate audits by preparing necessary loan documentation and addressing compliance-related inquiries.</p><p>• Adhere to industry regulations, including ensuring compliance with relevant laws and organizational policies.</p><p>• Support the loan origination process by maintaining accurate records and collaborating with internal teams to meet deadlines.</p><p>• Provide guidance on consumer lending processes and help resolve issues related to loan administration.</p>
<p><strong>Job Summary:</strong></p><p>We are seeking an experienced Mortgage Loan Officer for a contract opportunity. In this role, you will assist consumers in the loan process, ensuring compliance with all relevant state and federal regulations. If you are knowledgeable in mortgage lending and committed to providing quality service, this could be the perfect opportunity for you. If you do not currently hold an active NMLS License, our client will cover the cost of studying for the test and obtaining the license.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li><strong>Regulatory Compliance:</strong> Maintain licensing requirements in appropriate states and ensure compliance with National Mortgage Licensing System (NMLS) standards.</li><li><strong>Loan Application Management:</strong> Assist consumers with loan applications, negotiate terms, and provide guidance throughout the process.</li><li><strong>Timely Disclosures:</strong> Issue Notice of Action within three business days of receiving an application.</li><li><strong>Avoid Predatory Lending:</strong> Adhere to The Home Mortgage Disclosure Act and Consumer Financial Protection Bureau regulations regarding High-Cost Mortgages to prevent predatory practices.</li><li><strong>Recordkeeping:</strong> Maintain accurate mortgage loan transaction journals in compliance with state regulatory requirements, including regular entries every seven business days.</li><li><strong>Service Level Agreements:</strong> Meet and uphold established SLAs.</li></ul><p><br></p>
We are looking for a meticulous and organized Document Controller to join our team on a contract basis in Columbia, South Carolina. In this role, you will be responsible for managing, reviewing, and auditing mortgage documents to ensure compliance with industry standards and regulations. This is an excellent opportunity for individuals with strong administrative and documentation skills to contribute to a dynamic financial services environment.<br><br>Responsibilities:<br>• Review and verify mortgage loan documents for accuracy, completeness, and adherence to company policies.<br>• Conduct detailed audits of mortgage files to ensure compliance with federal, state, and company regulations.<br>• Organize and prepare document packages for loan underwriting, processing, and approval.<br>• Maintain up-to-date knowledge of mortgage regulatory standards and ensure all documentation aligns with these requirements.<br>• Collaborate with loan officers, underwriters, and other internal teams to address any discrepancies or missing information.<br>• Upload and manage documents in the company’s electronic document management system.<br>• Maintain both electronic and physical records of mortgage files to facilitate easy retrieval and audit readiness.<br>• Monitor and ensure proper handling of sensitive information in compliance with confidentiality standards.<br>• Assist in streamlining document control processes to enhance efficiency and accuracy.
<p>We are looking for a detail-oriented Post Closing Analyst to join our team on a Contract basis in Byron Center, MI. In this role, you will review closed government loans to ensure compliance with agency guidelines, resolve deficiencies, and maintain accurate documentation. The ideal candidate will be skilled in loan processes and possess the ability to work independently while adhering to strict deadlines and regulatory requirements.</p><p><br></p><p>Responsibilities:</p><p>• Review closed government loans to confirm they meet agency guidelines by utilizing detailed checklists tailored to different loan types.</p><p>• Resolve any deficiencies identified in loan files before insuring the loans with the agency.</p><p>• Record missing or incorrect documentation in the origination system and track efforts to obtain necessary items.</p><p>• Input data into various agency systems, such as VA WebLGY for VA loans and FHA Connection for FHA loans, using information from loan files.</p><p>• Manage escalated cases efficiently and professionally, ensuring prompt resolution.</p><p>• Coordinate and oversee processes, reviews, or projects related to loan administration using specialized skills.</p><p>• Maintain detailed knowledge of company procedures, operational guidelines, and the needs of both internal and external clients.</p><p>• Address discrepancies between expected and actual activity in compliance with department deadlines and reporting standards.</p><p>• Prioritize daily workload independently, assessing risks and adhering to established deadlines and investor requirements.</p><p>• Follow bank policies, procedures, and regulatory guidelines to ensure accurate reporting, remitting, and reconciling activities</p>
<p>We are looking for an experienced Recruiting Ambassador to be the public face for a mortgage company based in San Diego, CA. With this role, you will be the voice and face of recruiting — building visibility, credibility, and relationships to attract top-producing Loan Officers to join the platform.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Represent the company at mortgage industry events, podcasts, and panels to promote the recruiting brand and share success stories.</li><li>Build awareness and engagement through authentic, consistent content on LinkedIn and social media that highlights the company’s value to loan officers.</li><li>Leverage your origination background to connect credibly with potential recruits and speak to their business needs and goals.</li><li>Partner with marketing to design and execute creative recruiting campaigns, videos, and content strategies that drive inbound interest.</li><li>Develop and maintain a strong network and pipeline of high-potential loan officers and branches.</li><li>Collaborate with recruiting leadership to improve messaging, outreach, and conversion strategies.</li><li>Mentor internal recruiters on effective storytelling, positioning, and relationship-building tactics.</li></ul><p><br></p><p><br></p>
<p><strong>Job Overview:</strong></p><p>We are seeking a detail-oriented and motivated individual to join our team as a Loan Administrator. This entry-level position offers an excellent opportunity to gain valuable experience in banking and financial operations while building a foundation for a rewarding career.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Process loan applications and documents in compliance with company policies and regulatory guidelines.</li><li>Maintain accurate and organized loan records in internal systems.</li><li>Communicate with customers regarding loan statuses, required documentation, and inquiries.</li><li>Perform data entry and ensure accuracy of financial information.</li><li>Collaborate with internal teams to ensure timely loan processing and servicing.</li><li>Assist in preparing reports and providing analytical support to management as required.</li><li>Follow up with clients regarding overdue payments and assist with loan servicing tasks.</li></ul><p><br></p>
<p>Our client is a Commercial Bank in the Greater Boston area looking to bring onboard Credit Officers. There are multiple open positions at different levels of seniority. The role is hybrid, 3 days in their office outside of Boston.</p><p>The Credit Officer plays a critical role in managing credit risk and ensuring the quality of the loan portfolio, with great experience in the C& I space. This includes assessing borrowers' capacity to generate sustainable cash flows through comprehensive analyses of financial, managerial, and industry factors. Core responsibilities involve preparing written credit assessments, conducting due diligence, and reviewing financial statements to inform loan decisions and identify potential risks. Additionally, the Credit Officer supports other bank functions like risk management, regulatory compliance, and loan reviews while collaborating with lending officers to validate loan ratings and maintain credit quality. The position also requires mentoring junior analysts, preparing various credit-related reports, and identifying cross-sell opportunities for bank offerings. Strong qualifications for this role include formal credit training, familiarity with regulations, financial acumen, and project management skills.</p><p><br></p><p>Please reach out to Thatiane Abrantes if interested and apply if you can make it to the office on a hybrid schedule. No sponsorship is offered for this position.</p>
<p>We are looking for a Loan Closing Support Specialist in the Middlesex County, NJ area. The ideal candidate will have experience using Encompass software. If you have 2+ years of loan closing experience and are looking to grow your career, this might be the opportunity for you! </p><p><br></p><p>Responsibilities:</p><p>• Review loan applications and credit reports to ensure accuracy and identify potential issues.</p><p>• Coordinate and order necessary documents such as appraisals, property searches, title policies, and employment verifications.</p><p>• Collaborate with underwriters, branch teams, and other mortgage professionals to address closing conditions and finalize loans.</p><p>• Prepare and verify closing documents, including regulatory disclosures, ensuring compliance with state and federal policies.</p><p>• Schedule loan closings with borrowers, branches, and settlement agents, maintaining clear communication throughout the process.</p><p>• Assist in gathering required documents, such as homeowner details, pay stubs, and employment verification, ensuring completeness for closing.</p><p>• Maintain a strong understanding of industry tools, such as Encompass, to streamline loan processing.</p><p>• Support post-closing activities to ensure all documentation is accurate and properly filed.</p><p>• Provide exceptional customer service by addressing borrower inquiries and maintaining positive relationships.</p><p>• Perform additional tasks and projects as assigned by management to support departmental goals.</p>
<p>We are looking for a detail-oriented Commercial Loan Operations Specialist to join our client's team in in the Twin Cities. In this role, you will manage, and process various post-closing tasks related to commercial and construction loan transactions while ensuring compliance with company policies and procedures. This is a great opportunity to contribute to a dynamic team and play a key role in supporting long-term client relationships.</p><p><br></p><p>Responsibilities:</p><p>• Monitor loan pipelines to ensure timely completion of recurring tasks, such as receiving final documentation and updating project statuses.</p><p>• Handle loan modifications, and efficiently and within deadlines.</p><p>• Organize and store required documentation properly within the system, minimizing the use of shared drives.</p><p>• Process and review draw requests, ensuring all interim and final draws comply with established procedures and guidelines.</p><p>• Collaborate with builders, borrowers, and inspection companies to ensure smooth execution of construction loans.</p><p>• Safeguard wire transfers by implementing fraud-prevention measures during draw disbursements.</p><p>• Maintain accurate and up-to-date records in project management systems.</p><p>• Deliver exceptional customer service by addressing client inquiries and providing timely assistance.</p><p>• Adhere to company policies, federal and state regulations, and information security standards in all activities.</p>
<p><strong>DIRECT HIRE: Recruiting Manager – Mortgage & Loan Industry (San Diego, CA)</strong></p><p><strong>Mission:</strong></p><p> Own the recruiting strategy and team performance. This person is a player-coach who sets the tone, systems, and goals - and ensures recruiting is directly tied to the company’s growth objectives. This is a hybrid recruiting and sales leadership role responsible for building and scaling a high-performing recruiting team focused on hiring loan officers nationwide.</p><p><br></p><p><strong>Core Responsibilities:</strong></p><ul><li>Build and execute the national recruiting strategy for loan officer expansion.</li><li>Lead and mentor a team of recruiters; coach on sourcing, conversion, and relationship-building best practices.</li><li>Set and track monthly/quarterly KPIs (outreach, conversions, placements, funded volume, etc.).</li><li>Develop performance-driven campaigns, contests, and incentives to drive recruiter productivity and engagement.</li><li>Partner closely with leadership and marketing to align recruiting messaging, branding, and outreach strategies.</li><li>Participate in key prospect meetings to help close top loan officer talent.</li><li>Leverage an established professional network within the mortgage and financial services industry to open new markets and attract high-caliber talent.</li><li>Drive continuous improvement across recruiting operations to meet business growth and expansion goals.</li></ul><p><br></p><p><br></p>
<p>We are looking for a detail-oriented Post Closing Analyst to join our client's team on a long-term contract basis in Columbus, Ohio. In this role, you will provide essential clerical and administrative support to the Home Lending Secondary Marketing team. You will be responsible for ensuring the accuracy of loan data, resolving discrepancies, and maintaining compliance with regulatory and investor requirements. This position requires a strong understanding of loan origination, post-closing processes, and secondary market guidelines.</p><p><br></p><p>Responsibilities:</p><p>• Perform advanced clerical duties to support the Home Lending Secondary Marketing team, including data entry and document management.</p><p>• Identify and resolve discrepancies between Loan Origination Systems and agency-calculated values.</p><p>• Ensure compliance with bank policies, regulatory standards, and investor reporting requirements.</p><p>• Prepare and deliver loan closing packages to bond agencies while adhering to established guidelines.</p><p>• Collaborate with internal Home Lending departments and title companies to address and resolve loan-related issues.</p><p>• Organize and prioritize daily tasks to manage multiple stages of loan processing efficiently.</p><p>• Assist Secondary Market Shippers during periods of high production to ensure timely loan deliveries.</p><p>• Maintain up-to-date knowledge of organizational procedures, agency eligibility criteria, and loan delivery standards.</p><p>• Conduct thorough research to support accurate documentation and reporting.</p><p>• Support the resolution of loan administration issues to facilitate smooth post-closing operations.</p>
We are looking for a dedicated Loan Administrator to join our team in Midland, Texas. This role involves managing a variety of loan-related tasks, from processing commercial loans to maintaining accurate documentation and ensuring compliance with regulations. The ideal candidate will excel in collaboration, attention to detail, and analytical thinking, contributing to the seamless execution of loan transactions.<br><br>Responsibilities:<br>• Process commercial loan applications by preparing and reviewing documents for new and renewed loans.<br>• Ensure all loan documentation complies with legal standards, bank policies, and applicable regulations.<br>• Collaborate with lenders, customers, and external vendors to gather required materials and streamline loan closings.<br>• Enter precise data regarding loan products, collateral, and covenants into the bank’s documentation system.<br>• Conduct thorough analyses of lien searches and real estate title work to verify the priority of bank liens.<br>• Generate periodic reports for management and address inquiries related to loan status and documentation.<br>• Manage and organize loan-related files and ensure all records are up-to-date.<br>• Provide support in resolving discrepancies or issues in loan documentation.<br>• Assist in maintaining compliance with state and federal loan regulations and guidelines.
<p>We are looking for a detail-oriented Escrow Officer to support the successful completion of residential and commercial real estate transactions. In this Contract-to-Permanent position, you will play a key role in managing escrow files, ensuring compliance, and collaborating with various stakeholders to ensure smooth and timely closings. This role is based in Lombard, Illinois.</p><p><br></p><p>Responsibilities:</p><p>• Open and oversee escrow files for both residential and commercial real estate transactions, ensuring all necessary documentation is accurately recorded.</p><p>• Analyze purchase agreements, title commitments, and lender instructions to verify compliance and accuracy.</p><p>• Prepare and distribute essential closing documents, such as settlement statements, deeds, and escrow instructions.</p><p>• Collaborate with buyers, sellers, real estate agents, lenders, and title companies to facilitate timely and efficient closings.</p><p>• Collect and disburse funds in accordance with escrow instructions and finalized settlement statements.</p><p>• Ensure that all documents are signed, notarized, and filed appropriately with the relevant county offices.</p><p>• Adhere to state and federal regulations, as well as company policies, to maintain compliance throughout the escrow process.</p><p>• Address and resolve any discrepancies or issues that arise during the closing process efficiently and professionally.</p><p>• Deliver outstanding customer service by maintaining clear communication and support throughout the transaction.</p><p>• Keep detailed and accurate records to facilitate audits and meet internal reporting requirements.</p>
<p>We are looking for a meticulous Senior Escrow Officer to join our team in Chicago, Illinois. This Contract to permanent position involves managing intricate residential and commercial escrow transactions while ensuring compliance with all regulatory and company standards. The ideal candidate will have a strong background in the real estate and mortgage industry, paired with exceptional organizational and communication skills.</p><p><br></p><p>Responsibilities:</p><p>• Handle the entire escrow process for complex residential and commercial transactions, from opening to closing.</p><p>• Examine purchase agreements, title commitments, and lender instructions to ensure accuracy and compliance.</p><p>• Prepare and distribute closing documents such as settlement statements, deeds, and escrow instructions.</p><p>• Verify that all conditions for closing are met, including proper signing, notarization, and recording of documents.</p><p>• Safeguard and disburse funds in alignment with escrow instructions and regulatory requirements.</p><p>• Identify and address issues related to title, funding, or documentation in a timely and precise manner.</p><p>• Adhere to federal, state, and company regulations to maintain compliance and uphold best practices.</p><p>• Provide guidance and mentorship to entry-level escrow staff, assisting with training and workflow improvement.</p><p>• Manage multiple tasks efficiently in a high-paced environment, ensuring deadlines are consistently met.</p><p>• Deliver excellent customer service while maintaining confidentiality in all transactions.</p>
<p>We are looking for a dedicated Loan Servicing Professional to join our team on a long-term contract basis. In this role, you will handle the end-to-end process of mortgage and consumer loan applications, ensuring accuracy and compliance with all relevant regulations. This position is fully onsite and based in Quincy area, Massachusetts, and offers an excellent opportunity to contribute to the success of a reputable organization in the banking industry.</p><p><br></p><p>Responsibilities:</p><p>• Review and process applications for mortgage and consumer loans, ensuring all required documentation is complete and accurate.</p><p>• Prepare and verify loan documentation in compliance with credit union policies and federal and state regulations.</p><p>• Coordinate loan closings, ensuring a smooth process for all parties involved.</p><p>• Maintain precise tracking logs and loan records to ensure data accuracy and accessibility.</p><p>• Monitor and address any discrepancies or issues related to loan servicing promptly.</p><p>• Communicate effectively with customers to provide updates, address inquiries, and deliver exceptional service.</p><p>• Collaborate with internal teams to ensure seamless loan administration and servicing.</p><p>• Stay updated on changes in regulations and policies to ensure compliance across all loan processes.</p><p>• Assist with ongoing audits and reporting to maintain operational standards.</p><p>• Support the implementation of best practices for improving loan handling efficiency.</p>
<p>We are looking for a Loan Servicing Specialist to join our team in Hawthorne, California. In this role, you will play a vital part in ensuring the smooth management and maintenance of consumer mortgage loans, applying your expertise in loan servicing and credit union operations. This is a long-term contract position, offering an opportunity to grow within the dynamic credit union industry.</p><p><br></p><p>Responsibilities:</p><p>• Manage the lifecycle of consumer mortgage loans, including servicing tasks and ongoing maintenance.</p><p>• Ensure compliance with relevant consumer mortgage rules and regulations.</p><p>• Utilize Symitar or similar credit union software to effectively perform loan servicing activities.</p><p>• Monitor call center metrics to maintain high levels of customer satisfaction and operational efficiency.</p><p>• Collaborate with team members to analyze and address critical issues in consumer banking operations.</p><p>• Provide support for credit card and consumer lending processes, ensuring accuracy and timely execution.</p><p>• Conduct criticality analysis to prioritize tasks and resolve complex servicing challenges.</p><p>• Maintain detailed records and documentation to ensure accuracy and adherence to compliance standards.</p><p>• Assist in training and onboarding team members on loan servicing systems and procedures.</p>
We are looking for a detail-oriented Operations Processor to join our team in Gilbert, Arizona. This long-term contract role is ideal for a candidate with a strong background in accounting and operations, who thrives in a fast-paced environment and values accuracy and timeliness. The position offers the opportunity to contribute to vital financial processes while ensuring smooth daily operations.<br><br>Responsibilities:<br>• Compile and manage product cost data and production records to ensure accurate financial tracking.<br>• Generate detailed product cost and margin analysis reports for management review.<br>• Administer customer collections, including daily posting of cash payments and credit card processing.<br>• Reconcile daily cash postings and credit card transactions to maintain financial accuracy.<br>• Process and administer credit applications while ensuring compliance with company policies.<br>• Coordinate internal and external communications regarding customer account statuses.<br>• Assist with month-end closing activities to support accurate financial reporting.<br>• Perform daily reconciliation of employee time cards to maintain payroll accuracy.<br>• Utilize advanced mathematical and logical deduction skills to analyze financial data effectively.
<p>We are looking for a dedicated Part Time Loan Servicing Specialist to join our team in Worcester, Massachusetts. This long-term contract position offers an opportunity to contribute to community development by ensuring the accurate and efficient processing of loans for affordable housing, small businesses, and nonprofit organizations. The role requires strong administrative skills and a commitment to delivering excellent customer service while adhering to regulatory standards.</p><p><br></p><p>Responsibilities:</p><p>• Process loan applications and documentation with precision to meet compliance and regulatory requirements.</p><p>• Manage loan disbursements and servicing activities to support affordable housing and community development projects.</p><p>• Collaborate with loan officers, underwriters, and compliance staff to maintain operational efficiency.</p><p>• Ensure timely updates and accurate record-keeping for all loan files.</p><p>• Provide exceptional customer service by addressing borrower inquiries and resolving issues promptly.</p><p>• Monitor and report on loan servicing activities to ensure alignment with company standards and goals.</p><p>• Assist with administrative tasks related to loan origination and servicing.</p><p>• Support the team in maintaining adherence to Community Development Block Grant (CDBG) requirements.</p><p>• Identify and implement best practices to improve loan servicing processes.</p><p>• Maintain confidentiality and security of borrower information at all times.</p>
<p>We are looking for a dedicated Loan Administrator/Banker to join our team in San Jose, California. </p><p><strong>Key Responsibilities:</strong></p><ul><li>Assist in the preparation, processing, and closing of consumer, mortgage, and small business loans.</li><li>Review loan documentation for accuracy and compliance with regulatory requirements and internal policies.</li><li>Monitor loan files to ensure timely follow-ups, renewals, and disbursements.</li><li>Maintain and update loan records in the core banking system.</li><li>Coordinate with underwriters, loan officers, and legal teams during the approval and funding processes.</li><li>Handle post-closing tasks, including file audits, document imaging, and collateral tracking.</li><li>Respond to internal and external inquiries regarding loan status and documentation.</li><li>Serve as the first point of contact for clients regarding banking products and services.</li><li>Open new accounts, including checking, savings, CDs, IRAs, and more.</li><li>Conduct needs-based assessments to offer tailored financial solutions.</li><li>Promote and cross-sell bank products, including loans, credit cards, and investment services.</li><li>Educate customers on digital banking tools and self-service options.</li><li>Ensure compliance with KYC/AML and all applicable banking regulations.</li><li>Handle customer transactions with accuracy, confidentiality, and professionalism.</li></ul><p><br></p>
<p>We are looking for a <strong>Loan Administrator</strong> to support the lending team by managing the documentation, compliance, and coordination processes involved in loan origination and servicing. This role ensures that loans move smoothly from application through closing, with all records accurate and up to date.</p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare, review, and process loan documents for accuracy and completeness.</li><li>Maintain up-to-date loan files and digital records in the loan management system.</li><li>Coordinate with underwriters, loan officers, and clients to collect required documentation.</li><li>Monitor loan pipelines and ensure timely completion of each stage.</li><li>Verify that all documents meet internal policies and compliance standards.</li><li>Communicate loan status updates to applicants and internal stakeholders.</li><li>Support loan closings by ensuring documentation is executed and filed properly.</li><li>Assist with periodic audits and reviews for accuracy and completeness.</li><li>Provide general administrative support to the lending and client service teams.</li></ul><p><br></p>
We are looking for a meticulous Credit Analyst to join our team in Greenville, South Carolina. In this Contract to Permanent position, you will play a critical role in assessing creditworthiness, analyzing financial data, and supporting lending decisions. This is an excellent opportunity for a skilled individual to contribute to a dynamic team while ensuring compliance with industry standards.<br><br>Responsibilities:<br>• Evaluate and analyze credit applications by entering, updating, and retrieving relevant information.<br>• Assess the creditworthiness of applicants by conducting detailed reviews of financial data and cash flow.<br>• Perform cash flow analyses for businesses to determine potential risks associated with extending credit.<br>• Calculate financial ratios to assess the level of risk for financial institutions when offering loans or credit.<br>• Ensure compliance with lending policies and regulatory protocols throughout all credit evaluations.<br>• Respond to inquiries from lenders, providing accurate and timely information.<br>• Review proposals and provide guidance to less experienced team members, addressing their questions effectively.<br>• Assist in company and client audits by preparing and presenting necessary financial documentation.
We are looking for a detail-oriented Mortgage Customer Service Specialist to join our team in Frankfort, Kentucky. This position focuses on supporting loan servicing operations, ensuring compliance with regulatory requirements, and addressing customer inquiries regarding mortgage loans. As a Contract to long-term opportunity, this role offers a pathway to sustained employment for a dedicated individual.<br><br>Responsibilities:<br>• Respond to customer inquiries related to single-family mortgage loans, providing clear and accurate information on loan requirements, status, and specific transactions.<br>• Prepare payoff quotes, payment histories, and other loan-related documents, ensuring precision and compliance with regulatory standards.<br>• Handle requests for partial releases, loan assumptions, and Private Mortgage Insurance cancellation while adhering to applicable guidelines.<br>• Process customer updates, including personal changes, and communicate results to mortgagors and regulatory agencies in writing.<br>• Assist with annual principal balance reductions on forgivable loans and prepare debt forgiveness notifications upon loan maturity.<br>• Review rental applications and coordinate approvals with the manager, maintaining accurate documentation.<br>• Support customers navigating the department’s online e-Status system and provide guidance on its functionality.<br>• Collaborate with Investor Accounting to ensure payments are processed accurately and on time.<br>• Act as a liaison to redirect calls and written inquiries efficiently across departments.<br>• Scan and archive essential documents and correspondence in compliance with company protocols.
<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>The holiday season is here! Want to be with a company that will ensure you get to enjoy it? 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>We are looking for a skilled Loan Closer - Support specialist to join our team in Glen Allen, Virginia. In this contract to permanent role, you will play a critical part in ensuring the accuracy and efficiency of loan disbursements, document uploads, and funding processes. The ideal candidate will have a strong attention to detail and excellent organizational skills, allowing them to thrive in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Convert Closing Disclosures (CDs) into detailed funding worksheets, ensuring all loan disbursement information is complete and accurate.</p><p>• Input loan disbursement details into funding worksheets and verify that amounts align with signed Closing Disclosures.</p><p>• Address and resolve discrepancies with settlement agents for external closings.</p><p>• Upload accounting disbursement documentation into the loan origination system efficiently and accurately.</p><p>• Monitor compliance with closing and disbursement milestones to ensure regulatory adherence.</p><p>• Provide daily updates on advances and funding, including completing exports and entering loan details into worksheets.</p><p>• Review note packages for accuracy and oversee timely shipment of loan notes to relevant locations.</p><p>• Upload endorsed notes for all closings into the loan origination system to maintain accurate records.</p><p>• Collaborate with the accounting team to streamline daily loan operations and ensure smooth processes.</p><p>• Participate in identifying and implementing improvements to internal controls and operational procedures.</p>
