<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>
<p>A Sacramento-based non-profit organization is seeking a detail-oriented <strong>Loan Administration Specialist</strong> to join their growing team on a temp-to-hire basis. This role is integral to supporting loan processing and compliance tasks to aid community initiatives. The ideal candidate will have strong organizational skills, a passion for working with non-profits, and experience in loan administration or financial services.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Conduct thorough reviews and accurately process loan draw requests within established deadlines.</li><li>Prepare and deliver essential payoff documentation, including partial reconveyances, full reconveyances, and related requests, ensuring precision and timeliness.</li><li>Collaborate with the accounting team to coordinate funds, forwarding necessary paperwork for disbursal within 24 hours of approval.</li><li>Execute electronic fund transfers in a timely manner, as required.</li><li>Verify compliance by monitoring borrower insurance evidence and taking corrective actions.</li><li>Collect and evaluate borrower financial statements for loan agreement adherence.</li><li>Continuously update and maintain accurate borrower and loan data in the Loan Application Process System database.</li><li>Manage loan-related paperwork, including partial and full loan reconveyance documents, ensuring proper handling and distribution.</li><li>Forward completed reconveyance files and original loan documents to title companies and borrowers.</li><li>Track, distribute, and monitor loan modifications to ensure timely resolution and compliance.</li><li>Prepare loan modifications, including generating change order documents for review and managerial approval.</li><li>Ensure borrowers receive timely Notice of Intent letters before loan maturity dates</li><li>Archive loan files within 30 days post-loan payoff, collaborating with Loan Administration Specialists.</li><li>Maintain organized loan records and ensure compliance with storage policies for accessibility and adherence to regulations.</li><li>Provide support with additional administrative tasks related to loan processing as needed.</li></ul><p><br></p>
We are looking for a dedicated and detail-oriented Loan Servicing specialist to join our team in Sunnyvale, California. In this Contract to permanent role, you will focus on managing real estate loan servicing processes, ensuring compliance with regulations, and delivering exceptional customer support. This position offers an opportunity to contribute to the efficient administration of real estate loans while enhancing operational workflows.<br><br>Responsibilities:<br>• Oversee the daily servicing of real estate loans, including payment processing, account maintenance, and transaction adjustments.<br>• Coordinate loan payoffs and manage disbursements in a timely and accurate manner.<br>• Monitor escrow accounts to ensure proper handling of property tax payments, insurance premiums, and other disbursements.<br>• Track homeowner insurance policies, addressing lapses and ensuring timely updates.<br>• Respond promptly to member inquiries regarding loan balances, payment histories, and account changes.<br>• Assist members in resolving account issues, providing step-by-step guidance.<br>• Ensure compliance with federal, state, and internal regulations, as well as investor and insurer guidelines.<br>• Monitor delinquent accounts and support loss mitigation efforts as needed.<br>• Prepare detailed reports on loan performance, delinquency rates, and escrow account activities.<br>• Collaborate with the real estate team to identify process improvements and implement streamlined servicing protocols.
<p>Our client is looking for a detail-oriented individual to join our team as a <strong>Loan Servicing Support Specialist</strong> in <strong>Belvidere,</strong> New Jersey. This long-term contract position involves managing leasing activities, ensuring compliance with tenant eligibility criteria, and maintaining accurate records across various programs and properties. If you possess strong organizational skills and have experience in loan administration or mortgage processing, this role may be an excellent fit for you.</p><p><br></p><p>This position is fully on-site.</p><p><br></p><p>Responsibilities:</p><p>• Calculate rent amounts and verify tenant eligibility based on income requirements.</p><p>• Handle leasing processes, including background checks, issuing new leases, renewing existing leases, and managing security deposits.</p><p>• Oversee certifications, lease renewals, tenant move-ins and move-outs, monthly vouchering, and adjustments such as rent increases.</p><p>• Maintain accurate records of all leases, both physical and digital, for agency properties and offices.</p><p>• Provide necessary lease documentation and family contribution letters to the Finance Department.</p><p>• Ensure compliance with municipal landlord registration requirements for agency-owned properties and maintain these records in both digital and traditional formats.</p><p>• Utilize basic Excel skills to organize and manage data effectively.</p><p>• Support other administrative tasks related to loan servicing and leasing activities as needed.</p>
We are looking for a detail-oriented servicing representative to join our team in New Brighton, Minnesota, on a Contract basis with the opportunity to go permanent. This position will play a key role in supporting the Bankruptcy and Loss Mitigation operations. The ideal candidate will have experience in mortgage servicing, strong organizational skills, and the ability to collaborate with various stakeholders. <br> Responsibilities: • Coordinate tasks related to loan modifications, repayment plans, forbearances, and property inspections. • Manage Bankruptcy and Loss Mitigation processes while adhering to investor guidelines for USDA, Freddie Mac, and other insurers. • Process claims audits and payments accurately and efficiently. • Utilize financial portals • Collaborate with legal counsel, vendors, and management staff to ensure smooth operations. • Maintain compliance with Bankruptcy Code and other relevant regulations. • Perform administrative duties to support the Servicing Department, ensuring timely and accurate results. • Provide accounting support for mortgage banking activities and servicing functions. • Review and reconcile invoices related to foreclosure and loss mitigation claims. • Assist in process improvement initiatives to enhance operational efficiency.
<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>
We are looking for a motivated and goal-oriented Customer Service Representative to join our team in Phoenix, Arizona. This is a long-term contract opportunity where you will play a crucial role in assisting homeowners with their inquiries and ensuring an exceptional customer experience. If you thrive in dynamic environments and have experience in customer service or mortgage servicing, we encourage you to apply.<br><br>Responsibilities:<br>• Provide friendly, attentive assistance to homeowners, ensuring their concerns are addressed with courtesy and efficiency.<br>• Handle incoming requests related to website navigation, escrow accounts, payoff processing, and other customer inquiries.<br>• Identify and refer eligible homeowners for refinancing opportunities to the Originations department.<br>• Conduct outbound collection efforts for accounts with minor delinquencies, as well as occasionally for higher overdue balances.<br>• Route calls effectively to the appropriate internal teams based on escalation protocols and inquiry types.<br>• Consistently meet or exceed performance benchmarks and service expectations.<br>• Utilize proprietary internal software to manage customer interactions and contribute suggestions for system improvements.<br>• Collaborate with team members to uphold company values and deliver seamless customer service.
<p>Our firm is assisting a client in identifying a CPA with strong mortgage servicing and cash management experience to join their team. This role is responsible for overseeing accounting operations, reconciliations, and reporting for a large-scale, government-backed loan portfolio. The Cash Manager will play a key role in ensuring the accuracy, timeliness, and compliance of all cash-related transactions while providing leadership and oversight to the team.</p><p><br></p><p>Key Responsibilities</p><ul><li>Manage daily cash operations, including loan activity, disbursements, reconciliations, and reporting.</li><li>Oversee month-end close processes and prepare accurate financial deliverables.</li><li>Ensure compliance with GAAP, federal accounting standards, and internal controls.</li><li>Implement and monitor quality standards, corrective action plans, and KPIs.</li><li>Supervise, train, and support staff to ensure adherence to policies and procedures.</li><li>Partner with auditors to maintain compliance and accurate documentation.</li></ul><p>If you are interested in learning more about this opportunity, please reach out to Amber Mings at 405-876-7152.</p>
<p><em>The salary range for this position is $75,000-$95,000 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>We are offering an opportunity for an Analyst based in Chicago, Illinois. The role involves the preparation and review of master lease and loan agreements, facilitating communications between various parties, and resolving documentation issues promptly. This position requires strong analytical, verbal, and written communication skills and the ability to communicate effectively with associates and clients.</p><p><br></p><p><strong>Job Responsibilities:</strong></p><p>• Review and prepare loan and lease documents, ensuring their accuracy and timeliness</p><p>• Act as the primary point of contact between Documentation Manager, Regional Sales Manager/Sales Associate, Customers, Internal Groups, and Vendors for transaction status updates and problem resolution.</p><p>• Establish and nurture strong relationships with Sales Associates and Customers, addressing their inquiries and concerns efficiently.</p><p>• Coordinate with suppliers regarding invoice-funding status, purchase order and account reconciliation.</p><p>• Manage pending files meticulously, including documentation, UCC’s, insurance and follow-ups for UCC, titles, and other documents.</p><p>• Validate the economics of transactions, tailored to the specifications and requirements of each transaction.</p><p>• Handle the processing and booking of lease and loan transactions on the lease & loan servicing system for funding.</p><p>• Assemble loan and lease packages, verifying calculations, rates, signatures, and dates on each document, preparing document checklists, obtaining subordination agreements, and filing UCC financing statements.</p><p>• Confirm that all documents are complete and ready prior to funding.</p><p>• Undertake additional projects as assigned by the Manager.</p>
<p>We are seeking a detail-oriented <strong>Financial Operations Specialist</strong> for a <strong>contract-to-permanent</strong> role with a leading specialty finance company in Fort Worth, TX. This is a 100% onsite position offering the chance to join a dynamic team, gain valuable lending operations experience, and transition into a long-term career.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Post customer payments accurately and on time, ensuring proper allocation and documentation.</li><li>Process ACH transactions, monitor accounts not enrolled in ACH, and facilitate account setup as needed.</li><li>Reconcile daily cash activity, resolve unapplied cash, and ensure bank-to-ledger accuracy.</li><li>Research and resolve NSF (non-sufficient funds) transactions, overpayments, and refunds.</li><li>Apply insurance checks and dual-party payments in line with company policies.</li><li>Book newly acquired loans, process loan draws, collateral substitutions, and modifications with accuracy and compliance.</li><li>Reconcile loan balances and securitized accounts, ensuring proper reporting and compliance with agreements.</li><li>Track and apply secured asset sales, adjusting loan balances and asset values as required.</li><li>Support audits by gathering documentation and maintaining accurate financial records.</li><li>Assist in the invoicing approval process and ensure compliance with company guidelines.</li></ul>
We are looking for a Senior QA Testing Analyst to take a leadership role in managing and executing comprehensive testing programs for complex system conversions. This long-term contract position is based in Dublin, Ohio, and involves overseeing the end-to-end testing process for commercial loan servicing systems. The ideal candidate will bring expertise in coordinating large-scale testing efforts and ensuring quality outcomes across multiple stakeholders.<br><br>Responsibilities:<br>• Design and implement a detailed testing strategy for all phases of commercial loan system conversions, including mock conversions, dress rehearsals, and go-live activities.<br>• Define testing objectives, success criteria, and timelines to align with broader project milestones.<br>• Collaborate with cross-functional teams to develop test cases, scenarios, and expected outcomes based on business and technical requirements.<br>• Oversee the execution of test cases during mock conversions, ensuring data accuracy and process integrity.<br>• Identify, track, and resolve defects and issues encountered during testing, ensuring thorough root cause analysis and retesting.<br>• Provide regular updates on testing progress, risks, and outcomes to project leadership through detailed dashboards and reporting tools.<br>• Maintain comprehensive documentation of testing activities, results, and lessons learned to support audit and compliance requirements.<br>• Lead final validation testing efforts, ensuring readiness for go-live and post-implementation stabilization.<br>• Support knowledge transfer activities to ensure smooth transition to business-as-usual operations.
<p>We are looking for a Loan Assistant to join our team in Fairfax, Virginia. You will provide administrative and operational support in loan processing, servicing, and customer communication. This position is onsite Monday to Friday.</p><p><br></p><p>Responsibilities:</p><ul><li>Assist in collecting, reviewing, and verifying loan application documents to ensure accuracy and completeness. (Source: 2026 RH Salary Guide</li><li>Communicate with clients to provide updates on loan applications, answer inquiries, and request additional documentation if necessary</li><li>Maintain organized loan files, input client data into loan management systems, and update loan status records. (Source: 2026 RH Salary Guide.xlsx)</li><li>Ensure that loan applications and processes comply with company policies and regulatory standards.</li><li>Collaborate with loan officers, underwriters, and other team members to facilitate timely loan approvals and processing</li><li>Assist in resolving issues or discrepancies that arise during the loan application or approval process.</li><li>Prepare reports, schedules, and other loan-related documents as requested by management</li><li>Ensure that loan-related information entered in systems or spreadsheets is accurate and up to data</li><li>Track deadlines for payments, rate adjustments, or loan portfolio updates and notify relevant parties when necessary.</li></ul><p><br></p>
<p>Robert Half is currently seeking a meticulous and experienced Default Compliance Specialist to support our client’s team on a contract basis. This role is essential in ensuring regulatory compliance related to loan defaults, with a strong emphasis on data accuracy, risk mitigation, and process improvement.</p><p>This is an excellent opportunity for professionals with a background in compliance, loan servicing, or financial services to make a meaningful impact by safeguarding operational integrity and regulatory alignment.</p>
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.
We are looking for an experienced Senior Mortgage Loan Processor to join our team in Columbus, Ohio. In this role, you will oversee and manage complex mortgage loan applications, ensuring accuracy and compliance with industry regulations. This is a long-term contract position designed to support ongoing operational needs within residential mortgage lending.<br><br>Responsibilities:<br>• Review and process mortgage loan applications for accuracy, completeness, and compliance with regulatory standards.<br>• Collaborate with loan officers and underwriters to ensure timely submission and approval of loan files.<br>• Verify borrower information, including income, credit history, and property details, to validate loan eligibility.<br>• Prepare and maintain detailed documentation for FHA, FNMA, and other residential mortgage lending programs.<br>• Monitor data integrity and address discrepancies to uphold high standards of reporting and compliance.<br>• Train and mentor less experienced staff on loan processing procedures and compliance requirements.<br>• Coordinate with closing agents to ensure accurate preparation and delivery of closing documents.<br>• Utilize loan origination systems and software to streamline processing and reporting tasks.<br>• Implement validation plans to enhance operational efficiency and ensure consistent adherence to underwriting guidelines.<br>• Provide exceptional customer service, addressing borrower inquiries and resolving issues promptly.
<p>We are looking for a dedicated Customer Service Representative to join our team on a contract basis in Beverly Hills, California. This role is ideal for someone passionate about delivering exceptional client experiences and is familiar with banking or customer service environments. You will play a vital part in supporting commercial banking operations while maintaining compliance and ensuring customer satisfaction. This a 2-month temporary role covering a medical leave coverage. The position has the potential to extend or go permanent. It's on-site, Monday through Friday, 8:30am to 4:30pm.</p><p><br></p><p>Responsibilities:</p><p>• Serve as the primary point of contact for customer inquiries, ensuring prompt resolution and maintaining client satisfaction.</p><p>• Utilize case management tools to prioritize tasks, track progress, and meet service-level agreements.</p><p>• Build strong partnerships with internal teams, including operations and banking departments, to ensure seamless communication and efficient task management.</p><p>• Handle daily client requests, including funds transfers, account maintenance, and loan servicing, with accuracy and professionalism.</p><p>• Collect and process necessary documentation for account openings while coordinating with clients and internal teams.</p><p>• Perform call-backs to verify and authenticate client transactions, ensuring compliance and security protocols are followed.</p><p>• Support teller operations when needed to ensure smooth banking processes.</p><p>• Participate in projects aimed at improving client experience, optimizing workflows, and enhancing data integrity.</p><p>• Independently manage assignments with a focus on integrity, accountability, and adherence to company policies and compliance requirements.</p>
<p>Financial organization located in Pittsburgh, PA is seeking a Mortgage Collections Specialist! This role will be focused on contacting borrowers to collect on past due mortgage payments, review loan documents for correct contact information and answering incoming calls. The Mortgage Collections Specialist will also be responsible for setting up and reviewing payment plans, documenting all communication and communication attempts with the borrower, escalating complex issues to managers, and answering questions from borrowers pertaining to their mortgage.</p><p><br></p><p>This is a contract role, however there is a possibility for this to evolve into a full-time position!</p><p><br></p><p>The Mortgage Collection Specialist would work onsite at their Pittsburgh Office located in downtown Pittsburgh. The hours would be 40 hours per week during normal business hours, Monday through Friday.</p><p><br></p><p>Job responsibilities:</p><ul><li>Contact borrowers to address delinquent loans and explore communication options</li><li>Meet performance goals, including call and response metrics</li><li>Document interactions, arrangements, and follow-up plans thoroughly in the system</li><li>Maintain compliance with laws, policies, and industry standards in account management</li><li>Research loan records, resolve issues, and ensure accurate data maintenance</li><li>Perform related tasks and projects as assigned</li><li>Help identify and manage risks encountered during daily responsibilities</li><li>Adhere to regulatory guidelines and company compliance protocols</li></ul><p>If you have a strong customer service background, a mortgage background and/or a strong collections background, you are encouraged to apply! Candidates must have excellent communication skills (both oral and written), be very organized, and able to document conversations. Prior experience working in the banking, financial services or mortgage industry is highly preferred! Specific qualifications are as follows: </p><ul><li>Proficiency in commercial collections, mortgage collections or consumer collections is highly preferred</li><li>Familiarity with mortgage lending processes is beneficial</li><li>Understanding of mortgage and financial systems is preferred</li><li>Ability to use Microsoft Excel and Microsoft Word</li></ul><p>If you are interested in being considered for this Mortgage Collections position, please apply online via the Robert Half website. After applying online, please call 412-471-5946 and ask to speak with Aimee, Carrie or Dan to confirm your application was received. Please reference job #03730-0013301435 when calling! We also recommend applying on the Robert Half website or using the Robert Half app. </p>
We are looking for a dedicated Branch/Retail Banking Clerk to join our team in Seminole, Texas. As a key member of our banking operations, you will play a vital role in delivering exceptional service to individual and small business clients. This is a Contract to permanent position, offering an opportunity to grow within a supportive and detail-oriented environment.<br><br>Responsibilities:<br>• Engage with customers to understand their financial needs and recommend appropriate credit and non-credit banking products and services.<br>• Manage and maintain account relationships, providing ongoing support both in-person and through various communication channels.<br>• Process transactions accurately, including deposits, withdrawals, and other banking operations, while adhering to established policies.<br>• Operate teller windows efficiently and ensure compliance with all cash handling procedures.<br>• Assist clients in opening new accounts and completing consumer loan applications.<br>• Market banking services to existing and prospective customers to drive business growth.<br>• Stay informed about banking products and services to provide accurate information to customers.<br>• Uphold the highest level of customer service and professionalism in all interactions.<br>• Maintain accurate records and documentation for all transactions and customer interactions.<br>• Work collaboratively with team members to achieve branch goals and ensure smooth daily operations.
<p>We are looking for an experienced Customer Care Center Specialist to join our team in Needham, Massachusetts for a long term contract opportunity. This is an fully in-person opportunity starting in October.</p><p><br></p><p>In this role, you will provide exceptional customer service and banking support while fostering strong relationships with clients. This is a long-term contract position in the banking industry, offering an excellent opportunity to contribute your skills in customer service and communication.</p><p><br></p><p>Responsibilities:</p><p>• Respond promptly to customer inquiries and provide effective solutions to their banking needs.</p><p>• Educate clients on available banking products, services, and self-service tools to enhance their experience.</p><p>• Troubleshoot and resolve issues related to digital banking platforms and loan services.</p><p>• Utilize multiple systems simultaneously while ensuring accuracy and maintaining a meticulous demeanor.</p><p>• Promote the bank’s core values by delivering outstanding service and building trust with customers.</p>
<p>Robert Half is collaborating with a respected organization to find a skilled Foreclosure Specialist to join their dynamic team. This role is essential in overseeing the end-to-end foreclosure process, ensuring compliance with legal standards, and maintaining high-quality service delivery.</p>
<p><em>The salary range for this position is $120,000-$140,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p>The two biggest things on people’s minds right now: ‘When is it okay for me to start making everything pumpkin spice flavored?’ and ‘Where can I find a fresh start?’. NOTE: This position is a career-fast-track opportunity. Whoever fills this role is expected to be promoted quickly. </p><p><br></p><p><strong>Job Description: </strong></p><p>The Accounting Manager supervises all general accounting functions. Responsibilities will include the coordination of daily accounting operations, directing the monthly close process, coordinating the entity’s treasury operations and the preparation of accurate GAAP basis monthly, quarterly and annual financial statements. Specific job duties will include:</p><ul><li>The coordination of daily financing activities with the Company’s operations team, various mortgage loan brokers, title companies, and warehouse lenders. </li><li>The preparation of quarterly operating and cash forecasts, and various financial analyses as requested from time to time by the Company’s Controller.</li><li>General supervision of the accounting team including assisting where necessary with daily general ledger posting activities. This will include the preparation of interest rate lock derivative calculations, various pricing analyses, sales commission and production bonus calculations, and the periodic mark-to-market valuation of the loans held for sale inventory.</li><li>Reviewing and maintaining all balance sheet reconciliations, and ensuring that all intercompany account balances and all bank account balances are reconciled.</li><li>Working with accounting team to document policies and procedures, and to establish proper controls to deter fraud.</li><li>Responsible for accurate financial management reporting including consolidated financial statements when appropriate.</li><li>Responsible for disbursements review and control, including payroll, shared services, debt reporting, lender covenants, and income tax reporting. </li><li>Helping to train, develop and build the accounting team, providing guidance as needed. </li><li>Working with a third party valuation company to independently value retained mortgage servicing rights. </li><li>The ability to read and to comprehensively discern the appropriate accounting recognition of various legal agreements including MLPAs, AMAs, and forward purchase and sale agreements. </li><li>Effectively and efficiently coordinate the distribution of financial information to support regulatory compliance reporting and field examinations by warehouse lenders, tax professionals, independent audit firms, and various other third party professionals. </li><li>Provide direction and supervision over: 1) The Monthly Accounting Close Process and recognition of revenue, 2) Reconciliation of all balance sheet accounts to various corporate business units. 3) Administration of treasury functions with Corporate and BU accounts.</li><li>LOS System (Encompass), GL System (NetSuite), Document Management System.</li><li>Needs to be very well organized, and know where all supporting information is located. </li><li>Directs and coordinates all loan transfers to the servicing group.</li></ul><p><br></p>
We are looking for an experienced Auditor to join our team on a long-term contract basis in Los Angeles, California. In this role, you will contribute to comprehensive audit testing efforts across various financial areas, ensuring compliance and accuracy within the organization’s operations. This position offers an excellent opportunity to work in the dynamic financial services industry while leveraging your expertise in audit processes.<br><br>Responsibilities:<br>• Conduct detailed audit testing across areas such as accounts payable, human resources, investments, treasury, loan servicing, and asset management.<br>• Utilize automated workpaper systems, such as AuditBoard, to streamline and document audit processes.<br>• Perform roll-forward testing to assess the accuracy and compliance of financial reporting.<br>• Analyze financial data and identify potential risks to ensure organizational adherence to regulatory standards.<br>• Develop and implement audit strategies to enhance operational efficiency and mitigate risks.<br>• Collaborate with internal teams to gather relevant data and insights for audit purposes.<br>• Ensure timely and accurate reporting of audit findings to stakeholders.<br>• Provide recommendations for improvements based on audit results and industry best practices.<br>• Maintain up-to-date knowledge of financial regulations and standards to guide audit activities.
<p>One of our clients is seeking a motivated and detail-oriented Associate to join their Washington, DC practice. This role is centered on providing expertise in mortgage lending, servicing, and financial services licensing matters, with a focus on compliance with federal and state regulations. The ideal candidate will thrive in a collaborative environment and demonstrate a strong commitment to excellence in legal research, client interaction, and regulatory compliance.</p><p><br></p><p>Responsibilities:</p><p>• Assist clients with obtaining and maintaining financial services licenses across all 50 states and the District of Columbia.</p><p>• Manage licensing requirements and applications through the Nationwide Multistate Licensing System & Registry, including overseeing paralegals handling submissions.</p><p>• Conduct detailed legal research related to compliance laws in mortgage lending, servicing, and financial services sectors.</p><p>• Draft and review formal and informal correspondence, legal memoranda, and other documentation for clients and regulatory agencies.</p><p>• Analyze licensing obligations for financial companies undergoing ownership changes or entering new markets.</p><p>• Provide guidance and direct interaction with clients, addressing their licensing and regulatory needs.</p><p>• Collaborate with regulatory agencies to ensure compliance with applicable laws and resolve licensing issues.</p><p>• Handle multiple projects simultaneously while maintaining a high level of accuracy and professionalism.</p><p>• Contribute to the development and implementation of compliance strategies for clients in motor vehicles, consumer finance, and money transmission.</p><p>• Supervise and mentor team members new to licensing procedures and compliance tasks.</p>
We are looking for a detail-oriented Office Manager to join our team on a contract basis in Syracuse, New York. In this role, you will oversee essential administrative and operational activities, ensuring the smooth functioning of office workflows and compliance with company procedures. This position provides an excellent opportunity to contribute to a fast-paced environment while managing varied responsibilities.<br><br>Responsibilities:<br>• Coordinate loan processing activities, including assigning loan numbers, organizing digital folders, and ensuring documentation is accurately stored in shared drives and SharePoint.<br>• Prepare and oversee Third-Party Release Authorization Forms, verifying compliance prior to conducting credit and background checks.<br>• Run credit and LexisNexis background reports, save results, and reconcile associated invoices for processing.<br>• Handle loan fee deposits by preparing forms, processing checks, and collaborating with lockbox services.<br>• Facilitate vendor engagement for third-party reports such as appraisals, environmental reviews, and market studies, ensuring timely payments and accurate documentation.<br>• Manage office expenses, including rent, utilities, payroll services, and subscriptions, while resolving discrepancies and uploading sustainability records.<br>• Schedule and coordinate meetings using Webex and Microsoft Teams, maintaining calendars and logistics to ensure seamless operations.<br>• Order and manage office supplies and groceries, oversee general maintenance, and liaise with vendors as needed.<br>• Download, profile, and upload loan documents from various sources, ensuring organized and accessible digital records.<br>• Assist in preparing financial reports, wire forms, and loan status spreadsheets, supporting sustainability documentation and ad hoc projects.
We are looking for a Branch/Retail Banking Clerk to join our team in Midland, Texas. This Contract-to-permanent position offers an excellent opportunity to engage with customers, promote banking products, and provide high-quality service to individual and small business clients. Ideal candidates will have a strong background in customer service and banking operations.<br><br>Responsibilities:<br>• Assist customers by identifying their needs and recommending appropriate credit and non-credit banking products.<br>• Market a diverse range of financial services to both individual and small business customers.<br>• Manage account relationships by providing ongoing support and service both inside and outside the bank.<br>• Operate teller windows efficiently, ensuring smooth transaction processing and customer satisfaction.<br>• Open new accounts and guide customers through the account setup process.<br>• Process consumer loan applications accurately and in compliance with banking regulations.<br>• Utilize banking software to manage daily transactions and maintain accurate records.<br>• Handle inbound customer calls, resolving inquiries and providing information about banking services.<br>• Perform daily banking operations, including deposits, withdrawals, and account maintenance.<br>• Collaborate with team members to deliver excellent community banking services.
