112 results for Loan Specialist jobs

Loan Servicing Specialist

Hawthorne, CA
onsite
Temporary
21 - 23 USD / Hourly
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.Role Overview: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.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.Qualifications:<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>
2026-04-09T00:00:00Z

Loan Officer

Savannah, GA
onsite
Permanent
65000 - 70000 USD / Yearly
We are looking for a detail-oriented and driven Loan Officer to join our team in Savannah, Georgia. In this role, you will play a critical part in helping businesses secure funding by leveraging your expertise in loan products and business development. This position offers an exciting opportunity to build strong community relationships while guiding clients through the loan process. Responsibilities:• Identify, qualify, and secure new small business clients seeking loans• Build and maintain relationships with referral sources such as bankers, realtors, CPAs, attorneys, and community leaders.• Develop an in-depth understanding of various loan products, including SBA 504, SBA 7(a), and Microloan Programs, as well as local loan initiatives.• Educate small business owners and referral partners on the benefits of the organization's loan products and advisory services.• Meet or exceed annual loan production goals by effectively managing loan requests from origination to approval.• Negotiate terms, structure loan projects, and secure approvals from loan committees and funding sources while adhering to credit policies and procedures.• Conduct site visits to evaluate collateral and identify potential risks, documenting findings appropriately.• Work with senior leadership to address issues in existing loan relationships and develop actionable solutions.• Collaborate with marketing peers to promote the organization’s mission and loan products to the community.• Build partnerships with industry professionals and engage with local business development organizations to foster growth.
2026-03-27T00:00:00Z

Loan Administrator

San Jose, CA
onsite
Temporary
26.125 - 30.25 USD / Hourly
About the RoleWe are seeking an experienced Personal Banker 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. Responsibilities<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>
2026-03-30T00:00:00Z

Loan Administrator

Savannah, GA
onsite
Temporary
31.9675 - 37.015 USD / Hourly
We are looking for a detail-oriented Loan Administrator to join our team on a long-term contract basis in Savannah, Georgia. This role requires a proactive individual with strong financial acumen and excellent communication skills to manage loan programs and collaborate effectively with banking partners. If you are passionate about loan administration and enjoy building strong networks, this position offers an opportunity to thrive in a dynamic environment. Responsibilities: • Review and analyze financial documents to ensure compliance with loan requirements. • Gain in-depth knowledge of loan programs and policies to effectively administer them. • Establish and maintain productive relationships with banks and financial institutions. • Facilitate networking opportunities to expand connections within the industry. • Prepare and manage loan agreements, ensuring accuracy and adherence to regulations. • Oversee accounting functions related to loan administration, including tracking payments and balances. • Provide detailed reporting and documentation for loan processes. • Communicate with stakeholders to address inquiries and resolve issues promptly. • Ensure all loan-related activities align with company standards and regulatory requirements.
2026-03-30T00:00:00Z

Loan Administrator

Scottsdale, AZ
onsite
Contract / Temporary to Hire
24 - 33.65 USD / Hourly
We are looking for a detail-oriented Loan Administrator to join our team in Scottsdale, Arizona. This is a Contract to permanent position that requires on-site attendance. In this role, you will manage the daily operations of loan administration, ensuring compliance with regulations and maintaining accuracy in all loan-related transactions. Responsibilities: • Oversee the daily activities of loan administration, including loan collection efforts and monitoring past-due accounts. • Process and ensure quality control of loan payments, disbursement requests, and account adjustments. • Execute and review general ledger transactions and other loan-related financial procedures. • Ensure compliance with lending regulations such as Regulation B, Regulation Z, and flood regulations. • Monitor and enforce privacy standards and other banking regulations to safeguard sensitive information. • Utilize Microsoft Excel to create spreadsheets, manage formulas, and analyze data effectively. • Communicate clearly and effectively in both written and verbal formats to support internal and external stakeholders. • Maintain exceptional attention to detail while managing multiple tasks and tight deadlines. • Collaborate with team members to ensure a seamless and efficient loan administration process.
2026-04-03T00:00:00Z

Loan Administrator

Scottsdale, AZ
onsite
Permanent
50000 - 70000 USD / Yearly
We are looking for a meticulous and detail-oriented Loan Administrator to oversee and manage the daily operations of loan processing and administration. This role is based in Scottsdale, Arizona, and includes responsibilities such as monitoring loan collections, processing transactions, and ensuring compliance with regulatory requirements. This is a great opportunity for someone early in their career, looking to expand their knowledge and join an organization that wants to promote your growth. Responsibilities:• Supervise and manage daily loan operations, including loan collections, disbursement requests, and payment processing.• Monitor and ensure timely follow-up on past-due accounts while maintaining compliance with regulatory standards.• Perform quality control checks on loan-related transactions, such as general ledger entries and account adjustments.• Oversee the preparation and completion of loan disbursements and payoff processes.• Utilize advanced Excel skills to create and manage spreadsheets, including the use of formulas.• Ensure compliance with lending regulations, including Privacy, Regulation B, Regulation Z, and flood regulations.• Collaborate with internal teams to identify and resolve discrepancies in loan accounts or transactions.• Maintain detailed records and documentation for all loan-related activities.• Provide exceptional customer service by responding promptly and professionally to inquiries.
2026-04-07T00:00:00Z

Loan Processor

Mendota Heights, MN
onsite
Temporary
25 - 30 USD / Hourly
We are looking for a detail-oriented Loan Processor to support fiscal year-end activities on a contract basis. This short-term role requires strong organizational and data processing skills to ensure the accurate management of loan files and documents. Based in Mendota Heights, Minnesota, the position will require in-office attendance at corporate headquarters. Responsibilities: • Review and verify installment loan files and documents to ensure accuracy and compliance with company policies and regulatory requirements. • Coordinate the setup and booking of new loans and manage updates to existing loans. • Scan, index, and manage loan-related documents received from internal teams, third-party vendors, and external partners. • Monitor loan production to ensure adherence to compliance standards, identifying areas for improvement and providing training as needed. • Maintain document status information using system-generated and manual reports, ensuring timely follow-up on outstanding items. • Prepare reports to highlight pending issues, department goals, and training needs for leadership review. • Analyze loan booking trends and provide insights to support strategic decision-making by the leadership team. • Assist in maintaining procedural and policy manuals to ensure alignment with company standards. • Support ad hoc projects such as marketing analysis or audit-related tasks as they arise. • Utilize tools such as Microsoft Excel and other systems to generate reports and track progress effectively.
2026-03-30T00:00:00Z

Commercial Loans Specialist

Los Angeles, CA
onsite
Temporary
43 - 43 USD / Hourly
We are looking for a skilled Commercial Loans Specialist to join our team on a long-term contract basis. In this role, you will be responsible for managing and monitoring commercial loan portfolios while ensuring compliance with financial regulations. This position is based in Los Angeles, California, and offers an opportunity to contribute to the success of a prominent financial services organization. Responsibilities: • Organize and prepare loan files for sorting, scanning, and uploading to the imaging center. • Maintain loan files, both physical and digital, ensuring they are always ready for audits. • Create and update borrower and guarantor profiles, including reporting and financial covenants, in the loan monitoring system. • Assist in maintaining and updating customer profiles and covenants based on credit approvals and loan agreements. • Support Relationship Managers and Portfolio Managers by addressing loan monitoring process inquiries and resolving system-related issues. • Generate periodic portfolio management and monitoring reports using the loan tracking system. • Monitor insurance requirements for loans, ensuring new policies are obtained and existing policies are renewed. • Review executed loan and credit documents to verify proper signatures, dates, and initials. • Facilitate loan closings and coordinate with compliance and operations teams for loan approvals, bookings, and fundings. • Collaborate with auditors and ensure ongoing compliance with regulatory requirements.
2026-03-30T00:00:00Z

Leasing Specialist

Sacramento, CA
onsite
Temporary
20 - 25 USD / Hourly
About the RoleWe are seeking motivated and customer-focused Leasing Specialists to join team for contract and contract-to-hire opportunities. As a Leasing Specialist, you will be responsible for marketing and leasing residential properties, ensuring high occupancy rates, and delivering outstanding customer service to prospective and current residents. This role requires strong communication skills, a passion for sales, and the ability to create positive relationships with clients.Key Responsibilities<ul><li>Conduct tours of properties for prospective residents, highlighting features and amenities.</li><li>Respond to inquiries via phone, email, and in-person, providing detailed information about available units.</li><li>Negotiate lease terms and prepare lease agreements in compliance with local regulations.</li><li>Maintain accurate records of leasing activities, applications, and resident communications.</li><li>Collaborate with property management team to ensure units are move-in ready.</li><li>Market properties through online platforms, social media, and community outreach.</li><li>Stay updated on market trends and competitor offerings to maintain a competitive edge.</li><li>Address resident concerns and provide exceptional customer service to enhance resident satisfaction.</li></ul>
2026-03-18T00:00:00Z

Consumer Lending Specialist

Albany, NY
onsite
Temporary
23 - 26 USD / Hourly
Consumer Lending Specialists – Albany, NY (Onsite)Mary Christman and Gabrielle Maisonet are partnering with a highly reputable, well‑established financial institution in the Capital Region looking to add Consumer Lending Specialists to their member‑focused lending team.This contract‑to‑hire role is perfect for someone who loves helping people, thrives in a fast‑paced environment, has a keen eye for detail, and wants to work for an organization that genuinely gives back to the community it serves. In this role, you’ll guide members through the full lending process—from application, to partnering with underwriting for loan approvals, to supporting the closing. If you bring warmth, professionalism, and strong customer service instincts, you’ll thrive here! What You’ll Be Doing• Assisting members via phone, email, text, and in person through the lending process• Processing loan applications and gathering required documentation• Completing initial underwriting steps (training provided)• Maintaining accurate and organized loan files• Preparing files for underwriting review and coordinating closings• Explaining loan terms and next steps in a friendly, supportive way• Contributing to a team focused on service, accuracy, and community impact You’ll Thrive If You…• Bring strong customer service or call center experience• Communicate clearly, warmly, and professionally• Enjoy helping members make confident financial decisions• Are detail‑oriented, organized, and comfortable multitasking• Have essential Excel/Word skills and an analytical mindset — attention to details is key• Are eager to learn — lending experience is prefered, but not required! Why You’ll Love It• Steady Monday–Friday schedule• Warm, community‑focused culture• Supportive onboarding and hands‑on learning• Clear long‑term growth potential in lending and underwriting If you're dependable, people‑centered, and excited for a role where you can make a meaningful impact each day, we’d love to connect with you.📞 Reach out today — 518‑462‑1430.Thank you, and talk soon!
2026-03-27T00:00:00Z

Loan Processor - Support

San Jose, CA
onsite
Contract / Temporary to Hire
27.7115 - 32.087 USD / Hourly
We are looking for a detail-oriented Loan Processor to join our team in San Jose, California. In this Contract to permanent position, you will play a key role in supporting the loan process by ensuring accuracy and compliance at every stage. This is an excellent opportunity to contribute to a growing team while developing your expertise in loan administration and mortgage processing. Responsibilities: • Review loan applications to ensure all required documentation is complete and accurate. • Coordinate with clients, lenders, and other stakeholders to gather missing information or resolve discrepancies. • Verify borrower information, including income, employment, and credit history, to support loan approvals. • Prepare and submit loan files for underwriting and ensure compliance with regulatory standards. • Track the progress of loans from application to closing, ensuring timely communication with all parties involved. • Assist in preparing closing documents and confirm that all conditions have been met prior to finalizing loans. • Maintain detailed records of loan files and update systems with accurate information. • Respond promptly to inquiries from clients and team members regarding loan statuses. • Identify opportunities for process improvements to enhance efficiency and accuracy. • Stay informed about industry regulations and guidelines to ensure compliance.
2026-04-08T00:00:00Z

Loan Processor - Support

Sunnyvale, CA
onsite
Contract / Temporary to Hire
28.5 - 33 USD / Hourly
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. Responsibilities: • Review real estate loan applications to confirm accuracy and completeness. • Collect, verify, and organize documentation such as income statements, credit reports, title information, and appraisals. • Enter loan details into the credit union’s system, ensuring precision and compliance. • Communicate effectively with loan officers, underwriters, and applicants to facilitate timely processing. • Address any questions or concerns from members regarding the loan application process. • Ensure all loan files adhere to credit union policies, federal and state regulations, and industry standards. • Conduct regular quality checks to identify and resolve errors or omissions in loan documentation. • Collaborate with the lending team to streamline workflows and enhance loan processing efficiency. • Track the status of loans and provide regular updates to management. • Generate detailed reports on loan metrics, including timelines, application statuses, and volume.
2026-04-10T00:00:00Z

Mortgage Lender

Grand Blanc, MI
onsite
Permanent
100000 - 110000 USD / Yearly
Ready to lead where accuracy, compliance, and impact truly matter? Robert Half is partnering with a growing financial institution in Genesee County to identify a Direct Hire Servicing Manager to lead its Consumer and Mortgage Loan Servicing function. This is a high‑impact, back‑end operations role responsible for overseeing loans from post‑funding through payoff. In this role, you’ll lead a specialized servicing team with primary ownership of Lien Perfection and Mortgage Servicing Compliance, ensuring loans remain accurate, compliant, and legally protected throughout their lifecycle. You’ll manage escalations and portfolio risk, guide the team through regulatory changes, and drive operational efficiency while supporting a strong member experience. This role has a hybrid schedule and is a great opportunity to be part of something exciting! Key ResponsibilitiesOversee all post‑closing loan servicing activities for consumer and residential real estate portfolios, from funding through payoff.Ensure accurate payment processing, loan maintenance, and servicing updates throughout the loan lifecycle.Manage escrow administration, including analysis, adjustments, and timely payment of taxes and insurance.Ensure liens and titles are properly filed, tracked, corrected, and released for auto, RV, boat, HELOC, and mortgage loans.Identify and resolve lien and title exceptions to protect the organization’s legal interest in collateral.Implement controls and preventative measures to reduce recurring lien and title issues.Lead compliance with RESPA requirements related to escrow, servicing notices, member complaints, and foreclosure activities.Oversee HMDA data integrity, reporting accuracy, and regulatory readiness.Lead the team through audits, exams, regulatory changes, and new compliance requirements, ensuring clear rollout and adoption across the team.Oversee resolution of complex servicing issues, including escrow errors, member complaints, and foreclosure‑related escalations.Establish feedback loops and root‑cause analysis to eliminate repeat issues and improve servicing quality over time.Monitor and improve portfolio health using KPIs such as delinquency rates, roll rates, servicing accuracy, and timeliness.Partner with leadership to identify trends, risks, and opportunities for process improvement and risk mitigation.Lead, coach, and develop a specialized servicing team with a focus on accountability, accuracy, and compliance.Manage staffing levels, workflow prioritization, and cross‑training to meet operational demands.Foster a collaborative, compliant, and member‑focused team culture while leading through change.
2026-04-08T00:00:00Z

Credit Specialist

Ripon, WI
onsite
Temporary
23 - 26 USD / Hourly
Looking for a role where you can own your work, make an impact, and not just push paper all day? This could be a great fit.We’re partnering with a well-established manufacturing company in Ripon that’s looking to bring on a Credit Specialist to support their team during a busy growth period. This is a long-term contract with strong visibility across the organization—and after initial onsite training, there’s flexibility for a hybrid schedule. What You’ll Be Doing<ul><li>Reviewing credit applications and evaluating customer accounts</li><li>Managing collections and working through past-due balances</li><li>Partnering with customers, sales, and accounting to resolve issues</li><li>Setting credit limits and payment terms</li><li>Using SAP to track accounts and run reports</li></ul>
2026-04-07T00:00:00Z

Credit Specialist

Covington, LA
onsite
Permanent
58000 - 75000 USD / Yearly
We are looking for an experienced Credit Specialist to oversee credit management and risk review operations in Covington, Louisiana. This role requires a strategic thinker who can balance risk management with supporting sales objectives while maintaining compliance with company policies. The ideal candidate will have a strong background in credit analysis and commercial collections, along with excellent leadership skills. Responsibilities:• Oversee credit functions, including the review of credit applications, financial documentation, and compilation of credit files for approvals and rejections.• Monitor and manage accounts receivable to identify and address over-limit and past-due balances, collaborating with managers to find solutions.• Conduct periodic reviews of accounts to ensure compliance with established credit limits.• Collaborate with management on credit projects involving high-value accounts and board-approved customers.• Maintain and update the master credit file spreadsheet, ensuring accurate entry of credit limits across multiple software systems.• Track and manage the business line application pipeline, logging reviews, new customer accounts, and credit line adjustments.• Review accounts exceeding approved credit limits and assess risks associated with extending additional credit.• Develop and negotiate payment plans for customers as necessary.• Monitor high-risk accounts and respond to alerts regarding potential risks, including bankruptcy notifications.• Prepare and distribute detailed reports to management, sales teams, and third-party credit groups as required. If you have a 4 year business related degree adn 5+ years of accounting, credit, A/R and analysis experience, this could be a career long opportunity with stellar benefits! Please apply and call Carrie Lewis to discuss. Thank you for your interest in Robert Half!
2026-03-20T00:00:00Z

Credit Specialist

Apple Valley, MN
onsite
Temporary
22.8 - 26.4 USD / Hourly
We are looking for a detail-oriented Credit Specialist to join our team in Apple Valley, Minnesota. In this long-term contract role, you will play a pivotal part in managing and resolving negative account balances while ensuring compliance with established credit policies. This position offers the opportunity to work in the financial services industry, leveraging your expertise to address backlog issues and maintain operational efficiency. Responsibilities: • Review and analyze accounts to identify negative balances caused by Courtesy Pay transactions. • Calculate fees and losses associated with negative accounts and process charge-offs accordingly. • Manage general ledger entries and ensure proper documentation and transfer of financial data. • Close accounts with negative balances and notify customers through formal communication channels. • Verify open credit cards and assess limits to determine necessary account closures. • Maintain accurate records in spreadsheets and generate letters to inform customers of account status. • Support the team in catching up on backlog caused by increased negative accounts. • Ensure consistent adherence to company policies and procedures regarding credit management. • Collaborate with team members to streamline processes and improve efficiency in handling accounts. • Perform additional duties as assigned to support the credit management function.
2026-04-07T00:00:00Z

Loan Operations Analyst

Chicago, IL
onsite
Permanent
90000 - 100000 USD / Yearly
The salary range for this position is $90,000-$100,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected] You don't have to be a 'people person' to want to work for a company that prioritize cultivating a healthy work environment for their employees while emphasizing the importance of a work-life balance. Responsibilities: • Maintain the Reconciliation and Control functions within the Operations group• Work with offshore reconciliations team and internal/external stakeholders on a daily basis to clear breaks and ensure all cash, position and trading accounts are reconciled• Responsible for processing certain trade-related activity (fees, transfers, assignments, etc.) and fund financing (leverage facilities, subscription lines, etc.) entries in Advent Geneva general ledger• Enter trades into Wall Street Office (“WSO”) and trade capture systems• Set up Agency deals in WSO Agent and assist with other loan operation interfaces with IHS Market services• Update and maintain reference data within the security master application for all securities/contracts applicable to the middle market direct lending strategy − Review transaction documentation to ensure completeness and accuracy within the loan systems.• Ensure all loans are rolled and correct rates are set for the next accrual period• Serve as bridge between Loan Operations (upstream) and Finance/Accounting (downstream) teams• Coordinate and work with outside service providers (servicers, agents, auditors, custodians, third party administrators, etc.) as needed• Work with IT and other internal teams to ensure operational efficiency and accuracy across middle and back office systems• Identify automation opportunities and process improvement/control initiatives, including ad hoc project support and data mapping documentation
2026-03-24T00:00:00Z

Mortgage Loan Officer

Golden, CO
onsite
Permanent
50000 - 55000 USD / Yearly
We are looking for a skilled Mortgage Loan Officer to join our team in west Denver. In this role, you will play a critical part in assisting clients with their mortgage needs, providing guidance and expertise throughout the loan process. If you have a strong background in mortgage lending and a passion for delivering exceptional service, we encourage you to apply. Responsibilities:• Guide clients through the mortgage loan process, ensuring clear communication and timely responses.• Review and verify financial documents to assess loan eligibility and compliance with industry standards.• Collaborate with underwriters and other team members to finalize loan approvals.• Stay updated on FHA guidelines and other mortgage regulations to ensure accuracy and compliance.• Maintain detailed records and documentation for each loan file, adhering to company policies.• Provide expert advice on mortgage products, rates, and insurance options to clients.• Handle inquiries related to mortgage payments and processing with professionalism.• Monitor loan pipelines to ensure timely closings and address any obstacles proactively.• Build and maintain relationships with clients and industry partners to foster trust and repeat business.• Utilize industry tools and software to streamline operations and improve efficiency.
2026-03-25T00:00:00Z

Loan Closet Office Clerk

Santa Barbara, CA
onsite
Temporary
20 - 22 USD / Hourly
We are looking for a dedicated Office Clerk to join our team in Santa Barbara, California. This contract position offers an opportunity to assist a non-profit organization with essential administrative and organizational tasks. The ideal candidate will excel in maintaining records, supporting office operations, and contributing to the smooth functioning of daily activities. Responsibilities:• Perform document scanning to ensure accurate digital records.• Organize and maintain files for easy access and retrieval.• Input and update data in organizational systems with precision.• Provide back-office support to ensure seamless administrative operations.• Assist in managing the loan inventory and related documentation.• Communicate effectively with team members to streamline office workflows.• Ensure compliance with organizational policies during all administrative tasks.• Conduct routine checks to ensure files and records are up-to-date.
2026-04-08T00:00:00Z

Mortgage Loan Funder

Maryland Heights, MO
onsite
Permanent
60000 - 70000 USD / Yearly
Excellent opportunity offering flexible onsite, hybrid, or remote work options to suit your needs! 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. Responsibilities:<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>
2026-03-30T00:00:00Z

Billing Specialist

San Marcos, CA
onsite
Temporary
26 - 32 USD / Hourly
A fast-growing company is hiring a Billing Specialist to take ownership of billing operations, invoicing processes, and revenue tracking. This role is ideal for candidates with experience in full-cycle billing, financial reporting, and client account management who are looking to step into a more analytical and process-driven position. The Billing Specialist will serve as a key liaison between operations, accounting, and clients to ensure billing accuracy, resolve discrepancies, and maintain strong financial controls. This position requires a high level of attention to detail, problem-solving ability, and the ability to manage complex billing scenarios. Key Responsibilities<ul><li>Manage end-to-end billing processes, including invoice generation and distribution</li><li>Review and analyze billing data, contracts, and pricing structures</li><li>Reconcile billing discrepancies, adjustments, and account balances</li><li>Partner with internal teams to ensure accurate revenue recognition</li><li>Maintain detailed billing records, reports, and audit documentation</li><li>Assist with financial reporting, forecasting, and revenue tracking</li><li>Monitor and improve billing workflows, systems, and efficiencies</li><li>Communicate with clients regarding billing inquiries and account status</li></ul>
2026-03-27T00:00:00Z

Billing Specialist

Los Angeles, CA
onsite
Permanent
85000 - 95000 USD / Yearly
We are seeking an experienced Billing Coordinator to play an integral role in supporting the Firm’s Finance operations. The Billing Coordinator’s key responsibility is to generate, edit and prepare monthly pre-bills and subsequent invoices and appeals for submission to clients accurately and efficiently. This position works closely with the members of the Finance team, as well as Attorneys and Legal Secretaries as needed. The Billing Coordinator must also demonstrate expertise in all facets of the electronic billing function, which may include split and other complex billing arrangements. The position reports to the Firm's Financial Operations Director and will be 100% on-site in West LA Key Responsibilities: • Work with clients, attorneys and staff to generate, distribute, edit, finalize and submit legal bills via various methods • Perform client billing and collection activities for assigned clients in a timely manner • Monitor aging of unbilled fees for assigned partners and/or clients • Resolve billing-related issues with internal and external parties • Coordinate with the other Finance team members to address questions related to the Firm's billing process • Prepare and maintain billing reports, reconciliations, schedules and analyses • Apply retainer funds and process write-offs in accordance with Firm policy • Create new billing formats and handle special projects as requested, including complex billing and client-driven requests Experience & Qualifications: • Bachelor’s degree, preferably in finance, accounting or business administration, or equivalent experience, is preferred • A minimum of 2 years of billing experience in a law firm required • At least one year of billing experience with Aderant Classic is required; experience with Aderant Expert preferred • Ability to read and interpret engagement letters and complicated government contracts to determine and apply client and matter-level rate structures • Must be detail-oriented and have excellent organizational, analytical and problem-solving skill; show great attention to detail while handling a high volume of bills • Must possess outstanding interpersonal skills in order to work effectively within a team environment, as well as independently • Previous experience working directly with attorneys or other licensed professionals in a professional services environment • Strong project management skills with the ability to deliver under tight deadlines. Strong proficiency using Microsoft Office Suite (Word, Excel, Outlook) Must be able to adapt to changing technology The successful candidate must be proactive, customer service oriented, energetic and reliable. As with all Firm positions, impeccable integrity, excellent judgment and sensitivity to others are essential. Enthusiasm, diverse interests and a good sense of humor are also useful and appreciated.
2026-03-24T00:00:00Z

Billing Specialist

Washington, DC
onsite
Permanent
115000 - 120000 USD / Yearly
Senior Billing Coordinator ~Law Firm Washington, D.C. hybrid $115k, great benefits, excellent work-life balance! My client is a well-established Law Firm located in downtown Washington, D.C. with a need for a Senior Billing Coordinator who will report directly to the Director of Billing and will be tasked with preparing client invoices, reconciling accounts, processing invoices using 3E system and assisting with collections and accounts receivables. Billing Coordinators with 3E experience are highly encouraged to apply. The Billing Coordinator will be responsible for the following duties: • Prepare and distribute weekly, quarterly, and year-end reports for clients in 3E • Apply firm and client-specific billing guidelines, ensure matter engagement letter compliance • Effectively interact and communicate with attorneys, secretaries, and clients in a decentralized billing environment. • Manage client invoicing and regular collections activities including the generation of accounts receivable reports monthly and reconciliations • Assist with reviewing and verifying the accuracy of billing and supporting documentation as required • Research and respond to inquiries regarding billing issues and problems • Create new billing formats as needed• Preparing Electronic billing, assisting with maintaining the ebilling All interested candidates in this Billing Coordinator and other full-time permanent opportunities across the D.C. area please send your resume to Justin Decker via LinkedIn.
2026-04-09T00:00:00Z

Billing Specialist

Chicago, IL
onsite
Permanent
100000 - 105000 USD / Yearly
The salary range for this position is $100,000-$105,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. Job DescriptionEssential Duties and Responsibilities:<ul><li>Tracks and reports on timekeeper hours</li><li>Prepares prebills and reviews edits by billing partner(s)</li><li>Verifies the accuracy of billing entries and supporting documentation.</li><li>Prepares invoices for submission to clients via various Ebilling platforms or by email, dependent on client requirements</li><li>Monitors accounts receivable and collection efforts</li><li>Submits budgets per client requirements</li><li>Works closely with billing partners on bill appeals</li></ul> Skills/Qualifications:<ul><li>Detail-oriented, with excellent organizational skills</li><li>Working knowledge of various Ebilling platforms, including: ASCENT, LSS, TyMetrix, Legal-X, Legal Tracker, etc.</li><li>Working knowledge of PCLaw or similar billing application</li><li>Ability to work well under pressure, i.e., managing conflicting and fluctuating deadlines, and effectively prioritizing multiple tasks of equal urgency and importance with minimal supervision</li><li>Experience in effective problem-solving, actively using sound judgment in decision-making processes</li><li>Ability to handle confidential matters discreetly, in a mature and responsible manner conducive to the position</li><li>Effective communication skills, including the ability to be courteous in handling situations patiently and tactfully, with all audiences including partners, associates, staff and external clients and vendors</li><li>Experience with troubleshooting minor technology issues, including hardware and software</li><li>Ability to occasionally work more than 40 hours per week to perform the essential duties of the position; may require irregular hours</li></ul>
2026-04-07T00:00:00Z

Billing Specialist

Dallas, TX
onsite
Permanent
70000 - 75000 USD / Yearly
Billing Specialist Overview: The Billing Specialist plays a critical role in ensuring the seamless execution of billing processes, compliance with firm policies, and client satisfaction. This individual will manage complex billing workflows, resolve disputes, and provide detailed reporting in a fast-paced, detail oriented services environment. Key Responsibilities: Create, review, and edit bill proformas based on requests from attorneys, paralegals, and secretaries. Process high-volume, complex legal bills efficiently, including applying discounts, split-party billing, and preparing e-bills. Analyze and monitor e-billing platforms to handle appeals for deductions and specialty legal billing issues. Submit invoices via mail, email, and e-billing platforms (e.g., CounselLink, LegalTracker, TyMetrix 360, etc.). Maintain billing and matter management data in ERP systems and e-billing platforms by setting up clients, matters, timekeepers, and rates, and coordinating with clients for system setup support. Ensure compliance with firm billing policies, outside counsel guidelines, and client-specific requirements, recommending policy updates as needed. Accurately manage client and matter setup, billing arrangements, accruals, budgets, and status reports to meet deadlines. Review and approve new client/matter intake forms to verify billing arrangements, rates, and discounts. Assess and provide feedback on billing requirements in new client engagement letters. Maintain desktop procedures and documentation for special handling requirements. Generate billing schedules and analyses, and ensure compliance with client-specific reporting needs (e.g., accruals, budgets, timekeeper data). Test and verify billing software application updates and enhancements. Assist with ad hoc accounting projects as assigned. Communicate courteously and professionally with clients, attorneys, and staff across all levels of the firm. Skills and Qualifications: Experience: 1–3 years of relevant experience required; billing experience in a detail oriented services or law firm environment is preferred. Proficiency: Strong knowledge of Microsoft Office, especially Excel, Word, and Outlook, with the ability to learn new software/applications quickly. Familiarity with billing platforms (e.g., Aderant) and e-billing systems is a plus. Education: An associate degree in accounting or a related field is required; a bachelor’s degree is preferred. Equivalent work experience may be considered. Technical Skills: Solid understanding of accounting processes and aptitude for working with ERP and billing systems. Soft Skills: Excellent attention to detail, organizational ability, and time management. Strong communication (written and verbal) skills with a client-focused approach. Attributes: Must possess analytical skills, the ability to multi-task effectively, and a collaborative mindset to work both independently and as part of a diverse team. Additional Requirements: Familiarity with outside counsel billing guidelines and client engagement letters. Capacity to interact with a variety of personalities and stakeholders at different levels of the organization.
2026-03-27T00:00:00Z