<p>Our client is a nonprofit organization that provides guidance and creates opportunities for people who want to purchase and maintain their homes, improve their lives and strengthen their communities. They offer homebuyer education, counseling, and lending services. We also work throughout the year to empower residents to become community leaders.</p><p><br></p><p>The Mortgage Coordinator will be tasked with opening their new office in the Brookline Pittsburgh area - building the business by selling mortgages to first time home buyers. This is a full time role, but will not always be Monday - Friday 8am-5pm. The Mortgage Coordinator schedule will include in office work, attending networking events, client meetings and any other activities geared towards building the business. This is a salary + commision opportunity. </p><p><br></p><p>The ideal candidate will be a confident self starter who is disciplined and has strong communications skills. This is a great opportunity for someone who has aspirations to own their own business or grow a team. </p><p><br></p><p>Client will provide all equipment needed and training. Training will include the mortgage origination process and preparation to obtain a mortgage license .</p>
<p>We are looking for a dedicated Mortgage Processor to join our team in Schaumburg, Illinois. In this long-term contract to permanent position, you will play a key role in managing loan files, ensuring compliance, and delivering excellent service to both borrowers and stakeholders. This opportunity is ideal for individuals with strong attention to detail and a passion for working in the fast-paced mortgage industry.</p><p><br></p><p>Responsibilities:</p><p>• Manage a high-volume pipeline of loan applications while maintaining accuracy and efficiency.</p><p>• Analyze borrower financial information, including income, assets, and debt ratios, to determine eligibility across various loan programs.</p><p>• Review credit reports, titles, purchase contracts, and appraisals to identify discrepancies and ensure compliance with regulations.</p><p>• Conduct verbal verifications of employment (VOEs) and communicate with borrowers about documentation deadlines.</p><p>• Validate new loan submissions within 48 hours, ensuring all necessary information is logged and files are complete for underwriting.</p><p>• Monitor contingency and closing timelines, notifying loan officers when adjustments are required.</p><p>• Collect and organize loan documentation using established checklists to prepare files for underwriting decisions.</p><p>• Apply knowledge of Freddie Mac guidelines, AllRegs, and mortgage red-flag standards to ensure loan quality.</p><p>• Provide backup processing support to team members during high-volume periods or absences.</p><p>• Maintain consistent communication with all parties involved to ensure smooth processing and timely updates.</p>
<p>We are looking for a Mortgage Loan Assistant to support the mortgage process by managing the administrative tasks associated with escrow accounts. You will be working Monday to Friday full time.</p><p>Key responsibilities include</p><p>• Supporting mortgage loan officers by preparing and processing loan documents.</p><p>• Communicating with clients to collect required financial information and documentation.</p><p>• Verifying applicant details, employment, and financial status for loan qualification.</p><p>• Coordinating with internal departments, title companies, and external vendors to ensure timely completion of loan files.</p><p>• Reviewing loan applications for accuracy and completeness before submission.</p><p>• Assisting in scheduling client meetings and following up on outstanding documentation.</p><p>• Updating loan records and databases with current status and documentation.</p><p>• Responding to client inquiries regarding loan status, requirements, and procedures.</p><p>• Performing administrative duties such as filing, faxing, and correspondence related to mortgage processing.</p><p>• Ensuring compliance with local, state, and federal regulations throughout the loan process</p><p><br></p>
<p>We are looking for a Mortgage Escrow Assistant to support the mortgage process by managing the administrative tasks associated with escrow accounts. You will be working Monday to Friday full time.</p><p>Key responsibilities include </p><p><br></p><p>• Collecting and reviewing documents such as loan agreements, title records, and insurance policies; coordinating with buyers, sellers, lenders, and title companies to ensure all escrow requirements are met; </p><p>• Handling funds deposits and disbursements in accordance with escrow instructions.</p><p>• Tracking deadlines and ensuring compliance with contract terms; and maintaining accurate records throughout the transaction.</p><p>• Strong attention to detail, organizational skills, and effective communication are crucial for success in this role. </p><p>• You will help streamline the closing process and ensure all parties are informed and documentation is complete.</p>
<p>Schedule: 9:35 AM – 6:05 PM EST (may adjust based on customer needs)</p><p><br></p><p>Role Overview: Mortgage Servicing Customer Service Representative</p><p>In this role, you will:</p><p>- Deliver excellent customer service by handling a variety of calls and emails from the mortgage servicing industry and the public regarding FHA guidelines and procedures.</p><p>- Use your mortgage servicing knowledge to research and locate answers within a knowledge database.</p><p>- Follow established standard operating procedures across systems, topics, and communication channels.</p><p>- Accurately document all customer interactions in the designated database.</p><p>- Stay current on FHA mortgage processes, updates, and procedural changes.</p>
<p>Schedule: 9:35 AM – 6:05 PM EST (may adjust based on customer needs)</p><p><br></p><p>Role Overview: Mortgage Servicing Customer Service Representative</p><p>In this role, you will:</p><p>- Deliver excellent customer service by handling a variety of calls and emails from the mortgage servicing industry and the public regarding FHA guidelines and procedures.</p><p>- Use your mortgage servicing knowledge to research and locate answers within a knowledge database.</p><p>- Follow established standard operating procedures across systems, topics, and communication channels.</p><p>- Accurately document all customer interactions in the designated database.</p><p>- Stay current on FHA mortgage processes, updates, and procedural changes.</p>
<p>Our client, a growing and well-established mortgage lender, is expanding their team and seeking experienced Mortgage Underwriters and Loan Processors to support continued loan volume and operational growth. These roles play a critical part in ensuring timely, accurate, and compliant loan decisions and closings.</p><p><br></p><p><strong>Mortgage Underwriter – Responsibilities</strong></p><ul><li>Review and analyze residential mortgage loan files for creditworthiness, risk, and compliance</li><li>Underwrite loans in accordance with agency, investor, and internal guidelines (FNMA, FHLMC, FHA, VA, USDA as applicable)</li><li>Evaluate income, assets, credit, collateral, and title documentation</li><li>Issue clear, accurate underwriting decisions and conditions</li><li>Communicate effectively with loan processors, loan officers, and management</li><li>Ensure adherence to regulatory and compliance requirements</li></ul><p><strong>Loan Processor – Responsibilities</strong></p><ul><li>Process residential mortgage loans from application through closing</li><li>Collect, review, and verify borrower documentation</li><li>Order and track third-party services (appraisals, title, insurance, VOEs, etc.)</li><li>Clear underwriting conditions and prepare files for closing</li><li>Maintain consistent communication with borrowers, loan officers, and underwriters</li><li>Ensure files are complete, accurate, and compliant</li></ul><p><br></p>
We are looking for an experienced Loan Processor to join our team in Woodland Hills, California. In this role, you will play a key part in managing loan applications, ensuring compliance, and supporting various stages of the mortgage lending process. This is a long-term contract position ideal for professionals with a strong background in loan administration and mortgage processing.<br><br>Responsibilities:<br>• Review and process loan applications with accuracy and attention to detail.<br>• Ensure compliance with lending regulations and company policies throughout the loan process.<br>• Collaborate with borrowers, underwriters, and other stakeholders to gather necessary documentation.<br>• Support the mortgage closing process by verifying all required forms and documents are complete.<br>• Monitor loan progress and address any issues or delays that may arise.<br>• Maintain detailed records of loan transactions and communications.<br>• Assist in resolving discrepancies or challenges related to loan origination.<br>• Provide exceptional customer service to borrowers and business partners.<br>• Stay updated on industry standards and changes in mortgage lending practices.<br>• Contribute to process improvement initiatives to enhance efficiency.
We are looking for a dedicated Loan Advisor to join our team in Denver, Colorado. In this role, you will leverage your expertise in the mortgage industry to assist clients with loan origination, documentation, and financing solutions. This is an excellent opportunity to contribute to a growing organization while enhancing your skills in a dynamic environment.<br><br>Responsibilities:<br>• Guide clients through the loan origination process, ensuring their financial needs are met effectively.<br>• Review and process mortgage documents with precision and attention to detail.<br>• Collaborate with team members to manage conventional and FHA loan applications.<br>• Conduct data entry tasks to maintain accurate records and streamline operations.<br>• Assess and analyze client eligibility for various financing options.<br>• Stay updated on mortgage industry trends and regulations to provide accurate advice.<br>• Assist with the preparation and submission of loan documents to ensure compliance.<br>• Communicate with clients to address inquiries and resolve concerns promptly.<br>• Support the team in achieving organizational goals related to mortgage lending.<br>• Ensure all documentation complies with established guidelines and standards.
We are looking for an experienced Loan Closer to join our team on a contract basis in Woodland Hills, California. This role requires a detail-oriented individual with expertise in mortgage processing and loan origination. You will play a key role in ensuring the accurate and timely closing of loans, while upholding compliance standards and delivering excellent service.<br><br>Responsibilities:<br>• Review loan documents for accuracy and completeness prior to closing.<br>• Coordinate with borrowers, lenders, and other stakeholders to facilitate loan closings.<br>• Ensure compliance with regulatory guidelines and company policies during the closing process.<br>• Utilize Encompass and other loan origination systems to manage and process loan files.<br>• Resolve any issues or discrepancies that arise during the closing process.<br>• Prepare and distribute closing disclosures and other required documentation.<br>• Communicate effectively with all parties to ensure a smooth and efficient closing experience.<br>• Maintain detailed records of loan closings and related activities.<br>• Collaborate with team members to improve closing procedures and workflows.
We are looking for an experienced Loan Closer to join our team in Westlake Village, California. In this Contract to permanent role, you will play a pivotal part in ensuring loan files are reviewed and processed accurately while adhering to compliance standards. This position involves close collaboration with third-party agencies to finalize loan closings efficiently and effectively.<br><br>Responsibilities:<br>• Review approved loan files to confirm all underwriting conditions have been met.<br>• Verify loan terms, rates, fees, and funding requirements for accuracy.<br>• Prepare and reconcile the Closing Disclosure (CD) or settlement statements.<br>• Ensure compliance with required timing regulations and internal standards.<br>• Assemble closing packages, including notes, deeds of trust or mortgages, riders, and affidavits.<br>• Validate title commitments, insurance policies, and lien positions for accuracy.<br>• Examine closing conditions thoroughly before authorizing funding.<br>• Coordinate with escrow, title companies, attorneys, and settlement agents to facilitate smooth closings.<br>• Schedule and confirm signing appointments with all relevant parties.<br>• Provide final figures and funding instructions to settlement agents to ensure seamless transactions.
We are looking for a skilled Customer Service Representative to join our team in Fairfax, Virginia. This Contract to permanent position involves providing exceptional support to clients in a fast-paced call center environment, focusing on escrow and mortgage-related processes. The ideal candidate will bring strong communication skills, attention to detail, and the ability to multitask effectively in a detail oriented setting.<br><br>Responsibilities:<br>• Conduct research and analysis on insurance claims and related documents.<br>• Assist with escrow processing and ensure timely handling of transactions.<br>• Provide excellent customer service by addressing inquiries and resolving issues promptly.<br>• Utilize CRM systems and Microsoft Office Suite to manage data and generate reports.<br>• Collaborate with team members to ensure smooth operations within a fast-paced environment.<br>• Review and verify mortgage documents for accuracy and compliance.<br>• Maintain detailed and organized records of all customer interactions and transactions.<br>• Adapt to changing priorities and multitask efficiently to meet deadlines.<br>• Communicate effectively with clients and colleagues to foster positive relationships.
<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: ‘The holiday season is here!’ 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>
<p>Our client in Windsor Locks, CT is seeking an experienced Loan Processor to join their team on a contract basis. This is a fantastic opportunity to play a key role in supporting the mortgage and lending department of a well-established organization. If you have a strong attention to detail and thrive in a fast-paced, deadline-driven environment, we want to hear from you!</p><p><strong>Key Responsibilities:</strong></p><ul><li>Process and review loan applications, ensuring timely and accurate completion of documentation</li><li>Verify applicants’ financial data (income, assets, employment, credit reports)</li><li>Communicate with borrowers, realtors, and third-party vendors to gather or clarify information</li><li>Maintain compliance with relevant regulations and internal policies</li><li>Coordinate with underwriters and loan officers throughout the loan approval process</li><li>Track and update status of loan files from application through closing</li><li>Address discrepancies and resolve issues to keep loan process on track</li></ul><p><br></p>
We are looking for a detail-oriented Loan Processor - Support to join our team in Westlake Village, California. In this Contract to permanent position, you will play a pivotal role in ensuring the accuracy, completeness, and organization of loan applications and borrower documentation. This role offers the opportunity to contribute to the loan processing cycle while collaborating with a dynamic team.<br><br>Responsibilities:<br>• Review new loan applications thoroughly to ensure all required information is accurate and complete.<br>• Input borrower details into the Loan Origination System with precision and efficiency.<br>• Assess credit reports, income, assets, and liabilities to support loan structuring.<br>• Prepare loan files for underwriting by organizing and structuring all necessary information.<br>• Request and gather essential borrower documentation, including pay stubs, tax returns, bank statements, and identification.<br>• Verify employment details, calculate income, and confirm asset sources to maintain compliance.<br>• Communicate with borrowers and other stakeholders to resolve discrepancies and obtain missing information.<br>• Ensure all documentation meets regulatory and organizational standards.<br>• Collaborate with team members to enhance loan processing workflows and address challenges effectively.
<p>Robert Half is partnering with a well-capitalized <strong>finance & mortgage</strong> organization based in <strong>Solana Beach</strong> to hire a meticulous, deadline-driven <strong>Senior Accountant</strong>. You’ll own key areas of the close, support <strong>loan accounting</strong> and <strong>servicing reconciliations</strong>, and help sharpen internal controls as the company scales. Ideal for someone who enjoys complex reconciliations, multi-entity accounting, and partnering with FP& A and servicing teams.</p><p><strong>What You’ll Do</strong></p><ul><li>Lead monthly <strong>close</strong> for assigned entities: JEs, accruals, allocations, consolidations, and balance sheet reconciliations</li><li>Manage <strong>loan-level accounting</strong> (purchase, sales, servicing, premium/discount amortization)</li><li>Reconcile <strong>warehouse lines</strong>, custodial accounts, and servicing remittances; support cash management</li><li>Prepare <strong>GAAP</strong> financials, flux/variance analysis, and supporting schedules</li><li>Partner with <strong>secondary marketing/treasury</strong> on hedging impacts and gain-on-sale entries</li><li>Maintain and document <strong>internal controls</strong>; assist with external audit and lender reporting</li><li>Support process improvements, close calendar optimization, and policy documentation</li><li>Collaborate with FP& A on <strong>budget-to-actuals</strong> and KPI reporting</li></ul>
We are looking for a skilled Consumer Lender - Support team member to join our team in Detroit, Michigan. In this role, you will oversee the loan intake process, ensuring applications are processed accurately and efficiently from start to finish. This is a long-term contract position offering an opportunity to contribute to the success of our organization while providing excellent service to our members.<br><br>Responsibilities:<br>• Manage the loan application process, ensuring all required documentation is complete, accurate, and submitted in a timely manner.<br>• Conduct interviews with loan applicants to gather relevant background information and evaluate credit reports.<br>• Assess loan applications to determine creditworthiness, repayment ability, and compliance with lending policies.<br>• Follow established lending authority limits and internal policies to approve, deny, or provide counteroffers for loan applications.<br>• Support Loan Processors by verifying income, collecting necessary documents, and ensuring proper lien perfection activities.<br>• Perform quality reviews of loan files to ensure accuracy, timeliness, and adherence to internal procedures.<br>• Promote credit union products and services tailored to meet members' financial needs.<br>• Monitor the loan origination system to manage application queues, ensuring timely decisions.<br>• Prepare and issue Adverse Action notices to applicants within the required timeframes.<br>• Provide mentorship and guidance to less experienced loan officers, processors, and other team members to enhance departmental performance.
We are looking for an Acquisitions Analyst to join our team in Cincinnati, Ohio. In this role, you will play a critical part in evaluating potential investment opportunities and supporting the acquisition process from start to finish. This position offers an exciting opportunity to collaborate with executive leadership and industry experts while contributing to strategic decision-making in the real estate sector.<br><br>Responsibilities:<br>• Conduct comprehensive analysis and underwriting of potential investment opportunities, ensuring financial models are accurate and complete.<br>• Collaborate on the development of detailed business plans to guide investment strategies.<br>• Present investment opportunities to executive leadership, providing insights and recommendations for approval.<br>• Assist in forming and maintaining joint venture agreements with industry partners.<br>• Support financing and refinancing efforts for acquisitions, ensuring optimal funding solutions.<br>• Engage in negotiations and communication with sellers and brokers to secure favorable terms.<br>• Perform market research to analyze leasing trends, sales comparables, and competitive vacancies.<br>• Partner with legal counsel to address all legal aspects of acquisition deals.<br>• Manage the due diligence process to ensure thorough evaluation of opportunities.<br>• Build and nurture strong relationships within the real estate industry to expand the network and identify future opportunities.
<p>We are looking for a detail-oriented Loan Officer Assistant to join our team in Schaumburg, Illinois. This contract-to-permanent position offers an exciting opportunity for professionals experienced in loan processing and administration to contribute to a dynamic and fast-paced environment. The role requires strong organizational skills and the ability to effectively communicate with borrowers and partners while ensuring compliance with mortgage program guidelines.</p><p><br></p><p>Responsibilities:</p><p>• Review and verify loan applications to ensure accuracy and compliance with supporting documentation.</p><p>• Collaborate with Loan originators to gather necessary conditions and maintain complete loan files.</p><p>• Assist clients with the mortgage pre-approval process, providing guidance on required documentation.</p><p>• Monitor and manage outstanding items in tracking systems, promptly securing borrower documents.</p><p>• Perform credit evaluations, calculate qualifying income, and determine housing and expense ratios.</p><p>• Apply mortgage program requirements to validate loan eligibility and prepare files for Loan Officer review.</p><p>• Offer administrative and licensed support, including discussing rates, terms, and originating loans when needed.</p><p>• Conduct audits and ensure compliance with loan agreements and applicable regulations.</p><p>• Utilize Encompass software and agency systems to manage loan processing tasks efficiently</p>
<p>Join a dynamic mortgage-focused organization as a Controller, where you’ll lead key accounting operations, drive process improvements, and ensure financial accuracy across mortgage loan activities.</p><p><strong>What You’ll Do</strong></p><ul><li>Lead and mentor the accounting team; manage workloads, hiring, coaching, and performance.</li><li>Oversee mortgage loan accounting, including income/expense recognition, hedging, and servicing valuation.</li><li>Manage reconciliations and variance analysis for accounts.</li><li>Review branch and corporate expenses; identify cost‑saving and process‑enhancement opportunities.</li><li>Develop and maintain financial reporting processes (GAAP reporting, P& Ls, regulatory reports).</li><li>Ensure compliance with accounting policies; provide ongoing staff training.</li></ul><p><br></p>
<p>POTENTIAL HYBRID FLEX</p><p>Robert Half Finance & Accounting has partnered with a highly successful financials institution as they look to add an experienced Sr. Credit Analyst to their team. As the successful candidate, you'll take the lead on analyzing new and complex commercial loan requests, identifying and managing credit risk, and ensuring all credits align with bank policy and regulatory guidelines. You’ll partner closely with loan officers, structure sound credit solutions, and present findings to leadership. Key responsibilities include deep financial analysis, independent industry research, managing loan presentations, overseeing the commercial appraisal and secondary market QC programs, and supervising junior analysts.</p><p><br></p><p>This role does offer eventual hybrid flex! </p>
We are looking for a dedicated Loan Processor to support our team in managing loan applications from start to finish. This role involves ensuring the accuracy and completeness of loan documentation while maintaining effective communication with clients, underwriters, and external partners. As part of a long-term contract position, you will play a key role in facilitating timely loan approvals and maintaining compliance with lending regulations.<br><br>Responsibilities:<br>• Review loan applications for accuracy and completeness, ensuring compliance with regulatory and organizational standards.<br>• Collect, verify, and organize borrower documentation, including income verification, credit reports, and asset statements.<br>• Communicate professionally with clients and third parties, such as real estate agents and title companies, to gather necessary information.<br>• Prepare loan files for underwriting by compiling and submitting required documents for review.<br>• Monitor loan progress and address any issues or missing information to prevent delays in approval or closing.<br>• Maintain accurate records of loan processing activities in the company’s system.<br>• Assist in preparing closing disclosures and finalizing loan documentation.<br>• Ensure deadlines are met to keep the loan process on schedule.<br>• Adhere to confidentiality protocols and comply with all federal and organizational lending regulations.<br>• Provide exceptional customer service and support throughout the loan processing cycle.
<p>The Loan Administrator supports the full loan process from application through funding and servicing. This role ensures accurate documentation, timely processing, and clear communication with clients, underwriters, and internal teams. Ideal for someone detail‑oriented, organized, and comfortable working in a fast‑paced financial environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Process loan applications and verify required documentation.</li><li>Review loan files for completeness, accuracy, and compliance.</li><li>Enter and maintain client and loan data in internal systems.</li><li>Communicate with applicants regarding missing documents or next steps.</li><li>Coordinate with underwriters, processors, and management during the approval process.</li><li>Prepare and organize loan packets, disclosures, and closing documents.</li><li>Track loan statuses to ensure on‑time approvals and funding.</li><li>Assist with audits, quality checks, and reporting.</li><li>Respond to client inquiries related to loan status, payments, or documentation.</li><li>Maintain confidentiality and adhere to all lending regulations and company policies.</li></ul>
<p>We are looking for a knowledgeable Investment Accounting Advisory Specialist to join our team in Bellevue, Washington. In this role, you will provide expert advice and guidance on complex accounting matters related to diverse investment portfolios, ensuring compliance with regulatory and accounting standards. This position offers the opportunity to collaborate with cross-functional teams and contribute to strategic decision-making within the financial services sector.</p><p><br></p><p>Responsibilities:</p><p>• Conduct in-depth research to offer practical accounting guidance for various asset types, including traditional investments, private equity, derivatives, and alternative assets.</p><p>• Advise senior leadership on the accounting implications of new investments and evolving regulatory guidance.</p><p>• Collaborate on the implementation of new accounting standards, providing transaction advisory support.</p><p>• Act as a key resource for internal teams by translating complex accounting principles into actionable strategies that align with organizational objectives.</p><p>• Evaluate regulatory and accounting changes to ensure investment accounting policies are updated and effectively applied.</p><p>• Analyze and review consolidation processes for new limited partnership investments.</p><p>• Prepare and present detailed technical documentation and memos regarding accounting treatments and transactions.</p><p>• Lead special projects, such as adopting new accounting standards and enhancing reporting practices within investment accounting.</p><p><br></p><p>The salary range for this position is $135,000 to $165,000.</p><p><br></p><p>Benefits:</p><p>M/D/V</p><p>Life and AD& D insurance</p><p>STD/LTD</p><p>401k with match</p><p>3 weeks PTO + 7 flex days</p><p>10 paid holidays</p><p>5 days sick leave</p>
We are looking for a dedicated Customer Experience Specialist to join our team in Coppell, Texas. This contract-to-permanent position offers the opportunity to work in a dynamic and fast-paced environment within the mortgage industry. The role requires excellent communication skills, adaptability, and a strong commitment to providing outstanding customer support.<br><br>Responsibilities:<br>• Handle inquiries related to mortgages, escrow accounts, tax questions, payments, refinancing options, and early-stage collections up to 60 days.<br>• Manage a high volume of inbound and outbound calls using multiple core systems and AI tools to ensure efficient customer interactions.<br>• Provide exceptional customer service while balancing the need to address collections in early stages.<br>• Navigate and utilize a variety of systems and tools to resolve customer concerns effectively and efficiently.<br>• Support customers with payment issues, connectivity challenges, and account-related concerns.<br>• Collaborate with team members and supervisors to ensure consistent service quality and meet performance goals.<br>• Participate in rotational Saturday shifts, ensuring coverage and availability for customer needs.<br>• Maintain a detail-oriented approach and adhere to business casual dress code while representing the company.<br>• Uphold company standards for customer success and contribute to a positive experience for all clients.<br>• Engage in training, nesting, and coaching programs to continuously improve skills and knowledge.
