<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>We are looking for a dedicated Part Time Loan Servicing Specialist to join our team in Worcester, Massachusetts. This long-term contract position offers an opportunity to contribute to community development by ensuring the accurate and efficient processing of loans for affordable housing, small businesses, and nonprofit organizations. The role requires strong administrative skills and a commitment to delivering excellent customer service while adhering to regulatory standards.</p><p><br></p><p>Responsibilities:</p><p>• Process loan applications and documentation with precision to meet compliance and regulatory requirements.</p><p>• Manage loan disbursements and servicing activities to support affordable housing and community development projects.</p><p>• Collaborate with loan officers, underwriters, and compliance staff to maintain operational efficiency.</p><p>• Ensure timely updates and accurate record-keeping for all loan files.</p><p>• Provide exceptional customer service by addressing borrower inquiries and resolving issues promptly.</p><p>• Monitor and report on loan servicing activities to ensure alignment with company standards and goals.</p><p>• Assist with administrative tasks related to loan origination and servicing.</p><p>• Support the team in maintaining adherence to Community Development Block Grant (CDBG) requirements.</p><p>• Identify and implement best practices to improve loan servicing processes.</p><p>• Maintain confidentiality and security of borrower information at all times.</p>
We are looking for a detail-oriented individual to join our team as a Loan Servicing Support Specialist in Meriden, Connecticut. In this contract-to-permanent position, you will play a key role in supporting mortgage loan processes and ensuring the accuracy of customer information and applications. This is an excellent opportunity to contribute to a dynamic team in the mortgage industry.<br><br>Responsibilities:<br>• Review and evaluate loan applications to ensure compliance with company and regulatory standards.<br>• Verify customer information, including payment details, to maintain accuracy and reliability.<br>• Perform administrative tasks such as data entry and document organization.<br>• Collaborate with other departments to resolve discrepancies and improve workflow efficiency.<br>• Maintain thorough records of loan servicing activities and update systems as needed.<br>• Assist in monitoring payment schedules and customer accounts to prevent errors.<br>• Provide exceptional customer service by addressing inquiries and concerns promptly.<br>• Support the team in identifying opportunities for process improvements in loan servicing operations.
<p><strong>Position Overview</strong></p><p>We are seeking a detail-oriented <strong>Bankruptcy Escrow Accounting Administrator</strong> to manage the preparation, review, and system coding of annual escrow tax and insurance analyses for Chapter 13 bankruptcy plan years 2–5. This role ensures compliance with regulatory requirements and insurer guidelines while maintaining accuracy in bankruptcy escrow disclosures, proofs of claim, and payment change notifications. The position also provides mentorship to new staff and serves as backup support throughout all stages of bankruptcy case management.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li><strong>Annual Escrow Analysis:</strong> Review historical loan data and prepare escrow disclosure statements for Chapter 13 bankruptcy loans (plan years 2–5).</li><li><strong>Payment Change Notifications:</strong> Prepare and distribute payment change letters, update servicing systems with bankruptcy codes, and coordinate with attorneys for court filings.</li><li><strong>Quality Control:</strong> Review and approve initial escrow analysis disclosures and proofs of claim prepared by staff.</li><li><strong>Investor Accounting Support:</strong> Prepare bankruptcy trustee posting templates for pre-petition payment posting.</li><li><strong>Error Resolution:</strong> Identify, research, and resolve bankruptcy-related posting errors.</li><li><strong>Backup Support:</strong> Process bankruptcy payments, monitor case progression, maintain compliance, and coordinate with internal teams and outside counsel.</li><li><strong>Mentorship:</strong> Train and support new bankruptcy staff.</li></ul>
We are looking for a dedicated Loan Operations Specialist to join our team in Meriden, Connecticut. In this Contract to permanent position, you will play an essential role in supporting loan operations by conducting detailed research, managing partial releases, and ensuring the accuracy of legal documents. This is an excellent opportunity to contribute to a dynamic mortgage company while leveraging your expertise in loan servicing.<br><br>Responsibilities:<br>• Conduct thorough research and investigation for partial releases, including easements, eminent domain, and property boundaries.<br>• Communicate effectively with borrowers, title companies, and state representatives to resolve issues and facilitate processes.<br>• Review and analyze documents and data to ensure accuracy and compliance with relevant regulations.<br>• Prepare detailed written reports and correspondence to document findings and progress.<br>• Validate and cross-check information to maintain high standards of accuracy and timeliness.<br>• Edit and verify legal forms and documents to ensure precision.<br>• Collaborate with internal legal teams when needed to address complex cases.<br>• Maintain organized records and prioritize tasks to meet deadlines.<br>• Provide additional support and perform other duties as assigned to ensure 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>
<p><strong>Position Overview </strong></p><p> The Closing Specialist is responsible for preparing and managing first and second mortgage loan closing packages, ensuring seamless collaboration with clients and compliance with government, lender, and title insurance regulations. This role requires exceptional attention to detail, detail-oriented communication skills, and the ability to meet performance benchmarks in a fast-paced environment. This role will be hybrid/remote once hired as a permanent employee. </p><p><br></p><p><strong>Key Responsibilities</strong> </p><p><br></p><p>Collaborate with clients on CD/Alta documentation, ensuring alignment with lender guidelines Review relevant documents, including title commitments, real estate taxes, payoff demands, deeds, and other recordable items, to validate final settlement figures. Prepare, review, and revise closing documents, including Initial CD/Alta calculations, and ensure accuracy before sending to consummation. Manage the final wire balancing process and oversee work queues efficiently. Assist in meeting team goals and client scorecard targets by resolving any escalated issues and supporting team members throughout the closing process. Ensure compliance with organizational policies, regulatory standards, and company-mandated training.</p>
<p>We are looking for a detail-oriented and experienced Senior Portfolio Manager to oversee the performance and management of a diverse loan portfolio. This role involves ensuring compliance with legal agreements, analyzing financial data, and conducting property inspections to maintain the health of the portfolio. The ideal candidate will work closely with senior leadership and collaborate with cross-functional teams to achieve organizational goals.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the input and management of loan performance data in the loan management system.</p><p>• Collect, review, and monitor financial reports for the loan portfolio to ensure accuracy and compliance.</p><p>• Analyze property financial statements and track loan performance metrics regularly.</p><p>• Ensure all transactions adhere to the terms and conditions of legal agreements, including reporting and covenant requirements.</p><p>• Evaluate and recommend actions regarding property reserve requests for portfolio loans.</p><p>• Conduct annual on-site property inspections to assess conditions and compliance.</p><p>• Perform comprehensive annual reviews of borrowers, sponsors, and guarantors to evaluate their financial stability.</p><p>• Assist with construction loan oversight by reviewing third-party reports, budgets, and draw requests.</p><p>• Take on additional responsibilities as needed, leveraging prior experience and expertise.</p><p><br></p><p>The salary range for this position is $80,000 to $110,000 + discretionary bonus</p><p><br></p><p>Benefits:</p><p>M/D/V - 100% paid for employees</p><p>STD/LTD</p><p>8% contribution to IRA</p><p>2 weeks PTO</p><p>6 paid holidays</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: ‘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>We are looking for a meticulous Senior Escrow Officer to join our team in Chicago, Illinois. This Contract to permanent position involves managing intricate residential and commercial escrow transactions while ensuring compliance with all regulatory and company standards. The ideal candidate will have a strong background in the real estate and mortgage industry, paired with exceptional organizational and communication skills.</p><p><br></p><p>Responsibilities:</p><p>• Handle the entire escrow process for complex residential and commercial transactions, from opening to closing.</p><p>• Examine purchase agreements, title commitments, and lender instructions to ensure accuracy and compliance.</p><p>• Prepare and distribute closing documents such as settlement statements, deeds, and escrow instructions.</p><p>• Verify that all conditions for closing are met, including proper signing, notarization, and recording of documents.</p><p>• Safeguard and disburse funds in alignment with escrow instructions and regulatory requirements.</p><p>• Identify and address issues related to title, funding, or documentation in a timely and precise manner.</p><p>• Adhere to federal, state, and company regulations to maintain compliance and uphold best practices.</p><p>• Provide guidance and mentorship to entry-level escrow staff, assisting with training and workflow improvement.</p><p>• Manage multiple tasks efficiently in a high-paced environment, ensuring deadlines are consistently met.</p><p>• Deliver excellent customer service while maintaining confidentiality in all transactions.</p>
<p>Our client is undergoing a major digital transformation, shifting toward a cloud-native, API-driven infrastructure. They’re looking for a Data Engineer to help build a modern, scalable data platform that supports this evolution. This role will focus on creating secure, efficient data pipelines, preparing data for analytics, and enabling real-time data sharing across systems.</p><p>As the organization transitions from older, legacy systems to more dynamic, event-based and API-integrated models, the Data Engineer will be instrumental in modernizing the data environment—particularly across the bronze, silver, and gold layers of their medallion architecture.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Design and deploy scalable data pipelines in Azure using tools like Databricks, Spark, Delta Lake, DBT, Dagster, Airflow, and Parquet.</li><li>Build workflows to ingest data from various sources (e.g., SFTP, vendor APIs) into Azure Data Lake.</li><li>Develop and maintain data transformation layers (Bronze/Silver/Gold) within a medallion architecture.</li><li>Apply data quality checks, deduplication, and validation logic throughout the ingestion process.</li><li>Create reusable and parameterized notebooks for both batch and streaming data jobs.</li><li>Implement efficient merge/update logic in Delta Lake using partitioning strategies.</li><li>Work closely with business and application teams to gather and deliver data integration needs.</li><li>Support downstream integrations with APIs, Power BI dashboards, and SQL-based reports.</li><li>Set up monitoring, logging, and data lineage tracking using tools like Unity Catalog and Azure Monitor.</li><li>Participate in code reviews, design sessions, and agile backlog grooming.</li></ul><p><strong>Additional Technical Duties:</strong></p><ul><li><strong>SQL Server Development:</strong> Write and optimize stored procedures, functions, views, and indexing strategies for high-performance data processing.</li><li><strong>ETL/ELT Processes:</strong> Manage data extraction, transformation, and loading using SSIS and SQL batch jobs.</li></ul><p><strong>Tech Stack:</strong></p><ul><li><strong>Languages & Frameworks:</strong> Python, C#, .NET Core, SQL, T-SQL</li><li><strong>Databases & ETL Tools:</strong> SQL Server, SSIS, SSRS, Power BI</li><li><strong>API Development:</strong> ASP.NET Core Web API, RESTful APIs</li><li><strong>Cloud & Data Services (Roadmap):</strong> Azure Data Factory, Azure Functions, Azure Databricks, Azure SQL Database, Azure Data Lake, Azure Storage</li><li><strong>Streaming & Big Data (Roadmap):</strong> Delta Lake, Databricks, Kafka (preferred but not required)</li><li><strong>Governance & Security:</strong> Data integrity, performance tuning, access control, compliance</li><li><strong>Collaboration Tools:</strong> Jira, Confluence, Visio, Smartsheet</li></ul>
<p><strong>DIRECT HIRE: Recruiting Manager – Mortgage & Loan Industry (San Diego, CA)</strong></p><p><strong>Mission:</strong></p><p> Own the recruiting strategy and team performance. This person is a player-coach who sets the tone, systems, and goals - and ensures recruiting is directly tied to the company’s growth objectives. This is a hybrid recruiting and sales leadership role responsible for building and scaling a high-performing recruiting team focused on hiring loan officers nationwide.</p><p><br></p><p><strong>Core Responsibilities:</strong></p><ul><li>Build and execute the national recruiting strategy for loan officer expansion.</li><li>Lead and mentor a team of recruiters; coach on sourcing, conversion, and relationship-building best practices.</li><li>Set and track monthly/quarterly KPIs (outreach, conversions, placements, funded volume, etc.).</li><li>Develop performance-driven campaigns, contests, and incentives to drive recruiter productivity and engagement.</li><li>Partner closely with leadership and marketing to align recruiting messaging, branding, and outreach strategies.</li><li>Participate in key prospect meetings to help close top loan officer talent.</li><li>Leverage an established professional network within the mortgage and financial services industry to open new markets and attract high-caliber talent.</li><li>Drive continuous improvement across recruiting operations to meet business growth and expansion goals.</li></ul><p><br></p><p><br></p>
The ideal candidate will be experienced in the financial services industry with a strong business analysis toolkit. This person should have a proven ability to engage with all levels of the organization, including C-suite executives of large corporations along with staff support at all levels. This person will have successfully led full lifecycle projects across multiple disciplines. The position may include other duties as directed by the leadership team. <br><br><br>This is an on-site position based at our Plano, TX headquarters location. No relocation assistance provided.<br><br><br>Essential Duties & Responsibilities (included but are not limited to):<br>• Manage daily activities related to project scope, budget and schedule to advance the work of multiple projects and process improvement initiatives<br>• Quickly identify the business needs and translate into business requirements, exhibiting comprehensive knowledge of the Bank's business and system flows within the organization<br>• Oversee the implementation of projects by developing or coordinating project plans, facilitating meetings, gaining consensus and creating appropriate communications of status to senior management<br>• Develop, analyze and manage project schedules and appropriate project management documentation<br>• Actively seek to understand the Bank's organization, business areas, systems and applications in order to contribute to the overall successful execution of its initiatives<br>• Negotiate project plans, timeframes and trade-offs with Business Partners understanding the impacts to the project and enterprise<br>• Coordinate with third party vendors to provide services, deploy new technologies and assist with projects requiring their expertise<br>• Write detailed business description of user needs, program functions and steps required to develop or modify processes<br>• Make recommendations to management to help identify methods, procedures and technologies that enhance project processes and improve deliverables<br>• Accurately depict and report on project status to management through use of Smartsheet and other tools<br>• Help identify risks and issues and their impact on project success in order to facilitate mitigation plans or escalating alternative solutions as needed<br>• Other projects as assigned by manager<br><br><br>Qualifications (Education, Computer Skills, Certifications, Etc.):<br>• Bachelor's degree in business or equivalent required<br>• Five (5) years plus Business and Technical Project Management experience in a financial services organization<br>• Knowledge or retail banking operations and loan servicing strongly desired<br>• Must be proficient in the use of tools: Microsoft Excel, PowerPoint, Word, Sharepoint and Visio<br>• Preferred experience using Smartsheets for project Management or Microsoft Project<br>• Excellent verbal and written communication skills and organizational skills<br>• Very strong consultative skills and the ability to define requirements based on minimal input from stakeholders<br>• Demonstrated experience with relationship building, collaboration and team facilitation<br>• Must be able to work in a fast-paced environment that is continuously changing<br>• Robust decision-making skills and ability to navigate complex challenges<br>• PMP certification preferred by not required
<p>We are looking for a skilled Escrow Loan Processor in Middlesex County, NJ. This role involves supporting loan processes and managing insurance-related tasks with efficiency and attention to detail. Candidates should have a strong background in loan processing and a familiarity with residential and commercial loans.</p><p><br></p><p>Responsibilities:</p><p>• Process loans by managing tasks, including paying premiums for flood and homeowners insurance.</p><p>• Prepare and send checks and invoices in a timely and accurate manner.</p><p>• Communicate effectively with insurance agents regarding invoice details and requirements.</p><p>• Conduct follow-ups with insurance agencies to ensure accurate processing of claims and payments.</p><p>• Open and organize incoming mail to maintain workflow efficiency.</p><p>• Utilize Microsoft Word, Office, and Excel for documentation and reporting purposes.</p><p>• Collaborate with team members to ensure compliance with loan servicing standards.</p><p>• Address customer inquiries regarding loan processes with professionalism.</p><p>• Monitor and adhere to regulatory compliance standards within loan processing operations.</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 looking for an experienced Recruiting Ambassador to be the public face for a mortgage company based in San Diego, CA. With this role, you will be the voice and face of recruiting — building visibility, credibility, and relationships to attract top-producing Loan Officers to join the platform.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Represent the company at mortgage industry events, podcasts, and panels to promote the recruiting brand and share success stories.</li><li>Build awareness and engagement through authentic, consistent content on LinkedIn and social media that highlights the company’s value to loan officers.</li><li>Leverage your origination background to connect credibly with potential recruits and speak to their business needs and goals.</li><li>Partner with marketing to design and execute creative recruiting campaigns, videos, and content strategies that drive inbound interest.</li><li>Develop and maintain a strong network and pipeline of high-potential loan officers and branches.</li><li>Collaborate with recruiting leadership to improve messaging, outreach, and conversion strategies.</li><li>Mentor internal recruiters on effective storytelling, positioning, and relationship-building tactics.</li></ul><p><br></p><p><br></p>
<p><em>Our client, a high-growth Tech company based in New York City, is seeking a Treasury Accountant to support key treasury operations and ensure accuracy across complex mortgage funding and cash management processes.</em></p><p><em>This is a hands-on role for a detail-oriented professional who thrives in a fast-paced environment and enjoys working cross-functionally to strengthen financial operations, liquidity management, and automation initiatives.</em></p><p><br></p><p><strong><u>Key Responsibilities</u></strong></p><ul><li>Assist with daily treasury operations, including preparing and executing wire transfers for mortgage funding via warehouse lines and direct investor channels.</li><li>Review and process check payments, coordinating approvals with the Controller.</li><li>Assist and refine loan funding scripts to produce accurate funding packages, payment files, and reconciliation reports.</li><li>Monitor daily cash positions </li><li>Reconcile funding transactions at the loan level, ensuring accuracy across wire confirmations, investor settlements, and warehouse draws.</li><li>Prepare cash flow forecasts to anticipate funding activity, loan sales, and servicing cash movements.</li><li>Maintain compliance with internal controls, investor requirements, and regulatory standards.</li><li>Contribute to process automation and continuous improvement by leveraging treasury and scripting tools.</li></ul>
<p>A well-established <strong>real estate investment and mortgage company</strong> in Pala is seeking a detail-oriented <strong>Payroll Specialist</strong> to join their corporate accounting team. The ideal candidate has experience processing <strong>commission-based payroll</strong>, understands California wage laws, and thrives in a collaborative, deadline-driven environment. This role is ideal for someone who enjoys balancing precision and efficiency while supporting a dynamic, fast-paced financial services organization.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Process bi-weekly and semi-monthly payroll for both salaried and commissioned employees.</li><li>Manage payroll adjustments, bonuses, and incentive compensation with accuracy.</li><li>Audit timesheets, commission structures, and pay changes for compliance.</li><li>Maintain payroll records, garnishments, and benefit deductions.</li><li>Collaborate with HR to ensure accurate onboarding, terminations, and benefit entries.</li><li>Prepare and reconcile payroll reports and general ledger entries.</li><li>Stay current with <strong>California wage and hour laws</strong> and <strong>multi-state payroll tax regulations</strong>.</li><li>Respond promptly to employee payroll questions and verification requests.</li></ul>
<p>Description</p><p>We are seeking a Customer Service Representative for our location in Falls Church, Virginia. This position is located within a dynamic industry with a focus on customer interaction and financial services. The role is based on site Monday to Friday from 9 am to 5 pm. This is a long-term contract position that could lead to permanent placement.</p><p> Responsibilities:</p><p>• Efficiently handle customer inquiries and resolve issues.</p><p>• Process customer credit applications with precision.</p><p>• Update and maintain accurate customer credit records.</p><p>• Monitor customer accounts and take appropriate actions.</p><p>• Follow up with customers regarding past due payments through phone calls and emails.</p><p>• Send reminders to customers about delinquent payments via email, voicemail, and mail.</p><p>• Perform data entry tasks to update customer accounts.</p><p>• Collaborate with the mortgage division, applying prior collections or banking experience as needed.</p><p>• Handle multiple phone calls in a fast-paced environment while maintaining attention to detail.</p><p>• Utilize Office suite effectively and demonstrate a willingness to learn new processes and systems.</p><p><br></p>
We are looking for a dedicated Customer Service Representative to join our team in Newport Beach, California. In this role, you will be responsible for delivering outstanding customer service, handling financial transactions, and assisting clients with their banking needs. This is a long-term contract position, offering an opportunity to make a meaningful impact within the banking industry.<br><br>Responsibilities:<br>• Process a range of financial transactions, such as deposits, withdrawals, loan payments, and transfers, while ensuring accuracy and adherence to banking policies.<br>• Provide prompt and attentive assistance to customers with inquiries regarding their accounts and available banking services.<br>• Actively promote and recommend banking products and services tailored to meet the needs of customers.<br>• Manage and reconcile a cash drawer, complying with established security and audit procedures.<br>• Educate customers on various banking options, including digital services and alternative channels.<br>• Address and resolve customer concerns effectively, ensuring a positive banking experience.<br>• Collaborate with team members to maintain smooth branch operations during busy periods.<br>• Uphold high standards of confidentiality and security in all customer interactions.<br>• Contribute to the achievement of branch goals by delivering exceptional service and support.
We are looking for an experienced Mortgage Lender to join our team in Midland, Texas. This role focuses on managing consumer real estate loans, ensuring accurate documentation, and maintaining compliance with regulatory standards. The ideal candidate will possess a strong background in residential loan underwriting and demonstrate a commitment to delivering exceptional service.<br><br>Responsibilities:<br>• Prepare and complete loan documents for consumer real estate loans with precision and attention to detail.<br>• Monitor and manage credit policy exceptions to ensure compliance.<br>• Update and maintain collateral documentation to reflect accurate records.<br>• Oversee regulatory compliance information, ensuring adherence to industry standards.<br>• Evaluate current loan documentation processes and recommend improvements to enhance efficiency.<br>• Collaborate with lending staff to support the loan approval and funding process.<br>• Ensure proper handling of jumbo loans and FHA underwriting requirements.<br>• Maintain accurate records for installment loans and other residential loan types.<br>• Assist in resolving any discrepancies or issues within the loan documentation process.<br>• Provide guidance to team members regarding loan documentation best practices.
We are looking for a meticulous and organized Document Controller to join our team on a contract basis in Columbia, South Carolina. In this role, you will be responsible for managing, reviewing, and auditing mortgage documents to ensure compliance with industry standards and regulations. This is an excellent opportunity for individuals with strong administrative and documentation skills to contribute to a dynamic financial services environment.<br><br>Responsibilities:<br>• Review and verify mortgage loan documents for accuracy, completeness, and adherence to company policies.<br>• Conduct detailed audits of mortgage files to ensure compliance with federal, state, and company regulations.<br>• Organize and prepare document packages for loan underwriting, processing, and approval.<br>• Maintain up-to-date knowledge of mortgage regulatory standards and ensure all documentation aligns with these requirements.<br>• Collaborate with loan officers, underwriters, and other internal teams to address any discrepancies or missing information.<br>• Upload and manage documents in the company’s electronic document management system.<br>• Maintain both electronic and physical records of mortgage files to facilitate easy retrieval and audit readiness.<br>• Monitor and ensure proper handling of sensitive information in compliance with confidentiality standards.<br>• Assist in streamlining document control processes to enhance efficiency and accuracy.
<p><strong>Robert Half has partnered with a banking institution in Denver in search of an Assistant Controller! The Assistant Controller position is offering a hybrid work schedule, unlimited PTO, free parking, and great benefits! The Assistant Controller position is paying $125,000-175,000 + bonus!</strong></p><p><br></p><p><strong>The Assistant Controller will be responsible for the following: </strong></p><ul><li>Manage month end close reporting package. </li><li>Oversight of the revenue cycle for Trust and Investment Management, including: initial set-up of clients in systems, revenue calculations, accurate and timely billing and collections, tracking of receivables by client, analytical reviews, accurate and timely reporting for SEC and call reports.</li><li>Involvement in and oversight of general ledger entry preparation and review, account reconciliation reviews, and month-end close process including reporting results.</li><li>Assist in review of certain financial reporting schedules for Call/Regulatory Reporting and SEC filings.</li><li>Oversee the payroll process including benefits billing and compensation accruals.</li><li>Lead and develop a team of 5-7 people. </li></ul><p><strong>Requirements for the Assistant Controller include: </strong></p><ul><li>Bachelor’s Degree in Accounting, Finance or Business</li><li>10+ years of accounting experience</li><li>2+ years of supervisory experience </li><li>Banking, financial services, mortgage, investments or related industry experience</li></ul><p><strong>Preferred qualifications for the Assistant Controller include:</strong></p><ul><li>CPA</li><li>Public company experience</li><li>Software implementation experience</li></ul><p><strong>If interested in the Assistant Controller position, please click "Apply Now" below! </strong></p>
<p>We are seeking a dedicated professional to lead and oversee credit underwriting and commercial loan administration functions within our Credit Department. This role places a strong emphasis on staff development, training, and ensuring streamlined processes for effective pipeline management, loan documentation, loan closings, and overall operational efficiency.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Lead and manage a team of commercial credit analysts/underwriters responsible for assessing credit risk, preparing credit proposal summaries, conducting annual reviews, processing loan modifications, and developing internal approval documentation for both performing and non-performing borrowers.</li><li>Oversee commercial loan administrators managing loan documentation, closing processes, and specialized servicing tasks.</li><li>Drive training initiatives to enhance team expertise, support career development, and deliver an exceptional customer experience.</li><li>Ensure efficient workflow by managing the department pipeline and chairing weekly pipeline meetings to oversee progress and prioritization.</li><li>Personally underwrite complex commercial loan requests, ensuring sound assessments and proposals.</li><li>Collaborate with senior leadership to propose and implement policies and procedures aimed at optimizing credit operations.</li><li>Actively contribute to various bank committees as assigned.</li><li>Maintain adherence to all applicable regulatory requirements and perform other duties as assigned.</li></ul>
<p>We are seeking a highly skilled <strong>IT Project Manager</strong> with proven experience managing large-scale technology projects. The ideal candidate will have strong leadership, communication, and organizational skills, along with the ability to drive projects independently from initiation through delivery.</p><p><br></p><p>Extensive experience as a full-time Project Manager.</p><p>Ability to manage projects using <strong>Waterfall or Agile methodologies</strong> and perform <strong>Scrum Master responsibilities</strong> where applicable.</p><p>Experience working on projects with a <strong>large number of stakeholders</strong> (business and technical).</p><p>Hands-on experience in <strong>two or more areas</strong>:</p><ul><li>Multi-factor authentication</li><li>Payments</li><li>Web enhancements</li><li>Digital products</li><li>Title releases</li><li>Bank account validations</li></ul><p>Experience in <strong>financial services</strong> (loan origination, servicing, insurance, or captive finance) is a plus.</p><p>Proven ability to drive completion of <strong>SOX / Compliance deliverables</strong> related to initiatives.</p><p>Proficiency with tools such as <strong>Azure DevOps, Clarity, MS Project, SharePoint</strong>, or similar project management platforms.</p><p>Strong understanding of <strong>Project Lifecycle</strong> and <strong>Software Development Lifecycle (SDLC)</strong> processes.</p><p>Ability to follow established <strong>Project Management processes</strong> and create deliverables including:</p><ul><li>Project plans</li><li>Resource plans</li><li>Budgets</li><li>RAID logs</li><li>Status reports</li><li>Executive decks</li></ul><p><br></p>
