<p>We are looking for a detail-oriented Mortgage Assistant to join our team in Fairfax, Virginia. This contract position offers an opportunity to contribute to a dynamic and fast-paced environment where precision and efficiency are key. The ideal candidate will bring expertise in in supporting mortgage loan operations, excellent communication skills, and the ability to manage multiple tasks effectively.</p><p><br></p><p>Responsibilities</p><p>:</p><ul><li>Collect and process applicant documentation—including income, asset, and credit information—to support mortgage loan applications.</li><li>Supporting escrow operations.</li><li>Review, organize, and maintain loan files in accordance with industry compliance standards.</li><li>Input and update client data within CRM and loan origination platforms.</li><li>Communicate with clients, lenders, real estate professionals, and internal departments to facilitate application progress.</li><li>Track document status, follow up on missing information, and ensure timely submission.</li><li>Perform data entry, file audits, and follow-up on outstanding documentation.</li><li>Manage escrow files from opening to post-closing, maintaining accuracy and compliance at every step.</li><li>Strong communication and organizational abilities remain essential, along with digital fluency in CRM and automation platforms.</li></ul><p><br></p>
<p>Our client, a reputable financial institution, is seeking a Collections Specialist to join their team on a temporary basis through September 2026. This role functions similarly to a collections call center environment and involves working directly with members to resolve delinquent loan and overdraft accounts. Candidates with strong customer service or collections experience and familiarity with financial services will thrive in this position.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Contact members to discuss and resolve delinquent loans, overdraft accounts, and other past-due balances.</li><li>Maintain accurate and detailed records related to all collection activities.</li><li>Acquire and apply knowledge of state and federal laws related to bankruptcy, foreclosure, repossession, and collections.</li><li>Make recommendations to management regarding repossession, charge-offs, and further internal collection actions.</li><li>Ensure compliance with the Telephone Collection Practices Act and Fair Debt Collection Practices Act (FDCPA).</li><li>Understand and adhere to regulations surrounding right of offset, freezing of funds, and protected income sources (SSI, SSD, pensions, etc.).</li><li>Maintain professional relationships with <strong>o</strong>utside vendors, including collection attorneys and repossession agents.</li><li>Track and report on collection metrics and performance figures as required by management.</li><li>Provide high-quality service and communication to members while meeting performance goals related to call quality, efficiency, and account resolution.</li><li>Performance will be evaluated on the following criteria: call quality, excellent member service, efficiency, and specific goals set by management</li></ul>
<p>We are looking for a <strong>Loan Administrator</strong> to support the lending team by managing the documentation, compliance, and coordination processes involved in loan origination and servicing. This role ensures that loans move smoothly from application through closing, with all records accurate and up to date.</p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare, review, and process loan documents for accuracy and completeness.</li><li>Maintain up-to-date loan files and digital records in the loan management system.</li><li>Coordinate with underwriters, loan officers, and clients to collect required documentation.</li><li>Monitor loan pipelines and ensure timely completion of each stage.</li><li>Verify that all documents meet internal policies and compliance standards.</li><li>Communicate loan status updates to applicants and internal stakeholders.</li><li>Support loan closings by ensuring documentation is executed and filed properly.</li><li>Assist with periodic audits and reviews for accuracy and completeness.</li><li>Provide general administrative support to the lending and client service teams.</li></ul><p><br></p>
<p>We are looking for a detail-oriented Escrow Officer to support the successful completion of residential and commercial real estate transactions. In this Contract-to-Permanent position, you will play a key role in managing escrow files, ensuring compliance, and collaborating with various stakeholders to ensure smooth and timely closings. This role is based in Lombard, Illinois.</p><p><br></p><p>Responsibilities:</p><p>• Open and oversee escrow files for both residential and commercial real estate transactions, ensuring all necessary documentation is accurately recorded.</p><p>• Analyze purchase agreements, title commitments, and lender instructions to verify compliance and accuracy.</p><p>• Prepare and distribute essential closing documents, such as settlement statements, deeds, and escrow instructions.</p><p>• Collaborate with buyers, sellers, real estate agents, lenders, and title companies to facilitate timely and efficient closings.</p><p>• Collect and disburse funds in accordance with escrow instructions and finalized settlement statements.</p><p>• Ensure that all documents are signed, notarized, and filed appropriately with the relevant county offices.</p><p>• Adhere to state and federal regulations, as well as company policies, to maintain compliance throughout the escrow process.</p><p>• Address and resolve any discrepancies or issues that arise during the closing process efficiently and professionally.</p><p>• Deliver outstanding customer service by maintaining clear communication and support throughout the transaction.</p><p>• Keep detailed and accurate records to facilitate audits and meet internal reporting requirements.</p>
<p>We are looking for a dedicated and resourceful Executive Assistant to join our team in Roseville, Minnesota. This is a long-term contract position designed for a proactive individual who thrives in a dynamic environment and enjoys providing exceptional support to two executives. The ideal candidate will excel at managing daily operations, maintaining organization, and fostering positive relationships with clients and colleagues.</p><p><br></p><p>Responsibilities:</p><p>• Provide comprehensive administrative support to executives, including calendar management and scheduling.</p><p>• Handle client communications and oversee the intake process for new and repeat clients, ensuring applications are accurate and complete.</p><p>• Organize and maintain documentation, ensuring files are well-structured and easily accessible.</p><p>• Facilitate daily team debriefs and manage task lists to ensure smooth operations.</p><p>• Answer incoming calls professionally, managing inquiries and directing them as needed.</p><p>• Coordinate travel arrangements and book accommodations for executives.</p><p>• Assist in creating and polishing presentations using tools like Canva, as needed.</p><p>• Proactively contribute ideas to improve workflows and develop systems for increased efficiency.</p><p>• Support the team in various tasks, including general office duties and occasional errands.</p><p>• Foster a positive and fun workplace culture, encouraging collaboration and high performance.</p>
<p>We are looking for a dedicated Loan Administrator/Banker to join our team in San Jose, California. </p><p><strong>Key Responsibilities:</strong></p><ul><li>Assist in the preparation, processing, and closing of consumer, mortgage, and small business loans.</li><li>Review loan documentation for accuracy and compliance with regulatory requirements and internal policies.</li><li>Monitor loan files to ensure timely follow-ups, renewals, and disbursements.</li><li>Maintain and update loan records in the core banking system.</li><li>Coordinate with underwriters, loan officers, and legal teams during the approval and funding processes.</li><li>Handle post-closing tasks, including file audits, document imaging, and collateral tracking.</li><li>Respond to internal and external inquiries regarding loan status and documentation.</li><li>Serve as the first point of contact for clients regarding banking products and services.</li><li>Open new accounts, including checking, savings, CDs, IRAs, and more.</li><li>Conduct needs-based assessments to offer tailored financial solutions.</li><li>Promote and cross-sell bank products, including loans, credit cards, and investment services.</li><li>Educate customers on digital banking tools and self-service options.</li><li>Ensure compliance with KYC/AML and all applicable banking regulations.</li><li>Handle customer transactions with accuracy, confidentiality, and professionalism.</li></ul><p><br></p>
We are looking for a skilled Systems Administrator to join our team in Malvern, Pennsylvania. This Contract to permanent position is ideal for a detail-oriented individual with expertise in Encompass Administration and system configuration, who thrives in a dynamic, collaborative environment. The role involves maintaining core mortgage systems, optimizing workflows, and ensuring seamless integrations to support business objectives.<br><br>Responsibilities:<br>• Administer and configure the Loan Origination System (Encompass) and other core mortgage systems to ensure optimal functionality.<br>• Troubleshoot system issues, providing timely resolution and support to end-users.<br>• Manage user roles, profiles, security settings, and loan setup configurations, including advanced coding as required.<br>• Collaborate with management to enhance system integrations and align technology solutions with business needs.<br>• Lead projects for the implementation and upgrade of mortgage applications, maintaining vendor relationships and coordinating releases.<br>• Provide training and documentation to end-users, ensuring compliance with internal audits and disaster recovery protocols.<br>• Monitor system effectiveness and implement improvements to meet organizational goals.<br>• Communicate project updates, system changes, and issue resolutions effectively to stakeholders.<br>• Support adherence to regulatory requirements, including risk management and compliance protocols.<br>• Promote a collaborative team environment and uphold organizational values in all interactions.
<p><em>The salary range for this position is $90,000-$100,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p>The holiday season is here! Want to be with a company that will ensure you get to enjoy it? You don't have to be a 'people person' to want to work for a company that prioritize cultivating a healthy work environment for their employees while emphasizing the importance of a work-life balance.</p><p><br></p><p><strong>Responsibilities: </strong></p><p>• Maintain the Reconciliation and Control functions within the Operations group</p><p>• Work with offshore reconciliations team and internal/external stakeholders on a daily basis to clear breaks and ensure all cash, position and trading accounts are reconciled</p><p>• Responsible for processing certain trade-related activity (fees, transfers, assignments, etc.) and fund financing (leverage facilities, subscription lines, etc.) entries in Advent Geneva general ledger</p><p>• Enter trades into Wall Street Office (“WSO”) and trade capture systems</p><p>• Set up Agency deals in WSO Agent and assist with other loan operation interfaces with IHS Market services</p><p>• Update and maintain reference data within the security master application for all securities/contracts applicable to the middle market direct lending strategy − Review transaction documentation to ensure completeness and accuracy within the loan systems.</p><p>• Ensure all loans are rolled and correct rates are set for the next accrual period</p><p>• Serve as bridge between Loan Operations (upstream) and Finance/Accounting (downstream) teams</p><p>• Coordinate and work with outside service providers (servicers, agents, auditors, custodians, third party administrators, etc.) as needed</p><p>• Work with IT and other internal teams to ensure operational efficiency and accuracy across middle and back office systems</p><p>• Identify automation opportunities and process improvement/control initiatives, including ad hoc project support and data mapping documentation</p>
We are looking for a dedicated and detail-driven Staff Accountant to join our Mortgage Groups division within the financial services industry. In this long-term contract position, you will play a key role in managing transactional accounting processes, reconciling accounts, and analyzing financial data specific to mortgage activities. This opportunity is ideal for an experienced accountant with a strong analytical mindset and the ability to thrive in a fast-paced, dynamic environment.<br><br>Responsibilities:<br>• Process and post 5–6 general ledger entries on a regular basis to ensure accurate financial reporting.<br>• Handle transactional accounting tasks, including cash postings and revenue transactions related to mortgage operations.<br>• Prepare detailed account reconciliations using trial balance tools to resolve discrepancies and ensure accuracy.<br>• Assist with year-end accounting processes, including adjustments and accruals.<br>• Conduct thorough research to identify and resolve accounting issues, focusing on operational workflows.<br>• Manage posting imports and verify data accuracy for mortgage-related accounts.<br>• Collaborate on multiple projects simultaneously while meeting deadlines in a fast-paced environment.<br>• Utilize accounting systems such as Loan Vision and loan origination tools to access and analyze financial data.<br>• Apply knowledge of escrow, VA funding fees, and other mortgage-related transactions to ensure compliance and accuracy.
<p>Seeking a highly driven Portfolio Manager to oversee the ongoing portfolio management of C& I Lending clients, ensuring the growth of a robust portfolio encompassing both loan and non-loan business opportunities. The ideal candidate will analyze creditworthiness, closely monitor financial performance, and work collaboratively with the C& I Lending team while maintaining excellent client relationships. </p><p><br></p><p><strong><u>Key Responsibilities:</u></strong></p><ul><li>Manage and develop assigned C& I client portfolios, with a focus on expanding both lending and non-lending products.</li><li>Conduct or review comprehensive credit analyses for both existing and prospective loan accounts.</li><li>Prepare detailed loan narratives, addressing relationship history, financial analysis, collateral evaluation, and key credit risks.</li><li>Proactively gather and update financial and related documentation for clients, ensuring compliance with monitoring protocols.</li><li>Assess and analyze personal and business financial statements, tax returns, and other financial data.</li><li>Draft written reports for loan presentations, modifications, and credit file comments, following loan policy, procedures, and compliance standards.</li><li>Recommend suitable risk ratings for loans based on thorough analysis.</li><li>Review and monitor loan covenants to ensure compliance with agreements.</li><li>Serve as a backup for team members, assisting with customer service requests and inquiries.</li><li>Monitor the overall C& I loan portfolio, including maturity schedules, delinquencies, credit changes, and deposit account activities.</li></ul>
<p><strong>Investment Operations Analyst</strong></p><p>Are you ready to launch or grow your financial services career in a fast-paced, dynamic environment? Our client, an alternative investment firm in the Twin Cities, is seeking a detail-oriented <strong>Investment Operations Analyst</strong> to join their team and make an impact in structured security products.</p><p>This role covers end-to-end responsibilities in the operational trade lifecycle, including data flow, trade confirmations, reconciliation, and monitoring. If you’re a motivated self-starter with strong problem-solving and collaboration skills, this opportunity could be the perfect fit.</p><p><strong>Key Responsibilities</strong></p><p>Ensure accuracy in <strong>daily investment operational tasks</strong>, including reporting, trade settlements, and resolving trade breaks or fails.</p><p>Provide <strong>trade confirmation</strong> for structured security product trades and associated derivatives.</p><p>Conduct <strong>cash reconciliation</strong>, including handling lifecycle events such as monthly P& I payments.</p><p>Collaborate with internal and external stakeholders, including brokers, treasury, accounting, and traders, to resolve issues proactively.</p><p>Perform <strong>weekly and monthly reconciliations</strong> of investment positions and activity across holdings while investigating and resolving discrepancies.</p><p>Support ad-hoc analysis and assist in process improvement initiatives.</p><p><strong>Qualifications</strong></p><p><strong>1–3 years of experience</strong> in financial operations or a related role within financial services or a trading firm.</p><p><strong>Bachelor’s degree</strong> in Finance, Accounting, or a related field.</p><p>Advanced proficiency in Microsoft Excel; VBA knowledge is a plus.</p><p>Prior experience with <strong>structured securities products</strong> is advantageous.</p><p>Strong written and verbal communication skills, with an ability to manage competing priorities effectively.</p><p>Highly collaborative mindset with strong interpersonal skills and the ability to thrive under pressure.</p><p><br></p><p>This is a unique opportunity to make an immediate impact, contribute to operational excellence, and work within an environment that appreciates initiative and fosters professional development.</p><p><strong>Take the next step in your career journey!</strong> Contact Douglas Rickart at <strong>612-249-0330</strong>, connect with him on LinkedIn, or click <strong>apply now</strong> to express your interest today!</p>
<p><em>The salary range for this position is $70,000-$80,000 plus bonus, 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><strong><u>Key Responsibilities </u></strong></p><p>Summary Responsible for all aspects of the real estate closing and ensures proper disbursement of funds. </p><p> </p><p><strong>Essential Duties </strong></p><p>● Prepares miscellaneous documents required at closing. </p><p>● Enters closing figures; balances and funds files. </p><p>● Ensures closing package is properly executed. </p><p>● Attends and manages real estate closings. </p><p>● Reviews title commitment and is responsible for collecting title clearance </p><p>● Reviews mortgage payoffs for accuracy and transmits payoff funds. </p><p>● Obtains special assessment letters from each municipality as well as working with local Department of Neighborhood Housing to acquire needed investor/rehab documents. </p><p>● Acts as the liaison between attorneys and lenders at closing. </p><p> </p><p><br></p>
<p>We are looking for a Loan Closing Support Specialist in the Middlesex County, NJ area. The ideal candidate will have experience using Encompass software. If you have 2+ years of loan closing experience and are looking to grow your career, this might be the opportunity for you! </p><p><br></p><p>Responsibilities:</p><p>• Review loan applications and credit reports to ensure accuracy and identify potential issues.</p><p>• Coordinate and order necessary documents such as appraisals, property searches, title policies, and employment verifications.</p><p>• Collaborate with underwriters, branch teams, and other mortgage professionals to address closing conditions and finalize loans.</p><p>• Prepare and verify closing documents, including regulatory disclosures, ensuring compliance with state and federal policies.</p><p>• Schedule loan closings with borrowers, branches, and settlement agents, maintaining clear communication throughout the process.</p><p>• Assist in gathering required documents, such as homeowner details, pay stubs, and employment verification, ensuring completeness for closing.</p><p>• Maintain a strong understanding of industry tools, such as Encompass, to streamline loan processing.</p><p>• Support post-closing activities to ensure all documentation is accurate and properly filed.</p><p>• Provide exceptional customer service by addressing borrower inquiries and maintaining positive relationships.</p><p>• Perform additional tasks and projects as assigned by management to support departmental goals.</p>
<p>Are you currently a Big 4 auditor with at least 2 year of experience? Is auditing not the path you want to follow? Are you more interested in being an analyst and working out deals? If so, our client, a growing financial services company in Montgomery County is looking for an Associate or Sr Associate to join one of their deal teams. This role offers an exciting opportunity to contribute to a forward-thinking institution committed to sustainability and decarbonization. You will play a key part in analyzing, structuring, and managing loan opportunities within one of their largest sectors.</p><p><br></p><p><br></p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Evaluate potential loan origination and participation opportunities providers and owners.</p><p>• Develop detailed financial models and conduct sensitivity analyses to assess repayment capabilities under varying economic conditions.</p><p>• Perform comprehensive financial due diligence on target companies to ensure creditworthiness.</p><p>• Prepare detailed loan investment approval documents for presentation to the credit committee.</p><p>• Collaborate with the operations team to coordinate and finalize investment closings.</p><p>• Assist the portfolio management team in monitoring and reporting on the financial performance of borrowers.</p><p>• Create performance update memorandums to provide insights into portfolio health.</p><p>• Support the structuring and documentation of loan agreements to ensure compliance and clarity.</p><p>• Manage borrower relationships post-closing, addressing inquiries and ensuring smooth communication.</p><p><br></p><p>The ideal candidate will have a BS in Accounting and 2+ years of Big 4 audit with strong financial statement analysis skills as well as organized/detail oriented and intermediate Excel skills. This role is 3-4 days/week in the office in Chevy Chase, MD. Comp range 100-125K in base pay + bonus. To apply to this Associate or Sr. Associate role please do so through this posting or reach out to Caren Bromberg Bach on LinkedIn or call Caren Bach at 301.965.9035</p>
A well-known credit union is seeking multiple Customer Service Representatives to assist their call center! <br><br>Essential Duties and Responsibilities:<br><br>• Handle a large volume of inbound and outbound telephone calls while providing courteous and personal service. <br>• Take ownership of every member interaction supporting first call resolution. <br>• Provide accurate, valid and complete information by using the correct procedures and available tools. <br>• Follow communication procedures, guidelines and policies. <br>• Handle member complaints, providing appropriate solutions. <br>• Adhere to established security procedures when verifying members prior to addressing their call. <br>• Carefully review member profile on core data and workflow computer system to reference member sales or service records to identify any previous issues that might assist with resolving their call. <br>• Analyze member needs, match services and loan products as needed, and promote automated services. Refer new accounts, new suffixes, and complete applications for automated services based on member needs. <br>• Provide detailed information to members on all Credit Union promotions and special account offerings.<br>• Respond to members’ questions; resolve both financial and non-financial account discrepancies. <br>• Update member records with details of the call and the response. <br>• Meet specific, measurable service goals and handle multiple call queues. <br>• Adhere to and uphold all policies and procedures of the credit union. <br>• Correct errors on member’s accounts; calculate penalties and dividends, when required. <br>• Review account memos to ensure they are current and applicable.
<p>Robert Half Legal is hiring for a Transaction Manager role for a global Investment & Lending firm located in midtown Manhattan New York. Our client requires 5+ years Transaction Management experience within Investment Management or Corporate Banking/Lending. Aviation Finance/Lending industry knowledge is highly preferred, alternatively Securitized Lending or Private Credit. Must have experience managing transactions, reviewing credit agreements/fund structure documents and liaising between various teams across origination, operations, legal etc. The role requires 3 days per week in the midtown Manhattan office, with 2 days work from home.</p><p><br></p><p>This role supports Operations, Finance and Legal, as well as supporting other internal Aviation Lending teams on all transactions, focusing on key aspects such as deal structure, document management, governance, conditions precedent and closing process.</p><p><br></p><p>Responsibilities:</p><p>• Consolidate and coordinate ongoing aviation investment and deal level activity between Lending Company, Middle Office, and Fund Accounting.</p><p>• Oversee the operational aspects of loan lifecycle events including population control, loan detail accuracy and loan covenant management, including when outsourced</p><p>• Maintain knowledge of ongoing activity within the portfolio and communicate changes and updates to both internal and external teams</p><p>• Manage transaction documentation and external counsel (and coordinate with internal legal team as applicable) throughout the deal cycle.</p><p>• Coordinate with and support the lending team for transaction post-closing and ongoing contract administration matters, including development of process improvements. </p><p>• Assist in review of legal documentation and raise issues to lending team and/or legal team as and when appropriate.</p><p>• Entity creation and ongoing management and maintenance of special purpose entities required for lending transactions and related ongoing management and maintenance of structure charts for each transaction. </p><p>• Partner with cross functional teams to deliver seamless, efficient and well-controlled services including the initiation of aviation contribution and distribution wires and corresponding timely and accurate accounting entries</p><p>• Verify accounting records are complete and accurate between Lending Co and Fund Accounting through review and approval of monthly activity reports</p><p>• Partner with cross functional teams in quarterly valuation cycles to ensure a complete and accurate aviation valuation population is being priced and ingested by Fund Administrator</p><p>• Collaborate with the Fund Administrator and Treasury teams to provide the necessary investment cash flow details</p><p>• Oversee deal performance tracking and covenant reporting</p><p>• Support process improvement and automation</p><p>• Work closely with tax and middle office functions on transaction structuring and generally help lead coordination among internal stakeholders. </p><p>• Assisting with counterparty know your customer (KYC) inquires. </p><p>• Additional work as required to assist with arising transaction management matters, including close coordination with other lending teams.</p><p><br></p>
<p>This full-time, on-site position reports directly to the Owner and indirectly to the CPA firm’s Manager. The right candidate should have excellent QuickBooks skills, including its job tracking and inventory function, and will have responsibility for processing and reconciling payments, invoice creation, payroll processing via a payroll service, general journal entries, internal job performance/financial reporting for a technical, engineering-based manufacturing organization. Due to federal contract requirements, the successful candidate needs to pass a background check and meet other requisite requirements.</p><p><br></p><p>For Immediate interview please contact Victor Muller at 508 205 2136</p><p><br></p><p>Summary of Responsibilities and Duties</p><p><br></p><p><br></p><p>Reporting and Practices</p><p>• Provide owner with weekly reports on bank balances, loan payments due, and A/R and A/P aging</p><p>• Responsible for month-end internal financial reporting</p><p>• Prepare periodic project/job revenue and cost reports while job is in progress and upon completion</p><p>• Prepare and file monthly/quarterly sales tax returns</p><p>• Annual vendor 1099 issuance and filings</p><p>• Coordinate annual financial statements and tax returns preparation with CPA firm</p><p><br></p><p><br></p><p>General Accounting/Advanced Bookkeeping (more than a data entry function)</p><p>• Prepare customer invoices and process A/R payments</p><p>• Post invoices and process Owner approved payments to vendors</p><p>• Reconcile bank and credit card statements</p><p>• Monthly general ledger closing</p><p>• Maintain payroll records, process payroll using a payroll service, and record requisite accounting entries</p><p>• Perform other accounting and administrative duties as assigned by owner</p><p><br></p><p><br></p><p>Qualifications</p><p>• Previous experience in accounting (5 years) with experience in a technical, engineering-based manufacturing organization</p><p>• Strong proficiency with QuickBooks, including project/job and inventory tracking</p><p>• Computer skills including proficiency in Microsoft Office applications</p><p>• Ability to work independently, self-motivated and organized</p><p>• Ability to prioritize and handle multiple projects simultaneously</p><p>• Demonstrated, strong interpersonal skills</p>
We are looking for an experienced Credit Analyst to join our team in Brookfield, Wisconsin. This role will focus on managing credit and underwriting operations for small-ticket loans and equipment leases, while also contributing to the company’s strategic growth initiatives. The ideal candidate will have a strong background in commercial credit analysis and leadership, with a commitment to delivering exceptional service and maintaining regulatory compliance.<br><br>Responsibilities:<br>• Oversee credit and underwriting processes for small-ticket loans and equipment leases, ranging from $10,000 to $250,000 or more.<br>• Provide leadership and mentorship to a team of credit analysts and underwriters, including setting credit authorities and training programs.<br>• Review and approve complex transactions, ensuring they align with company guidelines while addressing exceptions when necessary.<br>• Develop and implement scalable credit scoring models and automated underwriting systems to improve efficiency.<br>• Collaborate with Sales, Operations, and Customer Service teams to ensure timely processing and an exceptional customer experience.<br>• Monitor portfolio performance, focusing on delinquency rates and loss metrics, and take proactive measures to mitigate risks.<br>• Maintain compliance with regulatory requirements and prepare for annual audits.<br>• Update and refine Ideal Customer profiles on a regular basis to align with business needs.<br>• Serve as a member of the Executive Leadership Team, contributing to strategic planning and risk management initiatives.
<p>We are looking for a dedicated Accounting Manager/Supervisor to join our public accounting client in Indianapolis, Indiana. This role is ideal for someone with a strong background in accounting and financial management who thrives in a client-facing environment. The position offers the opportunity to oversee accounting processes, lead teams, and deliver exceptional service to clients while maintaining accuracy and integrity.</p><p><br></p><p>Responsibilities:</p><p>• Manage and oversee the accounting processes for multiple clients utilizing QuickBooks Online and QuickBooks Desktop to ensure accurate financial recordkeeping.</p><p>• Record and reconcile transactions, including bank accounts, credit cards, fixed asset purchases, and loan accounts.</p><p>• Maintain and analyze accounts receivable and accounts payable, ensuring timely bill payments and accurate reporting.</p><p>• Conduct month-end closings, generate financial reports, and provide analysis for client distribution.</p><p>• Monitor cash flow and provide actionable recommendations to clients when necessary.</p><p>• Integrate and oversee third-party software tools that interface with QuickBooks, such as Expensify and Amazon Business.</p><p>• Prepare and file sales tax returns and post year-end closing entries as required.</p><p>• Process payroll through third-party providers and accurately record payroll entries in the system.</p><p>• Review and prepare year-end financial documentation to support income tax return preparation.</p><p>• Train clients and staff on QuickBooks Online usage and oversee staff performing month-end closings and payroll processes.</p>
<p>We are looking for an experienced <strong>Treasury Analyst </strong>to join our client's team on a <strong>contract basis</strong> in <strong>Portland, Oregon</strong>. In this role, you will play a key part in managing and optimizing cash operations, banking infrastructure, and liquidity strategies to support the organization’s financial objectives. This is a long-term contract position that requires a deep understanding of treasury functions and a proactive approach to financial analysis and planning.</p><p><br></p><p>Responsibilities:</p><p>• Oversee daily cash positioning, forecasting, and reconciliation for multiple entities and accounts.</p><p>• Manage banking relationships, including onboarding processes, fee negotiations, and service evaluations.</p><p>• Implement and enhance treasury systems and tools to improve cash management efficiency.</p><p>• Prepare and maintain short- and long-term cash flow forecasts to support strategic initiatives.</p><p>• Assist with foreign currency hedge programs to manage risk effectively.</p><p>• Ensure compliance with internal controls, regulatory requirements, and treasury policies.</p><p>• Support capital market activities, such as debt issuance, interest rate management, and covenant compliance.</p><p>• Conduct fundable property analysis and maintain detailed records for mortgage-related activities.</p><p>• Collaborate with cross-functional teams, including accounting, tax, and legal, to align treasury processes.</p><p>• Prepare reports and journal entries for monthly and quarterly accounting close processes, as well as executive reporting.</p>
<p><em>The salary range for this position is $80,000-$85,000 plus bonus, 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: ‘Sweater Weather 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>Join Us on Our Journey</strong></p><p>We are currently looking for <strong>a Staff Accountant Originations and REO </strong>to join our team.</p><p>Reporting to the Controller, Originations, this position is responsible for a wide range of accounting activities, including managing financial transactions and ensuring accurate financial reporting that follows regulations. This role assists with month-end accounting close processes, including processing accounts payable.</p><p>This position is responsible for calculating and verifying Yield Spread Premiums (YSP) and broker referral payments. Additionally, this role reconciles bank accounts and balance sheets, and partners with third parties for audit requests.</p><p> </p>
<p><em>The salary range for this position is $100,000 to $105,000 plus bonus, 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>Fast-Track Career Advancement Opportunity (This position is expected to advance quickly within the company over the next few months.)</p><p><br></p><p><strong>Responsibilities: </strong></p><ul><li>Help manage fund leverage facilities, including drawdown/paydown requests, borrowing base certificates, covenant monitoring, advance rate analysis, AUP reviews and other required reporting and analytics</li><li>Develop and improve the firm’s reporting infrastructure that serves a variety of internal and external stakeholders and caters to the unique requirements of leverage providers, investors, and other counterparties</li><li>Perform representative daily activities that include:</li><li>Maintain data integrity within borrowing bases for effective administration of credit facilities;</li><li>Process waterfalls for accurate tracking and payment of principal and interest collections;</li><li>Leverage business systems such as PowerBI, WSO, Geneva, and Salesforce to automate reporting infrastructure;</li><li>Establish dashboards and processes to satisfy a variety of reporting needs;</li><li>Compile and monitor key portfolio ratios and metrics; and</li><li>Monitor fund liquidity and manage fund cash positions</li><li>Liaise with external service providers (leverage providers, collateral custodian, auditor, etc.) on a regular basis</li><li>Liquidity management and cash forecasting for the Funds</li><li>Maintain pricing models used by deal teams to analyze return and leverage projections for loan originations</li><li>Interface with all areas of the organization (underwriting, operations, originations, capital formation, debt capital markets, investor services, IT, etc.) as needed</li><li>Produce investor reporting deliverables, due diligence requests, exposure reports and other ad hoc investor reporting requirements</li><li>Produce management reporting & special projects for internal stakeholders as needed</li></ul><p><strong> </strong></p>
<p><br></p><p>• Prepare monthly Balance Sheet Reconciliation, GL review and journal entries of depreciations, prepaid expenses, accrued expenses and other adjustments.</p><p>• Clean up Accounts Payable inbox, saving the emails to appropriate folders and following up with any invoice or payments with any discrepancy.</p><p>• Manage the accounts payable process by receiving and processing invoices, reviewing payables to ensure vendor information is recorded correctly for accurate 1099 reporting, that correct general ledger and sub-ledger accounts have been used, and that appropriate approvals have been obtained in order to issue payment. Ensure all the payments are made on time.</p><p>• Manage the accounts receivable process by receiving and processing invoices, reviewing the invoices to ensure the amounts are correct and ready for submission, investigating and making corrections in case of discrepancy.</p><p>• Verify and post details of business transactions, such as funds received and disbursed, into QuickBooks.</p><p>• Manage, verify and process all staff expense reports and ensure their compliance with Opening Doors policies; reconcile their payments.</p><p>• Process loan disbursements, loan payments, and ACH entries. Manage and reconcile all three loan bank accounts.</p><p>• Monitor loans and accounts payable and receivable to ensure that payments are up to date.</p><p>• Review, balance, and interpret QuickBooks reports, and make corrections.</p><p>• Prepare monthly financial reports for programs, ensuring the reports are completed and submitted on time.</p><p>• Prepare and reconcile CWS Clients Reports for the Resettlement Team, and make their adjustment as per their request.</p><p>• Process urgent checks and make sure they are done ASAP as per request.</p><p>• Process weekly check run, ensuring all the vendors and clients are paid on time. Make both ACH and manual check payment entries.</p><p>• Prepare and upload check details to Positive Pay.</p><p>• Assist employees, vendors, clients or customers by answering their questions related to accounts, procedures, and services.</p><p>• Scan and save all the documents both in QuickBooks and R Drive for easy and efficient access and processing of financial data.</p><p>• Provide financial report to the Program Managers and other management team members as requested.</p><p>• Assist the intern in filing organization such as monthly and quarterly filing procedures.</p>
<p>Robert Half has partnered with a service provider on their search for a Senior Director of Accounting and Treasury with significant change management expertise, strong technical accounting knowledge, and proven ERP systems experience. The Senior Director of Accounting and Treasury will oversee financial forecasting while leading accounting operations, manage cash flow reporting, provide insights and recommendations to support strategic business decisions, assist with month end close activities, coordinate internal and external audits, manage relationships with financial institutions, and monitor and manage the company’s investment portfolio and interest rate risk exposure. This Senior Director of Accounting and Treasury role will ensure the company maintains optimal liquidity, minimizes financial risk, and supports business objectives through effective capital and debt management.</p><p> </p><p>Primary Duties</p><p>· Develop and implement strategies for cash flow forecasting, liquidity management, and short-term borrowing/investing</p><p>· Manage daily cash operations, including bank account management, wire transfers, and cash positioning.</p><p>· Oversee relationships with financial institutions, negotiating terms, fees, and services to optimize banking performance.</p><p>· Evaluate and execute debt financing and capital structure strategies, including loan agreements and covenant compliance.</p><p>· Monitor financial markets and assess economic trends to inform treasury decisions and risk mitigation.</p><p>· Ensure compliance with internal controls, policies, and regulatory requirements related to treasury operations.</p><p>· Lead treasury-related financial reporting and analysis for executive leadership and the board.</p><p>· Collaborate with accounting, tax, legal, FP& A, and other departments to support strategic initiatives and ensure accurate financial reporting.</p>
<p>Robert Half Full-time Engagement Professionals are currently hiring for a Senior Accountant. As a Sr. Accountant, you need to be a self-starter who has the ability to multi-task effectively. 4+ years' experience preferred. Intermediate proficiency with MS Excel (VLOOKUPS and Pivot Tables preferred). Experience with 2 or more ERPs are preferred. Strong communication, organizational and customer service skills are essential.</p><p><br></p><p>Responsibilities-</p><p>General Accounting and Financial Reporting:</p><p><br></p><p>Prepare monthly, quarterly, and annual financial statements in accordance with Generally Accepted Accounting Principles (GAAP)</p><p>Manage journal entries, reconciliations, and adjustments to ensure accuracy of financial records.</p><p>Ensure compliance with local, state, and federal reporting requirements</p><p>Full process Accounts Payable and Accounts Receivable</p><p><br></p><p>Budgeting and Forecasting:</p><p><br></p><p>Collaborate with finance leadership to develop and manage budgets</p><p>Provide variance analysis and assist in forecasting financial outcomes</p><p>Required Skills and Certifications</p><p>Knowledge of ERP systems such as SAP, Oracle, SAGE or Microsoft Dynamics</p><p>Proficiency in Excel, including advanced functions such as pivot tables and formulas</p><p>Strong analytical skills and financial reporting capabilities</p><p><br></p><p>As a part of the Robert Half Loan Staff, you have an opportunity to be a part of different teams working on diverse projects. Our Loan Staff has the stability and benefits of a full-time job with the flexibility and new challenges of our diverse engagements.</p><p>○ You receive our full benefits package, including medical, dental, vision and 401k.</p><p>○ You are paid for all major holidays, three floating holidays and Choice Time Off accruing at 2.0 hours per week.</p><p>○ You are guaranteed 37.5 hours per week whether you are on project or not, so even if you are in between engagements, you still get paid.</p><p>○ While on engagement, you are paid hourly, so you are paid for the hours you work, and you still receive overtime for anything over 40 hours in a week.</p><p><br></p><p><br></p><p>If you are interested in exploring a new and challenging career path while enjoying a culture that facilitates work/life balance - please apply now.</p>
