We are looking for an experienced Senior Mortgage Loan Processor to join our team in Columbus, Ohio. In this role, you will oversee and manage complex mortgage loan applications, ensuring accuracy and compliance with industry regulations. This is a long-term contract position designed to support ongoing operational needs within residential mortgage lending.<br><br>Responsibilities:<br>• Review and process mortgage loan applications for accuracy, completeness, and compliance with regulatory standards.<br>• Collaborate with loan officers and underwriters to ensure timely submission and approval of loan files.<br>• Verify borrower information, including income, credit history, and property details, to validate loan eligibility.<br>• Prepare and maintain detailed documentation for FHA, FNMA, and other residential mortgage lending programs.<br>• Monitor data integrity and address discrepancies to uphold high standards of reporting and compliance.<br>• Train and mentor less experienced staff on loan processing procedures and compliance requirements.<br>• Coordinate with closing agents to ensure accurate preparation and delivery of closing documents.<br>• Utilize loan origination systems and software to streamline processing and reporting tasks.<br>• Implement validation plans to enhance operational efficiency and ensure consistent adherence to underwriting guidelines.<br>• Provide exceptional customer service, addressing borrower inquiries and resolving issues promptly.
<p><strong>Job Summary:</strong></p><p>We are seeking an experienced Mortgage Loan Officer for a contract opportunity. In this role, you will assist consumers in the loan process, ensuring compliance with all relevant state and federal regulations. If you are knowledgeable in mortgage lending and committed to providing quality service, this could be the perfect opportunity for you. If you do not currently hold an active NMLS License, our client will cover the cost of studying for the test and obtaining the license.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li><strong>Regulatory Compliance:</strong> Maintain licensing requirements in appropriate states and ensure compliance with National Mortgage Licensing System (NMLS) standards.</li><li><strong>Loan Application Management:</strong> Assist consumers with loan applications, negotiate terms, and provide guidance throughout the process.</li><li><strong>Timely Disclosures:</strong> Issue Notice of Action within three business days of receiving an application.</li><li><strong>Avoid Predatory Lending:</strong> Adhere to The Home Mortgage Disclosure Act and Consumer Financial Protection Bureau regulations regarding High-Cost Mortgages to prevent predatory practices.</li><li><strong>Recordkeeping:</strong> Maintain accurate mortgage loan transaction journals in compliance with state regulatory requirements, including regular entries every seven business days.</li><li><strong>Service Level Agreements:</strong> Meet and uphold established SLAs.</li></ul><p><br></p>
<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 detail-oriented Commercial Loan Operations Specialist to join our client's team in in the Twin Cities. In this role, you will manage, and process various post-closing tasks related to commercial and construction loan transactions while ensuring compliance with company policies and procedures. This is a great opportunity to contribute to a dynamic team and play a key role in supporting long-term client relationships.</p><p><br></p><p>Responsibilities:</p><p>• Monitor loan pipelines to ensure timely completion of recurring tasks, such as receiving final documentation and updating project statuses.</p><p>• Handle loan modifications, and efficiently and within deadlines.</p><p>• Organize and store required documentation properly within the system, minimizing the use of shared drives.</p><p>• Process and review draw requests, ensuring all interim and final draws comply with established procedures and guidelines.</p><p>• Collaborate with builders, borrowers, and inspection companies to ensure smooth execution of construction loans.</p><p>• Safeguard wire transfers by implementing fraud-prevention measures during draw disbursements.</p><p>• Maintain accurate and up-to-date records in project management systems.</p><p>• Deliver exceptional customer service by addressing client inquiries and providing timely assistance.</p><p>• Adhere to company policies, federal and state regulations, and information security standards in all activities.</p>
We are looking for a detail-oriented Loan Processor to provide essential support in processing and closing loans. In this long-term contract role, you will play a key part in ensuring loans are managed efficiently, from initial documentation to post-closing review. This position is based in Newburgh, New York, and offers an opportunity to contribute to a dynamic team while honing your expertise in loan administration.<br><br>Responsibilities:<br>• Order and manage personal and business credit reports, flood certifications, and necessary organizational checks.<br>• Coordinate the ordering of appraisals, environmental reports, and pre- and post-closing searches to ensure compliance.<br>• Verify tax transcripts against submitted tax returns and handle Form 4506 processing.<br>• Set up and organize both electronic and physical folders for borrowers, ensuring all documentation is properly filed.<br>• Input borrower information and financial data into loan origination and financial spreading software systems.<br>• Draft Letters of Intent, Commitment Letters, and adverse action notices under supervision.<br>• Monitor loan processing timelines by utilizing checklists and maintaining communication with attorneys, borrowers, and relationship managers.<br>• Prepare legal documentation for loan closings and perform detailed post-closing reviews to ensure all records are complete and accurate.<br>• Handle departmental administrative tasks such as reconciling general ledger accounts, approving vendor payments, and compiling management reports.<br>• Assist in processing loans and preparing end-of-month summaries and other reports as needed.
<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>
<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 new year 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>
<p>We are looking for a skilled Encompass Administrator to manage and enhance our loan origination platform. In this role, you will gather business requirements, design workflows, and develop effective solutions to optimize processes. You will also play a critical role in troubleshooting issues and ensuring smooth integration with third-party systems. This is a remote role with periodic travel to Florida.</p><p><br></p><p>Responsibilities:</p><p>• Conduct discovery sessions with business teams to collect and document detailed requirements for the Encompass platform.</p><p>• Develop and customize workflows, including business rules, input forms, and milestone tasks, to align with operational needs.</p><p>• Collaborate with internal IT teams and external vendors to coordinate system integrations and workflow optimization.</p><p>• Provide training support, create documentation, and manage the rollout of new features and system updates.</p><p>• Troubleshoot and resolve platform issues by working closely with loan operations and technology teams.</p><p>• Build and execute a roadmap for future platform enhancements, including onboarding processes for newly acquired companies.</p>
<p>Robert Half is collaborating with a respected organization to find a skilled Foreclosure Specialist to join their dynamic team. This role is essential in overseeing the end-to-end foreclosure process, ensuring compliance with legal standards, and maintaining high-quality service delivery.</p>
<p>GROWING FINANCIAL COMPANY INDUSTY & STABLE COMPANY </p><p>MORTGAGE LOS SYSTEMS ADMINISTRATOR / ENCOMPASS SYSTEMS ANALYST</p><p>LOCATION: DES MOINES, IOWA * ONSITE IN OFFICE </p><p>IMMEDIATE HIRE ! ONSITE IN DES MOINES WITH FLEXIBILITY! LOOKING FOR EXPERIENCE WITH THE LOS LOAN ORIGINATION SYSTEM WITH ENCOMPASS OR EMPOWER, OR CAYLX, </p><p><br></p><p>ENCOMPASS SYSTEM LOS LOAN ORIGINATION SYSTEMS ANALYST / CONFIGURATION ANALYST </p><p><br></p><p>Mortgage Systems Administrator to Sys Admin, manage, configure, support & enhance key platforms like ICE Encompass, ICE Black Knight, SimpleNexus, OR any LOS.</p><p>This is An awesome culture. Happy Hour Fridays and you will love the people you work with!</p><p><br></p><p>***Please contact me directly, Carrie Danger, SVP Permanent Placement Team; 515-259-6876 - Email me your resume for immediate consideration***</p><p><br></p><p>WHAT YOU WILL DO: </p><p><br></p><p>· Design, configure, test, & enhance system enhancements, business rules, workflows, and forms</p><p>· Collaborate with cross-functional teams on anything new and ongoing system improvements</p><p>· Troubleshoot and resolve system issues, manage user access, and support end users</p><p>· Lead QA efforts and support UAT for system updates and vendor changes</p><p>· Create documentation, user guides, & policies</p><p>· Analyze trends & generate reports</p><p>WHAT YOU WILL NEED: </p><p>· 3–5 years of experience in mortgage system administration, configuration, or development</p><p>· Mortgage LOS Loan Origination Systems Analyst / Systems Administration/ Configuration analyst experience ·</p><p> Strong experience with ICE Encompass and/or ICE Black Knight highly preferred</p><p>· Technical Systems admin experience with Configuration & Integration experience</p><p>This is a PERMANENT / DIRECT HIRE POSITION MORTGAGE LOS SYSTEMS ADMINISTRATOR / ENCOMPASS SYSTEMS ANALYST with a base salary range of up to $100k PLUS outstanding benefits , + Bonus and Profit Sharing Bonus. Confidentially inquire for more details! Please contact me directly, Carrie Danger, SVP Permanent Placement Team, Iowa Region at my Direct Office # (515) 259-6087 or Cell: 515-991-0863, and Carrie Danger ** Email me your resume for immediate consideration to Carrie Danger * Email address is on my LinkedIN Profile.</p>
<p><strong><em>Several Customer Service Agents</em></strong> to help support on lead generation.</p><p><strong>MUST be able to provide your own equipment.</strong></p><p> </p><p><strong><u>Details:</u></strong></p><p><strong>Located: El Paso (100% REMOTE)</strong></p><p><strong>Contract for 3 months, with opportunity to go permanent after 3 months!</strong></p><p><strong><u>Pay: $15/hr</u></strong></p><p><u>1 hour lunch + two 15-minute breaks</u></p><p><u>Hours 9am- 6pm MST / Monday – Friday (NO WEEKENDS!)</u></p><p> </p><p><strong><u>Responsibilities:</u></strong></p><p>• 1 week of mandatory training (cannot miss anytime during 1<em>st</em> week)</p><p>• High Volume call center, outbound dials and scripted calls to insurance and mortgage companies (bulk customers)</p><p>• 300 + calls a day</p>
<p>We are looking for a dedicated Consumer Loan Processor to join our team in Littleton, MA. This long-term contract position offers a hybrid work environment, with two days in the office and three days remote following a four-week training period. In this role, you will play a crucial part in supporting the lifecycle of consumer loans, ensuring all documentation is accurate, compliant, and processed efficiently.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review loan documentation for direct and indirect consumer loans, ensuring accuracy and adherence to regulatory requirements.</p><p>• Establish and maintain loan files, process payoffs, and ensure proper recording of loan transactions.</p><p>• Assist underwriters by entering and updating loan applications and preparing approved contracts for funding.</p><p>• Conduct quality control reviews of documentation packages to confirm completeness and accuracy before booking.</p><p>• Respond to customer inquiries regarding loan balances and payoffs, providing excellent administrative support.</p><p>• Facilitate audits by preparing necessary loan documentation and addressing compliance-related inquiries.</p><p>• Adhere to industry regulations, including ensuring compliance with relevant laws and organizational policies.</p><p>• Support the loan origination process by maintaining accurate records and collaborating with internal teams to meet deadlines.</p><p>• Provide guidance on consumer lending processes and help resolve issues related to loan administration.</p>
<p><em>The salary range for this position is up to $190,000 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>You know what’s awesome? PTO. You know what else is awesome? A high-paying job that respects your work-life balance so you can enjoy your PTO. This role has perks that are unmatched by its competitors. Plus, this position doubles as a fast-track career advancement opportunity as they prefer to promote from within. </p><p><br></p><p><strong><u>Position Responsibilities</u></strong></p><ul><li>Work with Senior Leadership Team and Financial Leadership Team to understand the company’s vision and strategy and develop integrated EPM vision and strategies that are aligned with the company's overall strategic initiatives and financial objectives</li><li>Facilitate the establishment of daily, weekly and monthly reporting requirements</li><li>Give significant input to the development of company enterprise structure required to achieve reporting requirements and coordinate with finance and IT resources towards implementation of a transaction systems all the way through EPM reporting systems</li><li>Participate in the selection and configuration of EPM reporting tools consisting of 1) Actual Consolidation, 2) Planning and Forecasting, 3) Workforce Planning, 4) Long Range Planning (3 to 5 years), 5) Integrated Management Reporting and 6) External / SEC Reporting among others [tools currently being implemented are Tagetik and SAP’s SAC]</li><li> Create the vision and strategies for actual, plan / forecast and long range planning reporting</li><li>Establish financial standard reports to assure “one version of the truth”</li><li>Create and govern required reporting Master Data Management (MDM) Change Control processes (for entities, profit centers, cost centers, chart of accounts, standard reporting formats among others) as part of the Enterprise Master Data Governance program.</li><li>Establish links between various transformation initiatives and business strategies using methods/approaches such as capability assessment, business/financial analysis, process management and re-design, organizational assessment and stakeholder management</li><li>Contribute with financial specific expertise in establishing governance program conducted by the Master Core Data Team.</li><li>Support acquisition integration efforts by developing/enhancing playbook activities and repeatable processes for efficient and timely integration of financial data</li><li>Provide direct oversight for the management and prioritization of key projects and milestones. Responsible for overall project/program quality assurance</li><li>Provide thought leadership to ensure program objectives are achieved and stakeholders are aligned</li><li>Work directly with key stakeholders and business partners to drive improvements in core financial processes such as close/consolidations; planning, budgeting and forecasting; and management reporting</li><li>Foster continuous improvement mindset to drive change, improve access to critical information and enhance decision support capabilities across finance</li></ul>
We are looking for a skilled Loan Processor to join our team in El Paso, Texas. This is a long-term contract position offering the opportunity to contribute to a fast-paced and dynamic mortgage processing environment. The ideal candidate will excel in operational support, pipeline management, and delivering exceptional customer service throughout the loan processing lifecycle.<br><br>Responsibilities:<br>• Process mortgage loan applications with precision and ensure compliance with company and investor guidelines.<br>• Maintain an organized pipeline of loans, meeting monthly closing requirements and adhering to established timelines.<br>• Prepare and submit accurate loan packages to underwriters and investors, minimizing underwriting issues.<br>• Communicate proactively with clients to address inquiries and provide updates on loan status.<br>• Monitor and fulfill all required conditions and stipulations to ensure timely settlements.<br>• Collaborate effectively with loan officers and managers to support team goals and resolve follow-up items.<br>• Generate and submit regular reports, including call logs, pipeline updates, and status summaries.<br>• Uphold high standards of professionalism and ethical behavior while representing the company.<br>• Adapt to company processes and policies, ensuring continuous improvement in operational efficiency.
<p>We are looking for a dedicated Commercial Loan Closing Coordinator to join our team. This long-term contract position is an excellent opportunity for professionals with expertise in commercial loan processing and document review. The role requires a strong understanding of loan closing procedures and the ability to collaborate effectively with attorneys, relationship managers, and other stakeholders.</p><p><br></p><p>Responsibilities:</p><p>• Review and prepare pre-closing documentation for commercial loans, ensuring accuracy and compliance with all conditions and covenants.</p><p>• Organize and manage loan files, coordinate closing schedules, and act as a liaison with legal professionals and relationship managers.</p><p>• Set up loan details, including calculating required escrows, reserves, and prepaid interest, as well as preparing general ledger entries and initiating wire transfers.</p><p>• Maintain loan closing reference procedures to standardize processes for closings, modifications, and conversions.</p><p>• Process post-closing documents and reports for accurate input into the bank's systems.</p><p>• Assist with daily departmental tasks such as resolving customer inquiries and addressing problems effectively.</p><p>• Prepare and manage department reports, including pipeline and closing reports, while verifying compliance with regulations such as the Patriot Act.</p><p>• Review mortgage discharge documents for accuracy and ensure proper handling of closing disclosures.</p>
<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 Commerical Loan Closing Specialist in the Middlesex County, NJ area. In this role you will be responsible for preparing and reviewing pre-closing documents, setting up loan files, preparing closing reports, and more. If you have 2+ years of commercial loan closing experience and are looking to grow your career, this might be the opportunity for you! </p><p> </p><p>Responsibilities:</p><p>• Prepare and review pre-closing documentation for commercial loans.</p><p>• Organize loan files, verify the accuracy of closing documents, and ensure compliance with all conditions, covenants, and required documentation.</p><p>• Collaborate with Attorneys, Relationship Managers, and other professionals to schedule and facilitate timely loan closings.</p><p>• Set up loan files in alignment with departmental procedures and coordinate closing activities with Loan Administrators.</p><p>• Process post-closing documents and reports.</p><p>• Maintain reference procedures to standardize loan closings, modifications, and conversions.</p><p>• Address customer inquiries and assist with problem-solving related to loan operations.</p><p>• Prepare and manage department reports such as pipeline and closing reports, ensuring accuracy and compliance with regulations.</p>
<p>We are looking for a skilled Loan Processor to join our team based 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>We are looking for a dedicated Commercial Loan Processor to join our team in the Tech Center. In this role, you will play a key part in managing the loan processing lifecycle, ensuring accuracy and compliance while delivering exceptional service to customers and lenders. If you thrive in a collaborative environment and are passionate about supporting commercial banking operations, we encourage you to apply.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate and oversee loan closings, ensuring all documentation is accurate and complete.</p><p>• Handle collateral perfection tasks to maintain compliance and secure loan agreements.</p><p>• Manage file maintenance and ensure records are up-to-date and organized.</p><p>• Track ticklers and deadlines to ensure timely follow-up and resolution.</p><p>• Respond to day-to-day inquiries and requests from lenders and customers.</p><p>• Collaborate closely with lenders and bank customers to provide seamless communication and service.</p><p>• Work effectively with other Commercial Loan Processors and Loan Operations team members to optimize processes.</p><p>• Ensure adherence to regulatory standards and organizational policies during loan processing.</p><p>• Support construction loan processing, including specialized documentation and tracking requirements.</p>
<p>We are looking for a detail-oriented Loan Servicing Support specialist to join our team in Woodbridge, New Jersey. This Contract position is ideal for candidates with extensive experience in loan servicing, particularly within commercial or residential lending. The role requires a strong ability to interpret loan documentation, manage customer inquiries, and ensure the accuracy of loan portfolio updates.</p><p><br></p><p>Responsibilities:</p><ul><li>Reviewing and interpreting loan documents to ensure precision and compliance.</li><li>Managing various lending support tasks.</li><li>Addressing debtor concerns and resolving discrepancies associated with payments.</li><li>Supervising the monthly billing process.</li><li>Managing payment activities such as processing transactions, payoffs, and adjustments.</li><li>Facilitating changes to loans, including extensions, interest modifications, transfers of borrowers, and verifying credit committee or loan officer approvals.</li><li>Maintaining up-to-date financial profiles by verifying loan data and ensuring accuracy.</li><li>Investigating and correcting financial transaction errors as necessary to address discrepancies.</li><li>Building strong relationships with clients to provide an excellent servicing experience and resolve inquiries effectively.</li></ul><p><br></p>
<p>The <strong>Commercial Loan Closer</strong> is responsible for managing the end-to-end process of closing commercial loans, ensuring all documentation is accurate, complete, and compliant with regulatory and internal requirements. This role requires a high level of coordination with attorneys, relationship managers, and internal teams to facilitate smooth and timely loan closings. Additional responsibilities include loan setup, document management, reporting, compliance verification, and providing customer support. Candidates should possess at least 2+ years of relevant experience, exceptional attention to detail, strong communication skills, and proficiency in loan documentation systems and software like Microsoft Office.</p>
<p>Our client is a reputable and world-renowned Asset Management firm is looking to bring onboard a Finance Associate to the team.</p><p>The Finance team manages and reports on a diverse investment portfolio while collaborating with internal and external stakeholders. This role focuses on private equity investments, with exposure to other asset classes like hedge funds, public equity, and real estate. Key responsibilities include managing valuation and accounting, overseeing fund administrators, collaborating on investment closings, and conducting financial analysis. </p>
<p>Our client is a well-established investment management company is looking to add to the Finance team in their Boston office. The Finance team works alongside investment professionals, legal, tax, and operations groups to support and oversee investment activities within a diversified portfolio. Responsibilities include ensuring accurate accounting, reporting, and performance analysis, along with conducting financial analysis and market research to evaluate investment opportunities and trends. The role involves primary oversight of real assets fund investments, including real estate, private credit, and private equity, while also contributing to broader initiatives across asset classes. Collaborating closely with internal functions and external partners, the position ensures compliance with regulations and supports the lifecycle of portfolio investments. The ideal candidate will bring 5+ years of related experience, public accounting and CPA are a plus as well.</p><p><br></p><p>This position is hybrid, with 3 days in office schedule. If you are interested and would like to be considered, please reach out to Thatiane Abrantes.</p>
<p>Ideal candidate will have strong analytical abilities, excellent organizational skills, and a keen eye for detail.</p><p><br></p><p>Responsibilities:</p><p>• Conduct thorough annual reviews of customer escrow accounts to ensure accuracy and compliance.</p><p>• Reconcile property tax and insurance disbursements made from escrow accounts throughout the year.</p><p>• Compare collected funds with disbursements to identify any shortages or surpluses in escrow accounts.</p><p>• Calculate adjustments needed for monthly escrow payments based on analysis results.</p><p>• Prepare and distribute official escrow analysis statements, including projections for the upcoming year.</p><p>• Ensure all escrow procedures align with federal and state regulations, as well as company policies.</p><p>• Investigate and resolve discrepancies in escrow accounts, reporting findings to management.</p><p>• Provide accurate documentation and maintain meticulous records for auditing purposes.</p><p>• Collaborate with relevant teams to address compliance-related issues and improve processes.</p>
