<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>We are looking for an experienced Controller to lead the Accounting Department of a respected financial institution in Twin Cities, Minnesota. This role requires a meticulous individual who can oversee financial reporting, manage operational processes, and ensure compliance with regulatory standards. The Controller will play a pivotal role in maintaining financial integrity and supporting the organization’s strategic goals.</p><p><br></p><p>Responsibilities:</p><p>• Supervise the Accounting Department to ensure the production of accurate and timely financial reports, including internal and external statements as well as regulatory filings.</p><p>• Review and approve financial statements before submission to senior management, the Board of Directors, and external partners.</p><p>• Manage month-end and year-end closing processes to ensure seamless financial operations.</p><p>• Implement and maintain systems and controls to uphold the accuracy and reliability of financial data.</p><p>• Oversee complex accounting transactions, such as business combinations and mergers, and assist with an upcoming accounting system transition.</p><p>• Prepare forecasts that analyze income, expenses, and earnings based on historical data and future projections.</p><p>• Provide detailed financial reporting for various business units, including specialized services.</p><p>• Manage reconciliations related to deposits, loans, shared branching, payments, and other operational areas.</p><p>• Lead the integration of core systems with accounting software to streamline processes.</p><p>• Mentor and train staff to foster a motivated, service-oriented team aligned with organizational goals.</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><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>
