We are looking for a commercially minded finance specialist to support client-facing financial operations and strengthen business performance for a key account. This Long-term Contract position will focus on delivering clear financial insight, maintaining contract alignment, and partnering with internal teams and client stakeholders to support informed decision-making. The ideal candidate brings strong analytical judgment, excellent communication skills, and the ability to manage multiple priorities in a fast-paced environment.<br><br>Responsibilities:<br>• Oversee the preparation and delivery of recurring financial reports for both clients and internal leaders, with a focus on revenue performance, margin visibility, and contractual obligations.<br>• Serve as a trusted point of contact for client stakeholders, fostering productive relationships and maintaining consistent communication on commercial matters.<br>• Coordinate with regional and local market teams to confirm that account activity remains aligned with agreed contract terms and business expectations.<br>• Partner with internal compliance colleagues to support contract reviews and audit requests by gathering, organizing, and providing required documentation.<br>• Create commercially sound proposals tailored to client needs, helping expand revenue opportunities while protecting business interests.<br>• Analyze financial results, investigate variances, and provide ad hoc insights that support planning, forecasting, and decision-making.<br>• Use advanced Excel-based analysis and financial modeling to evaluate business trends, identify risks, and recommend practical actions.<br>• Contribute to month-end financial activities and help improve reporting accuracy, efficiency, and overall process discipline.
<p><strong>Job Summary:</strong></p><p>We are seeking a detail-oriented <strong>Lending Specialist</strong> with a strong background in <strong>commercial lending</strong> for a temp-to-hire opportunity in <strong>Westbury, NY</strong>. The ideal candidate will have at least <strong>3 years of experience</strong> supporting commercial loan processes, including documentation, underwriting support, loan servicing, and client communication. This role is well suited for a professional who thrives in a fast-paced financial services environment and can manage multiple loan files with accuracy and efficiency.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Process and support commercial loan applications from intake through closing</li><li>Review loan documentation for completeness, accuracy, and compliance</li><li>Coordinate with relationship managers, underwriters, attorneys, and clients throughout the loan process</li><li>Prepare, track, and maintain commercial loan files and supporting documentation</li><li>Assist with loan booking, funding, renewals, modifications, and servicing activities</li><li>Monitor timelines and follow up on outstanding conditions prior to closing</li><li>Ensure adherence to internal policies, banking regulations, and lending procedures</li><li>Respond to borrower and internal team inquiries in a professional and timely manner</li><li>Maintain accurate records within loan processing and document management systems</li></ul><p><br></p>
We are looking for a detail-oriented Lending Specialist IV to support commercial lending activities in Morristown, New Jersey. This Long-term Contract position plays a key role in guiding transactions from pipeline management through closing and post-closing coordination while working closely with lenders, legal partners, and operational teams. The ideal candidate brings strong judgment, excellent communication skills, and the ability to manage multiple priorities in a deadline-driven environment with a high degree of accuracy.<br><br>Responsibilities:<br>• Oversee the progression of lending transactions by coordinating with Relationship Managers and internal partners to keep deals moving efficiently toward closing.<br>• Organize and examine closing packages, due diligence materials, insurance documentation, and related records to support complete and compliant loan files.<br>• Facilitate transaction execution by identifying issues early, escalating concerns when needed, and helping implement practical solutions that address operational and risk considerations.<br>• Request, track, and assemble required file documentation, including supplemental materials needed to finalize loan processing and closing activities.<br>• Work closely with servicing, closing, and operations teams to support accurate loan boarding, accrual handling, reconciliations, and daily cash activity.<br>• Coordinate initial funding at closing and monitor ongoing loan events such as advances, payments, and payoffs to ensure timely and accurate processing.<br>• Perform detailed reviews of loan documents to confirm completeness and accuracy before closing, and complete closing activities when assigned.<br>• Maintain clear communication with lenders and internal stakeholders regarding outstanding items, documentation gaps, and issues that could affect closing timelines.