We are looking for a Loan Processing Analyst to join our dynamic finance consulting team in Greenwich, Connecticut. This Contract to permanent position offers an excellent opportunity for growth and development, with the potential to advance into underwriting roles. The ideal candidate will have strong analytical skills, attention to detail, and the ability to communicate effectively in a fast-paced environment.<br><br>Responsibilities:<br>• Analyze financial statements to assess loan eligibility and risk.<br>• Collaborate with sales representatives to gather necessary documentation from merchants.<br>• Match deals with suitable lenders and assist in setting up new transactions.<br>• Address and resolve customer inquiries and complaints promptly.<br>• Perform credit checks and background evaluations for merchant applications.<br>• Work closely with banking partners to ensure all required paperwork is completed accurately.<br>• Draft contracts for new deals and coordinate with underwriting teams for approval.<br>• Ensure compliance with regulatory and internal funding requirements.<br>• Provide clear and thorough responses to client inquiries.<br>• Utilize Excel to manage and organize data efficiently.
<p>We are looking for a skilled Credit Manager to oversee credit operations and ensure effective risk management for a major company and its subsidiaries. The ideal candidate will collaborate closely with the sales team, make informed credit decisions, and lead a small team to maintain financial stability. This role requires a proactive approach to mitigating risks and optimizing credit processes.</p><p><br></p><p>Responsibilities:</p><p>• Manage credit operations for the main company and its 20-25 subsidiaries, ensuring accurate and timely decision-making.</p><p>• Collaborate with the sales team to address credit-related concerns and develop solutions that align with business goals.</p><p>• Conduct credit assessments and make risk mitigation calls to safeguard financial assets.</p><p>• Supervise and lead a team of two employees, providing guidance and encouraging attention to detail in their work.</p><p>• Approve credit applications and monitor collections activities to maintain cash flow efficiency.</p><p>• Analyze financial data to evaluate creditworthiness and identify potential risks.</p><p>• Develop and implement strategies to optimize credit processes and improve overall efficiency.</p><p>• Ensure compliance with company policies and industry regulations in all credit-related activities.</p>
<p>We are looking for a skilled Underwriter to join our clients Workers Compensation department near Parsippany New Jersey. This role focuses on managing and growing a portfolio of Workers’ Compensation insurance while fostering strong relationships with agents and brokers. If you have a background in underwriting and thrive in a collaborative environment, this is an excellent opportunity to make an impact in a specialized insurance niche.</p><p><br></p><p>Responsibilities:</p><p>• Manage and grow a portfolio of Workers’ Compensation insurance within an assigned territory.</p><p>• Develop and maintain robust relationships with agents and brokers to drive new business and ensure client retention.</p><p>• Evaluate and underwrite new and renewal business in alignment with underwriting guidelines and rating standards.</p><p>• Monitor risk profiles, agency performance, and industry trends to ensure the profitability of the portfolio.</p><p>• Collaborate with the Underwriting Manager to assess portfolio performance and develop strategic initiatives.</p><p>• Maintain accurate and compliant underwriting files, addressing notifications and resolving issues as necessary.</p><p>• Utilize underwriting systems for tasks such as rating, binding, policy issuance, and servicing.</p><p>• Assist in premium collections for accounts within the assigned portfolio.</p>
<p><strong>Billing Manager – Temp to Perm</strong></p><p><strong>Overview</strong></p><p> We are seeking a hands-on Billing Manager to oversee billing operations and support a growing organization. This individual will play a key role in managing invoicing, leading offshore resources, and improving processes as the company continues to scale. This is a temp-to-perm opportunity with long-term potential.</p><p>B<strong>Key Responsibilities</strong></p><ul><li>Oversee daily billing operations, ensuring the accurate and timely processing of approximately 100 invoices per week</li><li>Manage and support offshore Accounts Receivable team members, including training, performance management, and workload distribution</li><li>Review billing data for accuracy, completeness, and compliance with internal policies and client requirements</li><li>Monitor accounts receivable aging and drive timely collections and follow-ups</li><li>Resolve billing discrepancies, customer inquiries, and escalated issues in a professional and efficient manner</li><li>Identify, develop, and implement process improvements to enhance billing accuracy, efficiency, and scalability</li><li>Partner cross-functionally with Finance, Sales, and Operations teams to ensure alignment on billing practices</li><li>Prepare and present regular reports on billing performance, KPIs, and cash flow metrics</li><li>Ensure adherence to internal controls, audit standards, and regulatory requirements</li><li>Support the transition from informal processes to more structured systems as the organization grows</li></ul><p>i<strong>Qualifications</strong></p><ul><li>Bachelor’s degree in Accounting, Finance, or a related field (or equivalent experience)</li><li>5–10 years of billing and/or accounts receivable experience, including at least 2+ years in a supervisory role</li><li>Proven experience managing remote or offshore teams across multiple time zones</li><li>Bilingual in English and Spanish (both written and verbal) required</li><li>Strong understanding of billing systems, invoicing processes, and AR best practices</li><li>High attention to detail with a focus on accuracy</li><li>Ability to manage multiple priorities and meet deadlines in a fast-paced environment</li><li>Strong leadership, communication, and problem-solving skills</li><li>Proficiency in accounting systems and Microsoft Excel</li><li>Comfortable operating in a scaling, entrepreneurial environment with the ability to hit the ground running </li></ul>