<p>We are recruiting for an Operations & Growth Manager for an amazing mortgage company based in San Diego, CA. This is a high-visibility role responsible for overseeing operations, compliance, and investor coordination. This role is ideal for someone who thrives in a fast-paced, growth-oriented environment and wants to make a direct impact on company growth. You’ll optimize processes, ensure compliance with investor and regulatory requirements, manage communications, and directly support loan officers. </p><p><br></p><p>Key Responsibilities: </p><p><br></p><ul><li>Lead departmental communications and respond to loan officer and investor inquiries promptly. </li><li>Provide training and guidance on banking, compliance, and operational requirements via webinars, office hours, and one-on-one check-ins. </li><li>Track and ensure completion of required investor and regulatory training (Fannie Mae, Freddie Mac, UCDP, MERS, etc.). Loan & Investor Coordination </li><li>Serve as primary contact for appraisal orders, investor inquiries, and back-end fulfillment questions. </li><li>Track loan pipelines and ensure delivery of notes to warehouse lines and investors. </li><li>Monitor loan conditions and collaborate with internal teams to ensure timely clearance and purchase. </li><li>Coordinate with investors to resolve loan delivery or purchase issues efficiently. Documentation & Posting</li><li>Maintain and update departmental policies, procedures, and guidelines on the C2 Funding site. </li><li>Manage investor communications, including servicing letters for Kind, PennyMac, and other investors. </li><li>Enter financial and loan-related information into CRM system. </li><li>Reconcile warehouse line balances and ensure compliance.</li><li>Prepare and reconcile monthly P& L reports.</li></ul>
We are looking for a detail-oriented and dependable Receptionist to join our team on a contract basis in San Diego, California. In this role, you will serve as the first point of contact for visitors and clients, ensuring smooth day-to-day operations in a small office environment. The ideal candidate will bring relevant experience and a few years of expertise, making them comfortable handling a variety of administrative and customer-facing tasks.<br><br>Responsibilities:<br>• Greet visitors and clients with a detail-oriented approach and direct them to the appropriate personnel.<br>• Manage a multi-line phone system, answering inbound calls and routing them efficiently.<br>• Provide administrative support, including scheduling meetings and maintaining office supplies.<br>• Handle switchboard operations for up to 10 lines, ensuring seamless communication.<br>• Assist with basic data entry and document management tasks.<br>• Utilize platforms like Salesforce to organize and maintain customer information.<br>• Ensure the reception area remains clean and welcoming at all times.<br>• Adhere to business casual dress codes, maintaining a detail-oriented appearance.<br>• Support the team with ad hoc administrative duties as needed.
<p>Step into the world of healthcare where every interaction makes a difference. Our client, a highly respected <strong>healthcare and wellness practice</strong>, is seeking a <strong>Receptionist</strong> to be the heart of their front office. This role blends administrative expertise with compassion, ensuring patients feel welcome, supported, and cared for the moment they step through the door. In this role, you’re not just answering phones — you’re guiding patients through appointments, helping families navigate insurance details, and making sure providers have everything they need to deliver exceptional care.</p><p><br></p><p><strong><u>What You’ll Do</u></strong></p><ul><li>Greet patients warmly, check them in, and provide clear instructions for their visit.</li><li>Answer phones, schedule appointments, and manage a busy provider calendar.</li><li>Verify insurance, process patient paperwork, and update electronic health records.</li><li>Coordinate with medical assistants, nurses, and providers to keep daily operations on track.</li><li>Handle billing inquiries with professionalism and tact.</li><li>Ensure the waiting area is clean, organized, and welcoming.</li><li>Maintain confidentiality in line with HIPAA regulations.</li></ul>
<p>Our client, a well-respected <strong>medical practice in Encinitas</strong>, is seeking a <strong>Medical Front Office Receptionist</strong> who will set the tone for patients the moment they walk in. This role combines administrative expertise with compassion and professionalism, ensuring that patients and families feel both welcomed and cared for. If you thrive in a role where details matter and empathy makes the difference, this is the perfect opportunity.</p><p><br></p><p><strong><u>What You’ll Do</u></strong></p><ul><li>Greet patients warmly, check them in, and provide guidance on forms and procedures.</li><li>Manage phone lines — schedule appointments, handle inquiries, and route calls appropriately.</li><li>Verify insurance information, collect copays, and enter patient data accurately into the EHR system.</li><li>Collaborate with medical assistants, providers, and back-office staff to keep the daily schedule running smoothly.</li><li>Handle billing and patient account questions with professionalism.</li><li>Maintain a clean, organized, and welcoming front desk environment.</li><li>Uphold patient confidentiality in line with HIPAA regulations.</li></ul>
<p>Our <strong>healthcare client in San Luis Rey</strong> is seeking a proactive <strong>Collections Specialist</strong> to manage outstanding patient and insurance balances within the revenue cycle department. The ideal candidate has prior experience handling medical collections, understands insurance follow-up procedures, and thrives in a fast-paced, results-driven environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Follow up on unpaid insurance claims and patient balances to ensure timely reimbursement.</li><li>Contact insurance companies regarding claim denials, underpayments, and appeals.</li><li>Initiate patient outreach for outstanding self-pay balances with professionalism and empathy.</li><li>Record all collection activities in the billing system, ensuring documentation accuracy.</li><li>Work closely with billing and posting teams to correct errors and resubmit claims.</li><li>Review EOBs and identify opportunities to improve collection efficiency.</li><li>Maintain compliance with HIPAA and Fair Debt Collection Practices Act (FDCPA) standards.</li><li>Generate weekly collection reports and aging summaries for management.</li></ul>
We are looking for an experienced Controller to lead our Accounting Department and collaborate closely with the Chief Financial Officer. This role is vital in ensuring the accuracy of financial reporting, maintaining compliance with internal policies, and overseeing essential accounting operations. The ideal candidate will bring a strong background in financial management, attention to detail, and the ability to thrive in a dynamic work environment.<br><br>Responsibilities:<br>• Oversee the Accounting Department, ensuring efficient operations and adherence to organizational policies.<br>• Manage and maintain the integrity of the general ledger, ensuring accurate and timely entries.<br>• Supervise the financial close process, ensuring deadlines are consistently met.<br>• Prepare, review, and analyze financial statements to ensure accuracy and compliance.<br>• Collaborate with the Chief Financial Officer to support strategic financial initiatives and reporting.<br>• Monitor and enforce compliance with internal controls and regulatory requirements.<br>• Lead the preparation and submission of annual financial reports.<br>• Implement and oversee document control processes, including scanning and compiling financial documents.<br>• Facilitate audits by providing accurate documentation and responding to inquiries.<br>• Identify opportunities for process improvement within accounting operations and implement solutions.
