<p><strong>About the Role</strong></p><p>We are seeking an experienced <strong>Personal Banker</strong> who comes directly from a banking institution and has a proven background in retail or consumer banking. This individual will support clients with day‑to‑day banking needs, offer tailored financial solutions, and deliver exceptional customer service while upholding compliance and operational standards here in San Jose. </p><p><br></p><p><strong> Responsibilities</strong></p><ul><li>Serve as the primary point of contact for clients regarding personal banking needs.</li><li>Open and maintain deposit accounts including checking, savings, CDs, and IRAs.</li><li>Assist clients with online banking, debit card issues, account maintenance, and general inquiries.</li><li>Educate customers on banking products and recommend appropriate financial solutions.</li><li>Cross‑sell banking services such as credit cards, consumer loans, overdraft protection, and digital tools.</li><li>Process transactions, resolve account issues, and ensure high accuracy in daily operations.</li><li>Maintain compliance with bank policies, security standards, and regulatory requirements.</li><li>Build long-term client relationships based on trust, professionalism, and service excellence.</li></ul><p><br></p>
We are looking for a meticulous and organized Loan Processor to join our team in Sunnyvale, California. In this role, you will ensure the efficient and compliant processing of real estate loan applications while delivering exceptional service to members. This is a Contract to permanent position, offering the chance to grow within a dynamic and collaborative environment.<br><br>Responsibilities:<br>• Review real estate loan applications to confirm accuracy and completeness.<br>• Collect, verify, and organize documentation such as income statements, credit reports, title information, and appraisals.<br>• Enter loan details into the credit union’s system, ensuring precision and compliance.<br>• Communicate effectively with loan officers, underwriters, and applicants to facilitate timely processing.<br>• Address any questions or concerns from members regarding the loan application process.<br>• Ensure all loan files adhere to credit union policies, federal and state regulations, and industry standards.<br>• Conduct regular quality checks to identify and resolve errors or omissions in loan documentation.<br>• Collaborate with the lending team to streamline workflows and enhance loan processing efficiency.<br>• Track the status of loans and provide regular updates to management.<br>• Generate detailed reports on loan metrics, including timelines, application statuses, and volume.
We are looking for a skilled Loan Closer - Support specialist with strong attention to detail to manage the closing process for loan transactions in Walnut Creek, California. This is a Contract position where attention to detail and strong organizational skills are essential to ensure compliance and accuracy in all loan documentation. The role offers the opportunity to collaborate with clients, title companies, and insurance providers while maintaining high standards of expertise and conduct.<br><br>Responsibilities:<br>• Collect and verify all required information and documentation to ensure completeness and accuracy, including title reports and lien searches.<br>• Create and maintain a comprehensive checklist of items necessary for loan closing, resolving any pending issues before finalization.<br>• Prepare loan documentation using LaserPro, ensuring accuracy and compliance with terms and conditions.<br>• Facilitate approval processes through Etran and generate loan authorizations in accordance with organizational guidelines.<br>• Coordinate with clients, escrow/title companies, and insurance providers to ensure seamless communication and timely closings.<br>• Package loan files and related documents in alignment with regulatory and organizational standards.<br>• Ensure proper lien placement and collateral protection by verifying all necessary actions are taken.<br>• Provide support and guidance throughout the closing process, addressing any challenges with expertise and problem-solving skills.
<p>We are seeking an experienced Contract Administrator for a contract-only opportunity located in Sunnyvale, CA. The Contract Administrator will support contract lifecycle management activities, working closely with internal stakeholders to ensure contracts are accurate, compliant, and properly executed. This role is well-suited for a detail-oriented professional with mid-level administrative or contract support experience.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Assist with contract review, drafting support, routing, and execution processes</li><li>Maintain contract records, files, and databases to ensure accuracy and compliance</li><li>Track contract terms, renewals, amendments, and key deadlines</li><li>Coordinate with legal, finance, procurement, and business stakeholders</li><li>Support contract intake, approvals, and internal workflows</li><li>Prepare reports and summaries related to contract status and obligations</li><li>Ensure adherence to internal policies and contract administration procedures</li></ul><p><br></p>
<p>Join a groundbreaking team at the forefront of healthcare innovation! Our dedicated medical device company in Palo Alto is searching for a dynamic Contracts Administrator to play a key role in supporting commercial growth and operational excellence.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Draft, review, and negotiate a variety of contracts (including vendor, procurement, and customer agreements), ensuring full compliance with company policies and regulatory standards.</li><li>Oversee end-to-end contract lifecycle management, from initial intake and administration through to execution, amendments, and renewals.</li><li>Collaborate cross-functionally with Legal, Procurement, Finance, and Operations teams to resolve contractual issues, mitigate risks, and provide strategic guidance.</li><li>Support the procurement process, helping to select, onboard, and manage external partners and suppliers.</li><li>Maintain meticulous and up-to-date electronic and physical records to ensure audit readiness and contract retrieval efficiency.</li><li>Advise stakeholders on contract interpretation, compliance best practices, and process improvement opportunities.</li><li>Proactively identify areas for efficiency gains and help implement contract management system upgrades or process enhancements.</li></ul><p><br></p>
<p>We are looking for a dedicated Property Administrator to oversee the operations of a residential community in San Francisco, California. This contract position offers the opportunity to ensure quality services while maintaining compliance with regulatory standards. The ideal candidate will possess strong leadership skills and a commitment to fostering positive relationships with residents, team members, and government agencies.</p><p><br></p><p>Responsibilities:</p><p>• Manage the daily operations of the residential community to ensure efficient service delivery.</p><p>• Ensure compliance with requirements set by the U.S. Department of Housing and Urban Development, state Housing Finance Agency, and local government agencies.</p><p>• Lead and oversee team members, including assigning tasks, monitoring performance, and handling recruitment and personnel functions.</p><p>• Develop and maintain strong relationships with residents, staff, and external agencies.</p><p>• Monitor the financial health of the community, including preparing budgets, conducting financial analyses, and managing cash flow.</p><p>• Supervise billing, accounts payable, and accounts receivable processes to maintain accurate records.</p><p>• Utilize accounting and management software to streamline operations and reporting.</p><p>• Conduct regular assessments to identify and address operational improvements.</p><p>• Prepare and submit required reports to regulatory agencies in a timely manner.</p><p>• Ensure compliance with tax and certificate of occupancy requirements.</p><p><br></p><p>** If you're interested in this position, please apply to this position and contact Julia Henderson at julia.henderson - at - roberthalf - .com with your word resume and reference job ID# 00410-0013394308 **</p>
<p>The Community Manager (CM) ensures the efficient and safe management of an assigned Community. The CM is responsible for overseeing staff and property functions to ensure high-quality, safe housing for residents in a fiscally responsible manner. The CM is also responsible for building positive rapport and communication with residents, Board of Directors, Portfolio Manager, support staff, regulatory agencies, and other community constituents.</p><p><br></p><p>Key Responsibilities</p><p>• Contribute to caring and positive working and living environments for all employees and residents</p><p>• Manage the day-to-day operations of an assigned property</p><p>• Performs standard supervisory functions including team selection, initial and ongoing training and development, managing ongoing performance, and interpersonal matters</p><p>• Identify community resources to recruit staff vacancies in collaboration with the HR Department.</p><p>• Enforce CCH policies and procedures to ensure compliance with legal requirements and all administrative agency rules and regulations.</p><p>• Manage the resident waiting list to ensure compliance with Fair Housing and section 504 guidelines</p><p>• Prioritize and assign all work and projects amongst staff; Coordinate service work and monitor preventative</p><p>maintenance work; Ensure that work schedules are followed.</p><p>• Collaborate appropriately with internal and external business partners and vendors to ensure effective implementation of any improvements, repairs, and alike</p><p>• Prepare for site and other inspections (including INSPIRE, MOR and annual audit) by reviewing pertinent checklists and forms and ensuring that all requested documentation is located and accessible at the site (i.e. most recent audit, insurance policy, etc.).</p><p>• Ensure the successful day-to-day financial management of the property and maintain all necessary financial</p><p>records and files in good order. Work closely with the Portfolio Manager to develop the site’s annual budget.</p><p>• Administer the budget in a way that ensures a clean, safe and well-maintained building and environment for</p><p>residents and staff, while operating within +/- 5% variance of the approved budget.</p><p><br></p><p>• Direct the collection of rent, daily rent deposits, and communication of deposit information to the corporate office. Maintain an average 98% occupancy level or better.</p><p>• Market units in accordance with an approved marketing plan which considers all federal, state and local and</p><p>regulatory requirements.</p><p>• Process, complete and maintain accurate resident files at move-in and at each recertification within established</p><p>regulatory guidelines.</p><p>• Review all delinquent accounts and resident receivables and determine the necessary course of action to collect outstanding balances in consultation with the Portfolio Manager.</p><p>• Perform annual or more frequent inspections of units and follow up with housekeeping letters, preparation of</p><p>work orders and maintenance chargebacks to residents.</p><p>• Other duties as assigned.</p><p><br></p>
<p>We are urgently seeking a Temporary Case Manager to support our Program in Berkeley. This position is ideal for a candidate with strong residential case management experience who wants to make an immediate impact supporting Veterans.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Conduct facility inspections and ensure adherence to safety protocols.</li><li>Maintain strong professional communication with residents, demonstrating effective de-escalation techniques as needed.</li><li>Coach Veterans in developing and progressing through Individualized Service Plans (ISPs).</li><li>Support goal setting and track progress with participants.</li><li>Collaborate with other onsite programs to maintain a safe, clean, and well-functioning facility.</li><li>Ensure prompt and appropriate food service delivery.</li></ul>
<p>Robert Half's client is seeking a detail-oriented Contracts Administrator to join our team in Concord, CA. This long-term contract position will focus on providing comprehensive administrative support for contract management processes while ensuring compliance and efficiency throughout the contract lifecycle. The ideal candidate will play a key role in organizing documentation, collaborating with stakeholders, and assisting with contract-related tasks to facilitate seamless operations.</p><p><br></p><p>Contracts Administrator Responsibilities-</p><p>• Prepare and assist with contract negotiation reviews under the guidance of the contracts management team.</p><p>• Collaborate with stakeholders to coordinate kick-off meetings and ensure alignment on contractual terms and processes.</p><p>• Maintain centralized databases for prime and subcontractor agreements, tracking documentation status and ensuring accurate recordkeeping.</p><p>• Monitor contract spend, change orders, milestones, and renewal dates, providing timely updates to relevant teams.</p><p>• Support compliance tracking by maintaining codes in designated systems and educating teams on risk management practices.</p><p>• Manage approved subcontractor lists, coordinate onboarding processes, and track compliance documentation.</p><p>• Oversee business license renewals and payments, ensuring all compliance records are accurate and up to date.</p><p>• Assist with rental agreements by coordinating necessary documentation and payment submissions.</p><p>• Update contract lifecycle dashboards and performance metrics, contributing to process improvements and reporting efficiencies.</p><p>• Respond to requests for Certificates of Insurance, Bonds, NDAs, and similar contract-related documents.</p><p><br></p><p>If you are interested in this Contracts Administrator position, please submit your resume today!</p>
• Leads, trains, evaluates, coaches, professionally develops and motivates staff to attain department goals. Sets and monitors performance goals. Promotes a work environment that encourages involvement, initiative and teamwork. Builds career development paths for assigned staff. • Budget and Strategic Financial Planning: Leads the development and management of budgets across all departments, ensuring alignment with organizational goals and financial constraints. Collaborates with leadership to develop long-term financial strategies and goals. Supports the creation of financial forecasts and contributes to the corporate strategic plan. • Balance Sheet Risk Management: Oversees balance sheet management, including the measurement and monitoring of interest rate risk and liquidity risk to ensure financial stability. Measures and monitors exposure to credit risk within the loan and investment security portfolios to ensure adequate support of the reserve for credit loss for expected credit loss. • Profitability Analysis: Supports and analyzes profitability measures in coordination with department leadership, focusing on product, branch, and member profitability to drive informed decision-making. Provides analytical support to department leadership in assessing and determining product pricing decisions to optimize profitability. • Financial Data Analysis: Analyzes financial data to identify trends, assess performance, and pinpoint areas for improvement, ensuring data-driven decision-making. Identifies opportunities to reduce costs, improve operational efficiency, and increase revenues and profitability through strategic initiatives. Performs ad-hoc financial analysis to support various business decisions, providing timely and relevant insights. • Financial Reporting: Creates comprehensive board and management financial reports using financial reporting tools such as FiServ Prologue, Microsoft Excel, Microsoft PowerBI, and Tableau. Maintains the highest standards of financial integrity, and support the organization’s adherence to financial regulations, Generally Accepted Accounting Standards (GAAP), and financial institution industry best practices. • Understanding of finance and accounting principles and thorough knowledge of regulations, GAAP, and industry best practices. • Proficiency in analyzing financial data to identify trends and provide insights. • Skill in presenting complex financial information clearly to stakeholders. • Expertise in developing and implementing long-term financial strategies. • Proficiency with relevant finance and accounting applications. • Thorough understanding of interest rates, liquidity, and credit risks. • Skills in analyzing and optimizing product, branch, and member profitability. • Proficiency in identifying ways to reduce costs and improve efficiency. • Direct supervisory responsibilities for assigned department staff. • Bachelor’s degree in finance, accounting, economics or related field; or equivalent related work experience. • Minimum of 6 years in supervisory or leadership role. • Minimum of 8 years of experience in financial planning, analysis, accounting and strategy. • Certified Financial Analyst or Certified Public Accountant or similar detail oriented certification preferred
<p>We are looking for a skilled Decision Support Finance Manager to join our healthcare team in Emeryville, California. This role requires a proactive and analytical individual who can oversee financial planning and analysis to support organizational goals. You will play a key role in managing budgets, analyzing variances, and delivering actionable insights to drive financial efficiency.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead annual budgeting and monthly variance analysis, identifying trends and areas to bring departments back in line with targets</li><li>Analyze financial, operational, capital, and strategic planning data and present actionable insights</li><li>Monitor position control and labor metrics; partner with cost centers to manage staffing within benchmarks</li><li>Collaborate with departments to drive efficiencies and implement system, process, and performance improvements</li><li>Act as a strategic financial partner, building strong, trusted relationships across the organization</li><li>Produce and maintain profitability, volume, service, and ad‑hoc financial reports</li><li>Use benchmarking and trend analysis to identify performance improvement opportunities</li><li>Oversee decision support systems, ensuring data accuracy, audits, and documentation</li><li>Support capitation rate development, forecasting utilization, risk, and expenditures</li><li>Manage budgeting tools and regulatory reporting</li><li>Partner with actuaries, auditors, vendors, and internal teams to resolve data and coding issues</li></ul>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Finance Manager | Private Equity | Oakland | Hybrid </strong></p><p> </p><p>Our client is a <strong>leading private equity real estate investment firm</strong>. With billions in assets under management, the firm continues to grow through new funds and joint ventures in supply-constrained markets.</p><p> </p><p>This is an opportunity to join a <strong>high-growth team</strong> with strong visibility across the organization and direct exposure to senior leadership, investors, and cross-functional teams.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li><strong>Oversee third-party fund administrators</strong> and fund-level accounting</li><li>Lead the annual audit and tax process with external advisors</li><li>Manage accounting across multiple funds, JVs, and separate accounts</li><li>Prepare and review financial statements in accordance with U.S. GAAP / ASC 946</li><li>Oversee NAVs, partner allocations, capital calls, distributions, and carried interest</li><li>Coordinate investor reporting and support fundraising diligence</li><li>Maintain internal controls and compliance with fund documents</li><li>Partner with asset management and property accounting teams on reporting</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Robert Half is seeking a Finance Manager (Hybrid) in San Francisco, CA, with a background in retail or consumer packaged goods (CPG).</p><p>The Finance Manager will oversee financial planning, reporting, budgeting, and forecasting, as an individual contributor.</p><p>Analyze financial performance, support teams, and drive process improvements.</p><p>Manage working capital, month-end close, and vendor payments.</p><p>This is a hybrid position in San Francisco and relevant experience is highly preferred.</p><p><br></p><p><br></p>
We are looking for an experienced Finance Manager to join our dynamic team in San Francisco, California. In this long-term contract position, you will play a critical role in corporate financial planning and analysis, working closely with business leaders to deliver actionable insights that drive strategic decisions. This is an excellent opportunity for an experienced financial expert with strong analytical skills and experience in SaaS or tech-based modeling.<br><br>Responsibilities:<br>• Consolidate and manage departmental forecasts across various functions, ensuring accuracy and alignment for senior leadership review.<br>• Develop and maintain advanced financial models to support scenario planning for product launches, pricing strategies, revenue growth, and scalability.<br>• Analyze subscription-based revenue trends, bookings, pipeline data, and consumption metrics to enhance forecasting precision.<br>• Provide actionable financial insights that optimize resource allocation and strengthen overall financial performance.<br>• Create detailed executive-level financial reports and dashboards to support strategic decision-making.<br>• Collaborate with cross-functional teams, including Product, Engineering, Sales, and Marketing, to ensure data consistency and alignment.<br>• Reconcile and manage large datasets to produce accurate financial reporting and analysis.<br>• Participate in month-end close activities, ensuring timely and accurate financial reporting.<br>• Support senior leadership with data-driven recommendations that enhance organizational strategy.<br>• Continuously refine forecasting processes and models to improve accuracy and efficiency.
<p>We are looking for a skilled Finance Manager to lead financial planning and analysis efforts for our organization. This role requires a strategic thinker who can deliver insightful financial models, provide clear analysis, and support decision-making processes. Based in San Leandro, California, you will play a key role in driving corporate financial planning initiatives and ensuring the company’s financial health.</p><p><br></p><p>Responsibilities:</p><p>• Own the company’s financial planning cadence and timelines</p><p>• Lead budgeting, forecasting, and long-range strategy cycles</p><p>• Manage financial submissions to the parent organization</p><p>• Oversee and enhance financial planning systems and tools</p><p>• Build and maintain long-term financial models</p><p>• Align volume forecasts across Procurement, Operations, Supply Chain, and Commercial teams</p><p>• Roll out and maintain SAP‑integrated planning software</p><p>• Train finance teams and budget owners on planning tools and processes</p>
We are looking for a dedicated Property Manager to oversee operations, compliance, and resident relations for affordable housing communities in Hayward, California. This Contract position requires strong leadership, expertise in property management software, and a deep understanding of affordable housing regulations. The ideal candidate will ensure the smooth functioning of day-to-day operations while fostering positive relationships with residents and staff.<br><br>Responsibilities:<br>• Manage daily operations of assigned properties, including leasing, resident services, and maintenance coordination.<br>• Ensure compliance with affordable housing regulations, fair housing laws, and organizational policies.<br>• Utilize Yardi software to manage rent collection, reporting, and communication with residents.<br>• Monitor financial performance by managing budgets, approving invoices, and preparing monthly reports.<br>• Conduct property audits, annual recertifications, and inspections in collaboration with compliance teams.<br>• Address resident concerns promptly to maintain satisfaction and retention.<br>• Lead and train onsite staff, promoting a collaborative and productive work environment.<br>• Partner with regional management to implement process improvements and ensure accurate reporting.<br>• Maintain detailed records and documentation to ensure regulatory and audit readiness.
We are looking for an experienced Property Manager to oversee the operations and maintenance of both residential and commercial properties in San Francisco, California. This is a contract position where you will ensure that tenants experience exceptional service while managing the financial and operational aspects of the properties. The ideal candidate will have a strong background in property management and be well-versed in regulatory compliance.<br><br>Responsibilities:<br>• Manage the day-to-day operations of residential and commercial properties, ensuring optimal functionality and tenant satisfaction.<br>• Oversee leasing activities, including tenant acquisition, lease agreements, and renewals.<br>• Coordinate property maintenance and repairs, ensuring timely resolution of issues.<br>• Monitor financial performance by preparing budgets, tracking expenses, and managing rent collection.<br>• Ensure compliance with local, state, and federal housing regulations, including HUD requirements.<br>• Develop and maintain positive relationships with tenants, vendors, and contractors.<br>• Conduct regular property inspections to identify and address potential issues.<br>• Handle tenant inquiries and complaints professionally and promptly.<br>• Prepare reports on property performance and recommend improvements.<br>• Collaborate with stakeholders to implement strategies for maximizing property value.
<p>Robert Half has a Personal Banker opening with one of its clients in San Francisco. This role supports a regional financial institution (Credit Union or regional Bank) with a strong focus on community engagement and personalized client services. This role also collaborates closely with branch and back-office teams to ensure smooth operations and a consistent client experience.</p><p>Duties:</p><ul><li>Perform daily branch functions including teller transactions, wire processing, cash handling, debit card support, and other routine account‑servicing activities.</li><li>Meet with clients in person and by phone to understand their banking needs, explain available products, and support onboarding and setup of new services.</li><li>Maintain, service, and open consumer and business accounts while ensuring compliance with all regulatory standards such as BSA, KYC, and internal operational policies.</li><li>Handle client inquiries by researching issues, resolving discrepancies, managing escalations, and assisting through various communication channels, including shared email inboxes and digital service tools.</li></ul><p><br></p>
<p>Robert Half is partnering with one of its top clients to identify a highly organized and detail-oriented professional to support governance and administrative functions. This role is ideal for a candidate who thrives in a collaborative environment, demonstrates strong analytical skills, particularly in Microsoft Excel, and can quickly adapt to new processes and systems.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Review, analyze, and maintain organizational bylaws, ensuring accuracy and alignment with current governance standards</li><li>Collaborate closely with internal committees and committee chairs to support meetings, documentation, and follow-up actions</li><li>Utilize advanced Microsoft Excel skills to track data, generate reports, and support decision-making processes</li><li>Coordinate and organize materials for committee meetings, including agendas, minutes, and supporting documentation</li><li>Maintain accurate records and ensure timely updates to governance-related documents</li><li>Provide administrative and project support across multiple teams, managing competing priorities effectively</li></ul><p><br></p><p><br></p><p><br></p>