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76 results for Loan Administrator in Secondary

Lending Specialist IV

Morristown, NJ
remote
Temporary / Contract
40.00 - 80.00 USD / Hourly
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. Responsibilities: • Oversee the progression of lending transactions by coordinating with Relationship Managers and internal partners to keep deals moving efficiently toward closing. • Organize and examine closing packages, due diligence materials, insurance documentation, and related records to support complete and compliant loan files. • Facilitate transaction execution by identifying issues early, escalating concerns when needed, and helping implement practical solutions that address operational and risk considerations. • Request, track, and assemble required file documentation, including supplemental materials needed to finalize loan processing and closing activities. • Work closely with servicing, closing, and operations teams to support accurate loan boarding, accrual handling, reconciliations, and daily cash activity. • Coordinate initial funding at closing and monitor ongoing loan events such as advances, payments, and payoffs to ensure timely and accurate processing. • Perform detailed reviews of loan documents to confirm completeness and accuracy before closing, and complete closing activities when assigned. • Maintain clear communication with lenders and internal stakeholders regarding outstanding items, documentation gaps, and issues that could affect closing timelines.
2026-07-09T20:58:36Z

Loan Processor - Entry Level

Hamilton, NJ
onsite
Temporary to Hire
22.00 - 25.00 USD / Hourly
Are you looking to launch your career in banking and commercial lending? We are seeking a motivated, detail-oriented Commercial Loan Processor to join a growing commercial lending team. This is an excellent opportunity for entry level or professionals with administrative, banking, customer service, or financial experience who are eager to learn the commercial lending process. In this role, you will work alongside experienced lenders and underwriters to process commercial loan applications from initial submission through closing. The ideal candidate is organized, thrives in a fast-paced environment, and enjoys working with financial documents while providing exceptional customer service. Responsibilities<ul><li>Assist with processing commercial loan applications from submission through closing. </li><li>Collect, review, and organize financial documents required for loan files. </li><li>Verify the accuracy and completeness of loan packages and supporting documentation. </li><li>Communicate with borrowers, relationship managers, attorneys, title companies, and other third parties to obtain outstanding documentation. </li><li>Order and track appraisals, title work, flood certifications, and other required due diligence items. </li><li>Ensure loan files comply with internal policies and regulatory requirements. </li><li>Monitor loan pipelines and provide status updates to lenders and customers. </li><li>Prepare loan documentation for underwriting and closing. </li><li>Maintain accurate records and update information within the bank's loan processing system. </li><li>Resolve documentation discrepancies and follow up on outstanding items in a timely manner. </li><li>Support the commercial lending team with administrative and operational tasks as needed. </li></ul>
2026-07-07T19:04:30Z

VP Commercial Loan Officer

Minneapolis, MN
onsite
Permanent / Full Time
110000.00 - 140000.00 USD / Yearly
We are looking for an experienced VP Commercial Loan Officer to grow and manage a commercial lending portfolio in a Minnesota market. This position combines business development, credit evaluation, and relationship management to support commercial clients while maintaining strong loan quality and profitability. The ideal candidate brings sound lending judgment, a consultative approach to client service, and the ability to identify opportunities for both loan and deposit growth. Responsibilities: • Develop new commercial banking relationships by prospecting businesses and identifying lending opportunities that align with portfolio goals. • Review financial statements, tax returns, and supporting documentation to assess borrower strength and determine appropriate credit solutions. • Structure financing proposals that balance client needs with prudent risk management and institutional lending standards. • Partner with credit and analysis teams to prepare thorough loan presentations and bring recommendations forward for approval. • Participate in credit committee discussions and respond confidently to questions regarding assigned borrowing relationships. • Maintain regular contact with existing clients to evaluate changing business needs, deepen relationships, and uncover additional banking opportunities. • Monitor portfolio performance by tracking covenant compliance, reviewing higher-risk credits, and identifying signs of deteriorating financial conditions. • Ensure renewals, annual reviews, and risk rating updates are completed accurately and within required timeframes. • Provide guidance and coaching to branch teams and entry-level lenders on commercial lending, business development, and deposit growth strategies. • Support clients and internal partners by addressing commercial banking inquiries and contributing to special projects as needed.
2026-07-13T12:48:42Z

Commercial Credit Administrator

Needham, MA
onsite
Temporary / Contract
27.00 - 30.00 USD / Hourly
We are looking for a detail-oriented Commercial Credit Administrator to support commercial lending activities in Needham, Massachusetts. This Long-term Contract position is ideal for someone who can coordinate loan closings from initial preparation through final booking while maintaining accuracy, timeliness, and regulatory alignment. The role works closely with lending teams, operations staff, and legal partners to keep transactions moving efficiently and to ensure complete, well-organized loan records. Responsibilities: • Coordinate commercial loan closings from file setup through final funding, ensuring each transaction progresses according to schedule. • Prepare, organize, and review closing packages to confirm documents are complete, accurate, and ready for execution. • Partner with relationship managers, lenders, operations personnel, and outside counsel to address outstanding items and support timely closings. • Examine settlement statements, funding documentation, and related records to identify and resolve inconsistencies before disbursement. • Validate onboarding details and loan file information to support accurate booking and a smooth handoff into servicing. • Complete compliance-related tasks such as tracking insurance items, filing UCC documentation, and performing required internal checks. • Maintain thorough electronic loan records and ensure critical documents are properly stored for audit readiness and future reference. • Participate in pipeline discussions and assist with workload coordination to help prioritize active transactions and administrative requirements.
2026-07-02T17:30:09Z

Collections Admin

Lawrence, MA
onsite
Temporary / Contract
23.75 - 26.00 USD / Hourly
We are looking for a Collections Admin to support loan servicing and administrative operations for a banking organization in Lawrence, Massachusetts. This Long-term Contract position is well suited for someone who is detail-oriented, comfortable handling high-volume clerical work, and experienced in maintaining accuracy in audit-sensitive processes. The role will focus on account-related administration, collections support, reporting tasks, and coordination with internal teams and external vendors. Candidates who understand back-office banking environments and can manage routine work with consistency and care will be successful in this position. Responsibilities: • Process incoming and outgoing account-related documentation, including mail handling, file organization, and record distribution within established service standards. • Enter, update, and verify customer and loan information in internal systems with a high level of speed and precision. • Support consumer collections and loan servicing activities by maintaining account records, preparing administrative documentation, and tracking follow-up items. • Compile routine reports, logs, and supporting records to help maintain readiness for audits, reviews, and compliance-related checks. • Coordinate with vendors and internal departments to ensure assigned administrative tasks are completed accurately and on schedule. • Review account details for completeness, identify discrepancies, and escalate issues that require further research or resolution. • Assist with operational workflows tied to loan administration and related banking functions while following internal controls and documented procedures.
2026-07-02T17:30:09Z

Bank Teller

Fresno, CA
onsite
Temporary / Contract
16.90 - 17.00 USD / Hourly
We are looking for a detail-oriented Bank Teller to join a credit union team in Fresno, California on a Contract basis. This role focuses on delivering attentive member service while processing everyday financial activity with accuracy and care. The ideal candidate brings strong cash-handling experience, sound judgment, and a commitment to protecting confidential information in a fast-paced branch environment. Responsibilities:• Welcome members warmly and provide attentive assistance that creates a positive branch experience.• Process routine account activity, including deposits, withdrawals, loan payments, check cashing, and transfers, with a high level of accuracy.• Reconcile the cash drawer at the end of each day and maintain complete, organized transaction documentation.• Listen to member questions, identify banking needs, and recommend relevant products and services such as deposit accounts, direct deposit options, and digital banking tools.• Safeguard sensitive member and account information by following established privacy and security practices.• Address basic service issues directly and escalate more complex concerns to the appropriate team member for resolution.• Remain informed on current policies, procedures, and regulatory requirements to support compliant daily operations.
2026-07-07T19:53:59Z

Senior Manager Investor Services

Chicago, IL
onsite
Permanent / Full Time
85000.00 - 98000.00 USD / Yearly
We are looking for an experienced Senior Manager Investor Services to lead client-facing mortgage servicing operations in the northwest suburbs of Chicago Illinois. This role combines strategic account leadership with oversight of servicing performance, helping ensure investor and client expectations are met through responsive support, strong execution, and consistent delivery. The position works closely with senior leaders and cross-functional teams to strengthen client partnerships, guide portfolio transitions, and advance service quality across the organization. Responsibilities:• Build and maintain strong relationships with investors, servicing clients, and external partners, acting as a trusted point of contact for high-level business needs.• Address complex client issues and escalations with urgency, coordinating internal teams to deliver effective and timely resolutions.• Contribute to client retention and growth by identifying service enhancements, supporting expansion opportunities, and sustaining a high standard of client experience.• Collaborate with sales and executive stakeholders on business development efforts, including presentations, prospect evaluations, and due diligence activities.• Establish and refine reporting approaches that highlight operational results, service trends, and client experience metrics for internal and external audiences.• Lead the planning and execution of portfolio onboarding, loan boarding, acquisitions, and servicing transfers while ensuring smooth implementation.• Direct cross-functional coordination during portfolio transitions to reduce risk, maintain service continuity, and support successful delivery.• Promote operational improvements that increase efficiency, strengthen controls, improve scalability, and elevate quality and client satisfaction.• Oversee quality management practices, compliance controls, and service commitments to ensure alignment with contractual, organizational, and regulatory standards.• Manage and develop department staff through goal setting, coaching, performance feedback, and accountability measures that support a collaborative, high-performing team culture.
2026-06-19T20:08:44Z

Quality Control Manager

Chicago, IL
onsite
Permanent / Full Time
75000.00 - 85000.00 USD / Yearly
We are looking for a Quality Control Manager to lead and strengthen the quality assurance program supporting mortgage servicing operations in the Northwest suburbs of Chicago Illinois. This role will shape review standards, evaluate borrower and client interactions, and translate findings into practical improvements that elevate service, compliance, and operational consistency. The position also works closely with leadership and cross-functional teams to identify risk patterns, support corrective action plans, and enhance the overall customer experience. Responsibilities:• Build, manage, and refine a quality assurance framework for customer-facing mortgage servicing functions, with a strong focus on call reviews and service consistency.• Evaluate recorded borrower and client communications to measure professionalism, accuracy, policy adherence, and regulatory compliance.• Create and maintain scorecards, review criteria, and testing approaches that support fair and effective quality evaluations across teams.• Examine complaint activity, customer feedback, and performance data to uncover recurring issues, service gaps, and opportunities for improvement.• Recommend and help implement actions that improve borrower satisfaction, strengthen first-contact resolution, and raise overall service standards.• Work with Compliance and operational leaders to ensure monitoring practices reflect current regulatory requirements, client expectations, and emerging risk areas.• Oversee remediation tracking by confirming that identified deficiencies are addressed and corrective actions are completed effectively.• Prepare reporting for leadership that summarizes quality trends, key metrics, risk observations, and performance insights.• Coach managers and team members on review outcomes and contribute to training initiatives based on quality results and operational trends.• Partner with departments including Customer Service, Cashiering, Tax and Insurance, Loan Administration, and Investor Services to resolve escalations and improve borrower outcomes.
2026-06-19T20:04:46Z

Customer Service Representative

Irvine, CA
onsite
Temporary to Hire
19.00 - 20.00 USD / Hourly
We are looking for a Customer Service Representative to join a financial services team in Irvine, California on a Contract to permanent basis. In this role, you will serve as an early point of contact for prospective borrowers, helping gather key details and ensuring each interaction is handled with care and consistency. This opportunity is well suited for someone who communicates confidently, stays organized in a fast-moving environment, and enjoys guiding customers through the first stage of the lending process. Responsibilities: • Handle incoming and outbound conversations with prospective borrowers to begin the loan inquiry process. • Use a consistent set of screening questions to collect information related to eligibility, including income, credit profile, and borrowing goals. • Enter customer and application details into internal platforms with a high level of accuracy and completeness. • Direct eligible applicants to the appropriate Loan Officer for follow-up and continuation of the process. • Provide a supportive experience that helps customers feel informed and valued during each interaction. • Meet daily activity expectations for call volume, responsiveness, and successful handoff of viable applicants. • Maintain clear records of customer communications and status updates to support efficient workflow management.
2026-07-15T22:33:41Z

Payoff & Special Loans Manager

Chicago, IL
onsite
Permanent / Full Time
90000.00 - 95000.00 USD / Yearly
The salary range for this position is $90,000 - $95,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]. The #1 thing on everyone's mind right now: ‘Where can I find a fresh start?’. NOTE: This position is a career-fast-track opportunity. Whoever fills this role is expected to be promoted quickly. Job Description:· Ensure compliance with all applicable federal and state servicing regulations related to payoff processing, lien releases, mortgage satisfactions, reconveyances, ARM notifications, loan modifications, and borrower communications.· Ensure payoff statements are generated accurately and within required regulatory, client, investor, and company service level standards.· Ensure timely preparation, execution, recording, and delivery of mortgage satisfactions, reconveyances, lien releases, and related collateral release documents. Monitor state-specific recording requirements and ensure compliance with statutory timelines.· Ensure compliance with investor, insurer, agency, and client servicing requirements applicable to assigned servicing portfolios.· Interpret and implement client-specific servicing requirements and operational procedures.· Coordinate and support internal audits, external audits, client reviews, regulatory examinations, and quality control initiatives.· Manage relationships with recording vendors, title companies, document custodians, and other third-party providers to ensure service quality and compliance.· Establish quality control procedures to ensure payoff calculations, fee assessments, escrow balances, and payoff instructions are accurate and compliant with applicable requirements.· Oversee payoff suspense account management and reconciliation processes to ensure accurate and timely application of payoff funds.· Oversee the processing and quality review of loan modifications, subordinations, assumptions, recasts, and other special loan transactions.· Utilize servicing system reporting and operational analytics to monitor productivity, service levels, exception trends, quality metrics, and risk indicators.· Monitors the Residency Verification/Borrower Affidavits process.· Monitor UCC filing and/or Renewal Maintenance.
2026-07-17T13:33:42Z

VP Commercial Lender

Minneapolis, MN
onsite
Permanent / Full Time
140000.00 - 180000.00 USD / Yearly
We are looking for an accomplished commercial lending leader to expand business relationships and guide a high-quality loan portfolio in a local market. This role combines relationship management, credit judgment, and business development to support local companies with tailored banking solutions. The position is best suited for someone who can balance client service, growth goals, and sound risk management while maintaining a strong presence in the community. Responsibilities: • Manage a portfolio of commercial banking clients by delivering responsive service, maintaining strong credit standards, and ensuring documentation remains accurate and current. • Identify growth opportunities within existing relationships by introducing additional lending, treasury, and deposit solutions that deepen client engagement and increase revenue. • Pursue new commercial business through proactive outreach, networking, and consultative conversations with prospective customers in the local market. • Review portfolio performance regularly, address delinquency concerns early, and work through higher-risk credits with appropriate follow-up and oversight. • Partner with internal teams to structure financing solutions that align with client objectives, bank policies, and regulatory expectations. • Represent the bank at local business and community events to strengthen market visibility and build long-term business relationships. • Protect confidential customer and bank information while conducting all activities with discretion and sound judgment. • Maintain an active development plan through continuing education and ongoing enhancement of lending and credit expertise.
2026-06-26T20:04:43Z

Portfolio Manager

Bridgewater, MA
onsite
Permanent / Full Time
80000.00 - 100000.00 USD / Yearly
We are looking for a credit-minded Portfolio Manager to support a commercial lending portfolio in Bridgewater, Massachusetts. This position combines portfolio oversight, credit evaluation, and partnership with lending teams to help maintain sound asset quality and support responsible growth. The ideal candidate brings strong analytical judgment, a practical understanding of commercial credit, and the ability to contribute to both client retention and new lending opportunities. Responsibilities: • Oversee a portfolio of commercial credit relationships, tracking performance, covenant compliance, and overall asset quality. • Perform recurring portfolio reviews by analyzing financial statements, borrower trends, and updated risk indicators. • Evaluate credit exposure to detect potential concerns early and recommend actions that reduce risk and protect the bank’s position. • Assess new lending opportunities, develop credit recommendations, and help structure transactions that align with policy and borrower needs. • Draft clear and well-supported credit presentations, memos, and portfolio summaries for management review. • Work closely with lending partners to support relationship growth, retention efforts, and informed credit decisions. • Coordinate renewals, amendments, and other changes to existing facilities while monitoring borrower performance over time.
2026-06-17T15:04:51Z

Credit/Collections Supervisor/Manager

Grand Blanc, MI
onsite
Permanent / Full Time
105000.00 - 125000.00 USD / Yearly
We are looking for an experienced Credit/Collections Supervisor/Manager to lead member solutions and collections operations in Grand Blanc, Michigan. This role oversees portfolio performance across consumer, mortgage, and commercial lending while guiding a team responsible for loan servicing, restructures, underwriting support, and complex recovery matters. The position also partners with senior lending leadership on department planning, operational improvements, and long-term strategies that strengthen risk management and member outcomes. Responsibilities: • Direct daily collections and member solutions activities, ensuring effective oversight of delinquency management and overall portfolio results across multiple loan types. • Guide and develop department staff through coaching, training, and cross-functional instruction to build capability in servicing, restructuring, underwriting support, and recovery processes. • Manage complex casework involving bankruptcy matters, foreclosure actions, repossessions, and related recovery efforts in accordance with applicable regulations and internal standards. • Oversee reserve analysis, credit bureau dispute handling, force-placed insurance activities, and other risk-control functions tied to the loan portfolio. • Supervise the administration, marketing, and disposition of recovered assets, including both vehicle-related collateral and real property. • Review collection strategies and operational performance metrics to identify trends, improve effectiveness, and support stronger financial outcomes. • Collaborate with lending leadership on strategic planning initiatives, department priorities, and process enhancements that support organizational goals. • Ensure compliant execution of collection and recovery activities across consumer, residential mortgage, and commercial accounts. • Support decision-making related to credit and repayment solutions by balancing risk mitigation with member service considerations.
2026-06-24T00:28:41Z

Credit & Collections Manager

Madison, WI
remote
Temporary / Contract
51.46 - 59.59 USD / Hourly
We are looking for a Credit & Collections Manager to support lending and portfolio management activities in Madison, Wisconsin. This is a Contract position for a detail-oriented candidate with experience in residential and consumer lending, including mortgage products associated with Freddie Mac and Fannie Mae guidelines. The role focuses on evaluating credit exposure, guiding resolution strategies for challenged accounts, and helping maintain strong client relationships through loan modifications and renewals. Responsibilities: • Review consumer and residential credit portfolios to assess risk, recommend actions, and support sound lending decisions. • Partner with existing borrowers to address delinquency concerns, negotiate practical workout solutions, and manage modification or renewal discussions. • Evaluate creditworthiness using financial data, loan history, and repayment patterns to determine appropriate approvals or collection strategies. • Oversee collection efforts across assigned accounts while balancing recovery objectives with customer retention and regulatory expectations. • Support credit approval activities by analyzing loan structures, exception requests, and overall borrower capacity. • Contribute to the design or improvement of departmental workflows, controls, and reporting practices when building or refining credit and collections operations. • Apply knowledge of mortgage-related lending standards, including loans connected to Freddie Mac and Fannie Mae requirements, in day-to-day portfolio decisions. • Provide insight on more complex lending situations, with added value for accounts involving commercial credit exposure when applicable.
2026-07-17T21:43:39Z

eDS Document Coder

Greenwich, CT
remote
Temporary / Contract
27.71 - 32.09 USD / Hourly
Robert Half is seeking an experienced Temporary Consumer Loan Processor/Closer to support a lending team through all phases of the consumer loan process—from initial documentation and processing through closing and funding. This position is ideal for a professional who can independently manage a pipeline of loans while delivering exceptional service to both internal stakeholders and clients. The successful candidate will play a key role in ensuring loans move efficiently from origination to closing, with a target turnaround time of approximately 45 days from origination to funding, while maintaining compliance and accuracy throughout the process. Location: Remote/Hybrid (as applicable) Start Date: ASAP Duration: Temporary- 3-6 months Hours: Part-Time, 20–30 hours per week Schedule: Standard business hours, Monday–Friday, 8:30 AM – 5:00 PM ETPay Rate: $25-$35 Per Hour DOE Key ResponsibilitiesLoan Processing<ul><li>Collect, review, and analyze borrower documentation and supporting financial information.</li><li>Complete required due diligence and maintain accurate loan files.</li><li>Prepare and issue loan disclosures and ensure all required acknowledgments and signatures are obtained.</li><li>Request and collect additional documentation needed for underwriting and approval.</li><li>Communicate directly with borrowers regarding outstanding items, questions, and loan status updates.</li><li>Maintain organized electronic loan files and documentation.</li></ul>Loan Closing<ul><li>Coordinate the closing process with borrowers, settlement agents, title companies, and internal lending teams.</li><li>Prepare and review closing documentation for accuracy and completeness.</li><li>Track and clear pre-closing conditions.</li><li>Ensure all required documentation is executed and received prior to funding.</li><li>Support funding activities and verify final loan documentation requirements have been met.</li></ul>Client & Team Communication<ul><li>Serve as a point of contact for clients regarding documentation requests and loan-related questions.</li><li>Provide timely responses to borrower inquiries, with a goal of responding within 24 hours.</li><li>Collaborate closely with lending, underwriting, and operations teams to ensure an efficient loan process.</li><li>Participate in internal progress and status meetings as needed.</li></ul>
2026-07-13T15:48:37Z

Construction Admin Assistant

Colorado Springs, CO
onsite
Temporary to Hire
26.00 - 30.00 USD / Hourly
We are looking for a highly organized Construction Admin Assistant to join a busy team in Colorado Springs, Colorado. This Contract to permanent opportunity is ideal for someone who can confidently support construction activity, real estate coordination, and lending-related administration while keeping multiple priorities on track. The role requires strong attention to detail, sound judgment, and the ability to improve office processes in a structured on-site environment. Responsibilities: • Coordinate administrative activities tied to construction projects, property transactions, and related business operations. • Assist with permit applications, maintain supporting documentation, and monitor progress through required approval stages. • Provide day-to-day support for lending and mortgage-related administrative workflows, including file organization and status tracking. • Manage timelines, records, and follow-up tasks for post-construction items, closeout details, and warranty matters. • Develop clear internal procedures and reference materials to improve consistency and efficiency across recurring tasks. • Support marketing efforts by helping prepare outreach materials, templates, lead lists, and website content updates. • Track project milestones, deadlines, and outstanding documentation across several active workstreams. • Review real estate and financial support documents, including materials connected to loan activity and amortization-related information.
2026-07-17T20:43:40Z

Product Manager

Honolulu, HI
onsite
Temporary / Contract
30.00 - 32.00 USD / Hourly
Robert Half is seeking an experienced Product Manager to lead mortgage product strategy, underwriting initiatives, and operational improvements. This role partners with executive leadership to develop and enhance lending products, establish underwriting guidelines, and ensure compliance with regulatory and investor requirements. The ideal candidate is a mortgage industry expert with extensive underwriting experience, strong leadership skills, and a passion for developing innovative lending solutions. To apply, please call Alfredo at 808-204-8058. Responsibilities<ul><li>Lead the development and management of mortgage product offerings, including Non-QM loan programs. </li><li>Create and maintain underwriting guidelines, product matrices, policies, procedures, and process documentation. </li><li>Analyze market trends, customer needs, and industry changes to improve product performance and competitiveness.</li><li>Develop and implement underwriting strategies that align with business objectives and risk management standards. </li><li>Serve as a subject matter expert for underwriting scenarios, guideline interpretation, and product recommendations.</li><li>Deliver training and product updates to underwriting, production, closing, and operations teams. </li><li>Collaborate with internal departments and external partners to resolve complex loan scenarios and improve outcomes. </li><li>Provide mentorship and guidance to underwriting staff and business partners.</li><li>Ensure compliance with investor guidelines, agency requirements, and regulatory standards. </li><li>Support continuous process improvement initiatives and special projects as assigned.</li></ul>
2026-07-16T02:23:43Z

Accounting Manager

Oak Terrace, IL
onsite
Permanent / Full Time
120000.00 - 140000.00 USD / Yearly
The salary range for this position is $120,000-$140,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected] The two biggest things on people’s minds right now: ‘Spring is here!’ and ‘Where can I find a fresh start?’. NOTE: This position is a career-fast-track opportunity. Whoever fills this role is expected to be promoted quickly. Job Description: The Accounting Manager supervises all general accounting functions. Responsibilities will include the coordination of daily accounting operations, directing the monthly close process, coordinating the entity’s treasury operations and the preparation of accurate GAAP basis monthly, quarterly and annual financial statements. Specific job duties will include:<ul><li>The coordination of daily financing activities with the Company’s operations team, various mortgage loan brokers, title companies, and warehouse lenders. </li><li>The preparation of quarterly operating and cash forecasts, and various financial analyses as requested from time to time by the Company’s Controller.</li><li>General supervision of the accounting team including assisting where necessary with daily general ledger posting activities. This will include the preparation of interest rate lock derivative calculations, various pricing analyses, sales commission and production bonus calculations, and the periodic mark-to-market valuation of the loans held for sale inventory.</li><li>Reviewing and maintaining all balance sheet reconciliations, and ensuring that all intercompany account balances and all bank account balances are reconciled.</li><li>Working with accounting team to document policies and procedures, and to establish proper controls to deter fraud.</li><li>Responsible for accurate financial management reporting including consolidated financial statements when appropriate.</li><li>Responsible for disbursements review and control, including payroll, shared services, debt reporting, lender covenants, and income tax reporting. </li><li>Helping to train, develop and build the accounting team, providing guidance as needed. </li><li>Working with a third party valuation company to independently value retained mortgage servicing rights. </li><li>The ability to read and to comprehensively discern the appropriate accounting recognition of various legal agreements including MLPAs, AMAs, and forward purchase and sale agreements. </li><li>Effectively and efficiently coordinate the distribution of financial information to support regulatory compliance reporting and field examinations by warehouse lenders, tax professionals, independent audit firms, and various other third party professionals. </li><li>Provide direction and supervision over: 1) The Monthly Accounting Close Process and recognition of revenue, 2) Reconciliation of all balance sheet accounts to various corporate business units. 3) Administration of treasury functions with Corporate and BU accounts.</li><li>LOS System (Encompass), GL System (NetSuite), Document Management System.</li><li>Needs to be very well organized, and know where all supporting information is located. </li><li>Directs and coordinates all loan transfers to the servicing group.</li></ul>
2026-07-09T18:00:17Z

Document Preparation Specialist

Honolulu, HI
onsite
Temporary / Contract
27.00 - 33.00 USD / Hourly
Robert Half is seeking an experienced Document Preparation Specialist to support mortgage operations by managing loan document configuration, testing, compliance reviews, and system-related documentation processes. This role plays a critical part in ensuring mortgage loan documents and disclosures are accurate, compliant, and properly configured within loan origination systems. The ideal candidate will have strong mortgage operations experience, excellent attention to detail, and the ability to troubleshoot document and workflow issues. To apply, please call Alfredo at 808-204-8058. Responsibilities<ul><li>Configure, test, and maintain mortgage loan documents and disclosures within loan origination systems.</li><li>Ensure accurate data mapping, business rules, and document generation functionality.</li><li>Review disclosure-related audit findings and assist with corrective action plans.</li><li>Investigate and resolve document, workflow, and system-related issues.</li><li>Perform system testing, quality assurance, and regression testing for updates and enhancements.</li><li>Partner with compliance, operations, technology teams, and third-party vendors to support document integrity.</li><li>Maintain documentation of configurations, testing results, procedures, and issue resolutions.</li><li>Monitor regulatory changes impacting mortgage disclosures and loan documentation.</li><li>Provide support for document-related inquiries and process improvement initiatives.</li><li>Utilize Microsoft Excel to track issues, testing results, and compliance activities. </li></ul>
2026-07-16T01:58:43Z

Finance Manager

Montpelier, VT
onsite
Permanent / Full Time
75000.00 - 110000.00 USD / Yearly
For consideration, please reach out to Jennifer Lavoie as soon as possible, ensure to include your most current resume when you apply. Connect with me on LinkedIn at Jennifer Lavoie! If you currently work with a recruiter from Robert Half Finance & Accounting recruiter, please contact them directly. Robert Half is seeking a Finance Manager to lead our client's accounting and fiscal oversight functions in Montpelier, Vermont. This Finance Manager role is responsible for maintaining accurate financial records, guiding budget planning, and ensuring compliance with applicable accounting standards as well as federal and state funding requirements. The Finance Manager will be working with senior leadership and key stakeholders and the Finance Manager will support sound financial decision-making while serving as a trusted resource for reporting, audits, and operational guidance. This is an excellent small company environment for a hands on and strategic minded Controller/Finance Manager and has an excellent work life balance! Finance Manager Responsibilities:• Direct the organization’s day-to-day financial operations, including accounting activities, payroll administration, benefits coordination, cash management, fixed assets, and oversight of grants, contracts, and loan-related matters.• Produce accurate financial statements, internal summaries, and external reports that support leadership decisions and satisfy reporting obligations to agencies and partner entities.• Lead monthly and year-end close processes by reconciling accounts, reviewing the general ledger, managing tax-related reporting, and preparing records for audit readiness.• Build and track annual budgets and financial forecasts, analyze spending patterns and program costs, and recommend adjustments to support fiscal stability.• Coordinate the annual external audit and other financial reviews by organizing documentation, responding to auditor requests, and helping ensure timely completion.• Interpret grant rules and funding requirements, translate them into practical financial procedures, and monitor compliance across programs and sub-recipient activities.• Partner with staff, the Treasurer, and external organizations such as financial institutions, government agencies, vendors, and accountants on fiscal matters and reporting needs.
2026-06-18T15:18:47Z

Treasury Manager

Houston, TX
onsite
Permanent / Full Time
145000.00 - 175000.00 USD / Yearly
We are looking for an experienced Treasury Manager to lead enterprise-wide cash management, liquidity planning, and financing support for a growing real estate and property organization in Houston, Texas. This newly established in-house position offers broad ownership of daily treasury operations, debt oversight, banking coordination, and intercompany funding activities across a complex portfolio with significant cash movement. The role will work closely with finance, accounting, legal, and project teams to strengthen controls, improve visibility into cash needs, and support informed capital decisions. Responsibilities:• Direct daily cash positioning across multiple business entities and maintain clear visibility into available liquidity for ongoing operations.• Refine short- and medium-term cash forecasting models, analyze forecast variances, and provide leadership with timely insight into expected cash trends.• Coordinate intercompany funding activity and cash concentration practices to improve working capital efficiency and reduce excess idle balances.• Develop, document, and uphold treasury policies, internal controls, and operating procedures that support consistent cash management across the organization.• Serve as a key contact for banking partners by helping manage relationships, reviewing service performance, and supporting negotiations related to accounts, fees, and credit arrangements.• Administer credit facilities, construction financing, and other borrowing arrangements, including draw activity, borrowing availability, and adherence to lender terms.• Maintain debt records and monitor covenant and reporting deadlines, preparing required compliance documentation and assisting with waivers, amendments, or renewals when needed.• Oversee construction loan draw submissions by partnering with project, accounting, and title stakeholders to ensure complete documentation, timely funding, and accurate tracking of project-level borrowing capacity.• Implement a prudent short-term investment approach for surplus cash by evaluating approved vehicles, monitoring returns and maturities, and preserving operational liquidity.• Prepare treasury reporting for senior leadership covering cash balances, debt exposure, covenant status, interest costs, and financing considerations tied to acquisitions and development activity. For immediate consideration, contact Mark, mark.loiacano@roberthalf
2026-06-26T13:48:42Z

Encompass Administrator

Tallahassee, FL
remote
Permanent / Full Time
80000.00 - 100000.00 USD / Yearly
We are looking for a skilled Encompass Administrator to manage and enhance our loan origination platform. In this role, you will gather business requirements, design workflows, and develop effective solutions to optimize processes. You will also play a critical role in troubleshooting issues and ensuring smooth integration with third-party systems. This is a remote role with periodic travel to Florida. Responsibilities:• Conduct discovery sessions with business teams to collect and document detailed requirements for the Encompass platform.• Develop and customize workflows, including business rules, input forms, and milestone tasks, to align with operational needs.• Collaborate with internal IT teams and external vendors to coordinate system integrations and workflow optimization.• Provide training support, create documentation, and manage the rollout of new features and system updates.• Troubleshoot and resolve platform issues by working closely with loan operations and technology teams.• Build and execute a roadmap for future platform enhancements, including onboarding processes for newly acquired companies.
2026-06-17T13:53:44Z

Sr. Closing Manager

Houston, TX
onsite
Permanent / Full Time
125000.00 - 150000.00 USD / Yearly
We are looking for an experienced Sr. Closing Manager to oversee complex commercial, construction, and real estate loan closings in Houston, Texas. This position leads the full closing lifecycle, coordinates with internal partners and external stakeholders, and ensures each transaction is completed accurately, efficiently, and in accordance with applicable standards. The Sr. Closing Manager role also provides leadership to the closing team while promoting a high level of service for both clients and business partners. Responsibilities for The Sr. Closing Manager position• Direct the closing workflow for a diverse portfolio of commercial, construction, and real estate lending transactions from initial coordination through final funding and booking.• Lead closing meetings, manage timelines, and track outstanding requirements to keep transactions moving toward scheduled completion dates.• Examine due diligence materials, title-related items, insurance records, and legal documents to confirm alignment with approved credit terms and closing conditions.• Oversee the delivery, imaging, and submission of executed loan packages so documentation is complete and transferred for booking without delay.• Supervise closing staff by assigning work, coaching performance, and building a collaborative team environment that supports complex loan activity.• Provide training, ongoing feedback, and developmental support to strengthen technical knowledge and execution quality across the department.• Enforce documentation standards by reviewing files for compliance with regulatory expectations, internal policies, and investor guidelines.• Prepare organized loan files for internal reviews, external audits, and examinations, and address documentation issues before they become larger risks.• Work closely with lending, credit, legal, operations, servicing, title, escrow, and insurance contacts to resolve obstacles and maintain progress on active closings.• Identify transaction risks early, escalate concerns when needed, and contribute to process improvement initiatives that enhance accuracy, efficiency, and client experience.
2026-07-10T21:08:41Z

Loan Operations Analyst

Chicago, IL
onsite
Permanent / Full Time
90000.00 - 100000.00 USD / Yearly
The salary range for this position is $90,000-$100,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected] You don't have to be a 'people person' to want to work for a company that prioritize cultivating a healthy work environment for their employees while emphasizing the importance of a work-life balance. Responsibilities: • Maintain the Reconciliation and Control functions within the Operations group• Work with offshore reconciliations team and internal/external stakeholders on a daily basis to clear breaks and ensure all cash, position and trading accounts are reconciled• Responsible for processing certain trade-related activity (fees, transfers, assignments, etc.) and fund financing (leverage facilities, subscription lines, etc.) entries in Advent Geneva general ledger• Enter trades into Wall Street Office (“WSO”) and trade capture systems• Set up Agency deals in WSO Agent and assist with other loan operation interfaces with IHS Market services• Update and maintain reference data within the security master application for all securities/contracts applicable to the middle market direct lending strategy − Review transaction documentation to ensure completeness and accuracy within the loan systems.• Ensure all loans are rolled and correct rates are set for the next accrual period• Serve as bridge between Loan Operations (upstream) and Finance/Accounting (downstream) teams• Coordinate and work with outside service providers (servicers, agents, auditors, custodians, third party administrators, etc.) as needed• Work with IT and other internal teams to ensure operational efficiency and accuracy across middle and back office systems• Identify automation opportunities and process improvement/control initiatives, including ad hoc project support and data mapping documentation
2026-07-16T13:38:38Z

Analyst

Chicago, IL
onsite
Permanent / Full Time
75000.00 - 95000.00 USD / Yearly
The salary range for this position is $75,000-$95,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected] We are offering an opportunity for an Analyst based in Chicago, Illinois. The role involves the preparation and review of master lease and loan agreements, facilitating communications between various parties, and resolving documentation issues promptly. This position requires strong analytical, verbal, and written communication skills and the ability to communicate effectively with associates and clients. Job Responsibilities:• Review and prepare loan and lease documents, ensuring their accuracy and timeliness• Act as the primary point of contact between Documentation Manager, Regional Sales Manager/Sales Associate, Customers, Internal Groups, and Vendors for transaction status updates and problem resolution.• Establish and nurture strong relationships with Sales Associates and Customers, addressing their inquiries and concerns efficiently.• Coordinate with suppliers regarding invoice-funding status, purchase order and account reconciliation.• Manage pending files meticulously, including documentation, UCC’s, insurance and follow-ups for UCC, titles, and other documents.• Validate the economics of transactions, tailored to the specifications and requirements of each transaction.• Handle the processing and booking of lease and loan transactions on the lease & loan servicing system for funding.• Assemble loan and lease packages, verifying calculations, rates, signatures, and dates on each document, preparing document checklists, obtaining subordination agreements, and filing UCC financing statements.• Confirm that all documents are complete and ready prior to funding.• Undertake additional projects as assigned by the Manager.
2026-07-02T17:30:09Z