<p>We are looking for a detail-oriented Loan Processor to focus on supporting residential mortgage loan activities from application intake through documentation review and coordination with underwriting. The ideal candidate brings hands-on experience in loan processing, escrow-related tasks, and client file management while maintaining accuracy in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Process residential mortgage loan files by reviewing incoming information and organizing each stage of the workflow from submission to follow-up.</p><p>• Enter borrower application details into the appropriate systems with a high level of accuracy and completeness.</p><p>• Obtain and review credit information to support loan evaluation and next-step decision-making.</p><p>• Partner with underwriting staff by preparing files, clarifying outstanding items, and helping move loans forward efficiently.</p><p>• Collect required borrower documentation and follow up with clients to ensure files remain complete and up to date.</p><p>• Manage title-related paperwork and maintain orderly loan records to support processing and closing activities.</p><p>• Support servicing functions associated with residential and mortgage loans while adhering to established procedures.</p><p>• Coordinate with internal teams and external parties to help keep loan files progressing on schedule.</p>
We are looking for a detail-oriented Loan Processor - Support specialist to join a credit union team in Virginia. This long-term contract opportunity is ideal for someone with experience in mortgage lending operations who can help move loan files forward accurately and efficiently. The person in this role will support loan administration activities, coordinate processing tasks, and help ensure closing requirements are completed on time.<br><br>Responsibilities:<br>• Review incoming loan files for completeness, accuracy, and adherence to internal lending guidelines.<br>• Coordinate mortgage processing activities by gathering required documentation and tracking outstanding items through each stage of the file.<br>• Support loan administration tasks, including maintaining organized records and updating file status information in a timely manner.<br>• Assist with mortgage closing preparation by confirming required conditions have been satisfied prior to finalization.<br>• Work closely with lending staff, members, and third-party partners to resolve documentation issues and keep applications progressing.<br>• Help facilitate loan origination support activities from initial file setup through closing readiness.<br>• Monitor timelines and follow up on pending items to reduce delays and promote a smooth lending process.
We are looking for a detail-oriented Loan Processor - Support specialist to join a consumer lending team in Pennsylvania. This Long-term Contract position will support day-to-day loan processing activities, help maintain accurate documentation, and assist with timely communication throughout the lending process. The assignment is expected to continue through the end of the year and may extend into January based on business needs. This role is well suited for someone who is comfortable working with lending systems, managing files carefully, and supporting a fast-paced administrative workflow.<br><br>Responsibilities:<br>• Process consumer loan files by reviewing documentation for completeness, accuracy, and alignment with account information before moving applications forward.<br>• Support lending operations by organizing digital records, saving documents in the correct folders, and retrieving files efficiently within a Windows-based environment.<br>• Communicate with internal team members through Microsoft Teams to coordinate training, provide updates, and keep loan activities moving on schedule.<br>• Assist with loan administration tasks related to mortgage and consumer lending, including preparation of files used in processing and closing activities.<br>• Verify identifying information and supporting documents with a high level of accuracy to help reduce errors and maintain compliance standards.<br>• Use multiple software platforms to manage loan-related tasks, track file progress, and support daily processing needs across the department.<br>• Contribute to adverse action support and other time-sensitive administrative tasks by entering information accurately and responding promptly.<br>• Provide in-office support on designated days and participate in onboarding or training activities needed to become effective in the role.<br>• Help the team maintain continuity during the rollout of a new loan origination system by supporting workflow adjustments and related processing tasks.
<p>We are seeking a detail-oriented <strong>Commercial Loan Services Specialist</strong> to support our Commercial and Corporate Lending teams. This position plays a critical role in ensuring commercial loans are processed accurately, efficiently, and in compliance with bank policies and regulatory requirements. The ideal candidate will have experience in commercial lending, loan documentation, loan processing, or banking operations and enjoy working in a fast-paced, customer-focused environment.</p><p>Key Responsibilities</p><ul><li>Manage commercial loans from approval through closing, ensuring timely, accurate, and compliant processing.</li><li>Research, order, collect, and review required loan documentation for pre-closing and closing activities.</li><li>Prepare and coordinate loan-related documents, including:</li><li>Commitment letters</li><li>Amendments</li><li>Line of credit renewal letters</li><li>Letters of credit</li><li>Other commercial lending documentation</li><li>Coordinate with Loan Processing to ensure timely and accurate system entry of loan information.</li><li>Review internally prepared and attorney-prepared loan documents and follow up on any outstanding items.</li><li>Track and maintain documentation for various commercial loan products, including:</li><li>Construction loans</li><li>Multiple advance lines of credit</li><li>Draw-down loan facilities</li><li>Monitor loan compliance requirements, approvals, disbursements, and lien positions to ensure adherence to loan terms.</li><li>Support the disbursement of loan proceeds while maintaining compliance with bank policies and procedures.</li><li>Communicate with customers to obtain information and documentation needed to complete loan processing.</li><li>Attend loan closings when requested.</li><li>Provide administrative and operational support to Commercial and Corporate Loan Officers.</li><li>Collaborate with internal departments to ensure exceptional service and efficient loan administration.</li></ul><p><br></p>
<p>We are looking for a detail-oriented Loan Funding Processor to support consumer and indirect lending operations in Middletown, New York. This contract opportunity is ideal for someone who can manage loan documentation, verify funding readiness, and coordinate effectively with dealerships and internal lending teams. In this role, you will help ensure loans are funded accurately, records are maintained properly, and members and partners receive timely, attentive service throughout the final stages of the lending process.</p><p><br></p><p>Responsibilities:</p><p>• Review loan files and dealer-submitted contract packages to confirm all documents are complete, accurate, and ready for funding.</p><p>• Validate that underwriting stipulations, funding conditions, and compliance requirements have been satisfied before releasing funds.</p><p>• Enter and finalize loan funding activity within lending and core servicing systems with a high degree of accuracy.</p><p>• Set up new loan accounts and member records in applicable platforms prior to disbursement.</p><p>• Process dealer payments, including manual funding transactions through online banking tools when needed.</p><p>• Communicate with dealerships and internal staff to resolve missing items, correct documentation issues, and address funding delays.</p><p>• Perform quality checks on mailed and electronically signed loan packages to ensure all required paperwork has been received and matches system data.</p><p>• Upload insurance and supporting loan documents to designated recordkeeping systems and scan completed files for retention.</p><p>• Prepare and send post-funding welcome materials to members while maintaining organized and audit-ready loan files.</p>
<p>Are you ready to make a meaningful impact in the mortgage industry? We’re partnering with a highly respected client in the Moline area that's seeking a temporary-to-hire Full-Time Loan Support Specialist. This role offers the opportunity to leverage your expertise in both <strong>mortgage loan processing</strong> and <strong>loan closing</strong> to ensure seamless support across departments.</p><p><br></p><p><strong><u>About the Opportunity</u></strong></p><p>In this position, you will serve as a floater between the Closing and Processing departments. Your primary task will be to provide hands-on support wherever it is most needed, ensuring continuity in workflow as our client undergoes organizational changes and growth. </p><p><br></p><p>If you’re an organized, detail-driven mortgage professional who thrives in roles that require flexibility and initiative, this is your chance to make a significant impact. We’re excited to connect you with a role where your experience and skills will shine! Apply today or connect with our team by calling us direct at (563) 359-3995!</p>
<p>We are looking for a skilled, detail-oriented Mortgage Loan Originator to support members throughout the home financing process. This position focuses on guiding borrowers to suitable loan solutions, building trusted relationships with referral partners, and delivering a responsive, high-quality experience from application through closing. The ideal candidate combines strong analytical judgment with a service-driven approach and a deep understanding of mortgage origination standards and regulatory requirements.</p><p><br></p><p>Responsibilities:</p><p>• Build and maintain productive relationships with members, real estate contacts, title partners, and other referral sources to encourage repeat business and new lending opportunities.</p><p>• Manage a pipeline of mortgage applications from initial inquiry through handoff to operations, ensuring timelines, service expectations, and production goals are consistently achieved.</p><p>• Evaluate borrower income, assets, credit, and overall financial profiles to structure loan options that align with individual goals and repayment capacity.</p><p>• Prepare complete and accurate loan applications, generate required disclosures promptly, and ensure files are documented in accordance with lending guidelines and compliance standards.</p><p>• Use automated underwriting tools and current program knowledge to assess eligibility, identify viable financing solutions, and address more complex borrowing scenarios.</p><p>• Communicate clearly with members throughout the lending process, providing timely updates, answering questions, and helping create a smooth and informed experience.</p><p>• Coordinate closely with processing, underwriting, closing, and other operational teams to keep files moving efficiently and resolve issues that could delay funding.</p><p>• Stay current on mortgage rates, product offerings, regulatory obligations, and market conditions in order to present accurate information and negotiate appropriate loan terms.</p><p>• Conduct proactive outreach and follow-up activities to maintain a healthy pipeline and support ongoing business development efforts.</p>
<p>We are seeking a detail-oriented <strong>Mortgage Loan Closer</strong> to support the home loan closing process for a national building company with operations in the Pittsburgh area from start to finish. This role is responsible for coordinating closing activities, preparing loan documents, reviewing files for accuracy, and helping ensure all deadlines are met. The ideal candidate is organized, thorough, and able to work effectively with multiple internal teams and external partners.</p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare initial and final closing disclosures within required timeframes</li><li>Prepare and distribute closing documents to buyers and title companies</li><li>Coordinate and manage closing schedules</li><li>Initiate funding wires for loan closings</li><li>Review signed closing packages for completeness before shipment</li><li>Audit loan files for quality control and accuracy prior to closing</li><li>Clear closing conditions and confirm files are ready to close</li><li>Partner with internal departments and external contacts to meet deadlines and ensure a smooth closing process</li></ul><p><br></p>
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.<br><br>Responsibilities:<br>• Develop new commercial banking relationships by prospecting businesses and identifying lending opportunities that align with portfolio goals.<br>• Review financial statements, tax returns, and supporting documentation to assess borrower strength and determine appropriate credit solutions.<br>• Structure financing proposals that balance client needs with prudent risk management and institutional lending standards.<br>• Partner with credit and analysis teams to prepare thorough loan presentations and bring recommendations forward for approval.<br>• Participate in credit committee discussions and respond confidently to questions regarding assigned borrowing relationships.<br>• Maintain regular contact with existing clients to evaluate changing business needs, deepen relationships, and uncover additional banking opportunities.<br>• Monitor portfolio performance by tracking covenant compliance, reviewing higher-risk credits, and identifying signs of deteriorating financial conditions.<br>• Ensure renewals, annual reviews, and risk rating updates are completed accurately and within required timeframes.<br>• Provide guidance and coaching to branch teams and entry-level lenders on commercial lending, business development, and deposit growth strategies.<br>• Support clients and internal partners by addressing commercial banking inquiries and contributing to special projects as needed.
We are looking for a detail-oriented Commercial Loan Funder to support accurate, compliant, and timely loan disbursements in Austin, Texas. This role plays a key part in final file review, funding coordination, and post-closing follow-up for commercial lending transactions. The ideal candidate brings strong knowledge of lending operations, sound judgment, and the ability to work closely with internal teams and external partners while managing sensitive financial information with care.<br><br>Responsibilities:<br>• Examine commercial loan files before disbursement to confirm that approvals, documentation, and closing conditions have been fully satisfied.<br>• Execute funding transactions by verifying instructions and releasing wires, checks, internal disbursements, and other payments in line with authorized terms and security controls.<br>• Partner with loan officers, closers, attorneys, title companies, escrow contacts, and borrowers to keep closings on schedule and address funding-related questions.<br>• Support construction lending activity by preparing draw packages, processing advances, and ensuring related documentation is complete and accurate.<br>• Compare funded amounts against approved loan terms, identify discrepancies, and resolve outstanding exceptions or missing items before finalizing transactions.<br>• Complete post-closing tasks by tracking collateral items, maintaining compliance documentation, and helping ensure readiness for internal review and audit requirements.<br>• Update servicing, imaging, and tracking platforms with accurate loan data and organized records throughout the funding lifecycle.<br>• Produce loan-related paperwork such as agreements, amortization schedules, payoff information, paid file documentation, lien releases, and operational reports.<br>• Contribute to audit preparation, workflow improvements, cross-training efforts, and backup coverage for administrative support functions as needed.<br>• Maintain notary eligibility for Texas transactions when required and participate in training, special assignments, and other operational support duties.
We are looking for a detail-oriented Loan Administrator to support lending operations for a credit union in Richmond, Virginia. This Long-term Contract position focuses on managing loan files, coordinating underwriting activities, and helping ensure lending documentation is accurate, complete, and compliant. The ideal candidate brings hands-on experience with loan administration and an understanding of Community Development Block Grant (CDBG) programs. This role offers the opportunity to contribute to efficient loan processing while supporting members and internal lending teams.<br><br>Responsibilities:<br>• Oversee loan files from initial review through closing and servicing, ensuring records are complete and organized.<br>• Support underwriting efforts by gathering required financial and credit documentation and preparing files for decision-making.<br>• Administer loans connected to Community Development Block Grant (CDBG) programs in accordance with program guidelines and internal policies.<br>• Process payoff requests, verify balances, and prepare the documentation needed to complete loan settlements accurately.<br>• Review loan documents for accuracy, consistency, and compliance before final processing and funding activities.<br>• Coordinate with lending staff, borrowers, and internal partners to resolve missing information and keep applications moving forward.<br>• Maintain accurate data entry and tracking within loan administration systems and related reporting tools.<br>• Assist with operational updates and workflow changes related to lending processes as needed.
We are looking for a knowledgeable Loan Administrator to support residential mortgage lending activities in Lubbock, Texas. This role blends client service, loan coordination, and credit-related expertise to help move applications efficiently from initial contact through closing. The ideal candidate brings hands-on experience with mortgage documentation, underwriting practices, and business development within local banking markets.<br><br>Responsibilities:<br>• Build and strengthen relationships with borrowers, referral partners, and community contacts to expand mortgage lending opportunities within the bank’s service area.<br>• Manage residential mortgage files through each stage of the lending cycle, ensuring timely progress from application intake to final closing.<br>• Review financial and property documentation to support sound lending decisions and confirm alignment with applicable underwriting guidelines.<br>• Prepare and coordinate required mortgage disclosures and loan documents in accordance with regulatory and organizational standards.<br>• Work closely with internal teams and external partners to resolve file conditions, clear exceptions, and maintain momentum on active loans.<br>• Promote mortgage products by identifying customer needs, presenting suitable financing options, and helping drive new loan production.<br>• Maintain accurate loan records, payoff details, and supporting documentation throughout the administration process.<br>• Monitor compliance requirements tied to licensing, registration, and residential lending practices to support audit-ready files.
<p>We are looking for a Commercial Lending Administrator to support commercial loan transactions from approval through closing and funding in Massachusetts. This contract opportunity has the potential to become permanent and is ideal for someone who can manage documentation workflows, coordinate with cross-functional partners, and keep transactions moving efficiently. The role plays a key part in ensuring loan files are accurate, complete, and aligned with approved terms and compliance standards. This is a fully onsite (NO REMOTE), long term (Contract to hire) opportunity for a qualified candidate. </p><p><br></p><p>Responsibilities:</p><p>• Draft, organize, and finalize commercial loan documents required to move transactions from approval to closing and funding.</p><p>• Examine loan packages to confirm documents match authorized credit terms, underwriting conditions, and deal structure.</p><p>• Partner with lending, credit, and legal teams to clear outstanding items related to documentation, collateral, and closing requirements.</p><p>• Evaluate insurance documentation to verify appropriate coverage is in place for each transaction.</p><p>• Track closing progress through detailed checklists and follow up on pending approvals, signatures, and supporting documents.</p><p>• Coordinate funding activities and disbursement details, including review of settlement statements and legal billing materials.</p><p>• Prepare amendment and modification paperwork for existing commercial lending relationships.</p><p>• Monitor active loan pipelines and help ensure transactions are completed within established timelines.</p>
<p>Robert Half is seeking an experienced <strong>Institutional Loan Operations Subject Matter Expert</strong> for a <strong>long-term contract opportunity</strong>. This role will focus on reviewing complex loan repayment schedules, interpreting loan structures and cash flows, and developing standardized procedures for capturing and processing key loan data.</p><p>This is a hands-on opportunity best suited for professionals with a strong background in <strong>institutional loan operations, servicing, administration, or middle/back-office functions</strong>. Candidates with primarily front-office origination or relationship management experience will not be the ideal fit.</p><p><br></p><p>Key Responsibilities</p><ul><li>Review complex loan repayment and amortization schedules in Excel.</li><li>Interpret loan facilities, repayment terms, cash flow structures, and key contractual details.</li><li>Identify and define the critical data points required to accurately capture and process each loan.</li><li>Develop standard operating procedures for identifying, interpreting, and entering loan data, including handling exceptions and complex scenarios.</li><li>Flag inconsistencies, incomplete information, and unusual loan structures that require further review.</li><li>Partner with business and technology teams to clarify loan scenarios and establish consistent interpretation and processing rules.</li><li>Support the design of validation checks for loan and repayment data.</li></ul><p><br></p>
We are looking for an experienced credit specialist to support special assets and delinquent loan resolution activities for a financial institution. This position plays a key role in protecting portfolio quality by guiding collection strategies for residential mortgage and commercial credits, overseeing foreclosure-related matters, and helping ensure regulatory compliance. The role also partners closely with internal teams and legal counsel to address complex borrower situations and achieve practical recovery outcomes.<br><br>Responsibilities:<br>• Guide the administration and ongoing improvement of practices governing delinquent loan recovery, foreclosure activity, default resolution, and related collection operations.<br>• Review and authorize collection strategies developed by team members, including repayment plans, workout structures, and other solutions for past-due borrowers.<br>• Monitor reporting for active and recently resolved residential and commercial loans to maintain accurate records and support compliance with credit reporting standards.<br>• Lead foreclosure actions for accounts with limited resolution options, ensuring documentation is complete and loan system information is updated correctly.<br>• Coordinate with outside and internal legal partners on litigation and foreclosure matters, and represent the institution at hearings or proceedings when required.<br>• Oversee real estate owned and foreclosed asset activity, including property inspections, upkeep coordination, and tracking of tax and insurance obligations.<br>• Supervise collections staff, provide direction on daily priorities, and support strong performance across the function.<br>• Work collaboratively with colleagues across the organization to advance departmental objectives and contribute to broader portfolio management goals.<br>• Participate in ongoing development activities such as training sessions, meetings, and industry seminars, while taking on additional assignments as needed.
We are looking for a dependable Consumer Lender - Support specialist to join a financial services team in Porterville, California. This Long-term Contract opportunity focuses on electronic banking support, account research, digital banking administration, and client service in a high-volume operational setting. The ideal candidate is organized, analytical, and comfortable handling multiple banking processes while maintaining accuracy and responsiveness. This role offers the chance to support both internal operations and customer-facing banking services in a fast-paced environment.<br><br>Responsibilities:<br>• Manage daily electronic payment activities by reviewing transactions, balancing accounts, and maintaining accurate general ledger support.<br>• Handle outbound payment file processing, recurring transfer setup, and related adjustments to keep banking operations running smoothly.<br>• Research and resolve payment exceptions, returns, disputes, corrections, and rejected items in a timely and accurate manner.<br>• Monitor operational reporting, investigate discrepancies, and take action to clear outstanding issues across banking and deposit activities.<br>• Create and maintain online banking access for new users while assisting existing customers with troubleshooting and account support.<br>• Administer treasury management services for business clients, including payment origination tools, wire capabilities, fraud prevention services, and account controls.<br>• Support remote deposit and positive pay functions by reviewing submitted files, validating activity, and addressing processing concerns.<br>• Provide responsive customer service to clients and internal teams by answering questions, resolving service issues, and escalating complex matters when needed.
We are looking for an experienced Operations Manager to join a Corporate Trust middle team supporting complex structured credit and syndicated loan transactions in Charlotte, North Carolina. This is a Contract to permanent opportunity for a hands-on leader who brings deep deal administration expertise, strong client communication skills, and the ability to guide day-to-day operations in a fast-paced financial services environment. The role is well suited for a senior operations specialist who can oversee transaction workflows, coach developing team members, and help improve process quality and efficiency across the function.<br><br>Responsibilities:<br>• Oversee the operational administration of structured credit and syndicated loan deals, ensuring transactions are processed accurately and within required timelines.<br>• Provide senior-level guidance on deal processing activities and serve as a primary resource for resolving complex operational questions.<br>• Act as an escalation contact for internal team issues and external client matters, driving timely and effective resolution.<br>• Mentor, train, and support entry-level staff to strengthen team performance, knowledge, and consistency in execution.<br>• Work closely with trustees and middle office partners to coordinate transaction activity and maintain high service standards.<br>• Evaluate existing workflows, identify operational gaps, and recommend improvements that increase efficiency and control.<br>• Manage client communications related to ongoing administration, reporting, and issue resolution.<br>• Support the onboarding of new transactions and oversee ongoing administrative and reporting requirements throughout the deal lifecycle.
<p>Robert Half is seeking a Portfolio Manager Consultant for an exciting fully onsite opportunity with a local bank in Brick, NJ. This role will support the continued growth of the Commercial Banking team by managing and analyzing a portfolio of commercial relationships while partnering closely with Commercial Lenders.</p><p><br></p><p>The Portfolio Manager II AVP will be responsible for supporting a Commercial Lender and assigned portfolio, helping maintain credit quality, monitoring risk, coordinating financial reporting, and preparing credit recommendations. Portfolios may include a mix of Commercial Real Estate (CRE), Commercial & Industrial (C& I), Construction, and SBA loans, ranging from approximately $150MM to $300MM+.</p><p>Key Responsibilities</p><ul><li>Manage an assigned portfolio of commercial customers with oversight from a Commercial Loan Officer</li><li>Maintain ongoing business relationships with current customers and serve as a secondary commercial services contact</li><li>Support and oversee reporting for portfolio management, including delinquency, problem loans, exceptions, and tickler tracking</li><li>Coordinate the collection, tracking, and review of financial statements, tax returns, and loan covenants/conditions</li><li>Prepare and coordinate loan modifications, renewals, and extensions</li><li>Monitor assigned accounts for early warning signs of financial weakness or other risks and collaborate with leadership on action plans</li><li>Prepare, update, and maintain credit files in both paper and electronic formats</li><li>Underwrite new and complex commercial loan transactions and requests within the assigned portfolio</li><li>Develop and present credit recommendations to the appropriate level of credit administration</li><li>Serve as a primary or secondary customer contact, as assigned by the Commercial Loan Officer</li><li>Support execution and collection of loan documentation</li><li>Assist with internal and external audits, loan review, compliance, and regulatory examinations</li><li>Maintain working knowledge of bank operating policies and procedures that impact commercial services</li><li>Help support Commercial Lenders in achieving annual operating plan goals</li><li>Coordinate effectively with internal departments to ensure efficient information flow</li><li>Respond to internal and external inquiries within established timeframes and policy guidelines</li></ul><p><br></p>
<p>A well-established community bank in Colorado Springs is seeking a <strong>Senior Compliance Officer</strong> to support and strengthen its compliance program. This is an excellent opportunity for an experienced banking compliance professional who enjoys partnering with business leaders, navigating regulatory requirements, and helping guide the organization through an increasingly complex regulatory environment.</p><p><br></p><p>The ideal candidate will possess a broad banking compliance background with experience<strong> supporting both lending and deposit operations</strong>. Success in this role requires an understanding of the regulatory requirements that impact the full banking relationship, including consumer and commercial lending, deposit products, operational banking functions, and customer-facing services. Community bank experience is strongly preferred.</p><p><br></p><p><strong><u>Position Summary</u></strong></p><p>The <strong>Senior Compliance Officer</strong> will be responsible for supporting and enhancing the Bank's Compliance Management System (CMS), monitoring regulatory changes, conducting risk assessments, coordinating audits and examinations, and serving as a trusted compliance resource to leaders throughout the organization. This position offers significant visibility across the bank and the opportunity to influence compliance strategy while supporting business growth and operational excellence.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Support the administration and continuous improvement of the Bank's Compliance Management System (CMS)</li><li>Monitor federal and state banking regulations and communicate regulatory developments to management and business units</li><li>Conduct compliance monitoring, testing, and risk assessment activities across lending, deposit, and operational functions</li><li>Review policies, procedures, products, disclosures, and services to ensure compliance with applicable regulations</li><li>Coordinate and support regulatory examinations, internal audits, and external audits</li><li>Partner with Lending, Deposit Operations, Retail Banking, Treasury Management, and other departments to provide compliance guidance</li><li>Research and interpret banking regulations and provide practical recommendations to internal stakeholders</li><li>Assist with complaint management, issue remediation, and corrective action plans</li><li>Support fair lending, UDAAP, HMDA, CRA, BSA/AML, consumer compliance, and deposit compliance initiatives</li><li>Prepare reports and presentations for executive leadership and compliance committees</li><li>Develop and deliver compliance training programs</li><li>Participate in change management initiatives involving new products, services, systems, and regulatory requirements</li></ul><p><strong>Ideal Background</strong></p><p>The successful candidate will bring a well-rounded banking compliance background with meaningful exposure to both lending and deposit compliance. While mortgage and loan compliance expertise is valuable, the Bank is seeking an individual who understands the regulatory requirements impacting the entire institution, including deposit products, account operations, consumer banking services, and lending activities. Candidates whose experience has been concentrated primarily on one side of the bank, such as mortgage lending compliance alone, may not possess the breadth of experience necessary for success in this role.</p>
<p><em>The salary range for this position is $85,000-$100,000 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].</em></p><p> </p><p>Is your current job giving “all-work-no-play” when it should be giving “work-life balance + above market pay rates”? </p><p> </p><p><strong><u>Job Description:</u></strong></p><p>Prepares and reviews master agreements and supporting documentation for various lease and loan products. Facilitates communications among various parties, such as credit officers, sales, legal, etc. in order to promptly resolve documentation issues. Has excellent analytical, verbal and written communications skills and is comfortable in communications with associates and clients. </p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><ul><li>Accurate and timely preparation of documentation, insurance requirements, UCC’s, etc., including verification of economics of transaction, tailored to specifications and requirements of specific transactions. Processing lease and loan transactions on the lease & loan servicing system for funding and booking. Prepare loan and lease packages including the verification of calculations, rates, signatures and dates on each document, obtaining subordination agreements (when applicable) and filing UCC financing statements. Assures all documents are complete and in package prior to funding. </li><li>Assist other analysts with documentation guidance, preparation and review. Provide guidance and coordination for contract fundings. </li><li>Act as the subject matter expert for DocuSign/eOriginal tool. </li><li>Liaison between various departments across the Company, including Sales Managers, Inside Sales, Customers, Internal Groups, and Vendors regarding transaction status, receipt of executed documentation, supplier invoices, lien searches, researching and clarifying information and problem resolution. </li><li>Responsible for building and maintaining strong relationship with Sales Associates and Customers regarding documentation and relationship issues and handling of Customers’ inquiries and concerns. </li><li>Communication with suppliers regarding invoice-funding status, purchase order and account reconciliation. </li><li>Proper maintenance of pending files, including documentation, UCC’s, insurance and follow-up for UCC, titles and other documents. </li></ul>
<p>We are looking for a Mortgage Payoff Specialist to support loan payoff administration and collateral release activities for our servicing operations in the northwest suburbs of Chicago, Illinois. In this role, you will help ensure paid-in-full loans are handled accurately, borrower refunds are processed correctly, and lien release documentation is completed on time. The ideal candidate brings a strong service mindset, careful attention to detail, and the ability to work within established mortgage servicing standards and client guidelines.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and deliver accurate mortgage payoff statements by reviewing loan data, fees, interest, and other applicable balances.</p><p>• Track loans approaching maturity or final payment and send required notices to borrowers in a timely manner.</p><p>• Resolve payoff shortages by communicating outstanding amounts and coordinating follow-up until balances are cleared.</p><p>• Complete paid-in-full processing, including confirmation notices and related account updates within servicing records.</p><p>• Calculate and issue surplus funds, borrower refunds, and other disbursements connected to loan payoff activity.</p><p>• Create, submit, and monitor lien release, satisfaction, reconveyance, and similar collateral documents through the appropriate recording channels.</p><p>• Investigate payoff discrepancies, account questions, and exceptions raised by borrowers, clients, attorneys, title partners, or internal teams.</p><p>• Maintain complete and accurate documentation in servicing platforms while supporting quality reviews and issue resolution efforts.</p>
<p>We are looking for a Loan Documentation Specialist to join a financial services organization in Los Angeles, California. This Long-term Contract opportunity supports the servicing and administration of commercial lending portfolios. The role focuses on accurate loan setup, ongoing portfolio maintenance, and coordination across internal and external parties to help ensure compliant, high-quality loan operations throughout the life of each transaction. This role is supporting a digitization project for all commercial loan paperwork.</p><p><br></p><p>Responsibilities:</p><p>• Administer daily servicing activities for commercial loan facilities, including revolving credit lines, term loans, and other structured lending arrangements.</p><p>• Support the onboarding of new deals by entering and validating borrower, facility, and lender information within internal loan systems.</p><p>• Update and maintain portfolio records such as lender positions, commitment amounts, payment activity, and applicable fee details to preserve data accuracy.</p><p>• Monitor reporting and notice requirements under credit agreements, including borrower submissions, compliance-related documents, and other recurring obligations as entered digitally into a new system.</p><p>• Prepare and distribute communications tied to agent bank activities, including lender notices, funding requests, payment details, and rate-related updates.</p><p>• Partner with credit, operations, treasury, legal counsel, borrowers, and participating lenders to facilitate smooth ongoing administration of multi-lender transactions.</p><p>• Assist with entering and reviewing accurately all loan paperwork as set up digitally in the new lending platform.</p><p>• Manage document indexing and digital file organization for loan agreements, amendments, participation documents, and related credit records.</p><p>• Perform reconciliations and support portfolio reporting efforts to maintain consistency and integrity across servicing systems.</p><p>• Contribute to audits, special projects, and broader administrative initiatives related to commercial loan servicing operations.</p>
<p><strong>Private Banking Associate</strong></p><p>We are seeking a bilingual Private Banking Associate to support International Private Banking clients with personalized service, account administration, transaction processing, and loan coordination. The ideal candidate has 5–7 years of private banking experience, strong attention to detail, and excellent communication skills in English and Spanish.</p><p><strong>Responsibilities</strong></p><ul><li>Deliver professional, personalized service to International Private Banking clients at every touchpoint.</li><li>Prepare account opening documentation based on client type, risk profile, and selected products for client review and signature.</li><li>Verify client instructions and prepare documentation to facilitate accurate, timely transaction processing.</li><li>Coordinate with internal departments and follow up on requests through completion.</li><li>Review and complete Know Your Customer (KYC) documentation across various entity types, minimizing additional requests to clients.</li><li>Respond promptly to client inquiries, instructions, requests, and issues to maintain strong relationships.</li><li>Partner with the credit team on new and existing loan requests, complete return on equity (ROE) models, submit payoff requests, and answer loan-related inquiries.</li><li>Monitor daily client transactions and alert the banking team to potential issues, suspected fraud, or unusual activity.</li></ul><p><br></p>
We are looking for a detail-oriented Loan Closer to support post-closing mortgage operations in Pewaukee, Wisconsin. In this role, you will help ensure loan files are complete, accurate, and properly documented while coordinating the resolution of outstanding collateral and trailing document items. This position is ideal for someone who is organized, responsive, and comfortable working with internal teams and external partners to keep post-closing activities moving efficiently.<br><br>Responsibilities:<br>• Examine closed mortgage files to confirm documents are accurate, complete, and aligned with investor, client, and servicing expectations.<br>• Evaluate collateral packages including notes, recorded security instruments, assignments, title documentation, endorsements, and related file components.<br>• Oversee exception pipelines, aging reports, shared inboxes, and task queues to identify items requiring follow-up and timely resolution.<br>• Investigate missing paperwork, recording defects, and document inconsistencies, then coordinate corrective action with the appropriate parties.<br>• Communicate with title agencies, settlement partners, custodians, clients, and other stakeholders to clear outstanding documentation issues.<br>• Maintain status tracking for trailing documents from receipt through review, certification, and final resolution.<br>• Support collateral certification efforts, quality reviews, audits, and other control activities tied to post-closing operations.<br>• Perform document imaging, indexing, categorization, and records maintenance to preserve accurate collateral files.<br>• Contribute to process improvement efforts, procedural updates, system-related testing, and special assignments as needed.
<p>I'm partnering with a financial institution seeking a detail-oriented professional to join its commercial lending team!</p><p>This is a great opportunity for someone with banking experience who enjoys working with loan documentation, coordinating transactions, and supporting the commercial lending process from application through closing.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Coordinate commercial loan applications and track outstanding documentation, financials, appraisals, and due diligence items.</li><li>Prepare, review, and maintain commercial loan files to ensure accuracy and completeness.</li><li>Assist with loan closings, renewals, modifications, UCC filings, and construction loan advances.</li><li>Partner with commercial lending officers, attorneys, appraisers, and other stakeholders to facilitate smooth loan transactions.</li><li>Ensure loan documentation complies with credit approval terms and applicable regulatory requirements.</li></ul><p><br></p><p><br></p>