We are looking for a skilled Loan Closer - Support specialist with strong attention to detail to manage the closing process for loan transactions in Walnut Creek, California. This is a Contract position where attention to detail and strong organizational skills are essential to ensure compliance and accuracy in all loan documentation. The role offers the opportunity to collaborate with clients, title companies, and insurance providers while maintaining high standards of expertise and conduct.<br><br>Responsibilities:<br>• Collect and verify all required information and documentation to ensure completeness and accuracy, including title reports and lien searches.<br>• Create and maintain a comprehensive checklist of items necessary for loan closing, resolving any pending issues before finalization.<br>• Prepare loan documentation using LaserPro, ensuring accuracy and compliance with terms and conditions.<br>• Facilitate approval processes through Etran and generate loan authorizations in accordance with organizational guidelines.<br>• Coordinate with clients, escrow/title companies, and insurance providers to ensure seamless communication and timely closings.<br>• Package loan files and related documents in alignment with regulatory and organizational standards.<br>• Ensure proper lien placement and collateral protection by verifying all necessary actions are taken.<br>• Provide support and guidance throughout the closing process, addressing any challenges with expertise and problem-solving skills.
<p>Our client is hiring a senior finance professional to join a high-performing portfolio finance team supporting private equity, real assets, and private company investments.</p><p><br></p><p>This role owns valuation, accounting, and reporting for complex private investments and works closely with investment, legal, tax, and compliance teams across the full transaction lifecycle. You’ll also contribute to portfolio-wide initiatives, process improvements, and technology-driven enhancements in a fast-paced, sophisticated investment environment.</p>
<p>Our client is a reputable and world-renowned Asset Management firm is looking to bring onboard a Finance Associate to the team.</p><p>The Finance team manages and reports on a diverse investment portfolio while collaborating with internal and external stakeholders. This role focuses on private equity investments, with exposure to other asset classes like hedge funds, public equity, and real estate. Key responsibilities include managing valuation and accounting, overseeing fund administrators, collaborating on investment closings, and conducting financial analysis.</p>
<p>A leading investment organization is seeking a Finance professional to join its Boston team. In this role, you’ll partner with investment, legal, tax, and operations teams to support a diversified portfolio and ensure high‑quality accounting, reporting, and performance analysis.</p><p>You will take a key role in overseeing real assets investments—such as real estate, private credit, and private equity—while contributing to broader cross‑asset initiatives. This position offers the opportunity to collaborate with internal stakeholders and external partners, maintain regulatory compliance, and support the full lifecycle of portfolio investments.</p>
<p>We are looking for an experienced Administrative Asst in the Lending or Banking Industry to join our team in Aventura, Florida. This role involves evaluating loan applications, ensuring compliance with regulations, and delivering exceptional service to clients seeking residential and jumbo loans. The ideal candidate will possess strong underwriting expertise and a thorough understanding of mortgage lending processes. This is an in office role and we are looking for a candidate with close proximity to the office and a stable, reliable career. </p><p><br></p><p>Responsibilities:</p><p>• Review and analyze loan applications to assess creditworthiness and eligibility.</p><p>• Ensure all loan documentation complies with regulatory standards and company policies.</p><p>• Provide detailed underwriting for jumbo loans and FHA loan products.</p><p>• Collaborate with clients to explain loan terms and address their inquiries.</p><p>• Maintain accurate records of loan evaluations and approvals.</p><p>• Utilize industry knowledge to recommend loan solutions tailored to clients' needs.</p><p>• Work closely with other departments to streamline the loan approval process.</p><p>• Monitor market trends and lending practices to ensure competitive offerings.</p><p>• Assist in resolving issues related to loan processing or underwriting.</p><p>• Deliver exceptional customer service throughout the lending process.</p><p><br></p><p><strong>INTERESTED CANDIDATES PLEASE APPLY AND REACH OUT TO STEFANIE FURNISS 786-897-7903 </strong></p>
<p>Excellent opportunity offering flexible onsite, hybrid, or remote work options to suit your needs!</p><p> </p><p>We are looking for a skilled Mortgage Loan Funder to join our client’s team. The Mortgage Loan Funder will be responsible for ensuring correspondent loans are funded and purchased accurately and timely in accordance with correspondent lending agreements, investor/agency guidelines, warehouse bank requirements, and adherence to internal controls. This role reviews funded loan purchase packages, validates purchase eligibility, calculates purchase proceeds, manages wire disbursements, and coordinates with Sales, Operations, Post-Closing/Collateral, Secondary Marketing, and Accounting to resolve exceptions and clear suspense items. </p><p><br></p><p>Responsibilities:</p><ul><li>Fund loans daily on warehouse lines and manage transfers, making sure all requirements are met.</li><li>Calculate and verify funding amounts and details before sending funds.</li><li>Authorize and release loan funds by wire, following company procedures and using Genesis by OptiFunder software.</li><li>Keep funding records and documentation updated in Encompass, our loan system.</li><li>Work with Closing, Post-Closing, Secondary, and Accounting teams to solve funding issues and provide customer service.</li><li>Balance and reconcile all loan funding transactions.</li><li>Handle and escalate discrepancies, missing documents, or compliance concerns.</li><li>Gather and process Purchase Advice from investors in Encompass.</li><li>Help with urgent or escalated transactions and support team members with questions.</li><li>Review accounts, approve transactions within set limits, and follow up on returned wires or other issues.</li><li>Suggest ways to improve loan funding and accounting processes.</li><li>Follow all internal controls and audit guidelines.</li><li>Complete other tasks as assigned by supervisors.</li></ul><p> </p>
<p>We are looking for a detail-oriented and driven Loan Officer to join our team in Savannah, Georgia. In this role, you will play a critical part in helping businesses secure funding by leveraging your expertise in loan products and business development. This position offers an exciting opportunity to build strong community relationships while guiding clients through the loan process.</p><p><br></p><p>Responsibilities:</p><p>• Identify, qualify, and secure new small business clients seeking loans</p><p>• Build and maintain relationships with referral sources such as bankers, realtors, CPAs, attorneys, and community leaders.</p><p>• Develop an in-depth understanding of various loan products, including SBA 504, SBA 7(a), and Microloan Programs, as well as local loan initiatives.</p><p>• Educate small business owners and referral partners on the benefits of the organization's loan products and advisory services.</p><p>• Meet or exceed annual loan production goals by effectively managing loan requests from origination to approval.</p><p>• Negotiate terms, structure loan projects, and secure approvals from loan committees and funding sources while adhering to credit policies and procedures.</p><p>• Conduct site visits to evaluate collateral and identify potential risks, documenting findings appropriately.</p><p>• Work with senior leadership to address issues in existing loan relationships and develop actionable solutions.</p><p>• Collaborate with marketing peers to promote the organization’s mission and loan products to the community.</p><p>• Build partnerships with industry professionals and engage with local business development organizations to foster growth.</p>
<p>We are in search of a dynamic Loan Officer on a long term contract/contract to hire basis to drive the growth of a mission-focused small business lending program in Boston, with an emphasis on supporting underserved entrepreneurs. </p><p><br></p><p>This pivotal role blends business development, credit analysis, underwriting, portfolio management, and client financial coaching. The Senior Loan Officer is responsible for originating and managing a high-quality loan pipeline, assessing creditworthiness, and ensuring equitable lending decisions. </p><p><br></p><p>Key duties include expanding community partnerships, delivering technical assistance to borrowers, and supervising other Lending reops to foster continuous improvement across the team. The successful candidate will have deep experience in small business or CDFI lending, a commitment to racial equity, and strong leadership, relationship-building, and analytical skills. Fluency in Cape Verdean Creole, Spanish, or Haitian Creole and familiarity with Boston’s neighborhoods are valued assets. This role is ideal for professionals passionate about advancing economic mobility and community development.</p><p><br></p>
We are looking for a dedicated Loan Advisor to join our team in Denver, Colorado. In this role, you will leverage your expertise in the mortgage industry to assist clients with loan origination, documentation, and financing solutions. This is an excellent opportunity to contribute to a growing organization while enhancing your skills in a dynamic environment.<br><br>Responsibilities:<br>• Guide clients through the loan origination process, ensuring their financial needs are met effectively.<br>• Review and process mortgage documents with precision and attention to detail.<br>• Collaborate with team members to manage conventional and FHA loan applications.<br>• Conduct data entry tasks to maintain accurate records and streamline operations.<br>• Assess and analyze client eligibility for various financing options.<br>• Stay updated on mortgage industry trends and regulations to provide accurate advice.<br>• Assist with the preparation and submission of loan documents to ensure compliance.<br>• Communicate with clients to address inquiries and resolve concerns promptly.<br>• Support the team in achieving organizational goals related to mortgage lending.<br>• Ensure all documentation complies with established guidelines and standards.
<p><strong>Consumer Lending Specialists – Albany, NY (Onsite)</strong></p><p>Mary Christman and Gabrielle Maisonet are partnering with a highly reputable, well-established financial institution in the Capital Region looking to add Consumer Lending Specialists to their member-focused, service-driven lending team.</p><p>This contract-to-hire role is ideal for someone who is passionate about delivering exceptional customer experiences, enjoys building relationships, and thrives in a fast-paced environment. If you take pride in helping people feel supported, informed, and confident in their financial decisions, this is a great opportunity to join an organization that truly gives back to the community it serves.</p><p><br></p><p>In this role, you’ll act as a trusted point of contact for members, guiding them through the full lending process—from initial inquiry and application to underwriting coordination and closing—while providing a seamless, positive experience every step of the way.</p><p><br></p><p><strong>What You’ll Be Doing</strong></p><p>• Delivering outstanding customer service by assisting members via phone, email, text, and in person</p><p> • Acting as a friendly, knowledgeable resource throughout the lending process</p><p> • Processing loan applications and gathering required documentation with accuracy and care</p><p> • Completing initial underwriting steps (training provided) while ensuring a smooth member experience</p><p> • Maintaining organized and up-to-date loan files</p><p> • Preparing files for underwriting review and coordinating closings</p><p> • Clearly explaining loan terms, timelines, and next steps in a supportive, easy-to-understand way</p><p> • Proactively communicating with members to provide updates and set expectations</p><p> • Contributing to a team culture centered around service excellence, collaboration, and community impact</p>
We are looking for a skilled Consumer Lender - Support team member to join our team in Detroit, Michigan. In this role, you will oversee the loan intake process, ensuring applications are processed accurately and efficiently from start to finish. This is a long-term contract position offering an opportunity to contribute to the success of our organization while providing excellent service to our members.<br><br>Responsibilities:<br>• Manage the loan application process, ensuring all required documentation is complete, accurate, and submitted in a timely manner.<br>• Conduct interviews with loan applicants to gather relevant background information and evaluate credit reports.<br>• Assess loan applications to determine creditworthiness, repayment ability, and compliance with lending policies.<br>• Follow established lending authority limits and internal policies to approve, deny, or provide counteroffers for loan applications.<br>• Support Loan Processors by verifying income, collecting necessary documents, and ensuring proper lien perfection activities.<br>• Perform quality reviews of loan files to ensure accuracy, timeliness, and adherence to internal procedures.<br>• Promote credit union products and services tailored to meet members' financial needs.<br>• Monitor the loan origination system to manage application queues, ensuring timely decisions.<br>• Prepare and issue Adverse Action notices to applicants within the required timeframes.<br>• Provide mentorship and guidance to less experienced loan officers, processors, and other team members to enhance departmental performance.