<p>Our client is a nonprofit organization that provides guidance and creates opportunities for people who want to purchase and maintain their homes, improve their lives and strengthen their communities. They offer homebuyer education, counseling, and lending services. We also work throughout the year to empower residents to become community leaders.</p><p><br></p><p>The Mortgage Coordinator will be tasked with opening their new office in the Brookline Pittsburgh area - building the business by selling mortgages to first time home buyers. This is a full time role, but will not always be Monday - Friday 8am-5pm. The Mortgage Coordinator schedule will include in office work, attending networking events, client meetings and any other activities geared towards building the business. This is a salary + commision opportunity. </p><p><br></p><p>The ideal candidate will be a confident self starter who is disciplined and has strong communications skills. This is a great opportunity for someone who has aspirations to own their own business or grow a team. </p><p><br></p><p>Client will provide all equipment needed and training. Training will include the mortgage origination process and preparation to obtain a mortgage license .</p>
<p>We are looking for a Mortgage Loan Assistant to support the mortgage process by managing the administrative tasks associated with escrow accounts. You will be working Monday to Friday full time.</p><p>Key responsibilities include</p><p>• Supporting mortgage loan officers by preparing and processing loan documents.</p><p>• Communicating with clients to collect required financial information and documentation.</p><p>• Verifying applicant details, employment, and financial status for loan qualification.</p><p>• Coordinating with internal departments, title companies, and external vendors to ensure timely completion of loan files.</p><p>• Reviewing loan applications for accuracy and completeness before submission.</p><p>• Assisting in scheduling client meetings and following up on outstanding documentation.</p><p>• Updating loan records and databases with current status and documentation.</p><p>• Responding to client inquiries regarding loan status, requirements, and procedures.</p><p>• Performing administrative duties such as filing, faxing, and correspondence related to mortgage processing.</p><p>• Ensuring compliance with local, state, and federal regulations throughout the loan process</p><p><br></p>
<p>We are looking for a Mortgage Escrow Assistant to support the mortgage process by managing the administrative tasks associated with escrow accounts. You will be working Monday to Friday full time.</p><p>Key responsibilities include </p><p><br></p><p>• Collecting and reviewing documents such as loan agreements, title records, and insurance policies; coordinating with buyers, sellers, lenders, and title companies to ensure all escrow requirements are met; </p><p>• Handling funds deposits and disbursements in accordance with escrow instructions.</p><p>• Tracking deadlines and ensuring compliance with contract terms; and maintaining accurate records throughout the transaction.</p><p>• Strong attention to detail, organizational skills, and effective communication are crucial for success in this role. </p><p>• You will help streamline the closing process and ensure all parties are informed and documentation is complete.</p>
<p>Our client, a growing and well-established mortgage lender, is expanding their team and seeking experienced Mortgage Underwriters and Loan Processors to support continued loan volume and operational growth. These roles play a critical part in ensuring timely, accurate, and compliant loan decisions and closings.</p><p><br></p><p><strong>Mortgage Underwriter – Responsibilities</strong></p><ul><li>Review and analyze residential mortgage loan files for creditworthiness, risk, and compliance</li><li>Underwrite loans in accordance with agency, investor, and internal guidelines (FNMA, FHLMC, FHA, VA, USDA as applicable)</li><li>Evaluate income, assets, credit, collateral, and title documentation</li><li>Issue clear, accurate underwriting decisions and conditions</li><li>Communicate effectively with loan processors, loan officers, and management</li><li>Ensure adherence to regulatory and compliance requirements</li></ul><p><strong>Loan Processor – Responsibilities</strong></p><ul><li>Process residential mortgage loans from application through closing</li><li>Collect, review, and verify borrower documentation</li><li>Order and track third-party services (appraisals, title, insurance, VOEs, etc.)</li><li>Clear underwriting conditions and prepare files for closing</li><li>Maintain consistent communication with borrowers, loan officers, and underwriters</li><li>Ensure files are complete, accurate, and compliant</li></ul><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>We are looking for a Senior Part-Time Senior Loan Underwriter for a long term project in Cambridge, Massachusetts. In this Contract to permanent role, you will leverage your expertise to assess residential mortgage applications, ensuring compliance with industry standards and regulatory requirements. This position offers an excellent opportunity to contribute to a dynamic and fast-paced banking environment.</p><p><br></p><p>Responsibilities:</p><p>• Evaluate residential mortgage applications to ensure adherence to lending guidelines, including FHA, FNMA, and FMLMC requirements.</p><p>• Conduct thorough risk assessments and analyze applicant financial data to determine creditworthiness.</p><p>• Stay updated on federal and state regulations, applying relevant policies during the underwriting process.</p><p>• Collaborate closely with loan officers and other team members to resolve application discrepancies and meet deadlines.</p><p>• Maintain accurate records and documentation for all underwriting decisions.</p><p>• Utilize Microsoft Word and Excel to prepare reports and track loan processing metrics.</p><p>• Ensure compliance with the S.A.F.E. Act by completing required registration as a mortgage loan originator.</p><p>• Develop solutions for complex underwriting challenges, demonstrating strong analytical and problem-solving skills.</p><p>• Communicate underwriting decisions effectively and professionally to stakeholders.</p><p>• Contribute to process improvements and maintain high standards of organizational efficiency.</p>
Customer Care Representative – Mortgage Services<br><br>Location: Tempe, AZ (On-site, Rio Salado Pkwy & Loop 101)<br><br>Pay: $20/hour<br><br>Employment Type: Full-Time <br><br>Industry: Mortgage & Financial Services<br><br>About the Role<br>Robert Half is partnering with a rapidly growing national mortgage and financial services company in Tempe to hire multiple Customer Care Representatives. This is an excellent entry-level opportunity for candidates looking to begin a career in the mortgage industry. The role is 100% on-site in a modern, high-volume call center environment.<br><br>Position Overview<br>As a Universal Customer Care Agent, you will support mortgage customers through both inbound and outbound calls. You’ll assist callers with questions regarding payments, escrow, and general account inquiries, as well as reach out to customers who may be past due on their mortgage payments.<br><br>Key Responsibilities<br>• Handle inbound calls regarding mortgage payments, escrow questions, and general loan support.<br>• Conduct outbound calls to customers regarding missed or past-due payments.<br>• Provide clear, accurate, and customer-focused assistance across all inquiries.<br>• Document all customer interactions in the internal system with accuracy and attention to detail.<br>• Follow all compliance standards and customer care guidelines.<br>• Participate in ongoing training and coaching sessions.<br><br>Schedule<br>Full-time – 40 hours/week<br>Monday–Friday schedules:<br>• Fall/Winter: 10:00 AM – 7:00 PM<br>• Spring/Summer: 9:00 AM – 6:00 PM<br>Monthly Saturday rotation (1 per month):<br>• Fall/Winter: 8:00 AM – 12:00 PM<br>• Spring/Summer: 7:00 AM – 11:00 AM<br><br>Training<br>• 2 weeks paid classroom training<br>• 1 week of shadow-based training with tenured representatives<br><br>Qualifications<br>• Prior customer service experience required (call center, administrative support, retail customer care, receptionist, or related).<br>• Strong communication and problem solving skills.<br>• Ability to manage a high call volume with professionalism.<br>• Comfortable working on-site Monday through Friday with availability one Saturday per month.<br>• Interest in learning the mortgage industry and growing within the organization.<br><br>Why This Opportunity?<br>• Entry point into a stable and growing mortgage and financial services field<br>• Structured training and development<br>• Consistent full-time hours and long-term career path potential
<p>We are seeking a detail-oriented and customer-focused Loan Servicing Support Specialist in the Middlesex County, NJ area. In this role you will be responsible for servicing residential and mortgage loans, loan applications, credit documentation, preparing loan files, loan underwriting, and more. If you are looking to grow your career, this might be the opportunity for you! </p><p><br></p><p>Responsibilities:</p><p>• Process and manage residential and mortgage loan applications from start to finish.</p><p>• Accurately input loan application data into relevant systems.</p><p>• Review and pull credit information to assess applicant eligibility.</p><p>• Collaborate with underwriting teams to assist in evaluating loan applications.</p><p>• Collect and organize required documentation from clients to complete loan files.</p><p>• Coordinate and file title work as part of the loan processing workflow.</p><p>• Ensure all loans meet compliance standards and regulatory requirements.</p><p>• Communicate effectively with clients and internal teams to address inquiries.</p><p>• Maintain detailed and up-to-date records of loan files and processing activities.</p>
We are looking for an experienced Loan Processor to join a growing financial services startup in Austin, Texas. This Contract to permanent position offers an opportunity to contribute to the loan processing cycle by ensuring accuracy and compliance in all aspects of the process. If you have a strong background in mortgage documentation and enjoy working in a fast-paced environment, we encourage you to apply.<br><br>Responsibilities:<br>• Collect and evaluate borrower financial documents, including income statements, employment records, and asset details.<br>• Analyze credit reports and background checks to assess borrower risk and eligibility.<br>• Prepare loan files by organizing essential documents such as promissory notes, deeds of trust, and amortization schedules.<br>• Coordinate with buyers, sellers, title companies, and attorneys to ensure smooth communication and timely loan closings.<br>• Verify that all loan documents comply with state and federal regulations.<br>• Identify and resolve discrepancies in loan applications and documentation.<br>• Manage loan processing software to streamline workflows and maintain accurate records.<br>• Calculate debt-to-income and loan-to-value ratios to ensure financial viability of borrowers.<br>• Monitor and address customer inquiries to deliver excellent service throughout the loan process.
<p><em>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]</em></p><p><br></p><p>The two biggest things on people’s minds right now: ‘The holiday season 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. </p><p><br></p><p><strong>Job Description: </strong></p><p>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:</p><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><p><br></p>
<p>Our client in Windsor Locks, CT is seeking an experienced Loan Processor to join their team on a contract basis. This is a fantastic opportunity to play a key role in supporting the mortgage and lending department of a well-established organization. If you have a strong attention to detail and thrive in a fast-paced, deadline-driven environment, we want to hear from you!</p><p><strong>Key Responsibilities:</strong></p><ul><li>Process and review loan applications, ensuring timely and accurate completion of documentation</li><li>Verify applicants’ financial data (income, assets, employment, credit reports)</li><li>Communicate with borrowers, realtors, and third-party vendors to gather or clarify information</li><li>Maintain compliance with relevant regulations and internal policies</li><li>Coordinate with underwriters and loan officers throughout the loan approval process</li><li>Track and update status of loan files from application through closing</li><li>Address discrepancies and resolve issues to keep loan process on track</li></ul><p><br></p>
We are looking for an Acquisitions Analyst to join our team in Cincinnati, Ohio. In this role, you will play a critical part in evaluating potential investment opportunities and supporting the acquisition process from start to finish. This position offers an exciting opportunity to collaborate with executive leadership and industry experts while contributing to strategic decision-making in the real estate sector.<br><br>Responsibilities:<br>• Conduct comprehensive analysis and underwriting of potential investment opportunities, ensuring financial models are accurate and complete.<br>• Collaborate on the development of detailed business plans to guide investment strategies.<br>• Present investment opportunities to executive leadership, providing insights and recommendations for approval.<br>• Assist in forming and maintaining joint venture agreements with industry partners.<br>• Support financing and refinancing efforts for acquisitions, ensuring optimal funding solutions.<br>• Engage in negotiations and communication with sellers and brokers to secure favorable terms.<br>• Perform market research to analyze leasing trends, sales comparables, and competitive vacancies.<br>• Partner with legal counsel to address all legal aspects of acquisition deals.<br>• Manage the due diligence process to ensure thorough evaluation of opportunities.<br>• Build and nurture strong relationships within the real estate industry to expand the network and identify future opportunities.
<p>POTENTIAL HYBRID FLEX</p><p>Robert Half Finance & Accounting has partnered with a highly successful financials institution as they look to add an experienced Sr. Credit Analyst to their team. As the successful candidate, you'll take the lead on analyzing new and complex commercial loan requests, identifying and managing credit risk, and ensuring all credits align with bank policy and regulatory guidelines. You’ll partner closely with loan officers, structure sound credit solutions, and present findings to leadership. Key responsibilities include deep financial analysis, independent industry research, managing loan presentations, overseeing the commercial appraisal and secondary market QC programs, and supervising junior analysts.</p><p><br></p><p>This role does offer eventual hybrid flex! </p>
We are looking for a highly motivated Customer Experience Specialist to join our team in Coppell, Texas. This role focuses on delivering exceptional support to customers in the mortgage industry, addressing inquiries related to payments, escrow, refinancing, and early-stage collections. As a Contract to permanent position, it offers the opportunity for long-term career growth within a company that values internal promotion and ongoing development.<br><br>Responsibilities:<br>• Handle inbound and outbound calls in a fast-paced, high-volume call center environment.<br>• Address customer inquiries regarding mortgage payments, escrow accounts, tax questions, and refinancing options.<br>• Manage early-stage collections for accounts up to 60 days past due while maintaining a high standard of conduct.<br>• Utilize multiple systems and AI-driven tools to efficiently resolve customer concerns.<br>• Provide clear and effective communication to ensure customer satisfaction.<br>• Adapt to various customer scenarios and troubleshoot connectivity issues effectively.<br>• Collaborate with team members and supervisors to improve processes and enhance service quality.<br>• Participate in rotational Saturday shifts, ensuring timely support with compensatory time off.<br>• Follow business casual dress code and uphold company standards in all interactions.<br>• Leverage modern technologies to streamline workflows and improve customer experience.
<p>We are looking for a knowledgeable Investment Accounting Advisory Specialist to join our team in Bellevue, Washington. In this role, you will provide expert advice and guidance on complex accounting matters related to diverse investment portfolios, ensuring compliance with regulatory and accounting standards. This position offers the opportunity to collaborate with cross-functional teams and contribute to strategic decision-making within the financial services sector.</p><p><br></p><p>Responsibilities:</p><p>• Conduct in-depth research to offer practical accounting guidance for various asset types, including traditional investments, private equity, derivatives, and alternative assets.</p><p>• Advise senior leadership on the accounting implications of new investments and evolving regulatory guidance.</p><p>• Collaborate on the implementation of new accounting standards, providing transaction advisory support.</p><p>• Act as a key resource for internal teams by translating complex accounting principles into actionable strategies that align with organizational objectives.</p><p>• Evaluate regulatory and accounting changes to ensure investment accounting policies are updated and effectively applied.</p><p>• Analyze and review consolidation processes for new limited partnership investments.</p><p>• Prepare and present detailed technical documentation and memos regarding accounting treatments and transactions.</p><p>• Lead special projects, such as adopting new accounting standards and enhancing reporting practices within investment accounting.</p><p><br></p><p>The salary range for this position is $135,000 to $165,000.</p><p><br></p><p>Benefits:</p><p>M/D/V</p><p>Life and AD& D insurance</p><p>STD/LTD</p><p>401k with match</p><p>3 weeks PTO + 7 flex days</p><p>10 paid holidays</p><p>5 days sick leave</p>
<p>We are seeking a highly analytical and technically strong <strong>Senior Operations Project Manager</strong> to support critical initiatives within Home Lending Operations. The <strong>Senior Operations Project Manager</strong> will lead cross-functional projects focused on document exception management, process optimization, and automation. This <strong>Senior Operations Project Manager</strong> will partner closely with executive leadership, operational teams, and custodian partners to ensure projects are delivered on schedule, within scope, and aligned with regulatory and investor requirements.</p><p><br></p><p><strong>Key Details</strong></p><ul><li><strong>Location:</strong> Monroe, LA (On-site)</li><li><strong>Schedule:</strong> Monday–Friday, 8:00 AM – 5:00 PM</li><li><strong>Type:</strong> Contract (1 year with possible extension through November 2027)</li></ul><p><strong>Position Overview</strong></p><p>The Senior Operations Project Manager will plan, budget, oversee, and document all aspects of assigned projects, ensuring alignment with scope, timeline, and strategic objectives. This role works closely with upper management and cross-functional departments to maintain project momentum and drive measurable results.</p><p>This position plays a critical role in ensuring the integrity and compliance of residential mortgage loan documentation. The individual will serve as the primary liaison with custodian partners, managing document exceptions across home lending products and leading remediation efforts to meet custodial, investor, and regulatory standards.</p><p>The role combines strong project leadership with advanced analytics, automation, and AI-driven process improvement.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Plan, budget, oversee, and document all aspects of assigned projects</li><li>Lead cross-functional initiatives across multiple operational teams and leadership levels</li><li>Serve as primary liaison with custodian partners, managing document exceptions and remediation efforts</li><li>Ensure compliance with custodial, investor, and regulatory documentation requirements</li><li>Analyze complex data sets related to document exception trends to identify root causes and improvement opportunities</li><li>Develop and implement analytical and automation solutions to optimize workflows</li><li>Leverage AI tools and technology to enhance operational efficiency and reduce manual processes</li><li>Create executive-level presentations and reporting for senior leadership and stakeholders</li><li>Coordinate collaboration across operations, quality control, underwriting, and closing teams</li><li>Monitor timelines, manage risks, and proactively communicate issues and escalation points</li><li>Evaluate process gaps and assess risk exposure impacting departmental outcomes and custodian relationships</li><li>Ensure data integrity through automated extraction, processing, analysis, and reporting of exception metrics</li></ul><p><br></p>
<p>We are looking for an experienced Product Manager to oversee and enhance loan / mortgage origination systems within the banking and lending sector. This role focuses on optimizing system functionality, improving user experience, and ensuring compliance with industry standards. The ideal candidate will collaborate closely with cross-functional teams to deliver solutions that drive efficiency and elevate the borrower and employee experience.</p><p><br></p><p>Responsibilities:</p><p>• Manage the administration of loan origination systems, including user access, permissions, and system stability.</p><p>• Troubleshoot and resolve technical issues to ensure seamless system performance.</p><p>• Customize workflows, templates, and business rules to align technology with operational needs.</p><p>• Conduct A/B testing and gather feedback to optimize system features and user experience.</p><p>• Develop system documentation and create user guides to support operational processes.</p><p>• Collaborate with internal teams and external vendors to implement system improvements and new features.</p><p>• Analyze business requirements and translate them into actionable system enhancements.</p><p>• Monitor system performance and initiate proactive maintenance to prevent disruptions.</p><p>• Partner with compliance teams to ensure all configurations meet regulatory standards.</p><p>• Drive the adoption of new technologies and features to improve efficiency and customer satisfaction.</p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>STAFF ACCOUNTANT/PROPERTY ACCOUNTANT</strong></p><p><br></p><p>We are looking for an experienced Property Accountant to join a large well established real estate investment company in downtown San Francisco. In this role, you will manage financial operations for multiple properties, ensuring accuracy, compliance, and efficiency across various accounting processes. This position offers an opportunity to work collaboratively with property managers and other stakeholders while contributing to the organization's financial success.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and analyze financial statements and accounting reports, ensuring data accuracy and completeness.</p><p>• Record journal entries in the general ledger, verifying calculations and reconciling discrepancies.</p><p>• Conduct bank reconciliations, process wire transfers, and monitor mortgage payments and distributions.</p><p>• Review budgets, expenses, payroll, and invoices, resolving inconsistencies and maintaining financial control.</p><p>• Evaluate financial trends and recommend budget adjustments to optimize resource allocation.</p><p>• Support property transactions, including acquisitions and dispositions, by assessing financial resources and aligning them with organizational goals.</p><p>• Collaborate with auditors, providing documentation and explanations to facilitate internal and external audits.</p><p>• Ensure compliance with regulatory standards, internal policies, and industry best practices.</p><p>• Partner with property managers to assist with financial close activities and address inquiries.</p><p>• Identify and implement process improvements to enhance efficiency and accuracy in accounting operations.</p>
<p><em>The salary range for this position is $80,000-$85,000 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><br></p><p>NOTE: This position is a career-fast-track opportunity. Whoever fills this role is expected to be promoted quickly. </p><p><br></p><p><strong>Join Us on Our Journey</strong></p><p>We are currently looking for <strong>a Staff Accountant Originations and REO </strong>to join our team.</p><p>Reporting to the Controller, Originations, this position is responsible for a wide range of accounting activities, including managing financial transactions and ensuring accurate financial reporting that follows regulations. This role assists with month-end accounting close processes, including processing accounts payable.</p><p>This position is responsible for calculating and verifying Yield Spread Premiums (YSP) and broker referral payments. Additionally, this role reconciles bank accounts and balance sheets, and partners with third parties for audit requests.</p><p> </p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>ACCOUNTING MANAGER OR CONTROLLER </strong></p><p><br></p><p>Growing real estate company (recently doubled in size) is adding a new Accounting Manager/Controller to join their expanding team. This position will manage a team in their property accounting department.</p><p>Responsibilities:</p><p>-Review reconciliation of all balance sheet accounts and applicable schedules to ensure accurate reporting.</p><p>-Supervise the month-end close process, bank reconciliations, A/R and A/P review and preparation of financial packets.</p><p>-Experience with general ledger and journal entries</p><p>-Prepare and review monthly and quarterly financial statements.</p><p>-Prepare owner distributions (monthly, semi- monthly, quarterly and annually; mortgage payments).</p><p>-Oversee Capex lender reserve draws.</p><p>-File and pay all Personal Property taxes and franchise tax</p><p>-Review & approve Accounts Payable weekly processing</p><p>-Manage and mentor staff</p><p><br></p><p><br></p><p> </p><p> </p><p> </p><p> </p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>SENIOR ACCOUNTING MANAGER -PROPERTY ACCOUNTING</strong></p><p><br></p><p>Well established and growing real estate company in San Francisco is seeking a Sr. Accounting Manager to join their dynamic team. The Senior Property Accounting Manager will oversee financial accounting, administration, financial close processes, reconciliations, and strategic analysis. This position offers an exciting opportunity to lead a team, implement process improvements, and contribute to the organization's financial strategy. </p><p><br></p><p>Responsibilities:</p><p>-Manage and oversee the financial close process, ensuring timely and accurate reporting.</p><p>-Review and approve journal entries, budgets, payroll, and expense allocations while addressing discrepancies effectively.</p><p>-Ensure the integrity of the general ledger, including intercompany transactions, reconciliations, and loan schedules.</p><p>-Conduct and supervise bank reconciliations, wire transfers, mortgage payments, and cash disbursements to maintain compliance and accuracy.</p><p>-Monitor liquidity and cash flow activities to support organizational goals and investor distributions.</p><p>-Lead budgeting and financial planning processes, providing insights into forecasting and expenditure management.</p><p>-Serve as a key liaison during audits, collaborating with external CPAs and ensuring compliance with regulations and internal policies.</p><p>-Mentor and develop a team of accounting professionals, fostering collaboration and accountability.</p><p>-Identify and implement process improvements to enhance efficiency, automation, and reporting accuracy.</p><p>-Support the optimization and deployment of accounting software to improve operational effectiveness.</p>
<p>We are looking for a skilled Residential Loan Specialist to join our client's team in San Francisco, California. In this Contract to permanent position, you will play a pivotal role in managing residential loan processes from start to finish while ensuring precision and compliance at every step. This opportunity is ideal for professionals with a strong background in mortgage lending and a commitment to delivering exceptional service.</p><p><br></p><p>Responsibilities:</p><ul><li>Serve as the primary liaison for residential lending, partnering with Relationship and Portfolio Managers to understand borrower needs and guide clients from application through funding.</li><li>Evaluate borrower financials to structure appropriate loan solutions and prepare clear, accurate approval materials.</li><li>Manage the full loan lifecycle, coordinating documentation, conditions, underwriting steps, and closing timelines to ensure smooth execution.</li><li>Maintain oversight of a dynamic loan pipeline, monitoring workflow progress, reviewing documents for accuracy and compliance, and proactively resolving issues.</li><li>Support clients with post‑closing follow‑ups, documentation requests, and ongoing service needs, while occasionally assisting with commercial loan activities as required.</li></ul>
<p>Jenny Bour with Robert Half is working with a growing bank that is seeking a strategic, detail‑oriented <strong>Special Assets Officer</strong> to lead all functions related to distressed loans, asset recovery, and foreclosure management. This Special Assets Officer role oversees a specialized team, drives collection strategies, and ensures proper management and disposition of real estate owned (REO) assets. If you excel at navigating complex lending situations and bringing resolution to challenging accounts, this position offers an opportunity to make a significant organizational impact.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Develop and implement policies and best practices for collections, delinquency resolution, and default management.</li><li>Monitor and review delinquent loan portfolios; communicate directly with borrowers through calls, written notices, and on‑site visits.</li><li>Guide and support collections staff on account workouts, repayment plans, and remediation efforts.</li><li>Oversee reporting for residential mortgage and commercial loan activity, ensuring accuracy and regulatory compliance.</li><li>Direct foreclosure actions for accounts deemed unresolvable, ensuring all documentation and system data are complete and accurate.</li><li>Collaborate with legal counsel on litigation, foreclosure processes, and court proceedings.</li><li>Manage REO properties, including inspections, upkeep, and coordination of tax and insurance obligations.</li><li>Negotiate rental, lease, or sales agreements for foreclosed properties.</li><li>Participate in departmental initiatives, training, and team efforts to support organizational goals.</li></ul><p><br></p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>SENIOR ACCOUNTING MANAGER /DIRECTOR</strong></p><p><br></p><p>Well established and real estate investment company with over 6B AUM is expanding and seeks a dynamic Senior Accounting Manager for their property division. The Sr. Property Accounting Manager will oversee financial accounting, administration, financial close processes, reconciliations, and strategic analysis. This position offers an exciting opportunity to lead a team, implement process improvements, and contribute to the organization's financial strategy and potential to be promoted to Director of Accounting.</p><p><br></p><p>Responsibilities:</p><p>• Manage the financial close process, ensuring accuracy and timely completion of reports.</p><p>• Review and approve journal entries, budgets, payroll, and expense allocations, while identifying and resolving discrepancies.</p><p>• Oversee the integrity of the general ledger, including intercompany transactions, loan schedules, and reconciliations.</p><p>• Conduct and manage bank reconciliations, wire transfers, mortgage payments, and financial disbursements to ensure compliance.</p><p>• Monitor cash security processes, including disbursement approvals and account reconciliations.</p><p>• Provide financial data and reports to support transactions, financing, and capital planning initiatives.</p><p>• Lead financial analysis to assess revenue and expenditure trends, optimizing organizational financial performance.</p><p>• Collaborate with external auditors and CPAs to ensure compliance with regulatory and internal accounting policies.</p><p>• Mentor and develop a team of accounting professionals, fostering growth and accountability.</p><p>• Identify and implement process improvements to enhance operational efficiency and reporting accuracy.</p>
<p><em>The salary range for this position is $70,000-$80,000 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><br></p><p><strong><u>Key Responsibilities </u></strong></p><p>Summary Responsible for all aspects of the real estate closing and ensures proper disbursement of funds.</p><p> </p><p><strong>Essential Duties </strong></p><p>● Prepares miscellaneous documents required at closing.</p><p>● Enters closing figures; balances and funds files.</p><p>● Ensures closing package is properly executed.</p><p>● Attends and manages real estate closings.</p><p>● Reviews title commitment and is responsible for collecting title clearance</p><p>● Reviews mortgage payoffs for accuracy and transmits payoff funds.</p><p>● Obtains special assessment letters from each municipality as well as working with local Department of Neighborhood Housing to acquire needed investor/rehab documents.</p><p>● Acts as the liaison between attorneys and lenders at closing.</p><p> </p>
