<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>
<p>We are looking for a Loan Servicing Specialist to join our team in Linthicum, Maryland. This contract position offers the opportunity to contribute to the efficient handling of consumer loan servicing requests while maintaining exceptional attention to detail and high-quality member service. The ideal candidate will possess strong knowledge of consumer loans, operational procedures, and compliance standards, ensuring all tasks are completed accurately and on time.</p><p><br></p><p>Responsibilities:</p><p>• Process and manage various consumer loan servicing requests in alignment with organizational policies and procedures.</p><p>• Develop and maintain an in-depth understanding of operational guidelines, loan products, and services.</p><p>• Investigate and resolve compliance issues related to consumer loan servicing.</p><p>• Complete reports and resolve technical issues to support ongoing operations.</p><p>• Handle additional projects and tasks as assigned by management to meet organizational goals.</p>
<p>We are looking for a skilled Loan Specialist to join our team. In this long-term contract position, you will play a key role in enhancing loan processing operations, ensuring compliance with lending regulations, and streamlining workflows. This role is ideal for someone with strong attention to detail and extensive knowledge of loan origination, processing, and servicing across various loan types.</p><p><br></p><p>Responsibilities:</p><p>• Analyze current loan processing workflows and identify areas for improvement.</p><p>• Collaborate with the loan team to address process inefficiencies and implement streamlined solutions.</p><p>• Develop and oversee the implementation of enhanced loan servicing procedures.</p><p>• Ensure compliance with lending laws and regulations across all loan operations.</p><p>• Oversee loan servicing activities, including consumer, commercial, real estate, and participation loans.</p><p>• Resolve conflicts and reinforce new processes across teams to maintain operational consistency.</p><p>• Evaluate additional opportunities for process automation and efficiency upgrades.</p><p>• Provide insights on deposit operations, if applicable, to further support organizational goals.</p>
<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>We are looking for a skilled Reporting Analyst to join our dynamic team in San Antonio, Texas. This role is integral to maintaining the accuracy and efficiency of our loan servicing operations, cash management processes, and investor reporting functions. The ideal candidate will bring expertise in financial modeling, reconciliation, and analytical problem-solving to ensure seamless operations and compliance across multiple systems.</p><p><br></p><p>Responsibilities:</p><p>• Reconcile daily loan servicing transactions, including payments, payoffs, and adjustments, with cash receipts to ensure accuracy.</p><p>• Process borrower payments and updates related to interest, escrow, and adjustments within the servicing system.</p><p>• Investigate and resolve discrepancies in cash reconciliation processes promptly.</p><p>• Prepare and review monthly investor remittance reports, ensuring data accuracy and compliance.</p><p>• Conduct financial modeling to calculate interest charges and disbursements for warehouse lending operations.</p><p>• Analyze loan sale trade terms and reconcile them with system data and third-party servicer records.</p><p>• Perform quality control checks on servicing records across internal and external systems to maintain data integrity.</p><p>• Update internal systems with escrow balance changes and insurance-related transactions executed by third-party providers.</p><p>• Develop and implement internal controls to enhance the accuracy of cash flow reporting and loan accounts</p>
<p>We are looking for an experienced Senior Loan Closer to join our clients team on a contract basis in San Francisco, California. In this role, you will manage the end-to-end loan closing process, ensuring accuracy, compliance, and timely execution. This position requires a strong understanding of commercial lending practices and attention to detail to support smooth and efficient loan closings.</p><p><br></p><p>Responsibilities:</p><ul><li>Act as the central point of coordination for residential and commercial loan closings, partnering with Relationship and Portfolio Managers to ensure borrower needs are fully understood and files are accurately prepared for finalization.</li><li>Review borrower financials and loan terms to validate eligibility, confirm accuracy of approval documentation, and ensure readiness for closing.</li><li>Oversee all closing activities, including document preparation, condition tracking, underwriting coordination, and deadline management to keep each transaction on schedule.</li><li>Maintain control of an active closing pipeline by monitoring progress, identifying discrepancies, ensuring compliance, and resolving issues before they impact funding.</li><li>Handle post‑closing requirements such as document retrieval, corrections, client follow‑ups, and coordination of any remaining loan actions, with occasional support for commercial transactions.</li></ul>
<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>We are looking for a skilled Commercial Loan Servicer/Administrator to join our team in the Twin Cities. In this role, you will play a key part in ensuring the efficient administration and management of commercial loans, while maintaining high standards of accuracy and compliance. This opportunity is ideal for someone with a strong attention to detail and a solid background in loan documentation and servicing.</p><p><br></p><p>Responsibilities:</p><p>• Organize and maintain comprehensive loan files that comply with established standards, ensuring all documentation is accurate and up-to-date.</p><p>• Collaborate with commercial lending teams to facilitate the setup and management of participation loans.</p><p>• Assist the with remote deposit, merchant processing products, and related duties in cash management.</p><p>• Interact with Commercial Clients by addressing inquiries and resolving issues promptly and effectively.</p><p>• Compose business correspondence and utilize Excel and Word for various administrative tasks.</p><p>• Ensure adherence to regulatory and organizational standards for loan servicing processes.</p><p>• Work under pressure to meet deadlines while prioritizing tasks efficiently.</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>Robert Half Finance and Accounting has teamed up with a $12 billion plus real estate private equity firm to assist in the recruitment of an Audit Manager. This role will require less than 30% travel and will interact with Investment Accounting and investment operations. Pay is up to 110K base for the right candidate. Hot buttons are: CPA, public accounting, knowledge of real estate, private equity, credit based investments.</p><p><br></p><p>Please Chris Willhite at 972-789-9590.</p><p> </p><p>Here is the job description:</p><p> <strong><u>Company</u></strong></p><p>The firm is an investment advisor and asset manager that specializes in managing the assets and real estate private equity funds. The firm manages over $12 billion and provides services in the areas of portfolio management, loan servicing, finance, information technology, underwriting, and risk management.</p><p> <strong><u>Job Function</u></strong></p><p>Manage and conduct internal audits and special purpose engagements. Develop and implement objectives for the internal audit function.</p><p> <strong><u>Job Responsibilities</u></strong></p><p> · Develop and execute audit programs by documenting objectives, identifying risks, evaluating controls, and designing test procedures associated with the audit scope</p><p>· Collect and analyze data to draw conclusions</p><p>· Identify control weaknesses and make recommendations for improvement</p><p>· Produce written reports and other documents with clearly organized thoughts using proper sentence construction, punctuation, and grammar</p><p>· Implement enterprise risk management initiatives to determine if risk exposures are properly identified, evaluated, and monitored</p><p>· Perform technical accounting research on a variety of accounting topics including investments, derivatives, cash flow planning, forecasting, and fair value accounting</p><p>· Establish an effective team environment</p><p>· Coordinate work assignments and monitor progression of assignments while operating within budgeted time frames</p><p><strong> <u>Required Qualifications</u></strong></p><p> Undergraduate degree in Accounting, Minimum of 6+ years audit experience, Familiar with the internal audit common body of knowledge, Ability to work both independently and in a team environment, Strong verbal communication skills, Effective written communication skills, Strong report writing skills and strong knowledge of punctuation and grammar</p><p> Please email call Chris Willhite at 972-789-9590.</p><p> </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 $100,000 - $110,000 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>Job Description:</u></strong></p><p>The Senior Accountant will also be responsible for ensuring compliance reporting requirements are met, based upon agreed partner terms, and provide operational support to the various internal departments as determined. </p><p><br></p><p>• Record daily/weekly accounting activity, including upload of cash receipts and accounts payable. </p><p>• Maintenance of general ledgers, generation of monthly financial statements and supporting workpapers. </p><p>• Prepare monthly analysis of financial results in comparison to company’s budget. </p><p>• Proactively catch errors and research accounting discrepancies. Develop solutions and recommend improvements, as necessary. </p><p>• Work with team members to ensure accounting and loan servicing platforms agree monthly. </p><p>• Prepare supplementary documents and perform tasks related to audits. : </p><p>• Ensure all internal and external Compliance Reports are completed and submitted as outlined in loan and grant agreements with the development of compliance systems and controls for the company and its subsidiaries. </p><p>• Maintain Insurance files, ensuring all operations and program-related Insurance Certificates are updated and active as required and provide certificates to project partners as needed. </p><p>• Maintain communication with outside consultant on program reporting and compliance, confirming deadlines are met. </p><p>• Communicate to staff and external business partners regulatory requirements, policies, and procedures. </p><p>• Maintain and present at weekly meetings grant compliance and reporting for the company and Affiliates. </p><p>• Work with Operations Analyst to maintain grants report. </p><p>• Schedule Compliance Meetings. </p><p><br></p><p> </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><strong>About the Role</strong></p><p>We are seeking an experienced <strong>Personal Banker</strong> who comes directly from a banking institution and has a proven background in retail or consumer banking. This individual will support clients with day‑to‑day banking needs, offer tailored financial solutions, and deliver exceptional customer service while upholding compliance and operational standards here in San Jose. </p><p><br></p><p><strong> Responsibilities</strong></p><ul><li>Serve as the primary point of contact for clients regarding personal banking needs.</li><li>Open and maintain deposit accounts including checking, savings, CDs, and IRAs.</li><li>Assist clients with online banking, debit card issues, account maintenance, and general inquiries.</li><li>Educate customers on banking products and recommend appropriate financial solutions.</li><li>Cross‑sell banking services such as credit cards, consumer loans, overdraft protection, and digital tools.</li><li>Process transactions, resolve account issues, and ensure high accuracy in daily operations.</li><li>Maintain compliance with bank policies, security standards, and regulatory requirements.</li><li>Build long-term client relationships based on trust, professionalism, and service excellence.</li></ul><p><br></p>
We are looking for a 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 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>Are you detail‑driven, organized, and thrive in a “heads‑down” workflow? Robert Half is partnering with a long‑standing, community‑focused life insurance organization to add a <strong>Member Services Processing Representative</strong> to their Customer Support Center Processing team. This is a great fit for someone who enjoys structured tasks, data accuracy, and navigating multiple systems throughout the day.</p><p> </p><p><strong>Why Candidates Love This Opportunity</strong></p><ul><li>Clear, structured work with predictable workflows</li><li>A respected organization with a long history and strong community impact</li><li>Supportive team culture—not a call center role, but a processing environment</li><li>The ability to stay “in the zone” and feel accomplished each day</li><li>Hybrid/remote flexibility</li></ul><p><strong>What You’ll Do</strong></p><p>You’ll work inside the Customer Support Center’s digital worklists—processing tasks submitted by phone representatives, such as:</p><ul><li>Beneficiary changes</li><li>Reinstatements</li><li>Loan processing and cash surrenders</li><li>Reviewing, tracking, and processing annuity applications (secondary workflow)</li><li>Entering application data into internal trackers</li><li>Sending follow‑up emails and occasional calls to other carriers to confirm receipt or request needed info</li><li>Navigating multiple internal systems to complete back‑office processing tasks</li><li>Partnering with trainers or teammates when you need support</li><li>Maintaining accuracy, speed, and productivity throughout the day </li></ul><p>This role is minimal phone work—most of your day is spent processing, reviewing, and updating member information in a structured queue.</p><p> </p><p>Interested? Apply today!</p><p>Reach out to us at 📞 (563) 359‑7535</p><p> </p><p>We’d love to connect and share more about how this role aligns with your experience and goals.</p>
Position: Product Manager - Digital Transformation - Mobile Platform<br>Location: Remote <br>Salary: $110,000 - 125,000 base + bonus + excellent benefits<br><br>*** For immediate and confidential consideration, please send a message to MEREDITH CARLE on LinkedIn or send an email to me with your resume. My email can be found on my LinkedIn page. ***<br><br>Remote | Full-Time | High‑Visibility Build Role<br>Do you want to help build something from the ground up—inside an organization with the strength, credibility, and funding of a national industry leader? This is your chance to shape a brand‑new digital product that will redefine how millions experience real estate, mortgage, title, and insurance services.<br>We’re assembling an elite, remote‑first product and engineering team to launch a mobile‑first, 0→1 platform in a company that’s been a dominant brick‑and‑mortar success for 25 years. Think startup energy + enterprise stability + full executive sponsorship.<br>And we’re just getting started.<br><br>Why This Role Is Special<br> • True Greenfield Build — No legacy product. No MVP released yet. You’ll help define Version 1, shape the roadmap, and influence design decisions from day one.<br> • Startup Pace With Enterprise Backing — Innovation mindset, no funding risk, and direct support from executive leadership and a Fortune‑level CTO.<br> • Massive Industry Impact — subsidiary of a fortune 500, End‑to‑end financial services ecosystem. The product you build will touch every part of the consumer journey.<br> • A-Level Team — Carefully selected engineers, product leaders, and designers who are humble, hungry, smart, and ready to make history.<br><br>What You’ll Do<br>As a Product Manager on this newly formed digital team, you will be responsible for bringing clarity, structure, and execution discipline to a high‑velocity environment.<br>You will:<br> • Translate strategic vision into actionable product plans and customer‑centric experiences<br> • Own your feature area—roadmap, backlog, user stories, acceptance criteria<br> • Run discovery, interviews, data analysis, and funnel optimization<br> • Partner tightly with UX, engineering, DevOps, and data teams<br> • Drive Agile ceremonies with clarity and purpose<br> • Work with internal business units and external vendor partners<br> • Track outcomes, measure product performance, and iterate quickly<br> • Elevate the voice of the customer in every decision<br>This is a builder role. You’ll make tradeoffs, drive decisions, influence design, and remove ambiguity in a fast-moving environment.<br><br>You’ll Thrive Here If…<br> • You love 0→1 product work—and aren’t afraid of ambiguity<br> • You think in terms of MVP first, scale next<br> • You move fast, learn fast, and iterate even faster<br> • You’re energized by cross-functional collaboration<br> • You care deeply about customer experience and data-driven decisions<br> • You want your work to have visibility, impact, and longevity<br><br>*** For immediate and confidential consideration, please send a message to MEREDITH CARLE on LinkedIn or send an email to me with your resume. My email can be found on my LinkedIn page. Also, you may contact me by office: 515-303-4654. Or one click apply on our Robert Half website. No third party inquiries please. Our client cannot provide sponsorship and cannot hire C2C. ***
<p>We are looking for a detail-oriented SBA Loan Processor to join our team on a contract basis in Walnut Creek, California. In this role, you will play a critical part in ensuring the accuracy, compliance, and efficiency of loan processing and administration. The ideal candidate will have experience in SBA 7(a) loans and a strong background in loan documentation and financial analysis.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Collect, organize, and verify borrower documentation, including financial statements, tax filings, and collateral details.</p><p>• Review and ensure accuracy of SBA forms and documentation required for loan processing.</p><p>• Prepare audit-ready loan files that comply with underwriting and regulatory standards.</p><p>• Analyze borrower financials to determine eligibility and address any discrepancies or missing information.</p><p>• Maintain and update loan documents in the loan origination system with proper naming conventions and version control.</p><p>• Oversee loan file checklists and ensure accurate status tracking throughout the loan process.</p><p>• Input and update loan data in SBA platforms and servicing systems as needed.</p><p>• Support the creation and maintenance of department procedures, templates, and standard operating processes.</p><p>• Monitor post-closing loan files to ensure compliance with collateral, insurance, and financial covenants.</p><p>• Assist with guaranty purchase package preparation, including file remediation and documentation collection.</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>
<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>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>
We are looking for an organized and customer-focused Teller to join our team in Monterey, California. This Contract to permanent position offers an excellent opportunity to grow within the banking industry while delivering exceptional service to clients. The ideal candidate will handle a variety of financial transactions and ensure smooth day-to-day operations in a retail banking environment.<br><br>Responsibilities:<br>• Process customer and business deposits, ensuring all documentation is complete and accurate while issuing receipts.<br>• Handle withdrawals, check cashing, and cash advances within authorized limits, referring complex cases to a supervisor as needed.<br>• Operate computer systems to manage account activities, resolve inquiries, and determine balances efficiently.<br>• Assist with night depository services, including logging bags, processing deposits, issuing receipts, and handling change orders.<br>• Monitor accounts for memos or holds and take necessary actions before completing transactions.<br>• Accept loan or installment payments, maintain accurate records, and forward payments for processing.<br>• Balance the cash drawer daily, verify amounts for the vault, and manage the daily cash supply.<br>• Provide excellent customer service by addressing concerns within your authority and escalating unresolved issues appropriately.<br>• Travel between branches to provide coverage for absent tellers when required.<br>• Support vault operations by assisting in opening, closing, and balancing currency and coin counts.
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 dedicated and customer-oriented Senior Banking Specialist to join our team in Billerica, Massachusetts. In this role, you will play a vital part in providing exceptional financial services, assisting customers with their banking needs, and ensuring smooth branch operations. This position offers a collaborative environment with opportunities for growth and competitive compensation.</p><p><br></p><p>Responsibilities:</p><p>• Deliver excellent customer service by addressing individual financial needs and recommending suitable banking solutions.</p><p>• Process various transactions, including deposits, withdrawals, check cashing, and account inquiries, with accuracy and efficiency.</p><p>• Assist in the training and mentorship of branch staff to promote teamwork and enhance overall performance.</p><p>• Open new customer accounts, support existing customers with digital banking tools, and assist in loan application processes.</p><p>• Ensure adherence to banking regulations, organizational policies, and security protocols.</p><p>• Contribute to achieving sales and performance targets through proactive engagement and service.</p><p>• Participate in community events and outreach programs to strengthen the bank's local presence.</p>
