<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>
<p>Our client, a New York City-based family investment office, is seeking a Senior Investment Associate to join their growing team. This office invests across both private and public markets through direct investments, co-investments, and fund allocations with exposure to a broad spectrum of asset classes. The portfolio spans early-stage startups through post-IPO companies, all supported by a dynamic, high-performing, and entrepreneurial culture.</p><p><br></p><p>The Senior Investment Associate, Underwriter, plays a pivotal role in maintaining the team’s high standards of underwriting, comprehensive financial diligence, and rigorous investment decision-making. This position ensures that all analyses and executions are high-quality, consistent, and robustly defensible across direct deals, co-investments, and fund opportunities.</p><p><br></p><p>Key Responsibilities:</p><p>· Develop and manage detailed financial models for direct investments, co-investments, and fund opportunities</p><p>· Evaluate unit economics, margin profiles, cash flow projections, capital efficiency, and burn/runway across various stages of company growth</p><p>· Conduct downside, sensitivity, and scenario analyses; proactively identify and communicate aggressive or unsupported assumptions</p><p>· Support financial due diligence by organizing data rooms, reviewing third-party reports, analyzing management materials, and tracking outstanding diligence items</p><p><br></p><p><br></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>
<p>The Administrative Assistant is responsible for performing day-to-day administrative and technical support in an insurance office environment. This role assists Underwriters or Account Executives in coordinating underwriting and customer service processes for assigned programs. Duties include answering inbound calls, greeting visitors, performing receptionist tasks, and maintaining the accuracy of critical insurance documents and records.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Review and process applications for new and renewal insurance business</li><li>Provide basic client services, such as issuing Certificates of Insurance, Evidence of Property Coverage, and Auto ID Cards</li><li>Prepare, review, and analyze technical documents for accuracy and completeness</li><li>Maintain policy management systems and ensure complete and accurate files</li><li>Invoice, track receivables, and assist with accounting discrepancies</li><li>Prepare premium finance agreements and manage related processes</li><li>Support developing presentations to customers and prospects</li><li>Assist with claims handling instructions and loss control program implementation</li><li>Order, track, and follow up on loss runs, MVR’s, and other reports</li><li>Address or refer underwriter and client inquiries as needed</li><li>General administrative office support, including receptionist duties and data entry</li></ul><p><br></p>
<p>We are looking for a dedicated Operations Advisor to join our client's team in the Greater Philadelphia area. In this Operations Advisor role, you will take the lead in ensuring operational excellence across surety accounts, delivering high-quality service and fostering collaboration between clients, underwriters, and internal teams. This position offers an opportunity to contribute to strategic initiatives while supervising and mentoring bond operations staff.</p><p><br></p><p>Responsibilities:</p><ul><li>Oversee quality assurance processes across multiple surety accounts to ensure compliance, accuracy, and efficiency.</li><li>Guide and develop bond operations team members, establishing leadership practices prior to assuming direct supervisory responsibilities.</li><li>Partner with Account Managers to coordinate client programs, placements, renewals, and new business opportunities.</li><li>Facilitate seamless communication between clients and underwriters to secure approvals and timely issuance of bonds.</li><li>Manage operational workflows, including issuance, endorsements, renewals, cancellations, invoicing, and record-keeping.</li><li>Provide regular updates on client programs and market developments to internal teams through clear written and verbal communication.</li><li>Collaborate with operations team members to cross-train on new programs and business processes.</li><li>Maintain a high level of productivity, attention to detail, and effective prioritization in managing responsibilities.</li></ul>
We are looking for an experienced Escrow Officer to join our team in Strongsville, Ohio. This Contract to permanent position offers an opportunity to oversee and manage real estate transactions, ensuring smooth and compliant processes from start to finish. If you have a strong background in escrow and title management, we encourage you to apply.<br><br>Responsibilities:<br>• Manage real estate transactions from initiation to completion, ensuring all escrow and title processes are accurate and timely.<br>• Conduct title examinations and resolve any title defects or discrepancies.<br>• Prepare, review, and finalize closing documents in coordination with all relevant parties.<br>• Collaborate with buyers, sellers, lenders, agents, and underwriters to facilitate seamless transactions.<br>• Ensure compliance with state regulations, company policies, and industry standards.<br>• Deliver exceptional client service throughout the transaction lifecycle.<br>• Maintain detailed and organized records for all transactions.<br>• Identify and address potential issues to avoid delays in the closing process.<br>• Provide guidance and expertise on escrow and title-related matters to clients and team members.
We are looking for a dedicated Commercial Insurance Account Manager to join our team in Yarmouth Port, Massachusetts. In this role, you will be responsible for managing client relationships, providing expert guidance on insurance coverage, and ensuring the seamless delivery of tailored risk solutions. This position is ideal for someone who is detail oriented, has strong communication skills, attention to detail, and a collaborative mindset, and is passionate about delivering top-tier client service.<br><br>Responsibilities:<br>• Guide clients through policy reviews, renewals, and new coverage options, helping them understand their risks and insurance solutions.<br>• Provide expert advice on policy terms, endorsements, and risk management strategies tailored to client needs.<br>• Process First Notices of Loss and assist clients in navigating claims procedures while advocating on their behalf.<br>• Foster strong relationships with carrier underwriters and ensure account placements align with their guidelines.<br>• Prepare and submit required documentation for policy issuance and binding.<br>• Analyze exposure data and develop pre-renewal strategies to ensure optimal coverage for clients.<br>• Market accounts to alternative carriers when necessary and present competitive quote options.<br>• Identify opportunities for cross-selling additional products and providing comprehensive insurance solutions.<br>• Issue certificates of insurance, binders, and endorsements while maintaining organized and compliant client records.<br>• Participate in agency-wide initiatives and support special projects as needed.
<p>Our client, a respected law firm with a strong Public Finance practice, is seeking an experienced <strong>Public Finance Paralegal</strong> to support a team of attorneys on complex municipal finance and bond transactions. This role is ideal for a detail-oriented, proactive paralegal who thrives in a fast-paced transactional environment and enjoys taking ownership of deals from start to finish.</p><p><br></p><p>Interested candidates that have Finance experience with major law firms should reach out directly to Kevin Ross with Robert Half in Philadelphia for immediate consideration and submission. </p><p><br></p><p>This role is hybrid in office 3 days at first and can move down to 2 days a week in office once acclimated. </p><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 a dedicated Personal Lines Account Manager to oversee a portfolio of personal insurance policies, including auto, homeowners, umbrella, marine, and flood coverage. This role requires a balance of customer service, risk assessment, and business development, ensuring clients receive tailored insurance solutions. You will act as a trusted advisor to clients while engaging with carriers to maintain strong relationships and deliver excellent service.<br><br>Responsibilities:<br>• Provide timely responses to client inquiries regarding coverage, billing, policy modifications, and claims.<br>• Educate clients about insurance terminology, policy options, and structures to enhance their understanding.<br>• Process claims by gathering necessary details and guiding clients through the claims procedure.<br>• Develop and maintain strong relationships with carrier underwriters to ensure optimal risk placement.<br>• Submit required documentation to carriers for policy binding and issuance.<br>• Identify opportunities for cross-selling and expanding client accounts, including commercial lines.<br>• Conduct consultations to evaluate client exposures and recommend appropriate coverage solutions.<br>• Generate quotes for new policies and amendments, presenting tailored recommendations to clients.<br>• Stay informed about carrier products and market trends to provide up-to-date solutions.<br>• Manage administrative tasks, including issuing Certificates of Insurance, preparing invoices, and maintaining accurate client files.
