Investor Services Specialist Job at Robert Half (San Francisco)

Loan Servicing Support Specialist

URGENT contract opportunity for a highly detail-oriented Loan Servicing Support ...

Location

United States , Boise

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Proven experience in loan administration, mortgage servicing, or related fields
Strong knowledge of escrow management, including tax and insurance disbursements
Proficiency in analyzing data and performing audits to identify discrepancies and improve processes
Familiarity with servicing systems, such as Black Knight or similar platforms
Excellent problem-solving skills with the ability to address borrower disputes and escrow discrepancies
Knowledge of federal and state regulations related to mortgage servicing
Strong organizational skills and attention to detail for maintaining accurate records
Ability to collaborate effectively with internal teams and external parties such as tax authorities and insurance providers

Job Responsibility

Process loan payments and manage customer accounts, ensuring all updates are accurate, timely, and compliant
Administer and analyze escrow accounts, including tax and insurance disbursements, while maintaining full regulatory compliance
Conduct detailed audits of loan and escrow records to verify proper setup, complete payment histories, and adherence to federal, state, and investor guidelines
Analyze data related to escrow shortages, overages, delinquency trends, and servicing exceptions, identifying root causes and recommending actionable solutions
Maintain precise, up-to-date loan records within Black Knight MSP, ensuring the highest level of data integrity
Investigate and resolve escrow discrepancies and borrower disputes with professionalism and accuracy
Coordinate with tax authorities, insurance carriers, and internal teams to ensure timely, accurate disbursements
Reconcile escrow accounts and support month-end reporting, balancing, and audit preparation
Ensure all servicing activities align with company policies, investor requirements, and regulatory standards
Recommend process improvements to enhance accuracy, operational efficiency, and audit readiness

What we offer

medical, vision, dental, life and disability insurance, 401(k) plan

Fulltime

Client Relationship Specialist

Provide high-touch client service and dedicated operational support to a team of...

Location

United States , Chicago

Salary:

85000.00 - 90000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree
Minimum of 4+ years relevant experience
FINRA Series 7 and 66 licenses strongly preferred
Familiarity with estates preferred
Highly motivated self-starter with a strong work ethic and positive “can-do” attitude
Excellent proficiency in Microsoft applications (Word, Excel, PowerPoint, etc.)
Familiarity with Salesforce, Wealthscape Investor and Black Diamond preferred

Job Responsibility

Client onboarding, including preparation of new account paperwork and client information-gathering
Account maintenance, including any account registration and account profile changes
Asset movement processing, including journals, wire transfers and EFTs
Assist with quarterly billing and performance reporting
Client issue resolution
Gathering tax information for clients and assisting with tax reporting
Relationship management, including regular client contact
General administrative functions
Maintaining information in the Client Relationship Management System
Exception report review

What we offer

medical insurance
vision insurance
dental insurance
life insurance
disability insurance
401(k) plan
free online training
career advancement opportunities
work-life balance

Fulltime

Client Relationship Specialist

We are seeking a highly motivated Client Relationship Specialist to provide high...

Location

United States , Chicago

Salary:

85000.00 - 95000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree
Minimum of 4+ years relevant experience
FINRA Series 7 and 66 licenses strongly preferred
Familiarity with estates preferred
Highly motivated self-starter with a strong work ethic and positive “can-do” attitude
Excellent proficiency in Microsoft applications (Word, Excel, PowerPoint, etc.)
Familiarity with Salesforce, Wealthscape Investor and Black Diamond preferred

Job Responsibility

Client onboarding, including preparation of new account paperwork and client information-gathering
Account maintenance, including any account registration and account profile changes
Asset movement processing, including journals, wire transfers and EFTs
Assist with quarterly billing and performance reporting
Client issue resolution
Gathering tax information for clients and assisting with tax reporting
Relationship management, including regular client contact
General administrative functions, including but not limited to: Maintaining information in the Client Relationship Management System
Exception report review
Preparation of miscellaneous paperwork, such as letters of authorization, check-writing applications, operational documents, etc.

What we offer

medical, vision, dental, life, and disability insurance
401(k) plan

Fulltime