Loan Administrator Job at Robert Half (Baton Rouge)

Operations Administrator

Robert Half is partnering with a financial services firm for an Operations Admin...

Location

United States , Brookfield

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

3+ years of administrative/operational support experience
Strong skills in Data Entry, ensuring accuracy and attention to detail
Administrative management experience or showcasing the ability to oversee and coordinate administrative procedures and systems
Proficiency in Office Software, including Word, Excel, and PowerPoint

Job Responsibility

Checking and verifying the accuracy and completeness of signed loan documentation
Identifying and addressing potential issues that may hinder loan funding while ensuring all actions taken are within legal, moral, and ethical boundaries
Providing backup support for the Operations team, including application entry, documentation, and phone coverage
Developing comprehensive knowledge of the Operations processes to act as a resource for all partners
Utilizing Microsoft Office to maintain records and manage data entry tasks
Leveraging administrative experience to enhance business operations
Administering loan agreements and financing arrangements

What we offer

3 weeks vacation
quarterly bonus eligibility
profit sharing
401k match

Fulltime

New

Associate Loan Administrator

The Associate Loan Administrator supports, facilitates the loan servicing and ad...

Location

Canada , Vancouver

Salary:

77000.00 CAD / Year

Trez Capital Limited Partnership

Expiration Date

Until further notice

Requirements

College Diploma or Bachelor’s degree in Business from an accredited post-secondary institution
Minimum of 2 years’ experience in loan processing, accounting administration, or a similar role within the financial services industry
Complies with all Policies and Procedures, work results, and standard operating procedures
Safeguards the interests of the business, our people and our clients
Excellent organizational skills, with an ability to balance multiple priorities and a high-volume workload, in a fast-paced environment
Ability to work both quickly and accurately and with attention to detail
Excellent written and verbal communication skills
Excellent interpersonal skills and customer focused
Ability to work independently and in a team environment
Superior analytical and problem-solving skills

Job Responsibility

Supports, facilitates the loan servicing and administration function, ensuring accurate and timely processing of transactions, on-going reporting, and system maintenance
Ensures adherence to existing controls surrounding loan servicing and administration and further develops systems of internal controls, supporting continuous improvement and upgrading of information systems and reporting
In charge of the centralized Accounts Payable of the Loan Administration group
Preparing Protective Advances on Default loans that are mostly for the payment of invoices
Monitoring of US Borrower payments received at Synovus or other banks
Creating wire templates and securing their approval for use
Facilitating prompt and accurate recording of transactions at The Mortgage Office (TMO)
Organizing the files for the loan admin team at Sharepoint
Assisting in obtaining loan and investor documents to facilitate loan and lender set-up at TMO
Posting monthly at TMO of the EFT and ACH to individual loans and monitoring any payment returns

What we offer

Eligible for discretionary bonuses and/or salary increases in accordance with company policy
Eligible for Extended Health Benefits, Dental Benefits, Short Term Disability Insurance, Long Term Disability Insurance, Accidental Death & Dismemberment Insurance
Eligible for optional RRSP contributions with an employer match program

Fulltime

Mutual Fund Accountant

As a Mutual Fund Accountant, you will primarily be responsible for managing fina...

Location

United States , Moorestown, NJ

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor's degree or equivalent combination of education
CPA preferred
3+ years experience with Fund administration
SBIC fund administration experience
In-depth knowledge of SBA loan programs, compliance requirements, and financial reporting standards
Highly organized with attention to detail and accuracy
Team player with strong interpersonal, verbal, and written communication skills

Job Responsibility

Ensure compliance with SBA loan programs and financial reporting standards
Manage accounting functions for small businesses, particularly those involved with SBA loan programs
Analyze financial statements and provide advice to clients based on your analyses
Communicate complex financial concepts clearly to clients and team members
Work independently in a remote environment, taking full ownership of work
Provide value to the team from day one, contributing to our growth and success
Handle corporate actions and other related duties as required
Familiarize with Small Business Investment Companies (SBIC) structures, regulations, and financial oversight
Solve problems proactively, ensuring small businesses meet SBA requirements and maximize financial opportunities
Maintain high-quality financial services, emphasizing compliance and efficiency

What we offer

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

Fulltime

New

Accounting Administrator

The Accounting Administrator supports day-to-day accounting operations, loan fil...

Location

United States , St Augustine

Salary:

Not provided

DLP Capital

Expiration Date

Until further notice

Requirements

2+ years of experience in accounting, finance, loan administration, or a related administrative role, preferably within real estate, lending, or financial services
Strong attention to detail and organizational skills, with the ability to manage high volumes of financial documents, loan files, custodial records, and banking documentation accurately and efficiently
Experience supporting accounting operations, including intercompany processes, reconciliations, recurring reports, and maintaining accurate financial records
Proficiency with accounting and document management systems, such as accounting software, Excel, and shared file systems
ability to learn internal platforms quickly
Effective communication and coordination skills, with experience working cross-functionally with underwriting teams, leverage partners, custodians, banks, and internal stakeholders to ensure proper documentation flow and timely follow-up

Job Responsibility

Loan File Administration & Post-Closing
Ensure pre- & post-closing loan files have QA/QC to eliminate loan file errors
Upload loan files to PERM folders and Finastra cold storage
Assist with submission of electronic & physical loan files to leverage partners
draft & manage assignment and allonge documents
Add loans to FLTT after loan closes and ensure all post-PHX items are included
Full post-closing loan check review, ensuring docs match data/AM and all special terms are communicated
Assist in the underwriting-to-leverage handoff of docs/DD/materials for previewing and pledging
Creation of interest sheets when new loans fund
Ensure receipt of and follow up for recorded mortgages and title policies

What we offer

Unlimited PTO
health/dental/vision/life insurance
401(k) matching
parental leave
adoption services reimbursement/learning/educational incentives
Volunteer Time Off
well-being programs
company events
self improvement/productivity tools

Fulltime

New

Vice President, Finance

We are seeking a new Vice President, Finance who will provide strategic leadersh...

Location

Canada , Vancouver

Salary:

191760.00 - 319260.00 / Year

Trez Capital Limited Partnership

Expiration Date

Until further notice

Requirements

15+ years' experience in Corporate Accounting
Additional experience in Fund Accounting and/or Loan Administration
Significant depth of experience in managing multiple accounting and finance teams
Proven ability to mentor and develop people to build a high performing finance function

Job Responsibility

Provide strategic leadership and oversight to Corporate Accounting, Fund Accounting, and Loan Administration departments
Ensure timely and accurate preparation of financial statements for all investment funds and corporate entities
Oversee the accounting and administration of loans and equity investments
Partner with the Co-CEO & CFO on strategic initiatives to drive growth, efficiency, and investor confidence
Review and sign off on monthly, quarterly, and annual financial results, providing analysis and commentary to the Board
Manage corporate cash flow, working capital, and distribution planning
Collaborate with Tax on efficient and accurate filings and payments, new initiatives or transactions
Partner with Treasury to design and administer effective cash controls and payment processes
Ensure accounting polices and procedures are efficient, controlled, and well-defined
Lead the preparation, review, and delivery of financial statements for all investment funds

What we offer

Health and retirement benefits

Collection Specialist/Admin Assistant

GEM Financial (within Edwards Auto Group) in Council Bluffs, IA is looking for a...

Location

United States , Council Bluffs

Salary:

40000.00 USD / Year

Edwards Auto Group

Expiration Date

Until further notice

Requirements

Excellent communication skills
Previous collections experience is highly preferred
Previous experience handling payment transactions
Strong phone skills

Job Responsibility

Taking both Inbound & Outbound calls
Cashiering, taking payments in-person and over the phone
Making payment arrangements with customers
Putting together repo packets
Communicating and working with outside vendors
Other clerical duties as assigned

What we offer

bonuses

Fulltime

Tax Preparation Case Manager

The Tax Preparation Case Manager plays a vital role in guiding clients through t...

Location

United States , Irvine

Salary:

20.00 - 22.00 USD / Hour

TaxRise

Expiration Date

Until further notice

Requirements

Previous experience in document coordination, loan processing, or a similar administrative role
Strong organizational skills with attention to detail and the ability to prioritize tasks effectively
Excellent written and verbal communication skills
Proficiency in using CRM systems or document management tools
Ability to work independently in a fast-paced environment while meeting deadlines
Customer service expertise with a focus on building strong client relationships
Problem-solving skills to address client concerns regarding documentation requirements

Job Responsibility

Request and gather required tax-related documents from clients via email, phone, or online portals
Review submitted documents for accuracy and completeness
Identify missing or incomplete information and follow up with clients promptly
Serve as the primary point of contact for clients during the document collection process
Provide clear instructions and guidance to clients on required documentation
Respond to client inquiries regarding document submission timelines and requirements
Accurately update the Customer Relationship Management (CRM) system with detailed notes
Monitor tasks and deadlines within the CRM system to ensure timely follow-up
Track the status of document submissions to ensure all materials are received before deadlines
Coordinate with internal teams to move client cases to the next stage once documents are approved

What we offer

Medical, Dental, and Vision Insurance (starting after 60 days)
Paid Time Off
401(k) retirement plan with company match
Professional Development Program
Access to on-site gym and gaming lounge
Catered team lunches every Friday
Fun and energizing quarterly company outings
Monthly Bonus: Average bonus potential of $1,500 - $3,000

Fulltime

New