Loan Operations Specialist Job at Robert Half (Meriden)

Mortgage Loan Operations Specialist

This role supports the Mortgage Administration department and focuses on documen...

Location

United States , Pittsburgh

Salary:

20.00 - 22.00 USD / Hour

Robert Half

Expiration Date

Until further notice

Requirements

At least 1 year of experience in mortgage operations or a related field
Familiarity with loan administration processes and mortgage regulations
Proficiency in using mortgage processing and loan origination systems
Strong organizational skills with the ability to manage multiple tasks efficiently
Attention to detail to ensure accuracy in document review and data entry
Excellent communication skills to work effectively within a team
Ability to learn and adapt to new systems and procedures
Basic understanding of loan commitments and funding allocations

Job Responsibility

Review mortgage documents to ensure accuracy and confirm they are properly attached to the loan file
Bundle documents and validate that they open and function correctly in the loan system
Enter loan funding data into the mortgage processing system
Set up commitments and allocate loans as required
Learn to lock loans and clear system alerts as time permits

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Fulltime

Loan Operations Support Specialist

We are looking for a detail-oriented Loan Operations Support Specialist to join ...

Location

United States , Midland

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least 1 year of experience in loan operations, loan processing, or a related banking support function
Working knowledge of loan administration and consumer lending documentation
Familiarity with loan origination processes and loan file preparation
Strong attention to detail with the ability to identify missing signatures, dates, and required documentation
Ability to manage shifting priorities in a fast-paced banking environment
Proficiency using banking or lending systems for data entry and record updates
Strong organizational and administrative support skills with effective internal communication abilities

Job Responsibility

Support consumer loan processing activities by entering and maintaining loan information in bank lending systems with a high level of accuracy
Prepare, organize, and review loan documentation to help ensure files are complete and ready for processing
Verify that required signatures, dates, and supporting details are present in loan files before submission or final review
Provide day-to-day administrative assistance to lending and loan processing teams to keep workflows moving efficiently
Monitor multiple assignments at once and adjust to changing priorities while meeting operational deadlines
Apply knowledge of lending practices and loan operations procedures to complete assigned tasks effectively
Assist with document tracking, file maintenance, and related operational updates needed to support loan processing
Communicate with internal team members to resolve missing information and help maintain accurate loan records

What we offer

Medical, vision, dental, and life and disability insurance
Company 401(k) plan for contract/temporary professionals
Free online training

Loan Operations Support Specialist

We are looking for a detail-oriented Loan Operations Support Specialist to join ...

Location

United States , Midland

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 1 year of experience in loan administration or a related field
Proficiency in loan processing, including origination and closing
Strong understanding of mortgage lending and consumer loan principles
Excellent organizational skills with attention to detail
Ability to work effectively in a fast-paced environment with changing priorities
Familiarity with loan systems and technologies is preferred
Strong communication skills to interact with team members and resolve issues
Commitment to maintaining compliance with lending regulations and company policies

Job Responsibility

Provide administrative support to the consumer loan processing team, including updating loan data into the bank’s systems
Compile and verify loan documentation to ensure completeness and compliance with company policies
Confirm that loan files contain accurate signatures, dates, and essential data
Assist in assembling and organizing documentation for consumer loans
Ensure timely and accurate data entry for loan processing tasks
Collaborate with team members to address changes in priorities and workflows
Maintain a thorough understanding of lending principles and technologies to support operational tasks
Conduct quality checks on loan files to identify and correct errors
Handle inquiries and provide support to ensure smooth loan operations
Adapt to evolving processes and contribute to continuous improvement initiatives

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Fulltime

Private Credit Data Operations Specialist

The Private Credit Data Operations Specialist is responsible for assisting in th...

Location

United States , Atlanta

Salary:

75000.00 - 100000.00 USD / Year

Voya Financial

Expiration Date

Until further notice

Requirements

Bachelor's degree in Finance, Accounting, or related field with 3-5 years minimum financial data experience, preferably in asset management, accounting, audit, or capital markets
Strong fixed income knowledge required and fixed income experience a plus
Expect pursuit of CFA Investment Foundations designation
Excellent verbal and written communications skills with a passion for fixed income investing and attention to detail
Exceptional analytical skills, with the ability to analyze, organize and visualize data to support Voya's fixed income strategies
Deep knowledge of Excel and PowerPoint required, and experience with WebFocus or programing a plus
Strong interpersonal skills with ability to engage with many individuals throughout the organization
Career interest as a data analyst in investment management with good comfort interfacing with internal and/or external clients
Background in CPA or CFA preferred
Ability to multi-task and work in a high-paced, team-oriented environment

Job Responsibility

Performing as a core part of IM's Private Credit Portfolio Management and Investment team, the data analyst will be responsible for data and data projects to support both internal and external clients
Supporting client portfolio management responsibilities, including preparing materials to support making investment decisions on behalf of external clients following stated investment guidelines, helping with data to maintain client portfolios, helping track and ensure portfolios remain in compliance, and other data tracking regarding on-going production and investment results
Responsible for onboarding new client relationships across the team's proprietary portfolio management systems
Supporting data analysis for internal and external clients regarding capital market analysis, individual portfolio holding updates, and portfolio performance
Contributing to quarterly client portfolio review meetings by reviewing and ensuring that data in presentations is correct and providing additional customized responses and answers in timely fashion for any ad-hoc client requests
Assist the Senior Private Credit Client Portfolio Managers in gathering and analyzing product and capital markets data, assembling support materials including commentaries, presentation books and various marketing and communication pieces
Assist Institutional Insurance Solutions Sales team in curating customized report requests and pitch books for potential client mandates
Partnering with marketing and communications to assist in a high-quality investment product and client content creation and distribution
Ongoing project coordination and communications regarding data with all parts of the organization including portfolio management, marketing and communications, operations, and IT, legal and compliance and IM's institutional distribution teams
Assist the dedicated Private & Alternative CPMs with internal and external client inquiries including customized reports, ad-hoc client requests, and RFPs with strict deadlines

What we offer

Health, dental, vision and life insurance plans
401(k) Savings plan – with generous company matching contributions (up to 6%)
Voya Retirement Plan – employer paid cash balance retirement plan (4%)
Tuition reimbursement up to $5,250/year
Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day
Paid volunteer time — 40 hours per calendar year

Fulltime

Commercial Loan Specialist

We are looking for a detail-oriented Commercial Loan Specialist to support comme...

Location

United States , Franklin

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Associate’s degree or equivalent preferred
Minimum one (1) year of experience in a commercial loan department
Proficient in Microsoft Word and Excel
familiarity with DNA, and Nautilus
Strong attention to detail, organization, and communication skills
Ability to work independently, manage multiple priorities, and provide excellent customer service
Must complete annual compliance training and remain current with lending procedures and industry standards

Job Responsibility

Process and book new commercial loans with a high level of accuracy, ensuring all records and system entries are complete and compliant
Review loan documentation to confirm required information is present before setup, funding, servicing updates, or payoff activity is completed
Maintain commercial loan files and update account information as changes occur throughout the servicing process
Support daily administrative activities tied to commercial real estate and commercial and industrial lending transactions
Coordinate with internal lending and operations teams to resolve documentation gaps, booking issues, and servicing questions
Assist with payoff processing, loan maintenance requests, and follow-up tasks related to outstanding items
Perform clerical and operational duties that keep commercial lending workflows organized, timely, and well documented

What we offer

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

Fulltime

Commercial Loan Specialist

We are looking for a detail-oriented Commercial Loan Specialist to support comme...

Location

United States , Franklin

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Associate’s degree or equivalent preferred
Minimum one (1) year of experience in a commercial loan department
Proficient in Microsoft Word and Excel
familiarity with DNA, and Nautilus
Strong attention to detail, organization, and communication skills
Ability to work independently, manage multiple priorities, and provide excellent customer service
Must complete annual compliance training and remain current with lending procedures and industry standards

Job Responsibility

Process and book new commercial loans with a high level of accuracy, ensuring all records and system entries are complete and compliant
Review loan documentation to confirm required information is present before setup, funding, servicing updates, or payoff activity is completed
Maintain commercial loan files and update account information as changes occur throughout the servicing process
Support daily administrative activities tied to commercial real estate and commercial and industrial lending transactions
Coordinate with internal lending and operations teams to resolve documentation gaps, booking issues, and servicing questions
Assist with payoff processing, loan maintenance requests, and follow-up tasks related to outstanding items
Perform clerical and operational duties that keep commercial lending workflows organized, timely, and well documented

What we offer

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

Fulltime

Staff Accountant / Financial Operations Specialist

Our client is seeking a Staff Accountant / Financial Operations Specialist to jo...

Location

United States , Trenton

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Accounting, Finance, or related field preferred
2+ years of accounting, finance, or financial operations experience
Experience with bank reconciliations, cash management, accounts payable, or loan accounting preferred
Strong proficiency in Microsoft Excel and Microsoft Office (Word, Outlook, Teams)
Excellent organizational skills and attention to detail
Ability to manage multiple tasks and meet deadlines in a collaborative environment

Job Responsibility

Process and record daily cash receipts, deposits, and related financial transactions
Monitor and reconcile cash activity, including wire transfers and remittances from servicing partners
Perform monthly account reconciliations, including bank accounts, loan balances, and escrow accounts
Support accounts payable processing, including preparing payments via check, wire, or ACH and ensuring proper documentation and approvals
Assist with loan accounting activities, including billing, loan amortization, and maintaining supporting schedules
Process and monitor construction draw requests and project-related disbursements, ensuring proper documentation and payment processing
Support housing program disbursements and maintain detailed financial records and subledgers
Record and reconcile interest earnings and trust account balances
Prepare financial confirmations and supporting documentation for audits and external reporting
Maintain tracking schedules for items such as letters of credit and other financial instruments

What we offer

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

Loan Specialist

We are looking for a skilled Loan Specialist to join our team. In this long-term...

Location

United States , Linthicum Heights

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 3 years of experience in loan origination, processing, and servicing
Proficiency in using banking software and automated loan documentation systems
Strong understanding of consumer, commercial, and real estate loans
Thorough knowledge of lending compliance laws and regulations
Proven ability to analyze workflows and implement process improvements effectively
Supervisory experience in loan servicing and processing with conflict resolution skills

Job Responsibility

Analyze current loan processing workflows and identify areas for improvement
Collaborate with the loan team to address process inefficiencies and implement streamlined solutions
Develop and oversee the implementation of enhanced loan servicing procedures
Ensure compliance with lending laws and regulations across all loan operations
Oversee loan servicing activities, including consumer, commercial, real estate, and participation loans
Resolve conflicts and reinforce new processes across teams to maintain operational consistency
Evaluate additional opportunities for process automation and efficiency upgrades
Provide insights on deposit operations, if applicable, to further support organizational goals

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

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Loan Operations Specialist

Job Description

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