Loan Servicing Assistant Job at Robert Half (Canfield)

Loan Services Assistant Manager

In this role, you will be at the forefront of managing customer loan services, e...

Location

United States , Queensbury/ Glens Falls

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Associate degree or equivalent experience in banking
4 years of banking and loan experience preferred
1 year of supervisory experience preferred
Proficient with Microsoft Office Suite: Word, Excel, Outlook and PowerPoint
knowledge of banking related software a plus
Strong communication skills, both verbal and written
demonstrated ability to interact confidently and professionally with employees, management, customers and other stakeholders
Ability to handle multiple tasks, prioritize work, and meet strict deadlines with attention to detail skills
Proven organizational, project management, analytical, research, and problem-solving skills
Extensive knowledge of state/federal regulations related to loan servicing and lending

Job Responsibility

Ensuring the accurate and efficient processing of customer credit applications
Supervising the team and assisting in project coordination for optimum efficiency
Collaborating with various departments to understand the impact and assure efficiency
Leading initiatives to achieve departmental and company goals
Overseeing daily operations, including projects and special assignments
Assisting in the execution of their programs and working with internal and external auditors
Researching and implementing changes to comply with regulatory requirements and directives
Facilitating customer escalation calls and situations to ensure resolution and customer satisfaction
Ensuring quality control review of designated work for timely and accurate reporting
Providing support to the call center as required

What we offer

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

Fulltime

Loan Servicing - Support

We are offering a short term contract employment opportunity for a Loan Servicin...

Location

United States , Minneapolis

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Proficiency in 3M Coding
Demonstrable experience with Adobe Acrobat
Familiarity with Automated Underwriting Systems
Proficiency in using CRM (Customer Relationship Management) software
Strong data processing skills
Experience with appraisals in the financial services industry
Excellent bank relations skills
Previous experience in a call center customer service role
Knowledge of closing processes in the financial services industry
Compliance knowledge within the financial services industry

Job Responsibility

Handle customer inquiries and resolve any issues promptly
Oversee customer accounts and take necessary actions in accordance with company policies
Ensure the accurate and efficient processing of customer credit applications
Maintain and update customer credit records regularly
Coordinate with various stakeholders to confirm compliance with our Draw Process
Carefully manage wire draw to protect against fraud
Maintain balance in Project Workbook, Banklabs and Signature/Black Knight as Draws are made
Ensure all required documents are stored correctly within our system, keeping shared drive to a minimum
Monitor pipelines and ensure all recurring tasks, including receipt of final documentation, status updates and completion tasks, are completed on time
Process modifications, payoffs and builder applications in a timely manner

What we offer

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

Fulltime

Loan Officer Assistant

This is a full-time, hourly, non-exempt position. You will be working very close...

Location

United States

Salary:

60000.00 USD / Year

Rain City Capital

Expiration Date

Until further notice

Requirements

Minimum 2 years of experience in mortgage or real estate
Exceptional written and verbal communication skills
Strong interpersonal skills, with the ability to work out complex problems
Experience using an advanced CRM as well as the Microsoft Office Suite
Able to work in a fast-paced environment and manage conflicting priorities
Able to work additional hours when needed and attend weekly meetings during business hours
The employee in this position must be able to read, write, speak and understand English with exceptional fluency

Job Responsibility

Help manage sales pipeline by building files in the CRM, collecting necessary documents for loan conditions, managing the file flow, and communicating status to customers
Ensure current guidelines are met, managed and adhered to while exercising discretion and prudent decision making on behalf of company, clients and LO
Assist in resolving client issues in the loan process
Understand our underwriting guidelines and manage transactions accordingly, including reviewing files for potential issues
Work directly with customers to build loan packages for underwriting, including obtaining documents and reviewing loan criteria and structure
Help maintain documentation of LO’s deals in the CRM throughout the life of the loan
Support loan servicing, which may include contacting clients for past due payments, extensions, and other service-level communications
Organize and manage LO’s contacts in the CRM

What we offer

Full benefits (medical, dental, vision)
401k
Paid holidays
Remote work environment
Per file bonus

Fulltime

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

Consumer Loan Processor

My client, a financial institution in Norcross, is searching for a Consumer Loan...

Location

United States , Norcross

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

High School Diploma or equivalent required
Minimum of 2 years of experience in consumer loan processing, documentation, and/or origination
Proficiency in MS Office programs including Outlook, Word, and Excel
Experience with keyboarding, PC, and 10-key calculator
Excellent verbal and written communication skills
Strong interpersonal skills with a focus on customer service and relationship-building
Exceptional attention to detail, organizational skills, and the ability to manage multiple tasks efficiently
Ability to work both independently and as part of a team
Ability to handle changing priorities and competing demands
Strong problem-solving skills and the ability to adapt to a fast-paced environment

Job Responsibility

Verify the accuracy of loan rates, loan-to-value ratios, and vehicle values for auto, boat, motorcycle, and RV loans
Ensure all required documentation and underwriting conditions are met, including income verification, buyers’ orders, membership accounts, insurance, payoff letters, and other necessary documents
Upload and send documents for electronic signature to borrowers
Process signed documents, disburse funds, and facilitate payments to dealerships or finance companies
Review disbursed loans and organize them according to the loan checklist, ensuring all necessary documents are imaged
Set up loan payments using the Teller Platform
Provide assistance to members with loan or account-related inquiries
Assist in processing Adverse Action letters and sending them to members
Help ensure that approved credit card approval letters are sent and coordinate with the Card Services team for new account processing
Act as a backup for title clerk duties as needed

What we offer

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

Fulltime

New

Manager of Loan Servicing

Our client is looking for an experienced Manager of Loan Servicing to oversee an...

Location

United States , Hartford

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 5 years of experience in loan servicing, accounting, or financial management
Proven expertise in conducting financial statement audits and ensuring regulatory compliance
Strong understanding of loan servicing processes and associated technologies
Excellent analytical and problem-solving skills with attention to detail
Effective leadership and team management abilities
Proficient in financial reporting and data analysis
Strong communication skills for interacting with stakeholders and team members

Job Responsibility

Lead all aspects of loan servicing operations, ensuring accurate and efficient management of loan portfolios
Monitor compliance with financial regulations and organizational policies to maintain operational integrity
Conduct thorough reviews and audits of financial statements to ensure accuracy and transparency
Develop and implement strategies to improve loan servicing processes and enhance overall efficiency
Collaborate with internal teams to address and resolve any issues related to loan accounts
Prepare detailed reports and analyses related to loan performance and servicing metrics
Train and mentor team members to build expertise in loan servicing and financial management
Oversee communication with stakeholders regarding loan servicing matters, ensuring clarity and professionalism
Assist in the development of policies and procedures to align with industry standards and organizational goals
Manage relationships with external auditors and regulatory agencies as required

What we offer

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

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

Transaction Manager

Transaction Management supports the full lending lifecycle, including loan closi...

Location

Ireland , Dublin

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Extensive experience with LMA loan documentation
Extensive experience with syndicated transactions
Extensive experience with transaction/data capture tools
Extensive relevant work experience
Excellent communication, organizational, and interpersonal skills
Ability to work under tight deadlines
Ability to manage priorities
Ability to work independently
High proficiency in Excel and other Microsoft Office programs
Familiarity with Tableau or other visualization tools

Job Responsibility

Loan execution, funding and lifecycle management for syndicated, bilateral, corporate, structured lending and trade facilities
Manage deal closing pipeline
Coordinate lifecycle events (covenants and collateral)
Capture data
Store documentation
Troubleshoot
Perform quality control
Work to operational metrics and risk/control reviews for end-to-end transparency
Partner with business lines, credit risk, operations, and legal to align with strategic vision
Assess and manage risk

What we offer

Competitive base salary (annually reviewed)
Hybrid working model (up to 2 days working at home per week)
Benefits that support you and your family to be well, live well and save well
Business casual workplace

Fulltime

Loan Servicing Assistant

Robert Half

Location:
United States , Canfield

Category:
Banking

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 15, 2026

Looking for more opportunities? Search for other job offers that match your skills and interests.

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Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:January 15, 2026

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Job Posted:
January 15, 2026