Loans Administrator Job at Office Angels (Tonbridge)

Lending Specialist II

We are looking for a detail-oriented Lending Specialist II to support commercial...

Location

United States , Tampa

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Experience supporting loan operations, loan administration, closing coordination, or a related financial services function
Strong ability to review documentation carefully and maintain a high level of accuracy in a regulated environment
Working knowledge of lending procedures, due diligence practices, payment processing, and reconciliation activities
Proficiency with Microsoft Office applications, including tools used for reporting, tracking, and document management
Ability to communicate effectively with stakeholders across lending, operations, servicing, and legal teams
Strong organizational and time management skills with the ability to manage multiple priorities and deadlines
Customer service mindset with solid interpersonal skills and a detail-focused approach to issue resolution

Job Responsibility

Drive the progress of active lending transactions by working closely with Relationship Managers and coordinating next steps with internal teams to support on-time closings
Organize, validate, and track closing packages and related materials, partnering with legal counsel or internal documentation teams to confirm completeness and compliance
Support due diligence, application review, insurance verification, and operational readiness by gathering information and resolving documentation gaps throughout the transaction lifecycle
Identify issues that may affect execution or closing timelines, escalate concerns as needed, and help implement practical solutions that address risk and control requirements
Request missing records, assemble supporting file materials, and prepare supplemental documents required to finalize lending transactions
Collaborate with closing and servicing partners to ensure accurate loan booking, accrual balancing, and monitoring of daily cash activity
Coordinate funding events at closing, including initial disbursements, and help oversee ongoing loan activity such as payments, draws, and payoffs
Review loan documents thoroughly for accuracy and completeness and step in to facilitate closing activities when needed
Keep lenders informed of open issues, document exceptions, and transaction updates prior to closing to support smooth execution

What we offer

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

Fulltime

Post Closer

We are looking for a detail-oriented Post Closer to support mortgage post-closin...

Location

United States , Linthicum Heights

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Experience supporting mortgage, loan closing, or post-closing operations in a financial services environment
Strong attention to detail with the ability to identify missing, incomplete, or inaccurate documentation
Ability to learn new processes and systems quickly in a fast-paced production setting
Proficiency with data entry, document scanning, and electronic file management
Working knowledge of mortgage closing processes, loan documentation, and compliance-related record handling
Ability to manage multiple tasks efficiently while maintaining accuracy and meeting deadlines

Job Responsibility

Review incoming post-closing packages, arrange documents in the proper order, and prepare files for scanning and retention
Scan, index, and upload mortgage-related documents to internal records systems while maintaining accuracy and completeness
Record incoming mail and correspondence, ensuring each item is logged and routed appropriately for follow-up
Monitor outstanding closing packages and track missing documentation until files are complete
Enter post-closing information into designated systems with a strong focus on precision and timeliness
Maintain organized electronic and physical filing systems, including routine document purging in accordance with established procedures
Support daily administrative activities related to loan closing documentation and post-closing file management

What we offer

Medical
Vision
Dental
Life and disability insurance
Company 401(k) plan

Executive Director, Commercial Real Estate Portfolio Management Senior Manager

Location

United States , MINNEAPOLIS DALLAS

Salary:

159000.00 - 279000.00 USD / Year

Wells Fargo

Expiration Date

June 14, 2026

Requirements

7+ years of Commercial Real Estate Portfolio Management or leadership experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
3+ years of management or leadership experience

Job Responsibility

Lead a team of Portfolio Managers to execute, underwrite, structure and craft optimal financing executions with a specialty in providing balance sheet solutions, and forecast customer needs in partnership with clients, CLI Coverage Bankers, CLI Coverage Banking Managers, Loan Administration and Credit Risk
Attract, develop and retain workforce of talented employees and maintain succession planning
Work closely with peers to drive efficiency, bring consistency across the footprint, and lead a team with primary responsibility for risk underwriting, monitoring, documenting and reacting to the credit quality of an assigned portfolio of clients with loans and other forms of risk exposure
Ensure group's compliance with all legal, regulatory and internal policies and requirements
Serve as subject matter expert and sounding board for underwriting strategies, deal positioning and relationship management strategies
Advise others on underwriting guidelines and specific considerations and nuances to drive profitable underwriting and portfolio management while remaining within identified risk parameters
Collaborate with Head of CLI Portfolio Management and Asset Management on watchlist and problem accounts
Identify and monitor overall success criteria or performance indicators for underwriting across teams
Monitor effectiveness of organizational credit policies and procedures and lead efforts to review and revise existing underwriting policies to further optimize underwriting and value for client and the business
Identify credit management best practices and coach others to adopt them to drive consistent, holistic credit portfolio management decisions

What we offer

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement

Fulltime

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New

HR/Payroll Specialist

This position combines payroll processing, HR coordination, and office support d...

Location

United States , Stockton

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Previous experience in payroll processing
Background in HR administration with the ability to manage confidential employee information professionally
Working knowledge of accounts payable processes, deposits, and general administrative financial support tasks
Ability to manage lease-related administrative work with strong attention to detail and organization
Reliable computer equipment and internet access to support occasional remote work and connection to company systems

Job Responsibility

Track payroll accurately and on schedule for a workforce of approximately 50 employees, ensuring all records and payments are properly maintained
Support human resources administration by assisting with employee documentation, recordkeeping, and routine HR-related processes
Handle a range of office and administrative tasks tied to the organization's internal operations
Receive and prepare check deposits while maintaining organized financial support documentation
Process accounts payable transactions and help ensure invoices and payments are completed in a timely manner
Assist with administration by updating files, tracking key details, and supporting related correspondence
Manage loan payment processing and maintain accurate supporting records for financial activities
Coordinate occasional remote work arrangements in alignment with office coverage needs and ensure work can be completed effectively from a home office setup

What we offer

Medical, vision, dental, and life and disability insurance
Company 401(k) plan
Free online training

Fulltime

New

Lending Specialist I

We are looking for a detail-oriented Lending Specialist I to support loan transa...

Location

United States , Tampa

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Experience supporting loan administration, loan origination, closing, or related banking operations functions
Strong ability to review documentation thoroughly and maintain a high level of accuracy in regulated or process-driven environments
Familiarity with payment processing, reconciliations, insurance-related documentation, and due diligence support activities
Ability to coordinate effectively with multiple stakeholders, including lenders, counsel, operations teams, and servicing partners
Solid customer service and interpersonal skills with the ability to communicate clearly and handle issues professionally
Strong organizational and time management skills, with the ability to manage competing priorities and meet deadlines
Proficiency with Microsoft Office applications and comfort working within tracking tools or operational systems used to manage loan workflow

Job Responsibility

Oversee the progress of lending opportunities by partnering with Relationship Managers and coordinating next steps with internal teams to help keep transactions on schedule
Organize, examine, and track closing packages and related materials to support due diligence, documentation readiness, compliance needs, and operational requirements
Support transaction execution by identifying process gaps, escalating concerns when needed, and helping implement practical solutions that reduce risk and improve control
Request and compile outstanding file items, prepare supplemental paperwork, and maintain complete records needed to finalize loan packages
Work closely with closing, servicing, and operations teams to confirm accurate booking, reconcile accrual-related activity, and monitor daily cash movement
Facilitate initial funding activities and help ensure ongoing loan events such as payments, draws, and payoffs are processed correctly throughout the life of the loan
Review loan documentation carefully prior to closing and complete closing activities when assigned to ensure files are accurate and complete
Communicate proactively with lenders regarding documentation issues, processing concerns, or other items that could affect closing timelines
Use standard office and loan administration tools to monitor workflow, maintain status updates, and support timely completion of assigned tasks

What we offer

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

New

Administrative Assistant

We are looking for a detail-oriented Administrative Assistant to support daily o...

Location

United States , Indianapolis

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Previous experience in an administrative support role within a detail-oriented office environment
Proficiency with Microsoft Office Suite, including Word, Excel, Outlook, and PowerPoint
Strong organizational skills with the ability to manage records, schedules, and multiple priorities accurately
Experience handling office supply ordering and general office coordination tasks
Ability to communicate clearly in writing and verbally with clients and internal stakeholders
Comfortable working with confidential information and following established procedures
Familiarity with shipping and mailing processes, including the use of services such as UPS and FedEx

Job Responsibility

Maintain organized and up-to-date records for equipment financing requests, agreements, and client information within internal databases and company systems
Assist with loan and lease application processing by gathering documents, checking files for completeness, and routing materials to the appropriate teams
Coordinate calendars by arranging meetings, client visits, and team events while preparing supporting materials and documentation in advance
Perform day-to-day office administration, including drafting routine correspondence, sorting incoming and outgoing mail, filing records, and monitoring supply levels
Provide support to the sales team by assembling proposal materials, following up on active opportunities, and producing status reports and performance updates
Handle confidential customer and financial data in accordance with established policies, privacy standards, and compliance requirements
Contribute to special assignments such as audit preparation, training support, and administrative process improvement initiatives
Manage shipping and courier tasks, including coordinating outgoing packages through carriers such as UPS and FedEx

What we offer

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

Fulltime

New

Bookkeeper

We are looking for an experienced Bookkeeper to support organizations in Stamfor...

Location

United States , Stamford

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Demonstrated experience in bookkeeping or a closely related accounting support role
Proficiency with QuickBooks and confidence working in accounting software systems
Hands-on experience managing accounts payable and accounts receivable processes
Strong background in completing bank and account reconciliations accurately and on schedule
Solid understanding of general ledger activity, journal entries, and financial reporting fundamentals
High attention to detail with the ability to organize work effectively and meet deadlines
Strong communication skills and the ability to collaborate with managers, accountants, and external financial partners.

Job Responsibility

Oversee daily bookkeeping activities to keep financial data current, organized, and accurate
Process incoming invoices and outgoing payments while monitoring receivables and following up on outstanding balances
Reconcile bank accounts, credit cards, and loan statements to ensure records align with supporting documentation
Post journal entries and maintain the general ledger with a high level of accuracy and consistency
Support monthly and annual closing procedures by preparing account analyses and resolving discrepancies
Create financial reports such as income statements, balance sheets, and cash flow summaries for management review
Assist with payroll administration, employee expense reimbursements, and related recordkeeping tasks
Maintain up-to-date vendor and customer information and provide support for tax filings, 1099 preparation, and audit requests.

What we offer

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

Fulltime

New

Cre Portfolio Manager Team Lead - REIT's

Location

United States , Boston; Cleveland; Atlanta

Salary:

225000.00 - 250000.00 USD / Year

Citizens Bank

Expiration Date

July 31, 2026

Requirements

12+ years of commercial real estate loan underwriting experience with ability to manage and grow significant customer portfolio
Prior experience with REIT's - required
Exhibits strong level of knowledge of commercial sales, commercial products, credit, risk, and administration practices and processes
Skilled at maintaining good communication across business unit and broader organization
Skilled at developing and implementing both strategic and tactical solutions and systems in support of portfolio administration and business unit goals and objectives
BA degree, MA preferred with successful completion of a credit training/underwriting program
Proven credit management abilities with good computer skills for recording and tracking results
Comprehensive verbal and written communication skills, able to multi task and function under pressure to meet deadlines, strong organizational skills, customer service, developed influencing and negotiation skills, experience in managing the day to day and annual performance and developmental activities for direct and in-direct reports from entry to expert level PMs
Word, Excel, Power Point, spread sheet modeling, and presentation development and delivery skills
Advanced knowledge of different financial modeling systems and ability to coach others on use of internal systems that may include RARCR, ORA, FACT, and MFA

Job Responsibility

Manages a team of Commercial Real Estate Portfolio Managers and Credit Analysts, including those managing straightforward up to the most complex credits with the most complex corporate organization structures, documentation and/or collateral structures, including those with large exposures in complicated and/or specialized industries
Assures that all PMs are trained and kept up to date on Citizens Bank credit policy as well as credit issues affecting the general economy
Actively ensures compliance with federal regulations and Citizens Bank policies
Actively involved in assessing, developing and implementing credit and compliance policies
Designs and monitors internal systems to assure that all assigned work and ongoing monitoring is completed on a timely basis and in a manner that complies with all Citizens Bank internal policies
Prioritizes work that is assigned to the group, assure that work is appropriately distributed among the team members and is responsible for objective quality control of groups analytical and reporting work product to include accurate application of credit, risk, and other policies and practices required to effectively manage risk exposure and loss to the Bank
Manages the performance management and development process for all reports
Largely internally focused interacting with PMs, RMs, TLs, Division Executives, State Presidents, Credit Officers and Senior Management. Externally meets with customers/prospects to actively negotiate deals and solve customer/prospect requests and problems
Internally is viewed as a trusted advisor on credit and portfolio management issues/challenges to RMs
Proficient in recruiting and managing the recruiting process including a strong vision and understanding of talent selection and development

What we offer

competitive pay
comprehensive medical, dental and vision coverage
retirement benefits
maternity/paternity leave
flexible work arrangements
education reimbursement
wellness programs

Fulltime

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Loans Administrator

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