Mortgage Loan Operations Specialist Job at Robert Half (Pittsburgh)

AIM Associate/Principal - Residential/Commercial Mortgage Loan Specialist

Senior team member responsible for daily investment operations related to Reside...

Location

United States , Minneapolis

Salary:

66000.00 - 180000.00 USD / Year

Allianz

Expiration Date

Until further notice

Requirements

5+ years of experience in investment operations dealing with private credit or alternative investment strategies
Bachelor's degree in finance, accounting, or related field
Knowledge of Residential and Commercial Mortgage Loans
Good understanding of investment management processes
Strong analytical, problem-solving, and organizational skills
Ability to work independently and as part of a team
Excellent communication and interpersonal skills
Attention to detail and accuracy
You must be legally authorized to work in the U.S. and will not require immigration sponsorship for visa status now or in the future

Job Responsibility

Facilitate the timely and accurate booking of trades and resulting positions
Monitor cash balances and ensure that all cash transactions are processed accurately and promptly
Reconcile portfolio data against custodian and asset manager statements and resolve any discrepancies promptly
Work with internal investment managers and external asset managers to ensure that investment strategies are booked timely and accurately
Understand external manager loan valuation processes and manage and perform the internal independent price valuation
Create reports to provide insight into investment performance, accounting, compliance and risk management
Identify opportunities to improve operational processes and procedures to increase efficiency and reduce risk
Building relationships internally and with asset managers

What we offer

Comprehensive medical, dental and vision plan options
Health savings account
Tuition reimbursement
Student loan retirement plan
Annual paid leave
Outstanding 401(k) company match
Life insurance
Onsite health center
Child development center
Fitness facility

Fulltime

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

Specialist Customer Care Support

Step into the role of Specialist Customer Care Support at Barclays, where you'll...

Location

India , Chennai

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Experience of working in a customer facing service environment
Knowledge of Lending Operations, Collateral & Mortgage
Responsible for providing loans for business
A demonstrated ability to take ownership of projects and to lead them independently to successful conclusions
Good Communication Skills
Should have prior experience in Backoffice role (non-voice)
Flexibility in hours of work and ability to work changing shifts patterns
key essential skills relevant to succeed in role, such as risk and controls, change and transformation, business acumen, strategic thinking and digital and technology, as well as job-specific technical skills

Job Responsibility

Support the provision of customer service through various communication channels including chat, email and phone
Support the execution of customer service requirements to resolve more complex customer needs, requests and enquires
Collaboration with teams across the bank to align and integrate customer care processes
Identification of areas for improvement and providing recommendations for change in customer care processes, by providing feedback and coaching for colleagues on these highlighted areas
Development and implementation of customer care procedures and controls to mitigate risks and maintain efficient operations
Resolution of customer inquiries and issues related to the bank’s products and services, including account balances, transactions and payments
Development and execution of reports and presentations on customer care performance and communicate findings to internal senior stakeholders
Identification of industry trends and developments to implement best practice to improve customer care efficiency and effectiveness

What we offer

Hybrid working
structured approach to hybrid working
supportive and inclusive culture and environment
flexible working arrangements
opportunity to embrace mobility

Fulltime

Mortgage Senior Loan Documentation Processor

Wells Fargo is seeking a Senior Loan Documentation Processor. We believe in the ...

Location

Philippines , Taguig City

Salary:

Not provided

Wells Fargo

Expiration Date

March 30, 2026

Requirements

4+ years of customer service, loan administration, collections, or sales environment experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Preferred US Mortgage overall experience of 2+ years
Understanding of US Mortgage process & related TRID regulations
Experience in managing US mortgage Closing or Funding process is prefered
MS Office Proficient & Data Analysis
Experience in Customer Telecommunication Contact within a Financial Services Environment, Financial Services Operations, Closing Underwriting, and Quality Assurance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, & education
Strong Pipeline Management Oversight and Routines
Excellent Spoken and written communication skills
Proactively engage with internal bank stakeholders, third parties, settlement agents via telephone to gather necessary information, documentation, clarify information & resolve mortgage closing conditions
Ability to conduct clear and customer centric telephone conversations to explain underwriting decisions, documentation requirements and next steps in the mortgage process

Job Responsibility

Provide support in performing loan documentation duties on the most complex loan packages to ensure compliance with company's policies and government regulations
Process or close loans and act as a main point of contact for internal or external customers during the loan process
Perform administrative, operational, or customer support tasks related to complex loan packages
Manage an assigned pipeline of all loan types relative to business line
Provide subject matter expertise and interpretation of procedures to the team of Loan Documentation specialists to ensure timely completion of work
Interact with immediate Loan Documentation team, functional area, and internal peers outside work group on information related to the routine loan documentation process

Fulltime

Lending Operations Specialist

Lending Operations Specialist role at Knock, a company redefining the home buyin...

Location

United States

Salary:

70000.00 - 75000.00 USD / Year

Knock

Expiration Date

Until further notice

Requirements

A minimum of 3 years of recent closing experience with additional relevant mortgage experience in processing and/or underwriting preferred
Experience within the last 12 months in the residential loan mortgage industry, particularly handling cash out refinance transactions
Strong understanding of mortgage regulations from origination to post-closing
Recent experience managing and facilitating a large pipeline of loans, 50 to 60 per month
You have a keen attention to detail and check and double check your work
You are someone who is passionate about providing amazing customer service
You are an over-communicator with exceptional written and verbal communication skills
You’re highly organized and successful managing multiple competing priorities at once
You possess strong sense of urgency and track record of thriving in a fast-paced, growth startup environment
You are confident using new technology and familiar with lending management systems

Job Responsibility

Work in all aspects of the bridge loan cycle at Knock
Assist gathering required documentation to successfully submit the loan file for processing/underwriting and obtaining Initial Closing Disclosure signatures to meet on-time closings
Ensure minimum submission requirements and documents are met prior to submitting loans to processing
Understanding of TRID to compliantly issue initial disclosures and revised Loan Estimates, ICDs as well as compliance of APR requirements
Experience with condo approval requirements including requesting documents and reviewing documents to ensure all relevant questions are completed
Calculate Knock Bridge Loan advance amounts using internal calculations and guidelines
Accurately condition loan files based on the loan application and file documentation
Consistent communication internally providing loan status and approval updates
Effective and consistent communication with external Lending Partners, Agents, and Borrowers
Review title reports and homeowners/flood insurance to ensure Knock’s lien position and security interest

What we offer

Top tier medical, dental, & vision benefits for full time employees starting on the first day of employment
Flexible Paid Time Off for full time employees
Paid parental leave for all full time employees
One thousand annually for professional development
Life, AD&D and Disability insurance for full time employees
401K (noncontributory by Knock) for all employees
$75 monthly allowance for health & wellness
Up to $400 monthly for a co-working space for eligible employees
$100 monthly allowance for home internet, mobile phone or other communication devices
$2,500 referral bonus for eligible employees

Fulltime

New

Senior Post Closing Specialist

The Post Closing Specialist provides administrative support associated with prep...

Location

United States , Rochester Hills

Salary:

21.24 - 28.31 USD / Hour

First American Financial

Expiration Date

Until further notice

Requirements

High School diploma or equivalent
3+ years of related work experience
Title insurance background
Strong customer service orientation
Detail orientation
Excellent verbal communication
Problem solving skills
Strong organizational skills
Strong knowledge of company operating systems
Ability to understand and adhere to state and federal mortgage lending regulations

Job Responsibility

Perform detailed post closing review of more complex closed loan packages to determine completeness, accuracy and compliance with guidelines
Perform reconciliations, recordings and auditing of closing packages
Track all closed loan files
update company operating system
Scan and index closing documents within loan operating system
Review, log and mail final trailing documents
Answer phones, greet customers, place calls and request information needed for escrow closings
May act as a team resource and subject matter expert

What we offer

medical
dental
vision
401k
PTO/paid sick leave
employee stock purchase plan

Fulltime

Wealth Relationship Manager

The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned profes...

Location

United States , Boca Raton; Palm Beach Gardens; Coral Gables; North Miami Beach; Fort Lauderdale; Key Biscayne; Miami

Salary:

72880.00 - 109320.00 USD / Year

Citi

Expiration Date

Until further notice

Requirements

5-8 years of experience
Strong analytical and financial skills
Strong verbal and written communication skills
Organized with strong attention to details
Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using Money Guide Pro, or NaviPlan Select, or similar financial planning software preferred
Basic understanding of investment and financial planning strategies preferred
Must be a self-starter, problem solver and a goal-oriented team player able to work without direction
Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent
Must meet ALL US FINRA Registration requirements within 150 days of starting in the role
Insurance Group 1 required

Job Responsibility

Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills
Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling
With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions
Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc
Master referral opportunities to grow portfolio
Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities
Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)
Organize client events to enhance client bonding
Acquire new clients through converting referral leads
Manage client follow-up and adhere to all Regulatory and Compliance operating procedures

What we offer

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
discretionary and formulaic incentive and retention awards

Fulltime

Associate Wealth Banking Specialist

Wells Fargo is seeking an Associate Wealth Banking Specialist (SAFE) in Banking,...

Location

United States , Frontenac

Salary:

Not provided

Wells Fargo

Expiration Date

February 08, 2026

Requirements

6+ months of affluent banking, commercial banking, consumer banking, mortgage banking, or private banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
This position requires SAFE registration at the time of employment
Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies
The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards

Job Responsibility

Manage and service a routine and low complexity affluent client relationship portfolio in lending, credit, and deposit products and services
Review and analyze client financial goals and changing needs, presenting recommendations within defined parameters to best fit the needs of the client
Develop a working knowledge of changing market conditions delivered by the business division across various digital platforms
Assist in providing service to Affluent Banking client relationships
Interact with clients to help identify client retention issues as well as potential new business opportunities across product lines
Develop solid product knowledge and basic client relationship management skills to meet the financial needs of customers and may have accountability over accounts
Prepare preliminary client correspondence and customized professional client presentation materials to support sales and marketing efforts
Research and resolve operational issues related to complex accounts
Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, interpret policies, procedures, and compliance requirements
Provide information and coordinate with the broader banking and internal teams (Financial Advisors, etc.) to ensure clients are in the correct banking product based on their financial activity

Fulltime

Mortgage Loan Operations Specialist

Robert Half

Location:
United States , Pittsburgh

Category:
Finance

Contract Type:
Contract work

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
February 08, 2026

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