Mortgage Loan Operations Specialist Job at Robert Half (Pittsburgh)

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

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

Loan Support Specialist

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

Location

United States , Reading

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least 5 years of experience in the mortgage industry is required
Background in loan origination, file setup, or mortgage processing is strongly preferred
Hands-on experience with MortgageBot or similar loan origination technology is preferred
Familiarity with mortgage funding support systems is considered an advantage
Strong accuracy and attention to detail when handling loan data and documentation are essential
Solid computer and data entry skills are required, including proficiency with Microsoft Office, Teams, and Outlook
Knowledge of loan administration, mortgage processing, mortgage banking, closing support, or underwriting workflows is highly valued

Job Responsibility

Enter newly received mortgage loan files into the organization’s loan origination platform and confirm records are set up correctly from the start
Prepare borrower disclosure packages and distribute them within required timelines to support compliant loan processing
Coordinate requests for title work, property valuations, and flood certification reports through internal systems and approved vendors
Collect, upload, index, and organize borrower documents so files remain complete and easy to review throughout the loan lifecycle
Provide operational assistance for funding activities by updating information and supporting documentation in the designated system
Review loan records regularly to ensure documentation is accurate, current, and properly maintained
Partner with Loan Officers and related team members to resolve file issues, answer process questions, and keep applications progressing efficiently

What we offer

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

Fulltime

Investment Operations Senior Specialist

Partner with front office teams, investment management business partners, broker...

Location

United States , Milwaukee

Salary:

Not provided

Tier4 Group

Expiration Date

Until further notice

Requirements

Bachelor’s degree in business with an emphasis in finance, accounting, management, real estate, or information systems, or equivalent related experience
1–3 years of related investment operations experience preferred
General knowledge of a variety of investment asset classes
Strong verbal and written communication skills
Strong analytical and problem-solving skills
Attention to Detail: Demonstrates a high level of accuracy and thoroughness
Customer Centricity: Applies a customer-first mindset
Customer Service Mindset: Anticipates customer needs
Customer Support: Gathers and analyzes customer information clearly and consistently
Process Improvement: Evaluates current processes to identify and implement improvements

Job Responsibility

Ensure accurate and efficient execution of recurring transactions across public and private managed portfolios, including domestic fixed income, equities, foreign investments, private placements, real estate equity, and mortgage loans
Partner closely with front office teams to support the settlement of investment transactions
Collaborate with senior team members to resolve complex issues and work with custodial banks, brokers, traders, and field offices as needed
Respond to inquiries related to investment holdings, transactions, and activity
Maintain investment data across multiple systems and perform reconciliations
Work closely with Investment Accounting, Financial Management, Legal, and other investment-related teams to research and resolve issues
Ensure timely and accurate investment position and commitment updates, as well as critical investment attributes
Investigate and resolve cash receivable and payable exceptions
Stay current on industry changes and developments that may impact investment processing procedures
Participate in testing, system enhancements, upgrades, new initiatives, and projects involving procedural or workflow changes

What we offer

Competitive Rates
Benefits
free daily lunch when onsite

Investment Operations Senior Specialist

We are seeking an Investment Operations Specialist to join an Investment Operati...

Location

United States , Milwaukee

Salary:

Not provided

Tier4 Group

Expiration Date

Until further notice

Requirements

Bachelor’s degree in business, finance, accounting, real estate, management, information systems, or equivalent experience
Three or more years of related investment operations experience preferred
Experience supporting a variety of investment asset classes and transaction types
Prior experience with investment operations and/or accounting systems
Strong analytical and problem‑solving skills
Excellent verbal and written communication skills
High attention to detail and commitment to accuracy
Ability to work effectively as part of a team
Strong attention to detail
Ability to work under pressure and meet deadlines

Job Responsibility

Ensure accurate and efficient execution of transactions across public and private investment portfolios, including domestic and foreign securities, fixed income, equities, derivatives, private placements, real estate equity, and mortgage loans
Partner with bank representatives, brokers, traders, and front‑office teams to support timely and accurate trade settlement
Respond to inquiries related to investment holdings, transactions, and activity
Maintain and validate investment data for complex security types across multiple systems
Perform reconciliations and collaborate with internal business partners to resolve discrepancies
Ensure timely and accurate investment positions, commitment updates, and critical investment attributes
Investigate and resolve cash receivable and payable exceptions
Conduct in‑depth analysis related to investment holdings, trading activity, and investment initiatives as requested
Train and support new team members and serve as a subject‑matter resource for assigned investment types and procedures
Stay informed on industry trends and developments that impact investment operations and processing

What we offer

Competitive Rates
Benefits
free daily lunch when onsite

Loan Processor - Support Specialist

We are looking for a detail-oriented Loan Processor - Support specialist to our ...

Location

United States , La Grange

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Prior experience in loan administration, loan processing, mortgage lending, loan origination, or commercial lending support
Working knowledge of commercial loan due diligence, documentation review, and closing coordination
Strong analytical ability with excellent attention to detail and a consistent approach to problem-solving
Ability to manage competing priorities in a fast-paced, deadline-driven environment without sacrificing accuracy or service quality
Effective communication and relationship-building skills for working with internal teams, customers, lenders, and third-party partners
Proficiency in Microsoft Word and Excel, with the ability to learn new banking and workflow systems quickly
Basic understanding of accounting principles, including comfort with debit, credit, and general ledger-related activities

Job Responsibility

Initiate and monitor pre-closing due diligence by ordering and reviewing items such as organizational searches, title work, credit reports, flood certifications, lien and tax checks, corporate standing documents, and business reporting records
Maintain an active portfolio of loan files by updating tracking tools, organizing digital documentation, and ensuring records are properly stored across internal shared folders and cloud-based systems
Partner with lenders and title companies to coordinate commercial loan closings, confirming that title conditions and other required items are completed before funding
Review closing packages for completeness, finalize documentation prior to settlement, and submit loan booking requests once all required materials have been received
Prepare comprehensive loan files for closing and process wire request documentation in support of funding activities
Track reporting data related to organizational requirements and work closely with Loan Operations to support accurate loan reporting and system records
Follow monthly exception and tickler reports to pursue recorded documents, insurance or policy requirements, and any outstanding post-closing items in a timely manner
Oversee active pipelines for new loans, renewals, letters of credit, and filing continuations while coordinating updates with loan officers and lending partners
Respond to servicing and operational inquiries, resolve routine loan issues, and process both financial and non-financial loan maintenance requests, including debit and credit transactions with awareness of general ledger impact
Contribute to team collaboration through meetings, cross-training, and coverage support during high-volume periods while adhering to regulatory standards and internal banking policies

What we offer

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

Fulltime

Loan Processor - Support Specialist

We are looking for a highly organized Loan Processor - Support specialist to joi...

Location

United States , Sunnyvale

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least 2 years of experience processing residential mortgage or real estate loans
High school diploma or equivalent required
additional education in business, finance, or a related discipline is preferred
Working knowledge of mortgage lending practices and common loan programs, including conventional and government-backed products
Experience with loan origination platforms and strong proficiency in Microsoft Office or similar business software
Demonstrated ability to manage multiple files at once while maintaining accuracy, organization, and follow-through
Strong written and verbal communication skills for effective coordination with applicants and internal lending partners
Familiarity with loan administration, mortgage processing, mortgage closing, mortgage lending, and loan origination activities
Prior experience in a credit union or community bank environment is preferred

Job Responsibility

Manage residential real estate loan files from initial intake through final processing, making sure each application moves forward efficiently and accurately
Examine submitted applications and supporting records to confirm all required information is complete, consistent, and ready for underwriting review
Gather, validate, and organize key borrower and property documents such as income records, credit information, appraisals, and title-related materials
Enter and maintain loan data within origination and servicing systems with a high level of accuracy and attention to compliance requirements
Communicate proactively with loan officers, underwriters, and applicants to resolve outstanding conditions, clarify documentation needs, and prevent delays
Respond to borrower questions throughout the lending process with clear, attentive service that supports a positive customer experience
Review loan packages for quality and regulatory adherence, helping reduce documentation gaps, processing errors, and compliance risk
Monitor pipeline activity and prepare status updates or production reports for leadership, including turnaround times, pending files, and overall volume
Partner with the broader lending team to strengthen processing workflows and contribute to ongoing training and operational improvement efforts

What we offer

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

Fulltime

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Mortgage Loan Operations Specialist

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