Real Estate Lending Operations Specialist Job at Robert Half (Sunnyvale)

Legal Counsel - Banking (Lending & Bridge Real Estate Finance Transactions)

To provide legal support across lending and financing activities, including the ...

Location

United Kingdom , Manchester

Salary:

Not provided

Arrow Global Group

Expiration Date

Until further notice

Requirements

Qualified Solicitor (England & Wales or equivalent)
Experience advising on banking, finance, secured lending, specialist lending or related financing transactions
Experience drafting and negotiating finance documentation
Experience managing transactions from instruction through to completion
Experience working directly with clients and business stakeholders
Strong understanding of lending and finance transactions
Experience drafting and negotiating finance documentation
Understanding of secured lending structures
Strong drafting, negotiation and legal analysis skills
Ability to manage transactions independently while collaborating effectively with colleagues and stakeholders

Job Responsibility

Draft, review and negotiate facility agreements, security documents, guarantees, intercreditor documentation and other ancillary finance documentation
Advise on transaction structuring and legal risk allocation
Support transaction execution from instruction through to completion, including funding and drawdown arrangements
Advise on bridging and short-term lending products
Develop, review and maintain lending documentation and legal precedents
Work closely with Investment, Underwriting, Credit and Operational teams to facilitate transaction delivery
Provide practical, commercially focused legal advice to business stakeholders
Identify and manage legal and regulatory risks associated with lending transactions
Build and maintain effective working relationships with internal and external stakeholders
Support the ongoing development of legal processes, governance and best practice

What we offer

Inclusive workplace
Reasonable adjustments

Fulltime

Lending Specialist II

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

Location

United States , Morristown

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

High school diploma or equivalent required
3–5 years of experience in a Lending Assistant, Loan Processor, or similar loan administration role
Strong verbal and written communication skills with the ability to build effective working relationships across teams and with external contacts
Demonstrated ability to apply policies, procedures, and process controls consistently, even in challenging situations
Proficiency with Microsoft Office applications and comfort using banking platforms, core systems, and loan origination tools such as nCino
Strong organizational, data entry, customer service, and time management skills in a high-volume environment with firm deadlines
Ability to manage multiple tasks simultaneously while maintaining accuracy and attention to detail
Knowledge of commercial real estate and C&I loan documentation is preferred

Job Responsibility

Oversee the progression of lending transactions by working closely with Relationship Managers and coordinating next steps with internal teams to keep closings on schedule
Organize, examine, and track closing packages and supporting materials to confirm due diligence, insurance, compliance, and operational requirements are satisfied before funding
Support transaction execution by identifying issues early, escalating concerns when needed, and helping implement practical solutions that reduce risk and maintain control standards
Request and assemble outstanding file documentation and prepare supplementary materials required to complete loan packages accurately and efficiently
Collaborate with closing, servicing, and other operations partners to confirm loans are booked correctly, accruals are balanced, and daily cash activity is reflected appropriately
Monitor funding events at closing as well as post-closing loan activity, including advances, payments, and payoffs, to ensure all items are processed and recorded properly
Review loan documents thoroughly for completeness and accuracy and complete closing activities directly when required
Keep lenders and other stakeholders informed of any matters that may affect closing readiness or transaction completion timelines

What we offer

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

Fulltime

Relationship Director - Real Estate

Location

United Kingdom , Bristol; Cardiff

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs
Research and understanding of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations
Design of customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio
Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank
Provision of guidance to clients to support their financial decisions, risk management and wealth management strategies and updates on market trends to ensure a positive and continuous relationship
Assessment of financial, legal, and operational risks associated with client relationships, and implementation of measures to minimise potential losses
Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy
Monitoring of client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts
Execution of market research and analysis to support the identification of potential new opportunities, market trends, and customer needs, to develop strategies for business growth

Job Responsibility

Targeting new to bank clients and lending opportunities in the region alongside growing relationships with existing clients
Collaborate seamlessly with a diverse group of real estate specialist bankers together with teams in business development, real estate specialist lending, Credit Risk, Portfolio and Product
Be an ambassador for Barclays, facing off to key real estate sector professionals, investors, advisers and brokers, fostering strong relationships to generate new opportunities and business
Support a portfolio of real estate clients, driving growth, ensuring client satisfaction, and maintaining control over that portfolio
Play a crucial role in developing your colleagues by providing coaching, sharing industry insights, to ensure the highest standards of consistently excellent delivery

What we offer

Wellness rooms
Gyms
Mental health support
Welcoming and inclusive culture
Modern workspaces
Collaborative areas
State-of-the-art meeting rooms
On-site cafeterias
Fitness centers
Tech-equipped workstations

Fulltime

Loan Documentation Specialist I

We are looking for a detail-oriented Loan Documentation Specialist I to support ...

Location

United States , Wayne

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Demonstrated experience in loan documentation, loan administration, or commercial lending support within a banking or financial services environment
Strong knowledge of loan closing processes, collateral documentation, due diligence practices, and compliance-related controls
Ability to manage multiple transactions at once while maintaining accuracy, organization, and attention to deadlines
Experience coordinating with lenders, operations teams, legal counsel, title partners, and other external stakeholders throughout the closing process
Proficiency with Microsoft Excel and comfort working with tracking tools, operational systems, and document repositories
Familiarity with real estate lending support tasks, including tax monitoring, flood certifications, insurance follow-up, and lien-related filings
Solid reconciliation and cash activity experience, including deposit balancing, suspense account review, and exception management
Strong communication, customer service, and procedural discipline with a commitment to quality and timely execution

Job Responsibility

Oversee a high-volume pipeline of new and renewed loan transactions, keeping milestones on track and driving timely completion of closing requirements
Conduct thorough due diligence reviews to confirm approvals, supporting documents, collateral records, and closing conditions are complete and properly documented
Prepare and distribute loan documentation packages to lenders, operations teams, and customers, ensuring accuracy, completeness, and prompt turnaround
Coordinate closing-day activities, including funds flow preparation, booking details, and confirmation that all documentation and collateral protections are in place
Partner with relationship managers, legal counsel, operations staff, title companies, and participating banks to align stakeholders and support compliant loan closings
Order and track third-party items such as tax service and flood certifications, while monitoring property tax status and related delinquencies on real estate-secured loans
Interpret key loan terms and enter critical information into workflow and operational tracking tools to support accurate loan boarding and servicing
Manage post-closing and collateral-related tasks, including filing lien records, reviewing continuation or termination needs, submitting recordable documents, and maintaining secure document storage
Reconcile good-faith deposit and suspense accounts, monitor aged differences, verify vendor invoices, and maintain accurate exception tracking and reporting
Upload and index loan records in the bank’s centralized repository according to document control standards and established procedures

What we offer

medical
vision
dental
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

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

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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Real Estate Lending Operations Specialist

Job Description

Job Responsibility

Requirements

What we offer

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