CrawlJobs Logo
Robert Half Logo Robert Half · Real Estate

Senior Settlement Lead

United States, Scottsdale · Job Posted July 04, 2026
Apply Position
Job Link Share

Job Description

We are looking for an accomplished Senior Settlement Lead to support the closing of residential real estate transactions for a growing real estate investment and financing organization in Scottsdale, Arizona. This role is ideal for an experienced, detail-oriented individual who can manage escrow and closing activity with confidence, maintain accuracy across documentation, and help drive smooth transaction execution from start to finish. The position offers a primarily remote work arrangement with occasional in-office collaboration as business needs require.

Job Responsibility

  • Oversee residential escrow and settlement files through each stage of the closing process, ensuring deadlines, documentation, and disbursement requirements are met
  • Review purchase, refinance, and related transaction materials to confirm accuracy, completeness, and compliance before closing
  • Prepare, organize, and finalize closing packages, making sure all required documents are properly assembled and executed
  • Interpret and apply lender, title, and closing instructions to support timely and accurate settlements
  • Coordinate with internal teams, borrowers, investors, title partners, and other stakeholders to resolve issues that could delay closing
  • Monitor multiple transactions across jurisdictions while maintaining consistent service levels and strong attention to detail
  • Identify file discrepancies, missing information, or funding concerns early and take action to keep transactions moving forward
  • Support process improvements within settlement operations and assist with office-based collaboration when needed

Requirements

  • At least 10 years of hands-on experience managing residential real estate escrow, settlements, and closings
  • Strong working knowledge of residential transaction workflows, including closing documentation and escrow processing
  • Experience preparing and reviewing closing packages and applying detailed closing instructions accurately
  • Ability to handle transactions independently with a high degree of precision, organization, and accountability
  • Multi-state closing experience is strongly preferred
  • Clear communication skills and the ability to work effectively with cross-functional partners in a primarily remote environment

Nice to have

  • Multi-state closing experience
  • Ability to work effectively with cross-functional partners in a primarily remote environment

What we offer

  • Medical, vision, dental, and life and disability insurance
  • Company 401(k) plan
Robert Half - All Job Offers

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Suggested Tags: Frontend Developer Secretary Talent Manager Salesforce Administrator Data Analyst
Similar Jobs for

Senior Settlement Lead

8 matching positions

New

Client Servicing Solutions Lead - Senior Vice President

Citi's Investor Services Technology group is seeking an exceptional Software Eng...
Location
Location
United States , Jersey City; Tampa
Salary
Salary:
176720.00 - 265080.00 USD / Year
https://www.citi.com/ Logo
Citi
Expiration Date
July 06, 2026
Flip Icon
Requirements
Requirements
  • Advanced, daily usage of AI pair-programming tools (GitHub Copilot, Devin, Cursor, or equivalent) with demonstrated ability to use them to accelerate feature delivery without sacrificing code quality
  • Proficiency in prompt engineering for software development
  • Experience in validating and reviewing AI-generated code
  • Hands-on experience building LLM-powered product features (RAG pipelines, conversational search, document Q&A, or AI-assisted workflow interfaces using LangChain, LlamaIndex, or equivalent)
  • Ability to integrate LLM APIs (OpenAI, Anthropic Claude, AWS Bedrock) securely into production Java/Spring Boot services
  • Understanding of AI governance in regulated environments
  • Expert-level proficiency in Java and the Spring Boot ecosystem (including Spring Security, Spring Data, Spring WebFlux, and Spring Integration)
  • Strong frontend capability in React and TypeScript
  • Deep experience with event-driven architecture (Apache Kafka, schema registries, Avro serialization, consumer group management, and exactly-once delivery patterns)
  • Hands-on experience with BPM / workflow engines (including BPMN modelling, saga orchestration, and long-running process management)
Job Responsibility
Job Responsibility
  • Design, develop, test, and ship production-quality features across the ISW backend (Java/Spring Boot) and frontend (React/TypeScript)
  • Use AI pair-programming tools (GitHub Copilot, Cursor, Claude) as a first-class part of your daily workflow for code generation, test synthesis, refactoring, documentation, and API design acceleration
  • Apply deep Custody and Fund Services domain knowledge to translate business requirements into technically precise, implementation-ready specifications
  • Design and build complex, multi-step business workflows using event-driven patterns on Apache Kafka
  • Build AI-powered features directly into the ISW including LLM-driven intelligent assist for operations teams, NLP-powered search and query across IS data, and RAG-based knowledge tools
  • Design clean, versioned REST and GraphQL APIs
  • Elevate the engineering quality of the wider ISW team through rigorous code reviews, pairing sessions, architecture discussions, and knowledge sharing
  • Champion engineering excellence by writing comprehensive unit, integration, and contract tests
  • instrumenting observability with Open Telemetry
  • conducting chaos engineering experiments
What we offer
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
Read More
Arrow Right

Finance Accounting Senior Lead Analyst

The Finance Accounting Senior Manager is a strategic professional who stays abre...
Location
Location
India , Mumbai
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Certified Public Accountant (CPA) / Master in business administration (MBA)/ Chartered Accountant (CA) or equivalent combination of education
  • 6+ years of experience in accounting management with commensurate stakeholder management experience
  • Bachelor’s/University degree, Master’s degree preferred
Job Responsibility
Job Responsibility
  • Manage Specialty Partners Group (SPG) portfolio revenue share settlements according to contractual obligations
  • Provide governance and oversight accounting operations to ensure accurate reporting
  • Review and examine key controls for accounting processes across portfolio reporting
  • Focuses on the implementation of policies and procedures
  • Partner with key stakeholders including legal entity managers, , Balance Sheet control group (BSCG), Global process lead (GPL) & Global process owner (GPO) across multiple locations communicating progress on assigned process completion
  • Identify and appropriately highlight / escalate concerns to stakeholders such as Regional Balance Sheet control group / Global process lead (GPL) and Global process owner (GPO) and work with them for resolution
  • Applies in-depth understanding of concepts and procedures within own area and advanced knowledge of other areas to resolve issues that have impact beyond own area
  • Develop in depth understanding of processes that collectively integrate around business goals
  • Influence leadership across multiple functions for business solutions
  • Ensures essential procedures are followed and contributes to defining standards
  • Fulltime
Read More
Arrow Right

Risk Settlement Senior Consultant

As a Risk Settlement Senior Consultant you will be a key member in their 70-stro...
Location
Location
United Kingdom , Multiple UK locations
Salary
Salary:
Not provided
emerald-group.com Logo
The Emerald Group Ltd, Search and Selection
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Track record of delivery on settlement transactions
  • Wide industry experience coupled with sound technical capability
  • Strong communication and interpersonal skills
  • Able to encourage and develop colleagues, and work well within diverse teams
Job Responsibility
Job Responsibility
  • Senior support or lead transaction adviser on a range of settlement transactions across the pension risk transfer market (including buy-ins, buy-outs, wind-ups, longevity swaps, and consolidation/capital solutions)
  • Take responsibility for the running of transactions, ensuring they are completed on time and on budget and lead relationships with transaction stakeholders
  • Help advise clients on their strategic ‘Journey to Settlement’, including preparation for approaching the settlement market and feasibility
  • Create relationships with external stakeholders such as trustees, sponsors and other transaction advisers to help develop settlement opportunities
  • Fulltime
Read More
Arrow Right

Senior Operations Lead, Futures & Derivatives Clearing - Client Services

Futures & Derivatives Clearing (FDC) Markets Operations supports the firm’s clie...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 10-15 years of relevant client facing experience
  • Relevant experience across financial organizations i.e. Investment Banking / Investment Management / Hedge Fund
  • Strong product and operations experience across listed derivatives
  • futures, OTC Clearing, prime brokerage and FX PB
  • Client & Relationship focus, proven experience managing and expanding client relationships across financial services, specifically with institutional clients
  • Demonstrated ability to grasp client needs, proactively address issues, and provide top-tier service in a dynamic environment. Excellent communication and stakeholder management skills, including conducting client meetings and operational reviews.
  • Demonstrated ability to build strong working relationships with internal teams (Sales, Compliance, Operations, Technology) for a seamless client experience
  • Strong analytical and problem-solving skills, with the ability to analyze client data, identify trends, and develop solutions to improve operational efficiency and client experience.
  • Proficiency in using data analysis and AI tools and techniques.
  • Strong understanding of listed derivatives / OTC clearing / Futures, Prime and FXPB, including trading, operations, regulations, and industry best practices. In-depth post-trade operations knowledge (clearing, settlement, custody, corporate actions, deliveries, margins)
Job Responsibility
Job Responsibility
  • Manage, coach and motivate a direct team of 8 and several matrix reports
  • Lead the team to aspire to an excellent client experience and service delivery across operations, in line with Citi values
  • Develop strong client relationships by building trust through transparency and responsiveness
  • Contribute and lead Operations client related projects, provide feedback for all project related activities as directed and overlay the appropriate governance
  • Set client servicing best practices and roles & responsibilities across the region
  • Develop client metrics on service, manual touch points and automation opportunities
  • Track client issues, requirements and manage through regular forums and governance
  • Question the status quo and improve processes and productivity, be a process engineer
  • Be commercial
  • support the growth of the FDC client base and partner with the FDC Business groups
  • Fulltime
Read More
Arrow Right

Lead Java Platform Engineer (Payments Processing) - Senior Vice President

Location
Location
Canada , Mississauga
Salary
Salary:
145100.00 - 217700.00 USD / Year
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Java: Extensive hands-on experience in high-throughput, production-grade Java engineering, including JVM performance tuning
  • API Development: Hands-on experience building RESTful APIs with frameworks such as Spring MVC or Spring Boot
  • Microservices Architecture: Proven experience designing microservices ecosystems, including service decomposition, API design, inter-service communication, and cloud engineering
  • Event-Driven & Messaging Systems: Deep, hands-on expertise in Kafka, including topic design, partitioning, consumer groups, exactly-once semantics, and high-throughput stream processing
  • High-Performance Computing: Hands-on experience with profiling and optimization, including JVM tuning, garbage collection (GC) optimization, thread management, and memory profiling
  • High Availability & Fault Tolerance: Practical experience designing resilience patterns such as circuit breakers, bulkheads, failover, and disaster recovery
  • Databases: Hands-on expertise in Oracle (SQL) and Microsoft SQL for schema design, query optimization, and indexing, as well as MongoDB (NoSQL) for document modeling, aggregation pipelines, sharding, and replica sets
  • Cloud-Native Engineering: Hands-on experience with OpenShift/AWS, Kubernetes, and Docker for container orchestration, autoscaling, and cloud-native deployment
  • CI/CD & DevOps: Experience designing and owning CI/CD pipelines aligned with enterprise-level Engineering Excellence Standards. Experience with tools like Jenkins and Gradle/Maven
  • Observability: Hands-on experience with distributed tracing, intelligent alerting, and AI-driven observability using tools like Grafana
Job Responsibility
Job Responsibility
  • Actively code in Java developing reusable frameworks while performing system design, architecture reviews, and code reviews for the core cheque payment platform
  • Contribute to the design of distributed, fault-tolerant, real-time systems for high-volume, low-latency transaction processing
  • Write, review, and refactor production-grade code in Java setting a high technical standard for the team
  • Independently design event-driven, microservices-based architectures utilizing REST APIs, Java and React
  • Apply hands-on experience with Kafka, including message schema design, topic partitioning, consumer group strategies, and fault-tolerant processing
  • Design and govern data architecture across Oracle (SQL) and MongoDB (NoSQL), covering schema design, indexing strategies, query optimization, and data consistency patterns
  • Champion continuous development, feature flags, and progressive delivery, contributing to the design and optimization of CI/CD pipelines
  • Produce and review Architecture Decision Records (ADRs) and technical design documents for key platform components
  • Maintain and enforce engineering standards within the scrum team, including Test-Driven Development (TDD), reusable framework development, CI/CD, secure coding, and observability
  • Conduct code reviews for critical platform components, providing detailed technical feedback to enhance team quality and capacity, ensuring the development of scalable and reusable services
  • Fulltime
Read More
Arrow Right

Senior Product Leader - Loan Administration, Compliance, and Trade Settlement

The Product Leader - Loan Administration and Compliance will own the product str...
Location
Location
United States
Salary
Salary:
135000.00 - 170000.00 USD / Year
alterdomus.com Logo
Alter Domus
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 8–12+ years of experience in loan servicing, operations, credit risk, or product management within private credit or commercial lending, with 3–5+ years of direct product ownership of servicing, compliance, or loan administration capabilities
  • Expert understanding of credit agreements and loan mechanics, including rate structures (SOFR/Term SOFR, base rates, spreads), accrual methodologies, payment schedules, covenant frameworks, compliance testing protocols, and borrower communication requirements
  • Hands-on experience with loan servicing and administration systems (e.g., ACBS, Loan IQ, Allvue, WSO, Solvas, or similar platforms), including integration with portfolio management systems (PMS), order management systems (OMS), accounting platforms, and enterprise data warehouses
  • Proven track record of strategic build/buy/partner decision-making, including leading vendor evaluations, RFPs, commercial negotiations, contract management, and release governance across technology and data vendors
  • Demonstrated success growing a high-performing, action focused, and independent team to support the delivery of the product goals of the Private Credit line of business at scale
  • Proven track record delivering covenant automation, exception management workflows, and real-time alerting capabilities
  • strong grasp of policy enforcement, control frameworks, audit trail requirements, and regulatory documentation standards
  • Familiarity with regulatory expectations and compliance requirements, including KYC/AML data dependencies, regulatory reporting obligations, model documentation standards, and calculation transparency for audit and oversight purposes
  • Excellence in workflow design and data standardization, with demonstrated ability to define and implement standardized data models for loan terms, collateral tracking, and reference data that significantly reduce manual touchpoints and operational risk
  • Strong vendor governance and relationship management skills, including roadmap alignment, SLA negotiation and monitoring, user acceptance testing (UAT) oversight, and metrics-driven continuous improvement focused on breach detection lead time, rework reduction, and backlog aging management
Job Responsibility
Job Responsibility
  • Set the product strategy and multi-year roadmap for loan servicing capabilities, including loan onboarding, reference data management, covenant monitoring, compliance testing, rate resets, accruals, trade settlement, borrower notices, and communication workflows
  • Define and prioritize product features that enhance accuracy, speed, and scalability for covenant monitoring, compliance workflows, trade settlement process, exception management, and breach detection across diverse private credit portfolios
  • Drive integration with core systems, including portfolio management platforms, accounting systems, data warehouses, and client reporting tools
  • standardize data models for instrument terms, payment schedules, collateral tracking, and covenant structures
  • Partner with Technology and Operations teams to automate high-volume processes such as rate rolls, payment waterfalls and processing, trigger alerts, and covenant calculations, improving straight-through processing (STP), trade settlements, and identify areas to significantly reduce or eliminate manual intervention
  • Implement robust controls, audit trails, and governance frameworks for covenant calculation methodologies, policy adherence, and regulatory and credit risk oversight
  • own reporting and communication to risk and compliance stakeholders
  • Manage vendor relationships for servicing platforms, covenant monitoring tools, and data providers, including release testing, roadmap alignment, SLA management, and ongoing cost/benefit analysis
  • Establish and track product KPIs, including covenant breach detection lead time, exception backlog levels, rework rates, SLA compliance, and client inquiry volumes
  • drive operational excellence through root-cause analysis and continuous improvement initiatives
What we offer
What we offer
  • Support for professional accreditations
  • Flexible arrangements, generous holidays, plus an additional day off for your birthday
  • Continuous mentoring along your career progression
  • Active sports, events and social committees across our offices
  • 24/7 support available from our Employee Assistance Program
  • The opportunity to invest in our growth and success through our Employee Share Plan
  • Fulltime
Read More
Arrow Right
New

Senior Institutional Investment Operations Representative

About this role: Wells Fargo is seeking a Senior Institutional Investment Operat...
Location
Location
India , Hyderabad
Salary
Salary:
Not provided
https://www.wellsfargo.com/ Logo
Wells Fargo
Expiration Date
July 07, 2026
Flip Icon
Requirements
Requirements
  • 2+ years of Institutional Investment Operations support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • MBA or an advanced degree (or equivalent exp.)
  • Experience in Derivative Settlements domain which includes Pre-Confirmation, Post Confirmation, Reset advise and Clearing Settlements
  • Understanding about current Regulations and their impact on OTC market & settlements function
  • Ability to effectively communicate (written/verbal)
  • Ability to plan and organize workload within tight deadlines and meeting day-to-day objectives
  • Strong interpersonal and influencing skills, with the ability to build strong partnership with business stakeholders and other support functions
  • Strong knowledge of US, European and Asian market settlement processes
  • Willing to work in US shifts
Job Responsibility
Job Responsibility
  • Perform a variety of operational tasks for complex institutional trades or process extensive knowledge of systems
  • Provide ideas for improving or implementing processes
  • Perform moderately complex duties such as processing, researching inquires, and reconciling transactions
  • Review time sensitive documents
  • Provide training or work direction to less experienced staff
  • Support audit requirements within the process
  • Address compliance and corporate governance issues for the department
  • Lead or participate in projects
  • Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
  • Interact with internal and external customers as per prescribed process or procedure
  • Fulltime
!
Read More
Arrow Right
New

Institutional Investment Operations Senior Manager

Wells Fargo is seeking a Institutional Investment Operations Senior Manager
Location
Location
India , Bengaluru
Salary
Salary:
Not provided
https://www.wellsfargo.com/ Logo
Wells Fargo
Expiration Date
July 09, 2026
Flip Icon
Requirements
Requirements
  • 7+ years of Institutional Investment Operations 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
  • University degree/Post graduation in Business /Accounts/Economics/Stats
  • ~ 15-18 years of experience in the Investment Banking Operations
  • Strong expertise of Capital market Products, Functional understanding and working knowledge of Confirms and Settlements along with Middle Office
  • Good understanding Risk Management, RSCA and P&L
  • Ability to work in a fast paced environment and time constraints
  • Strong communication skills
  • People management experience of +15 years
Job Responsibility
Job Responsibility
  • Manage and develop teams of individual contributors and managers in roles with moderate complexity
  • Engage and influence peers, stakeholders, internal partners, external clients affected by its outcome
  • Support the lifecycle of Institutional trades while managing a larger group or multiple groups covering the following functions
  • client account onboarding, cash payments, customer service, funding operations, custodial operations, securities settlement services, structured loan operations, general ledger reconciliation, as well as, work to resolve confirmation and ISDA related issues
  • Identify and recommend opportunities for process improvement and risk control development
  • Collaborate with all business partners and various departments, create efficiencies and mitigate risk for team and organization
  • Resolve complex issues and processes within Institutional Investment Operations
  • Determine appropriate strategy to meet moderate to high risk deliverables
  • Interpret and develop policies and procedures for functions with moderate complexity within scope of responsibility
  • Collaborate and influence all levels of professionals including more experienced managers
  • Fulltime
!
Read More
Arrow Right