Loan Servicing Specialist jobs in Union, NJ

Ready Capital offers a positive and diverse work culture incorporated with people who are passionate about their careers. We pride ourselves in being viewed as a premier place to work and encourage you to view our Senior Associate, Accountant opportunity. Summary of Essential Job Functions: * Review Request for Credit Approval, Write-up and Commitment Letter within 24 hours of receipt of legal file, conduct introductory call to borrower and prepare/send Closing Checklist detailing documentation required for loan closings. * Regularly liaise with federal and state regulators. * Follow up, review and approve all Closing checklist/borrower due diligence items required for loan closing. * Determine what is required to perfect security interest in collateral and decide when loan file is ready to close. * Analyze supporting documents provided by borrowers and third parties to determine if they meet RCL approvals/standards and make decision that loan is thoroughly documented in accordance with RCL and SBA policies and credit approval memorandums. * Ensure all required hazard, contents, liability and/or flood insurance coverage has been obtained on industry required forms naming RCL as mortgagee and/or loss payee. * Maintain excellent level of customer service by being responsive to calls and emails from borrower and inside staff regarding loans in process within 24 hours of receipt. * Order appropriate third-party searches (flood, good standing certificates, UCC, title, judgment and bankruptcy) for all borrowers/guarantors. * Compliant with RCL policies/procedures and have knowledge of SBA SOPs and regulations * Prepare and review all required SBA, legal and state specific documents required for loan closing. * Become an integral part of the SBA Closing Team. * Responsible for following updated SBA policy notifications when issued. * Master RCL's construction policy, follow guidelines in notifying SBA of any modifications to the construction project such as but not limited to extension of maturity date, increase or decrease to the loan amount. * Responsible for reviewing site inspection reports for accuracy and process of the project as well as relaying any unforeseen issues to credit and management * Manage productivity by ensuring proper communication with borrower, general contractor and vendors to limit 1 to 2 disbursements per month * Act as liaison between Legal Counsel, Escrow, Title, deal team and all interested parties to coordinate document preparation, loan signing, funding, and closing. * Review and approve closing settlement statements, escrow documentation, insurance, and outstanding loan conditions. * Prepare funding information sheets detailing wiring information and use of loan proceeds. * Coordinate with accounting to assure timely release of wires for loan fundings. * Prepare closing packages of documents and ensure legal file is in compliance with RCL policies before transferring for Compliance Review * Provide assistance with portfolio acquisition due diligence * Adhere to turn time requirements. * Additional duties as requested by Closing Manager. Primary Success Measurements: * Average of 2- 3 loans closed monthly or as modified by RCL management. * Average calendar days to fund from date processed loan received in Funding. * Percent of loans closed by contract closing date. * Overall file quality rating as determined by Closing Manager. * Quality control error percentage. * Customer Satisfaction Survey results. * Timing requirement on forwarding completed loan packages to Compliance Department. Significant Decisions and Recommendations: * Ability to make independent decisions on a daily basis relating to loan portfolio. * Upon receipt of a loan package, exercise discretion in reviewing, analyzing and determining closing requirements * Regularly exercise discretionary powers and independent judgment in decision-making in order to accurately complete all loan file due diligence. * Ability to independently determine what is required to perfect security interest in collateral and decide when loan file is ready to close. Education and Experience: * Bachelor's degree preferred. * Paralegal Certificate preferred. * Minimum of 2-5 years of commercial mortgage lending experience and/or relevant work experience in a functional role required or equivalent combination of education and experience. Knowledge and/or Skills: * Knowledge of the SBA SOP * Operate standard office equipment/computer. * Proficient in Microsoft Office Suite, working with Word and Excel or similar spreadsheet software. * Type accurately at a speed necessary to meet the requirements of the position. * Organize work, set priorities and exercise sound independent judgment within established guidelines. * Interpret, apply, explain and reach sound decisions. * Ability to maintain files and records. * Ability to prioritize and perform multiple tasks. * Ability to answer loan document related questions from borrowers and referral sources. * Excellent interpersonal skills. * Detail oriented. Language Skills: * Ability to read and comprehend instructions, short correspondence, and memos. * Ability to write basic routine reports and correspondence. * Ability to interact effectively with management, other employees, and customers as needed. * Diplomacy in dealing with internal and external clients. * Excellent communication skills. Mathematical Skills: * Basic credit skills required. * Ability to perform basic calculations such as to add, subtract, multiple, and divide. Reasoning Ability: * Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. * Ability review information and solve problems quickly. * Strong ability to manage time. * Achievement oriented, takes initiative, and ability to take direction. * Strong organizational skills. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. The employee is frequently required to stand and walk. The employee is occasionally required to reach with hands and arms; climb or balance and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. Work Environment The work environmental characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. The noise level in the work environment is moderately quiet. We thrive in an environment that encourages hard work while having fun! Salary Range: $105,000- $115,000 Actual compensation for this role will depend on several factors including the cost of living associated with your work location, your qualifications, skills, competencies, and relevant experience.

Description & Requirements Maximus is seeking a Remote Loan Servicing Specialist III to join our team. This position will support the Department of Education portfolio. Essential Duties and Responsibilities: - Works on assignments that are moderately difficult, requiring judgement in resolving issues. - Prepare account reconciliations and various analyses supporting month end/quarter end financials, and help to ensure the integrity of accounting/financial data. Additional Duties and Responsibilities: - Research accounts and answer customer questions in a clear, professional and grammatically correct response. Additional Requirements as per contract/client: - FSA, Department of Education experience preferred - Experience with account adjustments required - Experience with account reconciliations required - High School Diploma or GED required - Must reside in the U.S. - Experience with CLASS preferred - Must be a U.S. citizen. - Must be able to pass a criminal background check. - Must not be delinquent or in default on any federal student loans. - Employment and continued employment are contingent upon obtaining and maintaining a favorable clearance. Final suitability determination is the sole discretion of the Department of Education. - Obtaining and Maintaining a PIV-I card is a requirement of this position. PIV-I cards must be picked up in person. New and existing employees may need to travel via car, train, or plane to a designated location to pick up their new or replacement PIV-I card. Any travel expenses will be paid for by Maximus. Home Office Requirements: - Hardwired internet (ethernet) connection - Internet download speed of 25mbps or higher required (you can test this by going to (1) ****************** - Private work area and adequate power source Minimum Requirements - High School diploma or equivalent with Associates degree and/or 2-4 years of experience. - May have additional training or education in area of specialization. EEO Statement Maximus is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information and other legally protected characteristics. Pay Transparency For positions on this contract, Maximus will pay the prevailing wage rate for the location in which the employee is working, as determined by the Department of Labor. That wage rate will vary depending on locality. An applicant's salary history will not be used in determining compensation. Minimum Salary $ 20.48 Maximum Salary $ 29.85

Impact Assists in ensuring the Bank's loan servicing activities are conducted in full adherence to regulatory requirements. By minimizing risk and enhancing operational efficiency, this position supports the Bank's mission to provide excellent service to clients while maintaining regulatory compliance. Responsibilities Supports the planning, organizing, and oversight of all loan servicing activities, ensuring the accurate and timely processing of loan transactions and the maintenance of up-to-date records. Works closely with internal teams to guarantee the proper handling of loan accounts, data integrity, and customer service standards. Essential Functions * Process all paid loans and ensure accurate distribution of paid Commercial, Real Estate, and Consumer loans according to established Bank procedures, ensuring smooth transitions and proper record-keeping. * Prepare and generate payoff demand statements for loans, providing written payoff information in response to customer inquiries, while ensuring accuracy and compliance with contractual terms. * Maintain, manage, and track all pending and outstanding loan documents, resolving exceptions and ensuring that any missing or incorrect information is identified and corrected promptly. * Ensure all loan documentation is accurate, complete, and in compliance with internal and regulatory standards. Proactively address any discrepancies or missing information, and work to resolve these issues in a timely manner. * Collect and process monthly loan payments, accurately posting them to the correct accounts. Monitor account balances to ensure accuracy and compliance with loan terms. * Regularly monitor and track insurance coverage on collateral properties, ensuring adequate coverage is maintained. Address any lapses in coverage promptly and escalate issues as necessary. * Assist with escrow disbursements, including the collection and payment of taxes and insurance, as well as the management of escrow funds in compliance with loan agreements. * Set, verify, and update data in loan servicing systems, ensuring that all loan activity, history, payments, covenants, and other relevant information is accurately tracked and monitored. * Escalate any questionable transactions or recurring issues to the Loan Servicing Specialist II or Loan Servicing Supervisor, as applicable in a timely and clear manner, providing necessary details for resolution and follow-up. * Respond to customer and internal associate inquiries regarding loan servicing, providing accurate information and resolving any loan-related issues or concerns promptly and professionally. * Execute quality control measures to ensure loan servicing activities are performed in accordance with Bank policies and regulatory standards, minimizing errors and maintaining compliance. * Index and image loan documents as required, ensuring that all documents are accurately filed and stored in accordance with Bank procedures and regulations. Ancillary Functions 1. Assures adherence to Bank policies and procedures and federal and state regulatory requirements. 2. Provides cross-functional support to other areas of the department and the Bank where service or assistance is needed. 3. Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances. Mandatory Training Curricula Training is required of all Bank staff as related to regulatory mandated compliance topics and courses required for specific job functions. Career enhancement training courses are also available. Please refer to course catalog and management for details. Competencies (refer to Competencies Library) Skills * Clearly communicates in English; * proficient reading, writing, grammar, and mathematics skills; * moderate interpersonal relations and communicative skills; * moderate PC skills, including Microsoft Office software; * basic knowledge of loan servicing, processing and documentation principles. Physical Demands The physical and related demands described in this section are representative of those that must be met by an employee to successfully perform the essential functions of this job. This job is mostly sedentary in nature, but may occasionally involve lifting files and other materials that weigh up to 20 lbs. Employees in this job must be able to work in an office environment during regular business hours where they come into regular and frequent contact with internal and external customers and other members of the public. Therefore, employees in this position are expected to have consistently positive interactions with the public. Education/Training Associate's degree, or equivalent, in business or a related field. Experience A minimum of one (1) year related experience normally required. Salary Range $40,000 - $47,000 Ponce Bank participates in the E-Verify program.

Established in 1991, Collabera has been a leader in IT staffing for over 22 years and is one of the largest diversity IT staffing firms in the industry. As a half a billion dollar IT company, with more than 9,000 professionals across 30+ offices, Collabera offers comprehensive, cost-effective IT staffing & IT Services. We provide services to Fortune 500 and mid-size companies to meet their talent needs with high quality IT resources through Staff Augmentation, Global Talent Management, Value Added Services through CLASS (Competency Leveraged Advanced Staffing & Solutions) Permanent Placement Services and Vendor Management Programs. Collabera recognizes true potential of human capital and provides people the right opportunities for growth and professional excellence. Collabera offers a full range of benefits to its employees including paid vacations, holidays, personal days, Medical, Dental and Vision insurance, 401K retirement savings plan, Life Insurance, Disability Insurance. Job Description Contract Duration: 18 months Pay rate: 20/hr The Custom Residential Real Estate Fulfillment center provides support in the following key areas: 1st Mortgages, Modifications/Renewals, Adjustable Rate Mortgage Servicing, Construction Loan Servicing and Post Close Reviews. The Closing specialist coordinates preparation of loan closing packages, including issuance of funds, closing instructions, and insures the timely and accurate closing of 1st mortgage residential loan transactions, for our UHNW Clients. Closing Specialist is to prepare and review documentation in accordance with Bank policies and procedures, to facilitate closings with our Wealth Management Clients and to ensure lien perfection. Works on routine to highly complex documentation. Interfaces with company vendors, legal counsel, line partners and clients, to ensure world-class documentation and accuracy. Maintains primary responsibility for accuracy of documentation, timely delivery of documents and necessary research requirements to ensure documentation reflects the appropriate transactional information and elimination of controllable re-work. Qualifications Experience with Mortgage closing handled real estate loan documents Additional Information If you are interested, please feel free to contact me at: Laidiza Gumera ************

Northfield Bank is a full service bank with 38 branch locations throughout New Jersey; and Staten Island and Brooklyn, New York. With a history dating back to 1887, our growth continues through expansion of our presence in local communities and in our Product and Service offerings. Over 300 employees with diverse backgrounds and cultures have come together to make Northfield Bank what it is today. The Bank believes in providing all employees with the opportunity to reach their career potential and encourages advancement within the organization. For more information, please visit ******************* Job Title: SBA Loan Specialist Job Location: Rahway, NJ Job Status: Full-Time Job Summary Primarily will be responsible for supporting and coordinating all aspects of commercial and real estate loan closings and loan portfolio management. Daily responsibilities will include but not limited to supporting Relationship Managers, Portfolio Managers and Team Leaders for loans within the portfolio and new loan originations through loan inputs, payment processing, reviewing, scanning, and uploading flies at closing, maintaining loan pipeline and files, etc. Responsibilities Include: Process all new loan request (i.e. credit reports, flood searches, OFAC, Lexis-Nexis, tax searches, Relationship work ups, 4506T, UCC searches, municipal searches, collateral searches, other property searches and any additional reports related to loan requests) Enter loans into origination system Organizes, scans, and maintains all Loan files for Dept. throughout life of loan Contacts applicants to request any required outstanding documentation Orders all appraisals, environmental and engineer reports and monitors progress until completion Tracks all fees and good faith deposits collected Prepares documentation required to obtain commitment letters from Closing Dept., reviews commitments for accuracy, and monitors all stages until loan closes Coordinates closings with the attorneys and prepares final Bank paperwork for loan origination Verify that loan is input into Bank core processing system correctly Maintains all construction files and monitors builders risk insurance, permits and title continuations Orders all site inspections Prepare and submit invoices for processing Prepares all documentation for construction advances and line of credit advances and paydowns Assists Portfolio Manager with all Department Internal Reports including but not limited to past due reports, monthly loan trial balance, new loans closed, pay offs and deposit reports Follow-up with borrowers on post-closing loan undertakings and escrows Handles and services customers with any telephone inquiries regarding new and existing accounts (ACH payments, wire transfers, deposit and loan balances, releases, payoff letters, tax issues, insurance, etc.) Adheres to Bank policies and procedures Perform other duties as assigned Senior: An individual may be hired as or promoted to a Senior level based on their level of experience and expertise in the job responsibilities at the discretion of the hiring manager, executive sponsor and/or HR. (Senior) SBA Loan Specialist Job Summary: Primarily will be responsible for supporting and coordinating all aspects of SBA loan servicing. Daily responsibilities will include but not limited to the oversight and review of SBA loans, input or callback of loan servicing activities such as payment processing, reviewing, scanning, and uploading flies at closing, maintaining loan pipeline, reviewing and obtaining expired insurance, preparing files that have been paid in full, etc. Responsibilities Include: Process Loan payoffs and complete tasks on related checklists including but not limited to collateral release, member communication, and servicing Review various loan reports and related documentation on a daily, weekly, and monthly basis to ensure accuracy of information recorded in the core lending system. Responsible for accurate report retention Prepare loan documentation for audits, regulatory and other loan reviews Review, scan, and upload files at closing Maintain E-Tran procedures, perform service requests, and obtain authorizations Prepare files that have been paid in full Adheres to Bank policies and procedures Perform other duties as assigned Senior: An individual may be hired as or promoted to a Senior level based on their level of experience and expertise in the job responsibilities at the discretion of the hiring manager, executive sponsor and/or HR. Core Competencies : Productivity - Generates high levels of output. Consistently meets workload demands. Consistently meets deadlines. Efficient at multi-tasking and demonstrates organization skills. Strives for results and efficiency. Analytical Skills - Ability to take large volumes of data and then analyze trends and produce a result. Ability to breakdown complex problems into simpler, more manageable components. Ability to gather all information necessary to solve a problem, recognize underlying issues based on data and trends, and organize all relevant information to provide insight and ideas on how to draw appropriate conclusions that will help the solve problem. Accuracy - Ensures that work is complete and without error. Verifies information. Interpersonal Skills - Demonstrates behavior in alignment with our Code of Conduct. Possesses a positive attitude and enthusiasm towards customer interactions, job duties and work performance. Is approachable, warm, friendly and open-minded. Is capable of adjusting communication style to effectively interact with both internal and external client. Preferred: Professionalism - Sets a good example in every aspect of work performance including behavior, appearance and communications. Interacts with colleagues and customers in a courteous and respectful manner. Possesses high ethical standards and maintains confidentiality when needed. Exhibits a positive professional impression through appropriate business attire in compliance with the company dress code. Demonstrates ability to withstand pressure and to remain calm in crisis situations. Job Requirements : 3-5 years experience in SBA lending or related fields Excellent written and oral communications skills Ability to manage priorities and workflow Versatility, flexibility, and a willingness to work within constantly changing priorities Proficiency in Microsoft Office Suite Strong interpersonal skills Good judgement with the ability to make timely and sound decisions Ability to effectively present information and respond to questions **Northfield Bank is an Equal Employment Opportunity Employer M/F/Disability/Protected Veteran**

CLO Associate/Loan Closer Job Description-1-4 years Manage day to day activity of CLO warehouses. Communicate trade flow between fund managers and TRS provider. Communicate/fix discrepancies. Enter/close CLO warehouse trades in LIQ to track positions Interpret warehouse legal documents to properly track life cycle of warehouse Tie out warehouse economics with CLO fund managers. Ability to manage the trade portfolio, across multiple business lines, following all trades from Trade Date to Settlement whilst maintaining a clean open trade aging profile and driving reduced settlement times Ensuring all new trades and fund allocations are added and set up in our internal systems Drafting of Loan Trade Closing documentation - including Trade Confirmations, Transfer Documents, Pricing Letters (amongst others) when not closing via electronic platform Coordinating with Trader, sales and Legal (internal and external) on proposed changes to Trade documents Identifying and escalating issues to the front office traders/ sales, in-house legal counsel, compliance, and management when necessary Working directly with clients, internal partners and external Agents to resolve issues and ensure smooth closing of all trades. Prepare and review settlement calculations including delayed compensation, cost of carry and benefit of commitment reductions Co-ordination and timely solution of any post trade settlement cash queries with Internal and external Clients. Responsible for waiver and amendment monitoring for credits across portfolio and action them with internal stakeholders when necessary, including bankruptcy and restructurings Working on internal projects and initiatives designed to improve automation and strengthen the team's control environment across our global franchise. Assisting the Sales Desk on requests to onboard new Counterparties as needed when it is determined a new counterparty is being executed with. This includes confirming with Client and Account onboarding services that all relevant systems have been updated. Assisting the Trading Desk in coordinating between the various support teams to ensure that New Deals and Facilities are setup correctly and linked through the appropriate Identifiers. This includes ensuring the Trade Capture, internal Settlement Platform (LoanIQ), and Electronic Settlement Platform (Clearpar) are mapped correctly from the start. Create new shell deals/facilities in internal Settlement Platform (LoanIQ), when necessary. Managing exceptions that come out of daily system reconciliation that highlight where is there is discrepancy between internal systems and electronic settlement platform (Clearpar). This includes both Counterparty and Facility identifier exceptions that are required to maintain Straight Through Processing between Trade Capture and Settlement platforms. Assisting the Secondary Loan Closers as they identify or respond to discrepancies identified by Counterparties during the normal course of business as it relates to Counterparty and Facility Identifier mapping. This includes errors that need to be communicated to the Sales & Trading Desk, for their correction through a Cancel & Correct (CnC) or a static data issue that needs to be corrected through the relevant Client Onboarding/Security Master team. Skills Required Knowledge of Loan IQ, and ClearPar would be beneficial. Knowledge of information wall barriers preferred. Strong PC skills Excel, Word and PowerPoint Excellent oral and written communication skills Self-motivation with tangible examples of demonstrating drive and initiative Demonstrate they are a detail orientated individual that can multitask efficiently under pressure in a fast-paced environment Must be able to resolve issues daily Must have excellent client service skills with both internal and external clients humble and honest team player and a partner to all internal stakeholder across our global firm The salary range for this role is $100,000-$120,000.

: Processes 1st and 2nd mortgage loans in accordance with established policies and procedures and appropriate guidelines; provides strong oral and written communication and support to originators and customers Responsibilities Reviews loans in process daily with the ability to prioritize files according to the mortgage contingency dates and rate lock expiration dates. Performs a diligent and thorough review of income, credit and asset documents to determine eligibility. Initiates a welcome call and missing items letter within the designated Service Level Agreement (SLA) from receipt of the loan file. Completes applicable agency income calculation forms accurately. Orders services required for the loan process (i.e.: flood certification, appraisal, automated underwriting etc.) Provides follow-up on a consistent basis with originators, borrowers, the closing department and agents to complete processing. Responds to inquiries from originators, agents, the closing department and borrowers regarding status of loans in process. Maintains and accurate and complete continuing history of the loan file via conversation log entries. Re-discloses the loan in compliance with applicable changed circumstance. Gathers various documentation deemed necessary by underwriting and organizes / files appropriately for use by department. Sends necessary documents such as disclosures (in the case of home equity loan and home equity line of credit applications), revised disclosures, consumer explanation letters, commitment letters, and flood notices. Corresponds with the borrowers, loan officers, and underwriters to keep the process moving and resolve any outstanding issues. Maintains a complete paperless file through the loan origination software accurately. Maintains status of all files in process and updates as needed; keeps abreast of all FHA, VA, and conventional guidelines and changes that may affect loan status. Qualifications High school diploma or equivalent required, bachelor's preferred. Two to four years related experience or equivalent. Thorough working knowledge of real estate documentation, policies, compliance and procedures. High level of proficiency with mortgage loan processing and underwriting systems. Excellent written and oral communication skills MS Office Suite proficiency. Experience with Encompass preferred. Excellent customer service skills. WORKING CONDITIONS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Regular attendance and punctuality are essential functions of every job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is regularly required to sit, use hands and fingers, handle or feel objects, use tools or controls, reach with hands and arms, talk and/or hear. The employee frequently is required to stand and walk. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by the job include close vision, distance vision, peripheral vision, color vision, depth perception, and the ability to adjust focus. COMPENSATION: $55,000 TO $80,000 annually

How would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community? Provident is a successful and highly regarded multi-billion-dollar bank that continues to grow with branches in New Jersey, Eastern Pennsylvania and New York. Our longevity is a testament to our commitment to placing our employees, customers, and the communities we serve at the center of all we do. At Provident Bank, we are committed to enhancing our customer and employees' experience. POSITION OVERVIEW: Under close supervision, this position is responsible for performing high-level maintenance and departmental audit functions on commercial loans, commercial real estate loans, construction loans, ready reserve and small business loans. This position is considered at the senior level. Incumbent performs complex routine and non-routine duties of the job. Incumbent is expected to show initiative by training less experienced staff members or take on more challenging and/or complex assignments. KEY RESPONSIBILITIES: * Assists with managing various commercial loan servicing activities, including but not limited to application of funds, payment of real estate taxes and customer inquiries. Ensures that areas of responsibility meet required deadlines for both internal and external customers. Evaluates and resolves high priority or complex issues through communication and negotiation with customers. * Is responsible for setting up all borrower and financial information for entire portfolio of new loan closings on the appropriate Horizon and ACBS systems. Reads and interprets loan documents and approvals for verification of system accuracy. Tracks all future interest rate adjustments and verifies accuracy of system-generated letters for compliance with loan documents. Alerts management of any upcoming changes where may need special attention. * Processes all loan modifications, including extensions of maturity, interest rate adjustments, borrower transfers, etc on entire portfolio. Inputs and verifies that all modified data has been approved by Credit Committee and/or designated loan officer. * Administers real estate tax escrow disbursement report for prevention of negative escrow transactions for all loans. Directly contacts local municipalities as needed for clarification of amounts due and resolving any discrepancies regarding borrower real estate tax payments made by The Provident Bank. Responds to all borrower inquiries for reconciliation of escrow transactions. Re-analyzes escrow accounts where deficiencies are noted. * Handles entire monthly billing process, which includes assuring that all commercial account bills are generated and mailed to customers. Adheres to finest quality control standards. Contacts borrowers on returned mail items for address verification. * Processes all monetary transactions including, monthly payments, fees, payoffs, construction and commercial line/loan advances and pay-downs and performs any corrections and adjustments as warranted. * Trains new staff on Bank's policies and procedures needed to perform their respective job function. * Perform other duties as assigned by management. MINIMUM QUALIFICATIONS: * 5 - 7 years of related experience * High school diploma or GED * Interpretation of all loan documentation. * Ability to exchange information clearly and concisely and to present ideas and report facts. * Working knowledge of Horizon System, ACBS System, PC skills. * Ability to create Excel Spread Sheet and utilize formulas for creating bills and various reports. * Take ownership of workflow and resolve problems with minimal to no supervision. * Ability to multi-tasking is imperative. * Excellent communication and organizational skills. * Strong mathematical background required. WORKING CONDITIONS Work is typically performed in an office environment. Noise levels are usually moderate. * Prolonged sitting * Lifting from 5 to 10 lbs. (printer paper, storage boxes) * Occasional bending or overhead lifting (storing files or boxes) * The hazards are mainly those present in a normal office setting. This may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management. Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law. Pay Details: $22.26 - $27.79 hourly Please note, the base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs. This role is incentive eligible based upon company, business, and/or individual goal achievement and performance. Team members accrue paid time-off (PTO), receive Holiday (PTO) and are eligible to participate in the bank's Health and Wellness benefits including Medical, Dental and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan. In addition, the company provides Disability Insurance, an Employee Assistance Program, and Basic Life Insurance. Company sponsored Tuition Disbursement and Loan Repayment programs are also available. Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans.

Integrated Resources, Inc., is led by a seasoned team with combined decades in the industry. We deliver strategic workforce solutions that help you manage your talent and business more efficiently and effectively. Since launching in 1996, IRI has attracted, assembled and retained key employees who are experts in their fields. This has helped us expand into new sectors and steadily grow. Job Description This is a loan closing position responsible for coordinating document flow and loan closings for a growing portfolio of secured solar loans with a stable Fortune 500 utility company located in New Jersey. The successful candidate must be familiar with closing residential and commercial loans and must work well in a fast-paced environment. Key Duties · Communicate with loan customers as to closing procedures and answer customer generated questions and interact regularly with state agencies, legal department, and solar contractors. · Coordinate document flow and gather due diligence from closing attorney, borrowers and solar contractors · Review documentation received, solar technical data and site inspection reports for accuracy · Schedule loan closings with borrower · Calculate final loan amount based upon solar technical data and loan commitment amount. · Prepare funding information sheets detailing wiring information and disbursal of loan proceeds · Coordinate with Accounts Payable to process loan disbursals · Organize closing documentation, files and records Essential Qualifications: · Bachelor's degree or equivalent experience. · Minimum of 3 years of loan processing and/or loan closing experience · Knowledge of, or ability to learn quickly, the technical aspect of solar system production · Experience with records and file management · Strong computer skills; in-depth knowledge of MS Office (Word, Excel) and SharePoint Desired: · Basic knowledge of NJ SREC market · Previous experience working in the solar industry with familiarity with technical aspects of solar system generation Manager Must have · Documentation reading · Loan closing residential/commercial · SharePoint, power point, Excel preferred · Solar or utility exp preferred Qualifications Essential Qualifications: · Bachelor's degree or equivalent experience. · Minimum of 3 years of loan processing and/or loan closing experience · Solar or utility exp preferred Additional Information Kind Regards, Pramod Kumar Technical Recruiter Integrated Resources, Inc. DIRECT # - 732-844-8730

Financial Transactions Specialist Employment Classification: Non-Exempt Supervisor: Rebecca, Assistant Controller Introduction: Are you someone who excels in precision and organization? Join our dynamic team as a Financial Transactions Specialist where you will flourish with responsibilities that blend accounts management and offer a welcoming presence at our front desk. Your role will encompass a variety of tasks from processing customer invoices and handling accounts payable to offering stellar reception services. Showcase your extraordinary attention to detail and multitasking abilities in this hybrid position. Core Duties: Oversee daily customer billing; manage all related activities including input, coding, and problem resolution. Coordinate the process of incoming invoices, credit notes, and support the AP team. Investigate outstanding purchase orders and rectify associated documents. Support the end-to-end accounts payable cycle by checking approvals and data entries. Keep and maintain organized records for client and vendor documentation. Collaborate with various departments to ensure seamless workflow. Uphold company standards and policy regulations. Required Skills: Precision in financial calculations and documentation software such as MS Excel. Proficient multitasking with meticulous attention to detail. Strong organizational skills coupled with deadline management abilities. Excellent communication skills, verbal and written. Physical Requirements: This role demands regular use of arms and hands, with the ability to manage office equipment usage. Occasional movements such as standing, walking, and lifting objects up to 25 pounds are needed. Appropriate visual and hearing capabilities remain necessary. Note: This position description aims to outline key job components and is not exhaustive. Additional duties may arise as directed by supervisors. Required Proficiencies: Binding Experience Basic Computer Skills

The Foreclosure Specialist will be responsible for monitoring activities of foreclosure vendors relative to the accuracy and timeliness of residential mortgage loans within foreclosure in accordance with applicable Federal, state, and/or Investor requirements. Effectively collaborates and communicates with support groups within default, to ensure optimal resolution and/or outcome. Perform all duties in accordance with the company's policies and procedures, investor requirements and all US state and federal laws and regulations, wherein the company operates. What you'll do: • Maintains, reviews, follows-up and ensures timely and accurate completion of all regular scheduled steps including outstanding /late steps within the foreclosure tracking templates on a daily basis. • Effectively communicates with team, default support groups, clients, and investors during foreclosure proceedings • Obtains approval, and properly manages any outstanding or upcoming event/task. This includes but not limited to; completing steps within deadlines as well as accuracy of dates entered - for completion of event/task. • Proper management of Custodians during collateral order and/or document scanning and upload - upon receipt. • Communicates with assigned attorney/trustees via vendor tracking software - regarding delays and/or pending inquiries. • Utilizes all, applicable tools available to effectively manage pipeline, system of record, vendor tracking software- queue, as well as control reporting. • Provision timely and accurate figures, information, documents, or instructions to assigned attorney/trustee/vendor within SLA as outlined in foreclosure and/or default procedures. • Process all fee/cost/figure related inquiries within SLA; to ensure proper loan dispositioning, system coding, investor reporting and/or funds' processing. • Ensures all attorney fees/costs and foreclosure costs are within Investor, Fannie Mae, Freddie Mac, FHA, VA, or USDA allowable fees schedules. • Properly maintains system of record and/or vendor tracking software to ensure proper notification/reporting to Investor, Client, Borrower, State, or Federal/Government Agency during a foreclosure completion. • Ensures all foreclosure procedural documents are imaged timely. • Identifies "exception cases"/lien threats on daily basis including but not limited to; tax sales, drug seizures, and contested foreclosures. Notifies the manager and the investor/insurer as required. • Identifies complex/escalated matters, and notifies direct manager for guidance, as well as next steps for resolution. • Verifies taxes and insurance are maintained, as well as paid timely. • Documents all servicing activities, action taken, delays, follow-up, and phone conversations in the system notes. • Monitors vendor performance and properly notify Department Manager, Vendor Management, Oversight Management, or Client Management when performance issues occur (vendors inability/failure to comply with investor/insurer procedures and/or CMS requirements). • Reviews future and upcoming sales, no less than 5 days prior to scheduling of sale, to ensure all requirements are met. • Proper disposition and completion of a foreclosure sale, and follow up on sale proceeds within its respective judicial or non-judicial proceeding. • Transfers files for conveyance/claim filing and/or to REO within 24 hours after the foreclosure sale of completion of the Ratification, Confirmation or Redemption period. • Compiles, maintains, and ensures proper system coding for accurate and appropriate IRS 1099A/1099C (on foreclosed loan in the same month of sale completion). • Processes all, instructions for posting of funds within SLAs; ensures timely and accurate instruction if/when funds or proceeds are received. • Performs other duties and special projects as assigned. What you'll need: • High School Diploma or equivalent work experience; some college preferred. • One (1) year of Foreclosure experience or two (2) years' banking/mortgage experience • Notary Public or prior Paralegal experience preferred. • Understanding the foreclosure process and understanding the difference between Judicial and Non-Judicial proceedings. MISSION STATEMENT To be the #1 national provider of Probate and foreclosure information for the Investor Our researchers are at county courthouses throughout the USA on a daily basis. We examine the case files, while extracting pertinent information from them. We then combine the data with the county tax assessor's and property appraiser's office. This gives our clients a clear and concise view of the financial and physical description of the subject property. Our experts will know immediately if a case meets clients specific criteria. We do the consuming and labor intensive, yet crucial job of compiling data so that clients can focus on getting the deals.

We are looking for a highly skilled Mortgage Loan Processor with proven experience to join our team in Brooklyn. The ideal candidate will have a thorough understanding of mortgage loan processing, strong attention to detail, and the ability to manage multiple loan files efficiently. You will play a key role in ensuring the smooth and timely processing of mortgage loans while working closely with loan officers, underwriters, and clients. This is an excellent opportunity for a motivated individual to contribute to a dynamic and growing team. Responsibilities: Process mortgage loan applications from start to finish, ensuring accuracy and compliance with regulatory guidelines. Review and verify loan documents, including income, credit, appraisal, and title information. Communicate with clients, loan officers, and underwriters to facilitate smooth processing of loans. Ensure that all loan conditions are met and prepare files for closing. Maintain accurate records and update loan files in the system. Troubleshoot and resolve any issues or discrepancies that arise during the loan process. Qualifications: Proven experience as a Mortgage Loan Processor. Strong knowledge of mortgage loan guidelines, regulations, and processes. Excellent organizational skills and attention to detail. Strong communication and interpersonal skills. Ability to work effectively in a fast-paced environment and manage multiple loans simultaneously. Location: Brooklyn, NY Salary: $70k+ To apply or for more information, please email your resume to RLefkowitz@SwiftStaffingGroup.com with the subject line "Mortgage Loan Processor - Job #2568011." To get the "full list" of the current career opportunities, WhatsApp 732-800-7633 💰Refer a friend and get between $600-$1,500 referral bonus upon a successful hire💰

Job Description Who we are Tomo is an AI-powered mortgage bank on a mission to eliminate the greed and complexity in home lending. Our technology makes the process of buying a home faster, less frustrating, and way less expensive. By passing these savings directly to homebuyers, we eliminate the excessive fees and inflated rates that cost Americans billions each year. Tomo is backed by Progressive Insurance, Citi Ventures and other top-tier investors, on track to be one of the biggest lenders in America. We are intentional about who joins our rapidly growing team—we seek ambitious, team-oriented, and driven individuals who embrace the effort required to win. At Tomo, we seek teammates who have a pattern of success in their lives —whether demonstrated through work, academics, athletics, or personal endeavors. Tomowners lean into the company culture, are energized by our mission and want to have fun at work. The elevator pitch: Tomo is growing our mortgage operations team, and we're looking for our next GOAT! A Mortgage Loan Processor leverages established guidelines to ensure loan applications are thorough and accurate with supporting documentation. Our team's ultimate goal is to work closely and collaboratively to achieve on-time closings, while building a memorable experience for our customers. We are looking for resourceful Processors with proactive pipeline management skills and excellent intuition about customer needs. The ideal candidate for this role gets excited about moving quickly, using technology, innovating, and being around customer-centric teammates. You will have a powerful voice with our product development team - if you have long dreamed of fixing and modernizing an LOS then this will be a dream job. What You'll Do: Serve as the primary relationship manager and point of contact for the customer from when they enter processing to closing, keeping them informed and collaborating with other functions to make this happen Perform all processing, pre-underwriting, and pre-closing tasks required to proactively manage mortgage loan files from receipt in processing to final disposition Verify accuracy and adherence to investor guidelines of all documents required for a complete submission to underwriting (including appraisal and title) Collaborate with the agent to obtain necessary documentation (if needed) for approval and keep him or her informed of the status of the application Consistently meet target service level objectives including quality submissions to underwriting Coordinate closings with all parties and assist with post-closing follow-ups, as necessary Identify opportunities for process and product improvements and serve as a resource in the implementation of system enhancements When Closing Disclosure is sent to customer, offer option to review and answer questions What Makes You a Great Fit: Understanding of the mortgage lending process Ability to handle multiple purchase applications simultaneously in a fast paced environment - On time close is very important to us! Strong written and verbal communication with a phone-first mentality Strong performance in team environments A voice as to how we can improve our processes and tech Detail orientation with a strong focus on quality Superior customer centricity Preferred Qualifications: Bachelor's Degree 2+ years experience of mortgage loan processing specifically purchase transactions Byte Experience What's in It for You? Career growth: Multiple paths within Tomo, including elite operational roles Competitive compensation and benefits Equity ownership: All teammates receive stock options Coaching and mentorship: Build a foundation for a career in the mortgage industry Location This role will be based in our NYC office on a hybrid schedule: Mon-Wed on-site, and Thurs/Fri remote optional. Compensation The expected salary range for this position will target $65,000 base salary USD, with additional uncapped monthly bonus opportunities targeting approximately 17% of the base salary.

At R&J Capital we believe in serving customers with honesty, integrity and competence. We are a highly revered mortgage brokerage firm providing services in New York, New Jersey, Florida, Connecticut, Pennsylvania, North Carolina, Texas, Maryland, California, Colorado & Indiana and continuing to expand. Join us and work for a company that is focused on success, growth and out of the box solutions. Skills & Experience Skills Three year's relevant mortgage processing or underwriting experience Experience with mortgage loan software programs Verbal and written communication skills Good interpersonal and customer service skills Time-management and organization skills Ability to meet strict deadlines Ability to explain technical concepts in simple terms Ability to work in a fast-paced environment Willingness to learn new concepts to grow and advance Experience Responsibilities Monitor and manage large pipeline to ensure timely funding of loans Evaluate and assess residential mortgage loan applications as assigned Perform a preliminary review of each application for compliance and completeness Run DU or LP underwriting engine as appropriate. Compare findings with loan file documentation and collect additional documentation as needed Maintain contact and support between the Loan Originator and all other departments of the company throughout the process of the loan, which may include Sales, Underwriting, Compliance, and Funding Identify any change of circumstance and prepare and deliver any required disclosures Evaluate risk of residential mortgage loan applications based on company guidelines Image and accurately organize all file documentation to comply with company and industry standards Prepare and submit completed loan files to lender's underwriting for decision based on mandated quality control guidelines and regulatory compliance Resubmit loan files to obtain clear to close status and collect prior to closing documents Be able to self-prioritize and manage large pipeline and exhibit high organization skills Provide a high level of customer service to internal and external customers Update loan milestones within one business day of the event Other duties as assigned This is a fulltime position Hiring Insights job activity Posted 30+ days ago R & J Capital Group

We are looking for a Bilingual (English/Spanish) Mortgage Loan Processor. The loan processor works closely with the borrower, loan originator and underwriter to ensure all files are accurate and up to date. The loan processor communicates this information to all parties involved. Processes all document received for each file in order to verify the accuracy and completion of each document. Acts as a liaison for the borrower, underwriter, loan originator and lender. Prepares fund request documents for wiring funds to the closing, commitment letters, denial letters and cancels files when appropriate. Is responsible for providing customers updated and periodic information regarding their loan application. Serves as the initial contact person for the loan program and is expected to answer all calls and emails in a quick and timely manner. Must collect all required documentation for the applicant(s) and make follow up phone calls or emails to acquire any missing information. Must maintain and update files, databases and records to keep all information up to date. Ensures that files meet company compliance standards and are complete. Ensures customer privacy and keeping non-public personal information private and secure as well as keeping company confidential information confidential. Is able to efficiently generate reports on any given file. Qualifications Prior experience in a loan office environment. MicroSoft Office skills.

CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture. A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down. CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program. Position Overview: The Loan Processor is responsible for providing quality customer service by obtaining necessary documentation to underwrite the loan and orders third party documentation by communicating directly with the customer and/or Loan Officer. The Loan Processor provides proper disclosures when required by applicable local, state, and federal regulations. This position operates within Eastern Standard Time Zone working hours to support the East Coast region. Job Responsibilities: Perform a thorough review and analysis of borrower's credit, employment, income, and assets as required by the loan program before submitting to underwriting. Assemble the complete loan package in proper order for underwriting. Verify all required documentation (pre-underwrite) in the file. Complete the required loan checklist. Verify that an application is complete and accurate; identify any potential issues that may arise in underwriting. Prepare a loan approval summary, Forms 1008 and 1003, and ensure the accuracy of all the information printed on the documents; communicate directly with the Loan Originator, customer, and Underwriter to obtain initial and any missing documentation required to qualify for the loan. Review loans for compliance with all mortgage-related regulations (RESPA, TIL, HMDA, Reg. B, etc.) and prepare required disclosures. Communicate with various companies to obtain Property Survey, Flood Certificate, Title Commitment, and payoff information. Verify that vendor orders are complete, invoices are received and in the applicant's E-file. Manage pipeline by completing and submitting reports within allotted turn-around times. Assist set-up of loans. Document all communication related to the loan application in the conversation log. Train and assist supervision of new Loan Processors and other processing personnel. Assist closing, secondary marketing, and loan servicing to obtain and clear outstanding suspense items from CrossCountry Mortgage investors. Available to work varying hours and overtime if needed. Qualifications and Skills: High School Diploma or equivalent. Minimum of 5 years' residential mortgage processing experience. Experience with Encompass. Working knowledge of RESPA regulations and general knowledge of all mortgage and consumer lending regulations, including but not limited to Regulation Z and Regulation B requirements, and loan documents, preferred. Experience with SONYMA loans, preferred. Knowledge of DU, LP, Microsoft Office, and Windows. Excellent math and analytical skills. Excellent communication skills. Excellent prioritization and time management skills. This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position. Pay Range: Hourly Rate: $28.00 - $30.00 This position is bonus plan eligible The posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth within the position. CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: ********************************** California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants. CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion. CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************

The candidate should be someone that has experience, is resourceful and has a good work ethic. . Responsibilities include: preparing the loan documents for the mortgage broker.

The $13 trillion mortgage industry at the core of the American economy runs on broken assembly lines with human-powered workflows, stitched-together software, and a series of capital markets intermediates. The costs to originate are at an all time high despite foundational shifts in technology. Pylon is rewiring mortgages from the ground up. We are building the only API-first, programmatic infrastructure that fully automates credit, compliance, capital, and operations. For the first time, originators can build and scale mortgage businesses entirely through software, not people. Our team comes from Stripe, Better, and Affirm, and we are backed by Conversion Capital, QED, Citi, Fifth Wall, Peter Thiel, and the founders of Ramp, Mercury, Blend, and others About The Role We're seeking an entrepreneurial Client Success Specialist. This role involves hands-on management of our originating customers as well as cross collaboration with internal partners to ensure efficient, compliant loan originations. This will be achieved whilst enhancing systems and workflows for high-quality, scalable operations. You will help shape our platform's future by maintaining and nurturing excellent relationships with our customers We are not a traditional mortgage lender. If you're ready to take on a challenging yet highly rewarding role, and are excited about building flexible automated systems with rigorous oversight that can scale, this opportunity is for you. Key Responsibilities: * Customer Assistance: Respond to inbound customer inquiries via phone, email, and chat, addressing questions related to mortgage loans, applications, payments, refinancing, and more. * Problem Solving: Diagnose and resolve customer issues, providing clear, accurate information, and escalate more complex issues when necessary. * Documentation: Maintain detailed records of customer interactions and transactions, ensuring all inquiries are documented and follow-up actions are completed. * Loan Process Guidance: Provide step-by-step assistance to customers throughout the mortgage application and approval process, including document submission and loan status updates. * Cross-Team Collaboration: Work closely with underwriting, processing, and external loan officers to resolve customer queries and ensure timely updates. * Compliance Adherence: Stay up-to-date with mortgage industry regulations and company policies to ensure compliance in all customer interactions. * Proactive Outreach: Identify opportunities to enhance customer satisfaction through proactive communication, including follow-up on pending loan statuses and other inquiries. * Feedback Collection and Testing: Gather customer feedback and provide insights to the management team to improve processes, customer experience, and service offerings. Qualifications: * Experience: 2-5 years of experience as a Loan Officer, Loan Processor or customer support, preferably in the mortgage industry. * Mortgage Knowledge: Understanding of mortgage processes, terminology, and regulations (e.g. underwriting guidelines, TRID timelines, third party services, etc.). * Communication Skills: Excellent verbal and written communication skills, with the ability to explain complex concepts clearly and concisely. Strong empathy, patience, and a customer-first attitude to build rapport and trust with clients. * Problem-Solving: Strong analytical and problem-solving skills, with the ability to think quickly and handle challenges in a calm, professional manner. * Attention to Detail: High level of accuracy and attention to detail in handling customer inquiries and documentation. * Multitasking: Ability to handle multiple customer inquiries simultaneously and prioritize effectively in a fast-paced environment. Benefits * Ownership: Meaningful early-stage equity in Pylon. * Healthcare: Top-tier medical, vision & dental with support for dependents. * 401(k): Ability to save for your future. * Flexible Time Off: Be on when you're on and off when you're off. * Hardware Allowance: $2,000 to fix up your workspace. * Annual Off-sites: Fully paid for team off-sites in beautiful corners of the world. * At-cost Mortgages: We'll help you finance your next home when you're ready

Guggenheim is seeking a Senior Operations Associate to join the Private Fund and CLO Operations team. This individual will be responsible for the modeling and ongoing maintenance of CLOs and Private Funds. The position requires close interaction with various parties including traders, client service support, custodian/trustee banks, fund administrators, legal counsel and credit analysts. This role will involve working in a dynamic team environment, presents opportunities to further develop bank loan industry knowledge, and supports the Private Fund and CLO Operation team's objectives and initiatives. Responsibilities Key Responsibilities * Develop and maintain CLO model that provides testing guidelines including overcollateralization, interest coverage and collateral quality tests specified in Indentures by use of proprietary models * Run pre-trade testing for proposed trades utilizing the CLO models and approve trades in front office system * Review and tie-out extensive data for trustee monthly and quarterly payment reports * Advise Finance of any management fees or reimbursable expenses that are expected with support such as management fee accrual calculations or invoices * Provide weekly CLO snapshot which includes KPI, positions summary, proforma quarterly distribution, redemption analysis, and transactions to portfolio managers and trade desk * Assist manager with data collection for any ad hoc requests related to due diligence/RFP, audit, revenue and fee analysis * Maintain borrowing base files for leverage facilities and facilitate any fundings or paydowns on the leverage as directed by portfolio management * Refresh monthly private funds team metrics and quarterly QPR. * Provide necessary information needed to produce 1099-MISC by compiling vendor payments and tax IDs for tax reporting on annual basis * General fund oversight which includes monitor and maintain covenants of CLOs and leverage facilities * Calculate and signoff on waterfall calculations relating to Risk Retention vehicles Qualifications Preferred Qualifications * At least three years of CLO-related and/or structured product experience * Knowledge of Wall Street Office, Aladdin, and Bloomberg * Strong analytical skills including ability to analyze and manage large sets of interconnected data and information * Ability to design, document and assist in implementing processes * Organized, detail-oriented and extremely thorough with strong problem-solving skills and demonstrated ability to take initiative * Operational knowledge of both broadly syndicated and Middle Market CLO structures, leverage facilities, warehouses, and other structured products * Ability to navigate legal documents such as Indentures, Credit Agreements, Loan Servicing Agreements, Collateral Management Agreements, etc. Basic Qualifications * Undergraduate degree with at least 5 years of relevant work experience in investment management or financial services environment * Proficient in the use of Microsoft Office Suite, specifically Excel * Must be able to multi-task in a fast paced and challenging environment Salary Range Annual base salary between $105,000.00-$120,000.00 The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.