Support Loan Officers throughout the loan lifecycle, from application through funding, by managing pipelines and coordinating with borrowers and Operations.
Prepare, deliver, and track required disclosures, review loan files for completeness, and identify missing conditions.
Help improve borrower experience through responsive, proactive communication and escalation of issues that could delay closing.
Truehold is one of the nation's leading real estate investment platforms with over 200 employees across 15+ markets, rapidly expanding its mortgage division. The company focuses on transforming investor and residential lending with an entrepreneurial team culture centered on speed, execution, and customer experience.
Oversee global financial close, including fixed assets, sales reporting, and reconciliations.
Ensure audit-ready records and maintain robust internal controls.
Lead and mentor finance team members while driving process improvements.
WNS, part of Capgemini, is an Agentic AI-powered leader in intelligent operations and transformation, serving over 700 clients across 10 industries. With more than 66,000 employees across 13 countries, they combine deep domain expertise with AI platforms to help businesses innovate and build resilience.
Execute and support daily trading activity across client portfolios and oversee investment operations for multiple vehicles.
Manage trade settlement, cash movements, account activity, and portfolio rebalancing with custodians and brokers.
Support operational due diligence, investor reporting, and partner with senior leadership on strategic initiatives.
Arootah partners with a confidential alternative investment manager to hire for this role. The firm is a lean, entrepreneurial investment firm where you'll help build scalable operational processes as it continues to grow.
Own the annual budgeting and forecasting cycles, working closely with functional leaders.
Manage bottoms-up planning across departments and provide managers with frequent feedback.
Build dashboards and monthly reporting packages for leadership and investors.
Reveal Technology is a startup that provides software tools and intelligence for field operations in remote, extreme environments, focusing on defense and security. The company is scaling its team and emphasizes a mission-driven culture serving modern warfare and national security needs.
Own the full FP&A function end-to-end, including monthly close, annual budget, and ad-hoc models.
Partner with department heads and exec team to drive strategic decisions.
Champion AI-enabled FP&A workflows to accelerate modeling and analysis.
9amHealth is an AI-enabled virtual specialty care platform focused on managing high-cost chronic conditions at scale. Founded in 2021 and backed by leading healthcare investors, the company has a small, flexible team with a collaborative learning mindset.
Create realistic, domain-specific tasks in Spanish/English reflecting Mexico-specific finance practices.
Adapt and apply clear scoring rubrics to evaluate AI-generated and human responses.
Review and score submissions for accuracy, regulatory alignment, and professional quality.
Lilt's mission is to make the world's information available to everyone, no matter the language they speak. As a global community of linguists and experts, they deliver multilingual AI and human-verified services to Enterprises, Governments, and AI Developers worldwide.
Lead underwriting strategy and execution, managing multiple teams to drive innovation and operational performance.
Oversee complex risk assessments and refine underwriting guidelines to improve efficiency and scalability.
Collaborate with product, engineering, and actuarial teams to enhance digital underwriting experiences.
Our partner is a digital life insurance company transforming access to financial protection through innovative, data-driven underwriting. They foster a collaborative, inclusive workplace focused on innovation and employee growth, with a distributed workforce.
Process and verify daily transactions across deposit, loan, and general ledger systems, ensuring accuracy before end-of-day cutoffs.
Originate, review, and release domestic and international wire transfers in accordance with Fedwire, SWIFT, dual-control, and OFAC/sanctions screening.
Identify and resolve transaction exceptions, maintain compliance with BSA/AML, OFAC, Regulation E, and NACHA rules.
LeafLink is the largest unified B2B cannabis platform, providing licensed cannabis businesses tools to manage operations, sell, or order from brands. Backed by leading VCs, they process over $5 billion in wholesale cannabis orders annually and have been recognized as a fast-growing private company and innovative workplace.
Own all corporate FP&A outputs, including the annual operating plan and financial review products for the CFO, ELT, and investors.
Manage the FP&A close calendar, team performance, and model integration with the Strategic Finance team.
Build trusted relationships across departments and present financial insights to C-suite and board-level audiences.
DoiT is a global technology company that combines data, technology, and human expertise to help customers solve complex multicloud problems and drive efficiency. With over 4,000 customers worldwide, we are an award-winning strategic partner of AWS, Google Cloud, and Microsoft Azure, fostering a culture of entrepreneurship and continuous learning.
Support financial oversight of clinical trials, including tracking study revenue, invoicing, and accounts receivable.
Administer RealTime CTMS for financial tracking, visit documentation, and payment reconciliation.
Develop and maintain protocol-specific source document templates to ensure accurate data capture and billing.
Gastro Health is one of the largest gastroenterology multi-specialty groups in the United States, with over 130 locations nationwide. The team is composed of gastroenterologists, pediatric gastroenterologists, colorectal surgeons, and allied health professionals committed to providing outstanding medical care and an exceptional healthcare experience.