SBA Loan Closer/Servicer - To 85K - Dallas, TX - Job 3589

Job Title: Loan Officer – Builder Channel Specialist Company: New Home Mortgage (Powered by Rocket Pro + New Home Star) Job Type: Full-Time Location: Hybrid role; preference given to those residing in the Boise region. Industry: Mortgage Lending / Homebuilding / Financial Services 🚀 Tech-Driven. Builder-Fueled. Ready to Scale. New Home Star—America’s #1 private seller of new homes—has partnered with Rocket Pro, the nation’s most recognized lending platform, to launch New Home Mortgage. This isn’t just another lending company—it’s a bold move to redefine how new homes are financed. With exclusive access to top builders nationwide and Rocket Pro’s cutting-edge tech, we’re delivering speed, trust, and volume at a scale the industry hasn’t seen before. As a Loan Officer, you’ll hold the competitive edge others can’t touch. This is your once-in-a-career shot to join a category-defining company at the ground floor. We’re hiring now—and we’re being highly selective. Send your resume confidentially and let’s talk. 💼 What You’ll Do—and Why It Matters As a Loan Officer – Builder Channel Specialist, you won’t just originate—you’ll own relationships at the center of America’s fastest-growing homebuilding markets. You’ll work directly with first-class builders, supporting a steady stream of serious buyers backed by real contracts and real urgency. This is purchase-driven, volume-rich lending at the speed of Rocket Pro’s tech stack—no cold leads, no call center grind. Here’s what makes this role a career-defining opportunity: Exclusive Builder Access – Partner with elite builders delivering consistent, high-quality deal flow. Rocket-Powered Tech – Leverage best-in-class tools, turn times, and fulfillment to move with speed and precision. Real Volume. Real Buyers. – You’ll be embedded in active communities where buyers are ready and pipelines are full. National Expansion – We’re scaling fast across the country—you’ll be part of building the blueprint. Serious Growth, Serious Impact – Help shape a disruptive company, drive results, and grow your income and influence. This isn’t just another LO gig—it’s your chance to lead from the front in a platform built to win. 🎯 What We’re Looking For Licensed Loan Officer in the state of Idaho with a passion for purchase; multi-state licensing is a plus as we continue national expansion Builder lending experience is strongly preferred Experience working with new home sales associates and real estate agents Strong creative and builder financing skills—the ability to craft smart solutions that close Experience managing large backlogs and navigating high-volume, fast-moving pipelines Excellent customer service instincts with a relentless focus on speed and satisfaction Confidence, urgency, and elite-level communication Proven problem-solvers who thrive in dynamic environments Ability to travel quarterly (or more) to meet in person with sales teams and clients 💰 What You’ll Earn Consistent builder volume that keeps your pipeline full and deals flowing A competitive commission plan designed to scale with your production Robust benefits package including health, dental, and vision coverage, a 401(k) with company match, generous PTO, and additional perks. Take the Next Step! Apply now at www.newhomestar.com/careers Affiliated Company Disclosure This position is with New Home Mortgage, LLC, a separate legal entity with an affiliated business arrangement with New Home Star through ownership or financial interest. Although this job is being advertised on New Home Star’s recruiting platform and channels, employment will be directly with New Home Mortgage, LLC. All employment terms, policies, benefits, and hiring decisions are solely managed by New Home Mortgage. New Home Mortgage is an equal opportunity employer. Reasonable accommodations will be considered in accordance with applicable law. Applicants must be legally authorized to work in the U.S. at the time of application. Visa sponsorship is not available for this position. Employment is contingent upon a background check conducted in compliance with applicable federal, state, and local laws. #IND1

A small Los Altos company involved in real estate management, leasing, and development seeks an experienced onsite office manager and executive assistant. Candidates must have significant familiarity with corporate governance, including experience with legal contracts and financial accounting; and have exceptional communication and organizational skills. Duties include: working with property managers, contractors, insurance brokers, city officials, and lawyers to help manage day-to-day operations; preparing marketing and financial data; organizing and taking minutes for corporate meetings; managing computer and office equipment; answering phones; archiving and maintaining files; and providing support to co-workers. MS Office, Excel, and Google Workspace skills are essential. Strengths in finance, accounting, data analysis, and understanding legal contracts are strongly desired. Candidates must be proactive, detail-oriented, flexible, and comfortable working both independently and collaboratively in a small office setting. Hours are Monday thru Friday from 9am to 3pm. Ideal Candidate: Has a college degree Has at least 3-5 years of prior administrative experience Is proficient with MS Office, Excel, & Google Workspace Has strong financial literacy skills Is comfortable with legal contracts Has excellent written and communication skills Has exceptional organizational skills Is attentive to detail Works well independently and within a team environment Is willing to take on a variety of tasks Is proactive about managing the office and supporting co-workers Please send a Cover Letter and Resume that includes details of your educational background and work experience

About the Organization The Momentus Capital branded family of organizations - which includes Capital Impact Partners,  CDC Small Business Finance and Momentus Securities (an SEC-registered broker-dealer, MSRB-registered, FINRA/SIPC member) - are transforming how capital and investments flow into communities to provide people access to the capital and opportunities they deserve. We are working to reinvent traditional financial systems and advance locally-led solutions that create economic mobility and generational wealth. Through our continuum of financial, knowledge, and social capital, we offer a comprehensive package of loan products, impact investment opportunities, training and business advising programs, and technology solutions. Our holistic and streamlined approach offers comprehensive solutions for small business entrepreneurs, real estate developers, community-based organizations, and local leaders at every stage of growth, from inception to expansion. When these leaders have the opportunity to succeed, their communities, their residents – and our country – thrive.     POSITION SUMMARY:   The Loan Officer position is part of the Community Development Lending (CDL) team under Capital Impact Partners (CIP). While the position is remote, candidates residing in Los Angeles, CA or Oakland, CA are strongly preferred. This individual will contribute to projects nationwide, with a primary focus on transactions within CIP's Western region.   The ideal candidate is passionate about community and economic development, and impact investing.   The Loan Officer is responsible for originating and underwriting acquisition/predevelopment, construction, lines of credit, and term loans to support projects in Capital Impact’s key sectors: housing, healthcare, education, healthy food, aging, and cooperatives. The position also involves closing transactions that utilize New Markets Tax Credits (NMTCs).   In accordance with Capital Impact’s lending policies and procedures, the Loan Officer prepares and presents loan narratives and credit memos to the loan committee or other approved Momentus Loan Administration groups for closing. Additionally, they collaborate with the Momentus portfolio management team on ongoing asset management. The role also supports the achievement of lending work plan goals, markets Momentus products, and manages relationships with borrowers, lending partners, technical assistance providers, government agencies, and public officials.   REPORTING RELATIONSHIPS:  The Loan Officer reports to the Director, Western Region. The Loan Officer works closely with the Capital Deployment team, Business Development Officers, and Underwriters on loan closings. They also work with Underwriters and Portfolio Managers on asset management. The Loan Officer communicates regularly with borrowers, third-party lenders, attorneys, and other external stakeholders. Additionally, they attend loan committee meetings and represent Momentus/CIP to outside groups as needed.     ESSENTIAL RESPONSIBILITIES: Marketing/Business Development:   ·       Supports the team in developing the lending pipeline by: helping to screen inquiries for mission and strategic alignment, feasibility, and project readiness; identifying and responding to new business opportunities; and meeting regularly with current CIP clients, potential borrowers, and lending partners to discuss their development pipelines and credit needs. ·       Attends various industry and client functions, representing Momentus/CIP as a part of the client team.  ·       Maintains current knowledge of local, regional and national trends and conditions in the real estate development sector, including policy initiatives that will affect the underwriting, financing, and development processes. ·       Contributes to new product development including researching and analyzing market needs and analyzing credit risk of new product opportunities. Underwriting:    ·       Structures loans both to meet customers’ needs and to comply with internal guidelines based on extensive review and analysis of information gathered from the potential borrower and other sources and in consultation with the Head of Community Development Credit, the SVP of CDL, the Programs team, and other relevant Momentus/CIP staff. ·       Performs due diligence review and evaluation of loan requests, which sometimes include a grant component, including conducting site inspections, analyzing cash flow projections, reviewing appraisals, assessing entitlement status, reviewing environmental reports, understanding market and operating strategy for community facility projects, reviewing organizational capacity and leadership, and spreading/analyzing sponsor financial statements, etc. ·       In consultation with the Director, negotiates with borrowers on all aspects of loans, prepares a credit memo, and secures the appropriate level of approvals from internal staff and/or the appropriate loan committee with a recommendation for action. ·       Collaborates with co-lenders and third-party participants on co-lending and participations, respectively.  In these cases, the Loan Officer mediates between the borrower and co-lender or participant and negotiates all aspects of the loan in accordance with Capital Impact’s agreement with the third party.     Closing:    ·       Following financing approval, drafts an approval letter and coordinates loan documentation and work performed by attorneys and other Momentus/CIP staff.   ·       When a portion of CIP’s loan will be shared with another financial institution, coordinates the distribution of information needed for the other lender to underwrite, approve, and close the loan.  ·       Working in close collaboration with the assigned Underwriter, guides the transaction through closing. The Loan Officer is responsible for ensuring that the business terms of the transaction as reflected in the loan documents are consistent with the underwriting of the loan.  ·       With the Underwriter, develops and maintains files to ensure accuracy and completeness. ·       After loan closing, provides ongoing support to successful transition to the Portfolio Management Officer. ·       Coordinates closely with the applicable Underwriter and Portfolio Manager as part of the relationship management team for each client.     Other Responsibilities: ·       The Loan Officer must consistently provide excellent external relationship management and work closely with all internal lending and operations staff to ensure excellent customer service throughout the client’s relationship with Momentus/CIP.   ·       The Loan Officer must maintain knowledge of all products across Momentus Capital products and refer prospective clients and partners to other Momentus teams when applicable. Requirements ·       A degree in finance, real estate, urban planning, public policy, business administration, or a related field is preferred. However, education and experience are considered holistically. ·       Minimum of 2–3 years of lending experience. Community development lending or mission-driven work is preferred. ·       Experience in community development or real estate lending, including credit analysis, deal structuring, underwriting, and due diligence. Familiarity with loan documentation is required. ·       Familiarity with federal, state, and local development programs, including NMTCs and Community Development Financial Institutions (CDFIs), is a plus. ·       Proficiency in analyzing financials for nonprofit organizations and for-profit developers. ·       Strong communication skills, including public speaking. ·       Knowledge of community facilities is preferred. Knowledge of funding sources for charter schools and community facilities (e.g., childcare centers, health centers, food markets, shelters, and social services). ·       Experience managing multiple projects under tight deadlines and developing innovative products for diverse borrowers. ·       Self-motivated, dedicated, and flexible, with strong time management and collaboration skills. ·       Willingness to travel up to 20%. Benefits The salary range for this position is $92,660 - $123,701 and is eligible for an annual incentive.   This role is eligible to work remotely in California. All employees must be legally authorized to work in the United States. The Company will not sponsor applicants for work visas. EEO: Momentus Capital is an equal opportunity employer and is fully committed to providing employment for qualified individuals, free from discrimination on the basis of race, color, religion, sex, age, sexual orientation, gender identity, national origin, disability, marital status, pregnancy, childbirth or related medical conditions, or any other protected characteristic established by applicable law.  

Executive Operations & Finance Assistant (Full-Time – Hybrid, Burlingame, CA) We are a boutique cross-border business group with active operations in fine wines, private wine labels, and real estate development & management across Hong Kong and the United States. We are seeking a trustworthy, detail-driven, and bilingual Executive Operations & Finance Assistant to provide full-time support across both business and personal matters. This is a high-impact role with strong growth potential as the company expands. Key Responsibilities • Manage business and personal financial accounts (bank, credit cards, equity investments). • Oversee cash flow, ensure timely bill payments, and track financial obligations. • Prepare documentation and supply records to outside accountants for annual tax returns. • Monitor and reconcile accounts; assist with budgeting and reporting. • Support executive scheduling, travel arrangements, and calendar management. • Review and organize emails, correspondence, and files. • Conduct research, troubleshoot issues, and independently drive projects to completion. • Provide administrative and operational support to multiple business units, including wine e-commerce and real estate projects. Requirements • Bilingual proficiency in English and Chinese (written & spoken). • Strong numeracy and analytical skills; comfortable handling financial data. • Ability to work independently, prioritize tasks, and maintain confidentiality. • Excellent organizational and communication skills (verbal & written). • Proficiency with Microsoft Office (Excel, Outlook, Word); QuickBooks knowledge a plus. • A proactive, solution-oriented mindset with ownership of tasks and deadlines. Please email detailed resume with relevant work experiences and credential if interested.

Commercial Loan Review Officer – To $130K – Oklahoma City, OK – Job # 3499 Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. The Position Our bank client is seeking to fill a Commercial Loan Review Officer role in the Oklahoma City, OK area. The position is responsible for building and maintaining strong customer relationships.  Candidates must possess a high-level of personal accountability, strong credit knowledge, and analytical skills, and previous lending experience. The opportunity has a generous salary of up to $130K and a benefits package.  (This is not a remote position). Commercial Loan Review Officer responsibilities include: Developing and managing commercial loan accounts that meet established lending requirements and provide maximum profitability at minimum risk. Soliciting commercial clients; actively seeking and obtaining quality new business through client and prospect calls, referrals, and cross-selling efforts. Obtaining and maintaining COIs and attending various networking events in the assigned geographic area. Generating a wide variety of commercial and real estate loans. Contributing to deposit growth by cross-selling and promoting additional banking products Collecting and analyzing information that reflects the current creditworthiness of customers and the current merits of existing loans. Reviews and analyzes title reports or surveys to determine issues and any present or potential risks. Analyzing the applicant’s financial status, credit, and property evaluation to determine the feasibility of granting the loan or submitting an application to a credit analyst for verification and recommendation. Meeting with applicants to obtain information for loan applications and to answer questions about the process. Guiding loans through the approval and closing process. Explaining, promoting, cross-selling, or referring banks, insurance, and trust products or services. Representing the Bank in the community through professional and civic involvement is critically important to this role. Who Are You? You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: Applicants should have a bachelor’s degree in finance or related area   A minimum of 3-5 years of experience in a commercial lender role responsible for business development and  credit administration  Previous credit analyst experience preferred  Excellent communication and customer service skills are required   Proficient in PC usage and standard office applications (i.e. Microsoft Word, Excel & Outlook)   The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

WHISHA MISSION: Enhance and accelerate the transition of coffee from a commodity product to a specialty item. POSITION: Accounts Receivable / Collections Clerk JOB SUMMARY The Accounts Receivable Clerk will play a crucial role in managing and maintaining the company’s financial health by ensuring timely collection of receivables. This position requires a detail-oriented individual with excellent organizational and communication skills. The ideal candidate will be proficient in handling financial transactions, resolving billing issues, and maintaining accurate records. Whisha is not able to offer visa sponsorship at this moment. This position follows a hybrid model, requiring in-office presence in Greenbrae, CA, four days per week during the first 90 days of employment and training. After this period, additional remote flexibility may be offered at the manager’s discretion RESPONSIBILITIES ● Process incoming payments in compliance with financial policies and procedures. ● Perform day-to-day financial transactions, including verifying, classifying, computing, posting, and recording accounts receivables' data. ● Record remittances, bank deposits, credit memos on a daily basis. ● Reconcile the accounts receivable ledger to ensure that all payments are accounted for and properly posted. ● Verify discrepancies resolve clients’ billing issues. ● Facilitate collection payments due by sending bill reminders and contacting clients. ● Collaborate with other departments to ensure billing accuracy and resolve payment issues. REQUIRED SKILLS/ABILITIES ● Proven working experience as Accounts Receivable Clerk, Accounts Receivable Manager, or accountant. ● Solid understanding of basic accounting principles. ● Proven ability to calculate, post, and manage accounting figures and financial records. ● Data entry skills along with a knack for numbers. ● Hands-on experience in operating spreadsheets and accounting software (e.g., QuickBooks online). ● Proficiency in MS Office / Google sheets. ● Customer service orientation and negotiation skills. ● High degree of accuracy and attention to detail. ● BS degree in Finance, Accounting, or Business Administration preferred SCHEDULE – 9:00 am – 5:30 pm JOB TYPE – Full time LOCATION – Hybrid (Greenbrae, CA) REPORTING STRUCTURE – Reports to Financial Controller SALARY RANGE OF POSITION – $24-$26 per hour BENEFITS – Health, Dental, Vision; 401(k) Job Type: Full-time Benefits: 401(k) Dental insurance Health insurance Paid time off Vision insurance Education: Bachelor's (Required) Experience: Accounts payable: 2 years (Preferred) Ability to Commute: Greenbrae, CA 94904 (Required) Work Location: In person