Role family
Loan Operations and Servicing Recruiters
No postings. No stacks of resumes. No chasing. You interview a short list.
Financial Headhunters: Hire individuals who already know your software and documentation workflow to reduce the training period.
This is what we do all day: recruit accounting, finance, banking and insurance professionals.
No upfront fee. You pay only if you hire.
Need someone now? Call 305-306-4829.
We offer a candidate replacement guarantee on standard search agreements. The applicable period and exact terms are set out in the signed client recruiting agreement.
- Controller
- CFO
- VP Finance
- FP&A Director
- Accounting Manager
- Director of Accounting
- Assistant Controller
- Tax Director
- Treasury Manager
- Internal Audit Director
- Senior Accountant
- Financial Analyst
- Head of Financial Reporting
- Commercial Lender
- Chief Credit Officer
- Business Systems Finance Lead
- No upfront fee
- Pay only if you hire
- Accounting, finance, banking and insurance
- We reach people who aren’t on job boards
- Replacement terms on standard searches
How long did your last search take?
How much did the empty seat cost while you waited?
Every week a finance seat stays empty costs you in overtime, late closes and work that waits. We go straight to people already doing the job.
Every title in this family
Commercial Loan Assistant
Loan Documentation and Closing Specialist (commercial loan closer)
Consumer Loan Closer
SBA Loan Processor and Closer
Loan Operations Specialist (boarding and credit administration)
Loan Servicing Specialist
Consumer Loan Underwriter (indirect auto, personal, home equity)
Consumer Loan Officer
Loan Collector (consumer and small business)
Escrow Analyst (mortgage servicing)
Loss Mitigation Specialist
Senior Loan Operations Specialist
Senior Loan Servicing Specialist
01
What does this hire really come down to?
Your loan operations output suffers when staff cannot identify missing UCC filings or errors in SBA authorizations. A hire who treats file documentation as a risk control measure protects your team from audit findings. We prioritize candidates who identify data discrepancies before they reach the general ledger.
System knowledge determines whether a person requires three months or three days to begin processing files. We verify if they have used your core software for daily tasks like boarding or tickler management. This removes the need for basic software instruction.
You need a person who manages the handoff from approval to servicing. We look for individuals who maintain policy discipline while handling daily pipeline volume. We vet their ability to balance data accuracy, risk compliance, and throughput.
02
What do we check before you see anyone?
- 01Software practiceWe check that they have performed live data entry and reporting in your exact system rather than similar ones.
- 02Collateral accuracyWe ask for specific examples of how they verified lien documentation and what they do when they find a defect.
- 03Rule applicationWe ask them to apply current lending regulations to a specific file to see if they follow the logic or just the checklist.
- 04Asset varietyWe confirm they have worked with your specific product types like commercial real estate or government-guaranteed loans.
- 05Task prioritizationWe ask how they manage a backlog when multiple closing requests arrive at the same time.
- 06Workflow historyWe ask them to explain how a mistake in loan boarding causes issues during covenant tracking or month-end reporting.
03
Where do we find them?
We contact individuals at regional banks and credit unions that use your core systems and manage similar asset volumes. These candidates already face the same reporting requirements and file complexity as your team.
We approach people currently closing and servicing commercial loans. A candidate may change jobs if their current employer lacks standard procedures or if their role has been narrowed to data entry only. We explain your operational challenges to see if their specific system knowledge solves your current bottleneck.
We search at smaller financial institutions where loan documentation tasks overlap across departments because these workers handle the full lifecycle from boarding to month-end reporting. These candidates perform every step of the process themselves. How do they handle a discrepancy in a collateral file, and can they provide examples of how they resolved a defect independently? We ask them how they correct a discrepancy in a collateral file once they find it. An answer indicating they fix the underlying data error immediately shows they have the autonomy you need. If they instead describe waiting for a supervisor to verify the change, they likely lack the independent decision-making habit your team requires for managing high volume pipeline flow.
Many candidates consider a move when their current institution restricts them to a single software module or a narrow slice of the loan process. We focus on people tired of having their tasks limited by rigid system configurations that prevent them from understanding the full credit file. We ask them what parts of the loan boarding process they feel are most prone to error and why those failures occur in their current workflow. A clear response detailing specific documentation lapses reveals they track the ripple effect of their work. If they cannot identify these points, they focus on repetitive input rather than the risk control outcomes your operations team demands.
04
Which hiring mistakes should you watch for?
- 01Hiring a candidate who knows the banking industry but has never used your specific core platform.
- 02Choosing a person based on a senior job title who lacks evidence of performing daily loan closing or servicing tasks.
- 03Assuming a candidate from a massive, fragmented institution will work effectively in a lean, multi-function team.
05
The search in three steps
- 01TargetingWe find staff at companies using your current software and loan products.
- 02VerificationWe interview prospects to confirm they perform the exact tasks you need completed daily.
- 03DeliveryWe provide candidates who understand your documentation requirements and are ready to process files.
How your search runs
How does The Six-Step Search work?
One sequence, from a well-defined seat to a shortlist you can judge.
Search Calibration
We start with a call about the seat, the books, the owners and the people the hire will work with. We learn what the role must fix in the first year and what would make a candidate wrong even if the resume looks right.
You get: A written search brief: scope, must-haves, deal-breakers and the pay range, agreed with you.
Market Mapping
We map the companies and institutions where the right people already work: similar size, similar ownership, similar complexity, in your market and in others.
You get: The target list of companies and institutions we will search, reviewed with you before outreach.
Professional Contact Intelligence
We find direct ways to reach the people on the map. Most are employed and not reading job boards, so reaching them takes real research.
You get: Direct routes to people who are not on job boards, researched for your search.
Persistent Personalized Outreach
We call and write to people individually and follow up. Interest varies, so we discuss the actual opportunity rather than promising a particular response.
You get: One-to-one conversations about your actual role, followed up, never a mass email blast.
Live Candidate Qualification
We speak with every candidate before you do. We check scope, systems, reporting lines, compensation expectations, location and why they would move.
You get: Only candidates we have spoken with, checked on scope, systems, pay, location and motive.
Candidate Intelligence and Process Support
You receive a short written brief on each finalist covering what they have done, where they are thin and what they want. Then we help with interviews, references and the offer.
You get: A short written brief on each finalist, plus help with interviews, references, counteroffer risk and the offer.
Questions people ask
How quickly can we see a list of qualified prospects?
We provide a list once we verify the candidate understands your core software. We prioritize individuals who have performed the exact tasks you require.
How do you assess if a candidate has solved problems similar to our current loan operations issues?
We ask them to describe how they handled specific collateral errors or software bugs in their previous role. We confirm their past solutions match the technical constraints you face.
What is your process for handling a counteroffer situation?
We ask candidates why they are looking to leave their current role before we introduce them. We determine if their motivation is based on long-term process growth rather than a one-time pay bump.
Can you confirm that our identity will not be shared until the right time?
We keep your name private until you authorize an interview. We discuss your technical needs with candidates to gauge interest without revealing your institution name.
What is the fee for our engagement?
We only charge a fee if you decide to hire a candidate we introduce. All payment terms are set in a written agreement before we begin the search.
How soon will I see a finance shortlist?
It depends on the seat, the location and the pay. We give you an honest read after the calibration call and we do not promise dates we cannot control.
What is your guarantee?
We offer a candidate replacement guarantee on standard search agreements. The applicable period and exact terms are set out in the signed client recruiting agreement.
What don't you do?
We do not post your finance job and forward whoever applies. We do not send stacks of unscreened resumes, and we do not recruit outside accounting, finance, banking and insurance.
Start a search
Tell us about the seat.
No upfront fee. You pay only if you hire.
We offer a candidate replacement guarantee on standard search agreements. The applicable period and exact terms are set out in the signed client recruiting agreement.