• Investor Services Specialist…

    Robert Half Finance & Accounting (San Francisco, CA)
    …Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Investor Services | Private Equity | San Francisco| Hybrid Our ... client is a well-established private equity firm, partnering with leading companies across industries....performers who make a tangible impact. Join a dynamic investor services team supporting a hands-on manager.… more
    Robert Half Finance & Accounting (12/21/25)
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  • Investor Services Specialist…

    Robert Half Finance & Accounting (San Francisco, CA)
    …I'd love to connect! About the Role We're seeking an Investor Services Specialist to join a leading private equity firm. This role is ideal for someone ... Compliance: Coordinate AML/KYC documentation and tax forms with external service providers. + Continuous Improvement: Identify best practices and...or related field. + 3+ years of experience in investor services or similar role. + Strong… more
    Robert Half Finance & Accounting (12/15/25)
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  • Investor Services Associate…

    Robert Half Finance & Accounting (San Francisco, CA)
    …to connect! About the Role We're looking for an Investor Services Specialist to join a highly regarded private equity firm. This position is perfect for ... + Coordinate AML/KYC documentation and tax forms with third‑party service providers. Continuous Improvement + Identify opportunities to enhance...a related field + 3+ years of experience in investor services or a similar function +… more
    Robert Half Finance & Accounting (12/20/25)
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  • Post Closing Specialist (Remote)

    Insight Global (San Diego, CA)
    …company in San Diego is seeking a detail-oriented and organized Post Closing Specialist . This role is responsible for reviewing, auditing, and finalizing loan files ... after closing to ensure compliance with investor and regulatory guidelines. The ideal candidate will have...factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic… more
    Insight Global (12/18/25)
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  • Lock Desk Specialist (Remote - West Coast)

    Insight Global (San Diego, CA)
    Job Description A mortgage company is looking for a Lock Desk Specialist to join their growing team! The Lock Desk associate is responsible for managing mortgage ... They monitor lock expirations, handle extensions, and maintain compliance with investor guidelines and company policies. Additionally, they communicate with internal… more
    Insight Global (12/19/25)
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  • Income Specialist /Jr. Underwriter (Remote)

    Insight Global (San Diego, CA)
    Job Description We are seeking a detail-oriented Income Specialist to join our team. This role is responsible for accurately calculating borrower income across ... teams to resolve income-related issues. * Maintain up-to-date knowledge of investor and agency requirements. Provide clear documentation and rationale for income… more
    Insight Global (12/07/25)
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