Loan Partner (Senior Loan Officer Assistant)

Job Summary

Seeking a highly skilled and experienced Loan Partner to join a team. This full-time, hybrid role is ideal for a seasoned professional with a strong background in mortgage lending who can independently manage loans from application to submission. As a Loan Partner, you will play a critical role in supporting mortgage loan officers by ensuring a seamless and efficient loan process for clients. If you are detail-oriented, customer-focused, and thrive in a fast-paced environment, we encourage you to apply.

Compensation Package

• Competitive salary commensurate with experience.
• Comprehensive benefits package, including health, dental, and vision insurance.
• Paid time off and holidays.
• Opportunities for professional growth and development.

Responsibilities

• Assist loan officers by overseeing the entire loan process, from pre-approval to submission.
• Price and structure loan files based on borrower qualifications and investor guidelines.
• Review borrower documentation, including credit, income, assets, and liabilities, for accuracy and completeness.
• Perform income calculations (W-2, self-employed, etc.) in accordance with underwriting guidelines.
• Run DU/LP findings, interpret results, and prepare conditions for submission.
• Register and submit loans to lenders through various platforms and portals.
• Clearly explain loan products, rates, closing costs, and mortgage processes to borrowers.
• Prepare and send initial disclosures while ensuring compliance with federal and state regulations.
• Maintain ongoing communication with clients, lenders, title companies, and other stakeholders to ensure a smooth loan experience.
• Track key loan milestones and proactively resolve any issues that arise during the pipeline.
• Collaborate closely with processors, underwriters, and loan officers to ensure timelines are met.

Qualifications/Requirements

• Minimum of 3+ years of experience in mortgage lending, preferably as a Loan Officer Assistant, Loan Processor, or similar role.
• Strong working knowledge of Fannie Mae/Freddie Mac guidelines and conventional loan programs.
• Experience running DU and LP, reviewing AUS findings, and working with lender portals.
• Exceptional income calculation skills (both salaried and self-employed borrowers).
• Excellent communication and customer service skills, with the ability to explain loan details to borrowers.
• Proficiency with LOS systems (e.g., Encompass, Arive, LendingPad, etc.).
• High attention to detail, organizational skills, and ability to manage multiple files simultaneously.
• NMLS license preferred but not required (depending on state regulations and responsibilities).

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion. 

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Job Summary:

A growing insurance services organization is seeking a hands-on Accounting Manager to support its expanding operations. This role will report directly to the Controller and focus heavily on onboarding and supporting newly acquired agencies, with a strong emphasis on agency management system processes and accounting functions. The ideal candidate thrives in a growth-focused, fast-moving environment and enjoys leading teams through integrations and process improvements.

Essential Functions:

• Lead and mentor a team of staff accountants, ensuring accuracy and efficiency in daily accounting operations.
• Oversee the accounting integration of newly acquired agencies, including Applied Epic data entry and reconciliation, general ledger work, and bank reconciliations.
• Establish and maintain sound accounting policies and procedures that support a multi-entity, growth-oriented business.
• Manage the month-end close process, ensuring timely reporting in a complex and evolving environment.
• Partner with agency leadership, external auditors, financial institutions, and other business partners to optimize relationships and processes.
• Provide ad hoc financial analysis and reporting in support of agency operations and management decision-making.

Knowledge, Skills and Abilities:

• 5+ years of progressive accounting experience within small to mid-sized, multi-location businesses.
• Prior experience as an Accounting Manager, Supervisor, or Team Lead.
• Demonstrated ability to manage and develop a team of accounting professionals.
• Full general ledger and financial reporting responsibility in a prior role.
• Strong background in implementing and improving accounting policies and procedures.
• Hands-on experience with Applied Epic is required 
• Advanced proficiency with Microsoft Excel, with working knowledge of Word, Outlook, and PowerPoint.
• Proven ability to manage multiple priorities and consistently meet deadlines.
• Must be based in the Greater Chicago area.

Compensation Package:

• $130k-$145k
• Competitive pay, great health benefits, 401K with company match, very generous PTO
• Onsite five days a week in Chicago, IL

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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We are seeking a seasoned accounting leader with 7–10 years of experience, ideally within the insurance industry. The ideal candidate has hands-on expertise with AMS360 and a proven ability to manage the full accounting function of an insurance agency, including commissions, carrier reconciliations, and constant reserving. This role requires someone who is both strategic and willing to dive into the details — able to handle the books themselves while also providing financial leadership and long-term vision.

You will oversee a small, capable team (one Accounting Manager and one part-time Accounting Assistant), while coordinating with outside AMS consultants and other vendors. Beyond day-to-day operations like payroll (ADP), month-to-month reporting, and QuickBooks management, you’ll provide the leadership and strategic insights needed to support growth across sister companies.

This position is ideal for someone who is aspirational toward a CFO track, capable of managing relationships with banks, credit unions, and external stakeholders, and motivated to bring structure and scalability to an agency’s financial operations.

Key Experience & Skills:

• 7+ years of accounting/finance experience, with a strong background in the insurance sector

• Hands-on expertise in AMS360 and QuickBooks

• Leadership ability to manage and mentor small teams while also rolling up sleeves when needed

• Experience managing commissions, carrier payments, and insurance-specific reconciliations

• Strong month-to-month accounting and financial reporting skills

• Familiarity with payroll systems (ADP)

• Strategic mindset with aspirations to move into a CFO-level role

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ABOUT US:

The Jonus Group is a specialized insurance staffing firm that connects top talent with industry-leading clients. We are seeking a Staff Accountant to join our client’s team in Atlanta, GA. This is an opportunity to join a dynamic team in a company that is a leader in the auto insurance space.

The Staff Accountant will be responsible for preparing journal entries in accordance with GAAP and STAT requirements as well as monthly reconciliations. Including clear documentation to support the journal entries as well as thorough consideration for variances within the reconciliations is crucial to succeeding in this role. Specifically, the role will be responsible for the monthly accrual as well as preparing compliance documentation, such as tax payments and other requests by state governments. In addition, the role will assist the team with filing financial statements, premium tax returns, and other statutory filings as required by regulatory agencies according to established deadlines. 

RESPONSIBILITIES:

• Reconcile balance sheet accounts by understanding and documenting the account activity, including identifying variances and providing solutions to ensure the account is appropriately reconciled
• Prepare and enter journal entries into the general ledger and banking module with clear documentation to support the amounts
• Assist with the preparation of the financial statements and other regulatory compliance items, including providing support for the auditors to consider
• Coordinate with the team to ensure that compliance requirements are met, including taking ownership of a portion of the premium tax returns and keeping the compliance calendar up-to-date.

REQUIREMENTS:

• High-level communication skills, especially in asking clear questions
• Organized and strong attention to detail, especially in understanding that cents matter
• Ability to prioritize in order to meet deadlines

• Desire to proactively engage with the team to meet deadlines
• Bachelor's degree in Accounting
• Experience with Microsoft Excel: formulas (e.g. sumif and xlookup) and pivot tables

PREFERRED

• 1 year of experience
• Experience using accounting software, especially Workday

COMPENSATION & BENEFITS

• Excellent opportunities for professional growth and advancement.

   

• Competitive compensation: Between $55,000 - $65,000K (based on experience).

   

• Paid time off and company holidays.

   

• Comprehensive benefits package, including health, dental, vision, 401(k), and more.