Client Service Associate Position Jobs in Usa

Williams Lea by RRD is a global business support services company with a strong legacy—over 200 years of experience delivering world-class business solutions. We specialize in delivering skilled administrative support, document production, presentation design, and marketing and communications services to leading companies around the world—especially within legal, financial, and professional services industries.

We’re a people-powered organization. With a presence in North America, the UK, Europe, and Asia Pacific, we have thousands of employees globally, all working together to help our clients operate more efficiently and effectively. Whether it’s supporting law firms with critical document production or helping financial institutions manage high-volume print and digital communications, we’re the behind-the-scenes team making everything run smoothly

The Document Production Associate position is responsible for providing word processing and/or document production services for our clients.

(* denotes an “essential function”)

• *Utilize appropriate logs and/or tracking software for all document production work
• *Thoroughly assess job request and ensure appropriate completion of job tasks throughout task lifecycle
• *Perform work in document production, proofreading, intake and workflow coordination functions, as needed
• *Use established procedures, standards and formats to edit, proof, convert, create, transcribe or otherwise complete document production requests to client satisfaction
• *Demonstrate proficiency in using equipment/technology/software and hardware necessary to perform job functions
• *Communicate with team members, lead, supervisor or client on job or deadline concerns
• *Meet contracted deadlines for service delivery to our clients
• *Troubleshoot basic software or hardware problems
• Help to foster a proactive environment of continuous service enhancement and relationship building with the client
• Perform quality assurance on work, as requested
• Adhere to Williams Lea Tag policies, in addition to client policies
• Use equipment and supplies in a cost efficient manner
  
  

• High school diploma or equivalent
• Minimum (1) year document production experience preferably in a legal, banking or large corporate environment
• Skilled in the use MS Office software (Word, Excel, PowerPoint); strong keyboarding and typing skills
• Familiar with other software programs for editing and/or creating documents
• Strong attention to detail; able to work on multiple projects simultaneously
• Must have good organizational skills
• Must be able to meet deadlines and complete all projects in a timely manner
• Ability to handle sensitive and/or confidential documents and information
• Able to exercise good judgment to make decisions that conform to business needs and policy
• Good problem solving skills, with the ability and understanding of when to escalate a problem to a supervisory level
• Ability to maintain professional composure when working with immediate deadlines
• Ability to work both independently and collaboratively as part of a team
• Ability to work in a fast paced environment
• Ability to communicate professionally both verbally and in writing
• Must be self-motivated with a positive attitude
• Proven customer service skills are required in order to create, maintain and enhance customer relationships
  
  

The salary for this role at the noted RRD location is $17.25 / hour. Starting pay decisions

are determined based on multiple factors including but not limited to relevant education, qualifications,

skills, experience, certifications, proficiency, performance, shift, location, and other business

needs. Typically, roles follow step progressions to a target rate or set increments over time. Depending on

the role, in addition to the hourly rate of pay, the total compensation package may also include overtime, shift differential, call-in, and/or stand-by pay. RRD’s benefit offerings include

medical, dental, and vision coverage, paid time off, disability insurance, 401(k) with company match, life

insurance and other voluntary supplemental insurance coverages, plus parental leave, adoption

assistance, tuition assistance and employer/partner discounts.

All employment offers are contingent upon the successful completion of both a pre-employment background and drug screen.

RRD is an Equal Opportunity Employer, including disability/veterans

Williams Lea, by RRD is a global business support services company with a strong legacy—over 200 years of experience delivering world-class business solutions. We specialize in delivering skilled administrative support, document production, presentation design, and marketing and communications services to leading companies around the world—especially within legal, financial, and professional services industries.

We’re a people-powered organization. With a presence in North America, the UK, Europe, and Asia Pacific, we have thousands of employees globally, all working together to help our clients operate more efficiently and effectively. Whether it’s supporting law firms with critical document production or helping financial institutions manage high-volume print and digital communications, we’re the behind-the-scenes team making everything run smoothly.

The Document Production Associate position is responsible for providing word processing and/or document production services for our clients.

(* denotes an “essential function”)

• *Utilize appropriate logs and/or tracking software for all document production work
• *Thoroughly assess job request and ensure appropriate completion of job tasks throughout task lifecycle
• *Perform work in document production, proofreading, intake and workflow coordination functions, as needed
• *Use established procedures, standards and formats to edit, proof, convert, create, transcribe or otherwise complete document production requests to client satisfaction
• *Demonstrate proficiency in using equipment/technology/software and hardware necessary to perform job functions
• *Communicate with team members, lead, supervisor or client on job or deadline concerns
• *Meet contracted deadlines for service delivery to our clients
• *Troubleshoot basic software or hardware problems
• Help to foster a proactive environment of continuous service enhancement and relationship building with the client
• Perform quality assurance on work, as requested
• Adhere to Williams Lea Tag policies, in addition to client policies
• Use equipment and supplies in a cost efficient manner
  
  

• High school diploma or equivalent
• Minimum (1) year document production experience preferably in a legal, banking or large corporate environment
• Skilled in the use MS Office software (Word, Excel, PowerPoint); strong keyboarding and typing skills
• Familiar with other software programs for editing and/or creating documents
• Strong attention to detail; able to work on multiple projects simultaneously
• Must have good organizational skills
• Must be able to meet deadlines and complete all projects in a timely manner
• Ability to handle sensitive and/or confidential documents and information
• Able to exercise good judgment to make decisions that conform to business needs and policy
• Good problem solving skills, with the ability and understanding of when to escalate a problem to a supervisory level
• Ability to maintain professional composure when working with immediate deadlines
• Ability to work both independently and collaboratively as part of a team
• Ability to work in a fast paced environment
• Ability to communicate professionally both verbally and in writing
• Must be self-motivated with a positive attitude
• Proven customer service skills are required in order to create, maintain and enhance customer relationships
  
  

The salary for this role at the noted RRD location is $16.95-17.50 / hour. Starting pay decisions are determined based on multiple factors including but not limited to relevant education, qualifications,

skills, experience, certifications, proficiency, performance, shift, location, and other business

needs. Typically, roles follow step progressions to a target rate or set increments over time. Depending on

the role, in addition to the hourly rate of pay, the total compensation package may also include overtime, shift differential, call-in, and/or stand-by pay. RRD’s benefit offerings include

medical, dental, and vision coverage, paid time off, disability insurance, 401(k) with company match, life

insurance and other voluntary supplemental insurance coverages, plus parental leave, adoption

assistance, tuition assistance and employer/partner discounts.

All employment offers are contingent upon the successful completion of both a pre-employment background and drug screen.

RRD is an Equal Opportunity Employer, including disability/veterans

Williams Lea by RRD is a global business support services company with a strong legacy—over 200 years of experience delivering world-class business solutions. We specialize in delivering skilled administrative support, document production, presentation design, and marketing and communications services to leading companies around the world—especially within legal, financial, and professional services industries.

We’re a people-powered organization. With a presence in North America, the UK, Europe, and Asia Pacific, we have thousands of employees globally, all working together to help our clients operate more efficiently and effectively. Whether it’s supporting law firms with critical document production or helping financial institutions manage high-volume print and digital communications, we’re the behind-the-scenes team making everything run smoothly.

The Senior Document Production Associate position is responsible for providing word processing and/or document production services for our clients.

• *Perform document production work according to established policies and procedures
• *Thoroughly assess job request, identify correct process needed to produce documents and ensure appropriate completion throughout task lifecycle
• *Exercise independent judgment & use established procedures, standards and formats to edit, proofread, convert, create, transcribe or otherwise complete document production requests to client satisfaction
• *Demonstrate intermediate to advanced use of equipment/technology/software and hardware necessary to perform job functions
• *Assist with coordination of document production services, preparation, intake, and workflow within team
• *Troubleshoot more complex software or hardware problems
• *Utilize appropriate logs and/or tracking software for all assigned work
• *Meet contracted deadlines for accepting, completing, and delivering all work
• *Communicate with peers, supervisor or client on job or deadline issues
• Help foster a proactive environment of continuous service enhancement and relationship building with the client

• Handle sensitive and/or confidential documents and information
• Perform Quality Assurance on work of others
• Train more junior staff members
• Assist peer teams with proofreading, design or other document production and preparation, as needed

• Complete other tasks and assignments as assigned by management
• Interact with clients in person, over the phone or electronically
• Adhere to Williams Lea policies in addition to client site policies
• Use equipment and supplies in a cost-efficient manner
  
  

• Highschool diploma or equivalent required. Higher level education preferred or equivalent work experience
• Minimum 3 years’ experience preferably in a legal, banking or large corporate environment
• Document production, word processing experience preferred
• Advanced skill in the use of MS Office software (Word, Excel, PowerPoint); strong keyboarding and typing skills
• Adept with other software programs for editing and/or creating documents
• Knowledge of a legal timekeeping or job tracking system is preferred
• Ability to work in a fast-paced, team environment, working both independently and collaboratively
• Ability to prioritize work, balance projects and meet deadlines in a timely manner
• Strong attention to detail with good organizational skills and emphasis on accuracy and quality
• Ability to handle sensitive and/or confidential documents and information
• Ability to make independent decisions that conform to business needs and policy
• Ability to troubleshoot more complex or advanced tasks, equipment, or software concerns on own; understands when to escalate a problem to a supervisory level
• Excellent verbal and written communication skills, including professional telephone and email etiquette in the face of immediate needs and pressure
• Must be self-motivated with positive can-do attitude
• Proven customer service skills are required to create, maintain and enhance customer relationships
• Must be able to interact effectively with multi-functional and diverse backgrounds
  
  

The salary range for this role at the noted RRD location is $19 / hour. Starting pay decisions

are determined based on multiple factors including but not limited to relevant education, qualifications,

skills, experience, certifications, proficiency, performance, shift, location, and other business

needs. Typically, roles follow step progressions to a target rate or set increments over time. Depending on

the role, in addition to the hourly rate of pay, the total compensation package may also include overtime, shift differential, call-in, and/or stand-by pay. RRD’s benefit offerings include

medical, dental, and vision coverage, paid time off, disability insurance, 401(k) with company match, life

insurance and other voluntary supplemental insurance coverages, plus parental leave, adoption

assistance, tuition assistance and employer/partner discounts.

All employment offers are contingent upon the successful completion of both a pre-employment background and drug screen.

RRD is an Equal Opportunity Employer, including disability/veterans

Williams Lea by RRD is a global business support services company with a strong legacy—over 200 years of experience delivering world-class business solutions. We specialize in delivering skilled administrative support, document production, presentation design, and marketing and communications services to leading companies around the world—especially within legal, financial, and professional services industries.

We’re a people-powered organization. With a presence in North America, the UK, Europe, and Asia Pacific, we have thousands of employees globally, all working together to help our clients operate more efficiently and effectively. Whether it’s supporting law firms with critical document production or helping financial institutions manage high-volume print and digital communications, we’re the behind-the-scenes team making everything run smoothly.

The Document Production Associate position is responsible for providing word processing and/or document production services for our clients.

(* denotes an “essential function”)

• *Utilize appropriate logs and/or tracking software for all document production work
• *Thoroughly assess job request and ensure appropriate completion of job tasks throughout task lifecycle
• *Perform work in document production, proofreading, intake and workflow coordination functions, as needed
• *Use established procedures, standards and formats to edit, proof, convert, create, transcribe or otherwise complete document production requests to client satisfaction
• *Demonstrate proficiency in using equipment/technology/software and hardware necessary to perform job functions
• *Communicate with team members, lead, supervisor or client on job or deadline concerns
• *Meet contracted deadlines for service delivery to our clients
• *Troubleshoot basic software or hardware problems
• Help to foster a proactive environment of continuous service enhancement and relationship building with the client
• Perform quality assurance on work, as requested
• Adhere to Williams Lea Tag policies, in addition to client policies
• Use equipment and supplies in a cost efficient manner.
  
  

• High school diploma or equivalent
• Minimum (1) year document production experience preferably in a legal, banking or large corporate environment
• Skilled in the use MS Office software (Word, Excel, PowerPoint); strong keyboarding and typing skills
• Familiar with other software programs for editing and/or creating documents
• Strong attention to detail; able to work on multiple projects simultaneously
• Must have good organizational skills
• Must be able to meet deadlines and complete all projects in a timely manner
• Ability to handle sensitive and/or confidential documents and information
• Able to exercise good judgment to make decisions that conform to business needs and policy
• Good problem solving skills, with the ability and understanding of when to escalate a problem to a supervisory level
• Ability to maintain professional composure when working with immediate deadlines
• Ability to work both independently and collaboratively as part of a team
• Ability to work in a fast paced environment
• Ability to communicate professionally both verbally and in writing
• Must be self-motivated with a positive attitude
• Proven customer service skills are required in order to create, maintain and enhance customer relationships
  
  

The salary for this role at the noted RRD location is $17.40-17.75/ hour. Starting pay decisions are determined based on multiple factors including but not limited to relevant education, qualifications,

skills, experience, certifications, proficiency, performance, shift, location, and other business

needs. Typically, roles follow step progressions to a target rate or set increments over time. Depending on

the role, in addition to the hourly rate of pay, the total compensation package may also include overtime, shift differential, call-in, and/or stand-by pay. RRD’s benefit offerings include

medical, dental, and vision coverage, paid time off, disability insurance, 401(k) with company match, life

insurance and other voluntary supplemental insurance coverages, plus parental leave, adoption

assistance, tuition assistance and employer/partner discounts.

All employment offers are contingent upon the successful completion of both a pre-employment background and drug screen.

RRD is an Equal Opportunity Employer, including disability/veterans

Williams Lea by RRD is a global business support services company with a strong legacy—over 200 years of experience delivering world-class business solutions. We specialize in delivering skilled administrative support, document production, presentation design, and marketing and communications services to leading companies around the world—especially within legal, financial, and professional services industries.

We’re a people-powered organization. With a presence in North America, the UK, Europe, and Asia Pacific, we have thousands of employees globally, all working together to help our clients operate more efficiently and effectively. Whether it’s supporting law firms with critical document production or helping financial institutions manage high-volume print and digital communications, we’re the behind-the-scenes team making everything run smoothly

The Document Production Associate position is responsible for providing word processing and/or document production services for our clients.

(* denotes an “essential function”)

• *Utilize appropriate logs and/or tracking software for all document production work
• *Thoroughly assess job request and ensure appropriate completion of job tasks throughout task lifecycle
• *Perform work in document production, proofreading, intake and workflow coordination functions, as needed
• *Use established procedures, standards and formats to edit, proof, convert, create, transcribe or otherwise complete document production requests to client satisfaction
• *Demonstrate proficiency in using equipment/technology/software and hardware necessary to perform job functions
• *Communicate with team members, lead, supervisor or client on job or deadline concerns
• *Meet contracted deadlines for service delivery to our clients
• *Troubleshoot basic software or hardware problems
• Help to foster a proactive environment of continuous service enhancement and relationship building with the client
• Perform quality assurance on work, as requested
• Adhere to Williams Lea Tag policies, in addition to client policies
• Use equipment and supplies in a cost efficient manner
  
  

• High school diploma or equivalent
• Minimum (1) year document production experience preferably in a legal, banking or large corporate environment
• Skilled in the use MS Office software (Word, Excel, PowerPoint); strong keyboarding and typing skills
• Familiar with other software programs for editing and/or creating documents
• Strong attention to detail; able to work on multiple projects simultaneously
• Must have good organizational skills
• Must be able to meet deadlines and complete all projects in a timely manner
• Ability to handle sensitive and/or confidential documents and information
• Able to exercise good judgment to make decisions that conform to business needs and policy
• Good problem solving skills, with the ability and understanding of when to escalate a problem to a supervisory level
• Ability to maintain professional composure when working with immediate deadlines
• Ability to work both independently and collaboratively as part of a team
• Ability to work in a fast paced environment
• Ability to communicate professionally both verbally and in writing
• Must be self-motivated with a positive attitude
• Proven customer service skills are required in order to create, maintain and enhance customer relationships
  
  

The salary for this role at the noted RRD location is $17.50 / hour. Starting pay decisions are determined based on multiple factors including but not limited to relevant education, qualifications,

skills, experience, certifications, proficiency, performance, shift, location, and other business

needs. Typically, roles follow step progressions to a target rate or set increments over time. Depending on

the role, in addition to the hourly rate of pay, the total compensation package may also include overtime, shift differential, call-in, and/or stand-by pay. RRD’s benefit offerings include

medical, dental, and vision coverage, paid time off, disability insurance, 401(k) with company match, life

insurance and other voluntary supplemental insurance coverages, plus parental leave, adoption

assistance, tuition assistance and employer/partner discounts.

All employment offers are contingent upon the successful completion of both a pre-employment background and drug screen.

RRD is an Equal Opportunity Employer, including disability/veterans

Williams Lea by RRD is a global business support services company with a strong legacy—over 200 years of experience delivering world-class business solutions. We specialize in delivering skilled administrative support, document production, presentation design, and marketing and communications services to leading companies around the world—especially within legal, financial, and professional services industries.

We’re a people-powered organization. With a presence in North America, the UK, Europe, and Asia Pacific, we have thousands of employees globally, all working together to help our clients operate more efficiently and effectively. Whether it’s supporting law firms with critical document production or helping financial institutions manage high-volume print and digital communications, we’re the behind-the-scenes team making everything run smoothly.

The Document Production Associate position is responsible for providing word processing and/or document production services for our clients.

(* denotes an “essential function”)

• *Utilize appropriate logs and/or tracking software for all document production work
• *Thoroughly assess job request and ensure appropriate completion of job tasks throughout task lifecycle
• *Perform work in document production, proofreading, intake and workflow coordination functions, as needed
• *Use established procedures, standards and formats to edit, proof, convert, create, transcribe or otherwise complete document production requests to client satisfaction
• *Demonstrate proficiency in using equipment/technology/software and hardware necessary to perform job functions
• *Communicate with team members, lead, supervisor or client on job or deadline concerns
• *Meet contracted deadlines for service delivery to our clients
• *Troubleshoot basic software or hardware problems
• Help to foster a proactive environment of continuous service enhancement and relationship building with the client
• Perform quality assurance on work, as requested
• Adhere to Williams Lea Tag policies, in addition to client policies
• Use equipment and supplies in a cost efficient manner
  
  

• High school diploma or equivalent
• Minimum (1) year document production experience preferably in a legal, banking or large corporate environment
• Skilled in the use MS Office software (Word, Excel, PowerPoint); strong keyboarding and typing skills
• Familiar with other software programs for editing and/or creating documents
• Strong attention to detail; able to work on multiple projects simultaneously
• Must have good organizational skills
• Must be able to meet deadlines and complete all projects in a timely manner
• Ability to handle sensitive and/or confidential documents and information
• Able to exercise good judgment to make decisions that conform to business needs and policy
• Good problem solving skills, with the ability and understanding of when to escalate a problem to a supervisory level
• Ability to maintain professional composure when working with immediate deadlines
• Ability to work both independently and collaboratively as part of a team
• Ability to work in a fast paced environment
• Ability to communicate professionally both verbally and in writing
• Must be self-motivated with a positive attitude
• Proven customer service skills are required in order to create, maintain and enhance customer relationships
  
  

The salary range for this role at the noted RRD location is $16.50- $17.50 / hour. Starting pay decisions

are determined based on multiple factors including but not limited to relevant education, qualifications,

skills, experience, certifications, proficiency, performance, shift, location, and other business

needs. Typically, roles follow step progressions to a target rate or set increments over time. Depending on

the role, in addition to the hourly rate of pay, the total compensation package may also include overtime, shift differential, call-in, and/or stand-by pay. RRD’s benefit offerings include

medical, dental, and vision coverage, paid time off, disability insurance, 401(k) with company match, life

insurance and other voluntary supplemental insurance coverages, plus parental leave, adoption

assistance, tuition assistance and employer/partner discounts.

All employment offers are contingent upon the successful completion of both a pre-employment background and drug screen.

RRD is an Equal Opportunity Employer, including disability/veterans

Williams Lea by RRD is a global business support services company with a strong legacy—over 200 years of experience delivering world-class business solutions. We specialize in delivering skilled administrative support, document production, presentation design, and marketing and communications services to leading companies around the world—especially within legal, financial, and professional services industries.

We’re a people-powered organization. With a presence in North America, the UK, Europe, and Asia Pacific, we have thousands of employees globally, all working together to help our clients operate more efficiently and effectively. Whether it’s supporting law firms with critical document production or helping financial institutions manage high-volume print and digital communications, we’re the behind-the-scenes team making everything run smoothly.

The Document Production Associate position is responsible for providing word processing and/or document production services for our clients.

(* denotes an “essential function”)

• *Utilize appropriate logs and/or tracking software for all document production work
• *Thoroughly assess job request and ensure appropriate completion of job tasks throughout task lifecycle
• *Perform work in document production, proofreading, intake and workflow coordination functions, as needed
• *Use established procedures, standards and formats to edit, proof, convert, create, transcribe or otherwise complete document production requests to client satisfaction
• *Demonstrate proficiency in using equipment/technology/software and hardware necessary to perform job functions
• *Communicate with team members, lead, supervisor or client on job or deadline concerns
• *Meet contracted deadlines for service delivery to our clients
• *Troubleshoot basic software or hardware problems
• Help to foster a proactive environment of continuous service enhancement and relationship building with the client
• Perform quality assurance on work, as requested
• Adhere to Williams Lea Tag policies, in addition to client policies
• Use equipment and supplies in a cost efficient manner
  
  

• High school diploma or equivalent
• Minimum (1) year document production experience preferably in a legal, banking or large corporate environment
• Skilled in the use MS Office software (Word, Excel, PowerPoint); strong keyboarding and typing skills
• Familiar with other software programs for editing and/or creating documents
• Strong attention to detail; able to work on multiple projects simultaneously
• Must have good organizational skills
• Must be able to meet deadlines and complete all projects in a timely manner
• Ability to handle sensitive and/or confidential documents and information
• Able to exercise good judgment to make decisions that conform to business needs and policy
• Good problem solving skills, with the ability and understanding of when to escalate a problem to a supervisory level
• Ability to maintain professional composure when working with immediate deadlines
• Ability to work both independently and collaboratively as part of a team
• Ability to work in a fast paced environment
• Ability to communicate professionally both verbally and in writing
• Must be self-motivated with a positive attitude
• Proven customer service skills are required in order to create, maintain and enhance customer relationships
  
  

The salary range for this role at the noted RRD location is $16.5-17.5 / hour. Starting pay decisions

are determined based on multiple factors including but not limited to relevant education, qualifications,

skills, experience, certifications, proficiency, performance, shift, location, and other business

needs. Typically, roles follow step progressions to a target rate or set increments over time. Depending on

the role, in addition to the hourly rate of pay, the total compensation package may also include overtime, shift differential, call-in, and/or stand-by pay. RRD’s benefit offerings include

medical, dental, and vision coverage, paid time off, disability insurance, 401(k) with company match, life

insurance and other voluntary supplemental insurance coverages, plus parental leave, adoption

assistance, tuition assistance and employer/partner discounts.

All employment offers are contingent upon the successful completion of both a pre-employment background and drug screen.

RRD is an Equal Opportunity Employer, including disability/veterans

Greystone is a private national commercial real estate finance company with an established reputation as a leader in multifamily and healthcare finance, with $13 billion in loan originations in 2025. The firm consistently ranks in the Top 10 for Fannie Mae & Freddie Mac by multifamily loan volume and is the #1* Overall HUD Multifamily and Healthcare Lender in the country. Greystone also ranks nationally as a top affordable housing, seniors housing, and small balance loan lender. At Greystone, charity is at the heart of who we are and what we do.

At Greystone, everything we do is driven by our purpose of improving others’ lives. As we work hard to maintain our ranking as a top national commercial real estate lender, our culture of caring and support is just as important. We don’t just say “Where People Matter” – we lead with this mantra every day to guide our actions and behaviors. Greystone is committed to fostering and preserving a culture of inclusion. Belonging is at the heart of our culture of caring, integrity and excellence, and is a driving force behind our entrepreneurial spirit and creativity.

Our New York City–based mortgage banking team is seeking a detail-oriented and motivated Senior Associate to support the origination and execution of multifamily loans under the Fannie Mae and Freddie Mac platforms. This position offers a dynamic opportunity to work alongside experienced professionals in a fast-paced, high-volume environment focused on best-in-class client service and execution.

Primary Duties and Responsibilities:

• Take ownership of the processing and analytical duties to support underwriting process.
• Assist with up-front deal screening and due diligence tasks including: rent roll analysis; preliminary loan sizing analyses; researching competition in market area; preparation of soft loan quotes; and other required documentation related to screening new loan opportunities.
• Coordinate with underwriters and borrowers for collection of loan due diligence materials.
• Verify, input, and analyze data in Greystone’s loan origination system.
• Communicate with production team and borrowers to facilitate collection of required application exhibits.
• Assist the Underwriter and team in the coordination of all required and necessary inter-company departments, including closing and underwriting departments.
• Manage all documentation requests and prepare due diligence checklists and application workbooks, updating regularly.
• Maintain customer contact and provide timely file status updates to both clients as well as other internal team members.
• Perform preliminary data entry and analysis of credit documentation provided by clients to determine degree of risk associated with the loan.
• Manage communication with third party vendors (appraiser, engineer, etc.) and transfer data from professional reports into underwriting analysis workbook and narrative.
• Work with Underwriter to prepare and submit loan committee presentation; draft sections and prepare exhibits as assigned.
• Other duties and projects, as may be assigned and deemed appropriate from the manager.

Experience, Skills, and Abilities Required:

• 5 plus years of commercial real estate and multifamily lending experience required.
• Knowledge of all agency products and execution/process.
• Bachelor’s degree in finance, accounting, or related field.
• Knowledge of financial statement analysis, general accounting, cash flows and mortgage interest calculations.
• Strong attention to detail and organizational skills.
• Advanced knowledge of Excel and Microsoft Suite.
• Work independently and as a team member, while using discretion in decision making and sound judgment in problem solving.
• Creative thinker that enjoys the challenge of being a member of a fast-paced and dynamic team.

At Greystone, we believe that finding creative solutions for our clients comes from the collaboration of people with diverse backgrounds and perspectives. We strive to build a work environment that empowers all individuals with opportunities to channel their entrepreneurial spirit. Greystone is an EEO employer.

Greystone offers a competitive base salary and bonus. The base salary range for this position is $130,000 to $140,000/year. The specific compensation that will be offered is based on an understanding of the hired candidates' qualifications at the time of hire. Employees are eligible for a discretionary bonus based on employee work performance reviewed during the annual review process.

For HUD's 2025 fiscal year ending September 30, 2025. Based upon combined firm commitments received by Greystone Funding Company LLC and Greystone Servicing company LLC and excludes risk sharing and hospital loans.

RECRUITMENT SPAM:

Greystone posts open roles only on our official Careers page at and on our Greystone LinkedIn page. We communicate with candidates exclusively through @ email addresses and our verified LinkedIn company page.

We will never request payment, fees, gift cards, or sensitive personal or financial information outside of a formal hiring and onboarding process, and we do not conduct interviews solely via text message or messaging apps.

If you are contacted by someone claiming to represent Greystone and suspect the communication may be fraudulent, please do not respond.

Instead, report the incident through the “Contact Us” form on and notify the platform where the contact occurred.

Greystone does not authorize or endorse communications from individuals falsely representing our organization.

Role overview

We are seeking a client-facing Sub-Advisor to support an established advisory practice by servicing existing clients, completing year-end and annual review meetings, and delivering responsive ongoing planning and service support. This role is ideal for a licensed or near-licensed advisor who enjoys relationship management, follow-through, and helping clients stay on track with their plan.

Key responsibilities

Client service and annual reviews

• Prepare and deliver year-end / annual review meetings, including plan updates, goal tracking, and action-item follow-up
• Conduct client check-ins, manage service requests, and coordinate next steps with internal team members
• Maintain a high-touch client experience by proactively anticipating needs and providing clear, timely communication

Planning support and implementation

• Support the advisor team with financial planning inputs and ongoing plan maintenance (data gathering, account updates, recommendations support, implementation follow-through)
• Assist with retirement planning conversations and client education, ensuring recommendations align with the client’s objectives and risk profile
• Coordinate implementation tasks across custodians, carriers, and internal stakeholders (as applicable)

Client administration and compliance support

• Document meeting notes, recommendations, and service activity in the firm’s CRM and workflow system
• Support basic suitability/compliance documentation, client file maintenance, and follow established supervisory procedures (as applicable)
• Track open items and ensure completion of client deliverables within expected timelines

Our client, a multi-billion-dollar hedge fund, is hiring an Investor Relations Associate in New York, NY. This in-office role (5 days/week) offers $90k–$135k/year + bonus, strong benefits, and exposure within a lean, high-performing investment environment. You will support investor relations and business development through CRM reporting, investor data management, marketing materials, webinars and roadshows, and investor transactions in coordination with external administrators.

We are seeking candidates with 3-5 years of investor relations or client service experience within a hedge fund, asset manager, or fund administrator, with strong PowerPoint skills and experience supporting investor reporting or DDQs. The ideal candidate can manage multiple priorities and brings strong communication, analytical, and attention to detail skills, with proficiency in Microsoft Office and Adobe Acrobat.