CML & Ag Loan Boarding Specialist – Aegon AM
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Job Location:
Cedar Rapids, IA - USA
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Job Description Summary
Aegon Asset Management (Aegon AM) is a leading global investor. Our 350 investment professionals manage and advise on assets of US $384 billion for a global client base of pension plans public funds insurance companies banks wealth managers family offices and foundations.We organize our firm around four investment platforms: fixed income real assets equities and multi-asset & solutions which includes a fiduciary and multi-manager business. Each investment platform has dedicated teams with deep asset-class expertise organized globally and committed to maximizing client benefit from their specialist areas.
We are an international business: Our 1125 employees work from 14 locations across Europe the Americas and Asia. We share a common belief in fundamental research-driven active management underpinned by effective risk management and a commitment to responsible investment.
Aegon USA Realty Advisors Inc. a member of the Aegon Group is seeking an Associate Director for its Community Investments Group. Aegon Community Investments places equity in federal and state Low Income Housing Tax Credit (LIHTC) transactions for placement with third-party investors and with Aegon and its affiliated companies.
Position Overview:
As a Loan Administration Analyst I you will be supporting timely and accurate boarding of legal financial and business terms of newly funded and modified commercial and agricultural mortgage loans to the mortgage loan servicing system.
Job Description
PLEASE NOTE: This is a hybrid role where the employee is expected to work a hybrid schedule in our Cedar Rapids IA office.
Responsibilities:
Review and analyze loan documentation for completeness and accuracy before onboarding to the servicing system.
Enter loan data into the servicing platform ensuring consistency and accuracy in all fields.
Validate critical loan attributes including interest rate structures amortization payment schedules escrows reserves covenants and financial reporting requirements.
Communicate with internal stakeholders (including loan originators underwriters and servicing teams) to resolve discrepancies or obtain missing information.
Monitor and track the status of loans throughout the onboarding process providing updates and reports as needed.
Perform quality control checks to ensure compliance with company policies and regulatory requirements.
Identify and escalate issues that may impact loan servicing or customer experience.
Maintain accurate records and documentation related to loan boarding activities.
Support audits and respond to requests for information from compliance or regulatory teams.
Contribute to the development and maintenance of documented boarding procedures and controls.
Identify process gaps or recurring issues and recommend improvements to enhance accuracy and efficiency.
Assist with system enhancements testing and implementations impacting loan boarding.
Required Qualifications:
Bachelors degree in a commercial real estate and/or finance-oriented area or equivalent work experience in one of the following areas: asset management property management or commercial mortgage lending.
Knowledge of commercial mortgage loans including background in real estate finance and accounting to analyze financial ratios and understand borrower financial projections and the ability to read and understand mortgage loan legal documents.
Excellent customer service and relationship management skills team player and interpersonal skills.
Ability to prioritize multiple responsibilities.
Proficiency with Microsoft Office and ability to conduct internet research and use industry specific software programs including the mortgage loan system of record.
Job and compensation levels depend upon an applicants qualifications including the extent of candidates relevant experience and other job-related factors and will be determined by hiring supervisors/managers and HR.
At Aegon Asset Management we are committed to fostering a diverse workforce and an inclusive culture. We are more than a global Asset Management firm we are a people business and we recognize that delivering excellent client outcomes comes from embracing diverse perspectives. We value diversity in the full range of human uniqueness without limitation including race gender ability language culture beliefs age origin background perspectives and experiences.
#LI-Hybrid
Why Work for Us
At Aegon Asset Management we invest in You.
Our people are our greatest asset; with a competitive rewards program including incentive compensation health and wellness benefits retirement programs and learning and development opportunities our employees are engaged and empowered. Come be a part of driving our success!
Equal Opportunity Employer:
AEGON USA Realty Advisors LLC is an Equal Employment Opportunity/ Affirmative Action Employer and does not discriminate against any applicant or employee because of age religion sex gender identity genetic information race color national origin pregnancy sexual orientation marital status participation in the uniformed services (e.g. U.S. Armed Forces National Guard) physical or mental disability or any other status protected by federal state or local equal employment opportunities laws.
Applicants with physical or mental disabilities may be entitled to a form of reasonable accommodation under the Americans with Disabilities Act and certain state and local laws. A reasonable accommodation is a change in the way things are normally done which will insure equal employment opportunity without imposing undue hardship on the Aegon Companies. Please contact: if you are a job seeker with a disability or are assisting someone with a disability and require assistance to apply for one of our jobs.
Technical Assistance:
If you experience technical problems during the application process please email .
Required Experience:
IC
