Loan Servicing, Senior Analyst
Dallas, TX - USA
Job Summary
Commercial Real Estate Debt Asset Management Dallas TX (Onsite)
Our client is a privately held real estate investment and asset management firm focused on commercial real estate debt investments. The firm manages a diverse portfolio of real estate-related assets and is dedicated to delivering institutional-quality servicing reporting and operational excellence for investors and stakeholders.
The Senior Associate Loan Servicing will be responsible for servicing and overseeing a portfolio of commercial real estate debt investments. This individual will work closely with the Debt Asset Management team to ensure loan records are accurately maintained and servicing functions are completed in a timely and efficient manner. The role offers the opportunity to contribute to process improvements and operational enhancements while supporting a growing platform.
Oversee servicing activities and review team deliverables for accuracy and completeness.
Assist with training and mentoring junior team members.
Review and interpret loan documents to identify critical servicing requirements including payment calculations escrow administration fees payoff requirements and covenant compliance.
Support onboarding of new loans and loan portfolios ensuring accurate system setup and data integrity.
Monitor tax and insurance reserves and perform escrow analyses.
Coordinate lien releases UCC continuations and terminations.
Review construction and bridge loan draw requests for compliance with loan documents budgets title requirements inspection reports and supporting documentation.
Generate and review borrower billing statements and payoff quotes.
Prepare and distribute recurring portfolio and servicing reports.
Assist with investor remittance reporting and related reconciliations.
Develop and maintain relationships with borrowers investors clients and service providers.
Coordinate with treasury and accounting teams regarding cash management activities payment processing and escrow reconciliations.
Identify opportunities to improve servicing processes controls and data quality.
Support special projects reporting requests and portfolio analyses as needed.
5 years of relevant commercial real estate loan servicing experience.
Experience servicing commercial real estate loans required.
Bridge loan and/or construction loan servicing experience preferred.
Experience with commercial loan servicing platforms preferred.
Bachelors degree in Finance Business Administration Accounting Real Estate or a related field.
Equivalent combination of education and experience will be considered.
Strong understanding of commercial real estate loan servicing.
Ability to interpret and administer complex loan agreements.
Advanced Excel proficiency.
Strong analytical and quantitative skills.
Exceptional attention to detail and accuracy.
Ability to manage multiple priorities in a fast-paced environment.
Self-starter with the ability to work independently.
Demonstrated process improvement mindset.
Strong organizational and time management skills.
Excellent verbal and written communication skills.
Ability to effectively communicate with borrowers investors and internal stakeholders.
Strong interpersonal skills with a service-oriented approach.
High degree of integrity and professionalism.
Ability to maintain confidentiality and exercise sound judgment.
Collaborative team player with a positive attitude.
Minimal travel; occasional travel may be required.
Full-Time
Exempt Position
Dallas TX (Onsite)
Ability to work at a computer workstation for extended periods.
Ability to review documents and communicate effectively in person by phone and electronically.
Ability to manage competing priorities and deadlines in a professional office environment.
A competitive compensation and benefits package is offered including:
Medical dental and vision insurance
401(k) with company match
Paid time off and company holidays
Parental leave benefits
Professional development opportunities
Wellness initiatives
Additional employee benefits
Our client is an Equal Opportunity Employer and considers qualified applicants without regard to race color religion sex national origin age disability protected veteran status sexual orientation gender identity or any other legally protected characteristic.