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Associate-Loan Servicing and Operations _Residential CRE_2-5 Years-5 years Exp ONLY

Associate-Loan Servicing and Operations _Residential CRE_2-5 Years-5 years Exp ONLY

three across
3-5 Years
Not Disclosed
Early Applicant
  • Posted 8 hours ago
  • Be among the first 10 applicants

Job Description

The ideal candidate combines strong attention to detail with analytical capabilities and thrives in a fast-paced environment supporting credit, servicing, and portfolio operations functions.

What You Ll Do

  • Loan Servicing and Operations
    • Handle daily administration tasks for ADC and revolver portfolios, including processing new start closings, managing draw funding requests, and preparing accurate payoff quotations.


    • Maintain precise loan records, track construction milestones, and ensure data integrity within the internal loan systems.


    • Partner with onshore asset management, risk, legal, and operations teams to execute compliant transactions and verify complete documentation.


    • Able to interpret and evaluate loan agreements, servicing agreements, and other legal documentation to support asset management activities.


    • Review closing checklists and documentation packages to meet regulatory standards and internal risk policies. Such as Validate reconveyance and loan closing files for accuracy and completeness.
What You Ll Bring

  • MBA in Finance or bachelor s degree in finance, Accounting, Business Administration, Economics, Real Estate, or a related field.
  • 3 to 5 years of experience in commercial real estate lending, construction loan servicing, asset management, loan operations, or a related financial services role.
  • Working knowledge of Acquisition, Development & Construction (ADC) loans, revolving credit facilities, and construction lending processes.
  • Experience handling loan servicing activities, including draw funding requests, loan boarding, payoff calculations, and loan maintenance.
  • Ability to review, interpret, and analyze loan agreements, servicing agreements, credit documents, and other legal documentation.
  • Strong attention to detail with the ability to maintain accurate loan records and ensure data integrity across loan servicing systems.
  • Effective verbal and written communication skills, including the ability to interact with internal stakeholders and external counterparties.
  • Mastery of financial statement analysis, project pro formas, market and competitive assessments, and portfolio management fundamentals.
  • Demonstrated experience working with large production builders and complex, multi phase projects.
  • Advanced Excel skills and proficiency with Microsoft Office; ability to build and audit models, borrowing base calculations, and sensitivities.
  • Strong relationship skills and a service mindset; effective with both internal partners and external borrowers.
  • Ability to work independently while contributing to a collaborative, team oriented environment.

In this role, you will safeguard credit quality, enhance portfolio performance, and help Client deliver reliable, scalable capital to best in class homebuilders supporting housing supply and community development across the U.S.

More Info

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Key Skills

Portfolio management fundamentals

Market and competitive assessments

Loan Servicing and Operations

Revolving credit facilities

Advanced Excel skills

Proficiency with Microsoft Office

Project pro formas

Construction lending processes

Loan maintenance

Payoff calculations

Loan servicing activities

Draw funding requests

Loan boarding

About Company