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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing commercial real estate loan servicing, ensuring compliance with loan documents and company policies, and coordinating with various stakeholders. Proficient in financial analysis and data management within a fast-paced environment.
Highest-signal resume keywords
Commercial Real Estate ExperienceLoan Servicing ManagementFinancial AnalysisMicrosoft Office ProficiencyKYC/AML Compliance
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Loan ServicingCash ManagementData EntryFinancial ReportingDue DiligenceLegal Document ReviewBank Account SetupPayment ProcessingPortfolio ManagementLoan Onboarding
Soft Skills
Strong Work EthicIndependent OperationAdaptability
Industry Keywords
Commercial Real EstateInvestment FirmPrivate EquityReal Estate CreditThird-Party ServicersRepo LendersComplianceTreasuryAccountingVendor Management
About the role
Key responsibilities & impact- Oversee daily loan servicing of an assigned portfolio of commercial real estate loans
- Act as primary servicing point of contact for internal parties, borrowers, third-party servicers, and vendors
- Manage monthly payment processes, cash management waterfalls, custodial loan files, reporting requirements, fundings, paydowns, and payoffs
- Partner with Fund teams to onboard and manage repurchase facilities/back leverage
- Coordinate with repo lenders, participants, banks, and investors
- Ensure money movements comply with loan documents and company policies
- Set up, maintain, and close required bank accounts
- Enter lending activity data accurately and timely into the loan servicing system
- Coordinate payment of pass-through vendor expenditures
- Assist with closing new originations, including due diligence, insurance reviews, KYC/AML background checks, bank account setup, legal document review, settlement statements, approvals, and loan onboarding
- Partner with investments, legal, development, loan resource, compliance, treasury, and accounting teams
Requirements
What you’ll need- Bachelor’s degree in Finance, Accounting, or other quantitative or related fields
- 4+ years’ relevant professional experience working with an investment firm, commercial loan servicer, private equity firm, or similar organization, focusing on real estate credit and adjacent sectors
- Demonstrated proficiency with Microsoft Office including Outlook, Excel, PowerPoint and Word
- Commercial Real Estate experience strongly preferred
- Strong work ethic
- Proven ability to operate independently in a dynamic, fast-paced environment
Benefits
Comp & perks- Equal opportunity employer committed to a diverse and inclusive workplace
- Reasonable accommodation for applicants with disabilities
- Confidentiality and privacy of personal and financial information
- Full-time employment