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.
Bachelor's 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.
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.
