Adjustable-Rate Loan Servicing Analyst

CBRE; Houston (TX); On-site; USD 60,000 - 85,000; Full time

Job summary

CBRE is seeking a Loan Servicing Analyst to review and audit financial terms of new loans, modifications, forbearance and reconciliations. You will participate in all aspects of servicing Adjustable-Rate loans, tracking indices, and preparing process documentation.

The role requires interpreting mortgage documents, strong analytical skills, organization, and proficient MS Office use; experience with mortgage servicing software is a plus.

Qualifications

• Interpret mortgage loan documents accurately.
• Demonstrated analytical and problem-solving abilities.
• Organized, efficient and able to manage multiple timelines.
• Communicate with loan servicing personnel, underwriters, and CBRE staff.
• Calculate interest and understand mortgage documents.
• Define problems, collect data, and draw conclusions from varied instructions.
• Proficient in MS Office; familiarity with McCracken Strategy is a plus.

Responsibilities

• Review new loans and prepare setup specifications.
• Audit adjustable-rate and fixed-rate loans post conversion.
• Prepare implementation instructions for modifications.
• Support Asset/Portfolio Managers in analyses of ARM loans and complex reconciliations.
• Handle customer service issues related to adjustable-rate loans and modifications.
• Review loan documents for adjustable-rate criteria.
• Evaluate and calculate adjustable-rate changes.
• Review adjustable-rate reports for accuracy and integrity.
• Print/mail ARM change notifications as needed.
• Test ARM logic in Strategy Beta versions and document processes.

Skills

Mortgage documents interpretation

Analytical thinking

Organization

Communication with stakeholders

Interest calculation

Problem solving & data analysis

MS Word / PowerPoint / Excel

McCracken Strategy software

Education

B.S. in Accounting or Finance or related business field

Tools

McCracken Strategy loan servicing software

Job description

CBRE is seeking a Loan Servicing Analyst to review and audit financial terms of new loans, modifications, forbearance and reconciliations. You will participate in all aspects of servicing Adjustable-Rate loans, tracking indices, and preparing process documentation.

The role requires interpreting mortgage documents, strong analytical skills, organization, and proficient MS Office use; experience with mortgage servicing software is a plus.