Associate, Collateral Management

Lument; Overland Park (KS); Hybrid; USD 55,000 - 75,000; Full time

Job summary

Lument in Overland Park, KS seeks a professional to support its loan servicing portfolio, handling UCC filings, collateral analysis, and complex payoffs. You will guide junior staff and ensure compliance with investor requirements while collaborating with Legal, Compliance, and IT teams.

Requirements include a 1–3 year background in commercial mortgage servicing or CRE, a Finance/Real Estate/Business degree, and strong MS Office skills for accurate processing and reporting.

Qualifications

• Bachelor’s degree with a concentration in Finance, Real Estate, Management or Business.
• 1-3 years in commercial mortgage servicing or commercial real estate, with exposure to FHA/USDA/Ginnie Mae/Freddie Mac/Fannie Mae loans.
• Strong interpersonal skills and excellent customer service attitude.
• Creative problem-solving, organized and analytical.
• Ability to self-manage and work independently while collaborating with the team.
• Proficiency in Microsoft Office and related systems.

Responsibilities

• Review UCC filings and obtain necessary documents.
• Analyze UCC filings to determine priority security and collateral risks.
• Ensure initial UCC filings for commercial loans are filed timely and accurately.
• Prepare continuations/terminations for state/county filings with a vendor.
• Respond to internal and external inquiries promptly and professionally.
• Assist junior team members with workflow to meet deadlines.
• Review and QC loan payoffs, releases, and terminations per procedures.
• Report departmental statistics as required.
• Provide regular status updates to the manager on outstanding items.
• Cross-train in Loan Servicing and Asset Management areas.
• Coordinate with legal and compliance on investor requirements.
• Test and implement system updates with IT; assist with audits.

Skills

UCC filings

Commercial mortgage servicing

Customer service

Communication

Microsoft Office

Independent work

Education

Bachelor’s degree in Finance, Real Estate, Management or Business

Tools

Microsoft Office

Job description

Purpose and Job Summary: Purpose and Job Summary
The primary focus of the position is to provide outstanding service to internal and external clients and to aid in the management and administration of our complex loan servicing portfolio through the superior execution of several core functions including but not limited to system maintenance, interacting with Loan Administration, Asset Management, Originations, Closing Coordinators, Investor Reporting and Accounting. The position will also provide leadership and direction to more junior team members. Performance of these duties at a high level of accuracy and responsiveness is critical to the department to respond to time-sensitive requests & other key functions that ensure the lender remains in compliance with all the investor's Lument services.Essential Duties And Responsibilities

• Review uniform commercial code (UCC) filings and obtain necessary documents.
• Analyze UCC filings to determine priority security position and potential collateral security risks.
• Ensures initial UCC filings for all commercial loans are filed timely and accurately.
• Prepare UCC continuations and/or terminations for state and county jurisdictions for timely recording in collaboration with a third-party vendor.
• Respond to all internal and external customer inquiries in a timely, accurate, and professional manner.
• Assist junior team members with workflow to ensure deadlines are accomplished.
• Review and QC loan payoffs, for accurate calculations, document releases, and terminations, per established procedures.
• Report departmental statistics as required.
• Provide regular status updates to the manager regarding any outstanding items or deadlines.
• This position will handle the more complex functions and will assist in training junior team members.
• Cross-train in all areas of the Loan Servicing and Asset Management department to gain a full understanding of all aspects of departmental responsibilities and assist management with special projects related to department goals or as may be needed by the team.
• Ensure that proper notification, communication, and coordination occur with Lument’s legal and compliance personnel, when applicable. Ensure that all job functions are executed in compliance with all investor requirements and Lument’s policies and procedures.
• Work professionally and harmoniously with team and coworkers.
• Other projects and duties as assigned.
• Work with IT department to test and implement system updates.
• Assist in compiling data samples for department audits.
  

Travel Requirements - [10 %].
Education, Skills And Experience

• Bachelor’s degree with a concentration in Finance, Real Estate, Management or Business
• 1-3 years in commercial mortgage servicing or commercial real estate is required, with exposure to FHA, USDA, Ginnie Mae, Freddie Mac, or Fannie Mae loans. An equivalent combination of education and experience which demonstrates the knowledge and skill set to perform the job functions will be considered.
• Strong interpersonal skills demonstrated by an ability to communicate effectively with colleagues, clients (internal & external), all investors, legal counsel, and others. Must also demonstrate an excellent customer service attitude.
• Creative and effective problem-solving skills, excellent organizational and analytical skills
• The ability to effectively self-manage and work independently while functioning as a highly effective member of the team.
• This position requires access to sensitive and confidential information. It is expected that this information remains both internally and externally to the company as applicable.
• Proficiency in Microsoft Office and list other relevant systems or software.
• Ability to plan, organize, and prioritize assignments, and to meet critical and established deadlines;
• Ability to manage multiple assignments and transactions simultaneously.
• Assist junior team members in managing and prioritizing their workload.
• Support the manager as needed.
• Demonstrated ability to maintain confidentiality and to use discretion in the performance of daily activities.
• Professional business image and excellent command of the English language, both verbally and in writing (spelling, grammar, and punctuation)
• Flexibility and ability to work under pressure with tight deadlines and constant interruptions; Ability to adjust priorities in a changing environment.
  

Life at ORIX
We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance.You Time
We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more.Family Care
Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way.Flexible Work Arrangements
ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement. ORIX USA is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.Company: Lument