Associate, Loan Administration

Conventus Holdings Corporation; West Palm Beach (FL); On-site; USD 53,728 - 85,010; Full time

Benefits offered by this job

19 days PTO annually

Health Benefits (Health, Vision,Dental

Job summary

Conventus Holdings Corporation seeks an experienced Associate, Loan Administration to ensure accuracy, completeness, and integrity of our loan portfolio from post-close through payoff. This back-office role emphasizes QA, data verification, and strict documentation control in a fast-moving environment.

The position requires 2+ years in mortgage or lending and a results-driven mindset. You will liaise with title companies and attorneys, manage post-close documents, and oversee construction draw

Qualifications

• 2+ years mortgage or lending industry experience required.
• Prior loan servicing or loan administration experience preferred.
• Familiarity with verifying tax and insurance currency at loan boarding and lifecycle preferred.
• Bachelor’s or technical degree preferred but not required.

Responsibilities

• Perform QA reviews of trade files and boarding packages to verify loan data accuracy.
• Audit boarding files against original documents to confirm terms, borrower info, collateral data, and escrow.
• Verify taxes are current; research delinquencies and flag due dates.
• Ensure hazard, flood, and builder’s risk insurance active and compliant; address lapses.
• Maintain QA logs and exception reports; track resolution to completion.
• Manage post-close document follow-up and tracking of deeds of trust and title policies.
• Coordinate with title companies, closing agents, and attorneys to obtain missing documents.
• Process and track Assignments of Mortgage through recording, return, and final file placement.
• Monitor document exception queues and aging; resolve items within SLA timelines.
• Coordinate with origination, underwriting, and compliance to clear loan-level exceptions.

Skills

Attention to detail

Organizational skills

Independent work

Stakeholder communication

AI drafting tools (Claude)

Education

2+ years mortgage or lending experience

Bachelor’s or technical degree preferred

Tools

Loan servicing software

Document management systems

AI drafting tools (Claude)

Job description

Conventus Holdings Corporation was envisioned and created to reduce the number of economic intermediaries involved in the origination, funding and investment in the $125 billion real estate bridge loan market place. True to the Latin origin of the company’s name, “to bring together,” CHC existence and strength is anchored to a business model that removes unnecessary economic intermediates so that it can provide superior pricing and service to its clients. Our competitive edge in executing our mission is assembling, nurturing, and developing a collaborative group of talented individuals. To that end, diversity of experiences, perspectives, skills, and cultures is core to our mission and team.

Position Description

Full-Time, Hourly, Performance-Based Bonus

Location: West Palm Beach, FL
Required 4 days per week in the office (Mon-Thu) . Please do not apply if this does not align with you.

Salary Range:$25.85-40.87 per hour

Conventus is seeking an experienced Associate, Loan Administration to join our dynamic team. In this role, you will be a cornerstone of our loan administration operations — responsible for the accuracy, completeness, and integrity of our loan portfolio from post-close through payoff. This is a detail-first, back-office role built around quality assurance, data verification, document management, and construction draw administration. We are seeking an organized, process-driven professional who takes pride in getting the details right and thrives in a structured, fast-moving environment.

Responsibilities

• Quality Assurance & Data Verification
  • Perform thorough QA reviews of trade files and boarding packages, verifying loan data isaccurate, complete, and consistent across systems prior to and following loan boarding.
  • Audit boarding files against original loan documents to confirm accuracy of loan terms, borrower information, collateral data, payment schedules, and escrow setup.
  • Verify property taxes are current at boarding and on an ongoing basis — researching delinquencies and flagging unpaid balances, tax sale notices, or upcoming due dates.
  • Confirm hazard, flood, andbuilder’srisk insurance policies are active and compliant at loan boarding and throughout the loan term;identifylapses andinitiatecorrective action.
  • Maintain detailed QA logs and exception reports; track resolution ofidentifiederrorsthrough tocompletion.

  Document Management & Follow-Up

  • Manage post-close document follow-up, tracking outstanding items such as recorded deeds of trust, title policies, endorsements, and trailing loan documents.
  • Contact title companies, closing agents, and attorneys to obtain missing documents;maintainaccuratestatus logs until all items are resolved.
  • Process and track Assignments of Mortgage (AOM) through recording, return, and final file placement.
  • Monitor document exception queues and aging reports; prioritize and resolve outstanding items within SLA timelines.
  • Coordinate with origination, underwriting, and compliance teams to clear loan-level exceptions; respond to borrower and third-party document inquiries promptly.

  Construction Draw Administration

  • Help process draw wire requests, including verifying property taxes are current and that valid insurance coverage — including hazard, flood, andbuilder’srisk — is in place prior to disbursement.
  • Monitordraw reimbursements from investors, ensuringtimelyreconciliation andaccuratetracking of funded amounts.
  • Verifybuilder’srisk insuranceremainsactive throughout the construction period and transitions to permanent hazard coverage upon project completion.
  • Confirm property tax and insurance currency at each draw milestone prior to fund disbursement.
  • Maintain draw logs and project status reports; communicate draw status and timelines to borrowers and internal teams

Qualifications

Education & Experience

• 2+ years of mortgage or lending industry experiencerequired; prior loan servicing or loan administration experiencerequired.
• Experience with construction draw administration, post-close document follow-up, or loan file QA preferred.
• Familiarity with verifying tax and insurance currency at loan boarding and during the loan lifecycle preferred.
• Loss mitigation or loan processing experience preferred but notrequired.
• Bachelor’s or technical degreepreferredbut notrequired.

Skills

• Exceptional attention to detail — accuracy in data verification, document review, anddrawadministration is the core of this role.
• Strong organizational skills; ability to manage multiple exception queues, draw pipelines, and document logs simultaneously.
• Comfortablecontactingtitle companies, inspectors, contractors, and third parties to resolve outstanding items.
• Ability to prioritize, meet SLA deadlines, and work independently in a high-volume environment.
• Familiarity with loan servicing software and document management systems preferred; experience with AI tools such as Claudea plus, particularly for drafting borrower communications, summarizing loan documents, andstreamlining exceptionreporting.

Desired Characteristics

Mindset and Character

At CHC, we look for future employees who demonstrate and have the mindset and character of our following core values:

• Deliver Extraordinary Client Experience: Demonstrate unwavering responsiveness and dedication to delighting clients at every touchpoint.
• Take Responsibility: Be proactive, know what you are responsible for, act with integrity and follow through to the end.
• Respond with Urgency and Care: Balance speed with quality, ensuring that every response is both timely and impactful.
• Grow Together: Grow together through a culture of intellectual curiosity, collaboration and celebration.
• 19 days PTO annually
• Health Benefits (Health, Vision, Dental)