Associate, Loan Servicing

Bellwetheram 2; Dallas (TX); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Employer-paid Medical, Dental & Vision

401k company match 4%

Generous PTO

Cell phone reimbursement

Job summary

Bellwetheram 2, based in Dallas, Texas, seeks an experienced Associate in Loan Servicing to manage a portfolio of commercial real estate debt investments. The role involves reviewing loan documents and assisting with new loans while ensuring data integrity.

The ideal candidate will have a strong attention to detail, excellent communication skills, and a Bachelor's degree in a relevant field. Benefits include employer-paid medical, flexible spending accounts, and generous PTO.

Qualifications

• Minimum of 3 years of relevant experience required.
• Commercial Real Estate Loan Servicing experience preferred.
• Ability to work independently and manage time effectively.

Responsibilities

• Review and interpret loan documents for key data.
• Assist with the onboarding process for new loans.
• Perform quality control checks within the servicing system.
• Coordinate lien releases and monitor tax reserves.

Skills

Attention to detail

Ability to interpret loan agreements

Excel proficiency

Qualitative and quantitative analysis

Problem-solving

Communication skills

Education

Bachelor’s degree in Business Administration, Finance, or a related field

Tools

CRE loan servicing software

Job description

Overview

As an Associate, Loan Servicing you will be responsible for servicing a portfolio of commercial real estate debt investments. This role will be encouraged to create efficiencies and implement processes improvements to provide the best‑in‑class service for our clients.

Responsibilities

• Review and interpret loan documents to determine key loan data related to loan payment calculations, escrow setup and tracking, monthly fees, payoff calculations and loan covenants.
• Assist with onboarding process for new loans or portfolios of loans, ensuring data integrity.
• Perform quality control checks within the servicing system.
• Monitor tax and insurance reserves and escrow accounts and perform routine escrow analyses.
• Coordinate lien releases and UCC continuations and terminations.
• Review monthly draw requests for completeness and compliance with loan documents, including review of budgets, back‑up documentation, title updates, and inspection reports.
• Generate and review monthly billing statements and payoff statements.
• Produce daily, weekly, and monthly reports as scheduled and distribute those timely.
• Assist with creation and review of remittance reports due to investors.
• Develop and maintain relationships with clients, borrowers, and key stakeholders.
• Coordinate with treasury department for daily cash management functions, payment and disbursement tracking and reconciliation of escrow accounts.
• Assist in training and mentoring junior team members.
• Compose processes and procedures required.
• Perform additional ad‑hoc analysis, projects and reporting as requested.

Qualifications

• A minimum of 3 years of relevant experience.
• Commercial Real Estate Loan Servicing experience required; Bridge and Construction Loan Servicing experience preferred.
• Experience with Strategy Servicing Software valued, but not required.
• Bachelor’s degree required in Business Administration, Finance, or a related field of study/work experience equivalence.
• Bellwether seeks entrepreneurial individuals who are highly motivated, mature and intelligent, with demonstrated excellence in prior endeavors.
• Job Knowledge & Technical Ability: Strong attention to detail. Ability to review and interpret loan agreements. Ability to calculate monthly payments with accuracy. Proficiency with Excel and CRE loan servicing software. Proven qualitative and quantitative analysis skills. Adaptability in dynamic environment. Demonstrated ability to prioritize work and manage time effectively.
• Initiative & Dependability: Ability to perform responsibilities independently and proactively, solve problems, and improve processes and/or services. Self‑directed, takes initiative and responsibility, ensures completion of tasks.
• Communication: Excellent verbal and written communication skills; strong listening and interpersonal skills. Highly effective at preparing and presenting information.
• Professionalism & Teamwork: Acts with honesty and integrity and maintains confidentiality, adheres to company policies. Promotes a collaborative and productive work environment. Demonstrates team building, support and respect.
• Travel is not anticipated but may be needed from time to time.
• Classification: Exempt
• Position Status: Regular / Full Time
• Reports To: Vice President, Loan Servicing
• Direct Reports: No

Physical and Mental Demands

• While performing the duties of this job, the employee is regularly required to stand, sit, and walk. Must be able to sit at an office workstation for an extended period of time. May need to reach, stoop, or kneel to access items.
• Must be able to talk, hear and use wrists, hands and/or fingers frequently and repetitively to operate a computer, telephone and other office productivity machinery.
• Must frequently prepare or inspect documents, and convey details or important instructions or ideas accurately, loudly, or quickly.
• Ability to work independently, and prioritize duties to ensure timely completion. The ability to collaborate is also imperative.
• Requires active listening, critical thinking, making decisions, time management, as well as administration skills.
• Ability to interact in a courteous professional manner at all times.
• Regular, predictable attendance is required.
• The physical and mental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.
• No hazardous or significantly unpleasant conditions (such as in a typical office).
• Moderate noise (i.e., business office with computers, phones, printers and light traffic).
• Indoor business office environment with windows; light foot traffic within work areas.

Benefits

• Employer‑paid Medical, Dental & Vision, with buy‑up options available.
• Flexible Spending Account, Health Savings Account.
• Carrot Fertility Benefit - $10,000 lifetime benefit.
• 401k company match 4%, immediately vested.
• Generous PTO, 11 Paid Company Holidays & Paid Holiday Office Closure.
• 14 weeks Maternity Leave & 12 weeks Parental Leave.
• Wellbeing program offerings.
• Cell phone reimbursement.
• Engaging team events & holiday parties.

Equal Opportunity Employer

Bellwether is an equal‑opportunity employer. Bellwether complies with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations. All qualified applicants are considered for employment without regard to an individual's race, color, religion, religious creed and national origin, ancestry, citizenship, physical or mental disability, medical condition (including cancer and genetic characteristics), genetic information, marital status, reproductive health decision making, sex, gender (including gender identity and gender expression), age, sexual orientation, protected veteran and/or military status, protected medical leaves, domestic violence victim status, political affiliation, or any other status protected by federal, state, or local laws. All candidates must be able to prove eligibility to work in the United States.