Associate, Servicer Oversight

Brio Real Estate, a Blackstone Portfolio Company; Dallas (TX); On-site; USD 85,000 - 125,000; Full time

Job summary

Brio Real Estate, a Blackstone portfolio company, seeks an Associate, Servicer Oversight to monitor third‑party servicers for BREDS’ commercial loan portfolio. You will analyze datasets, validate remittance reporting, and help ensure compliance with servicing agreements.

The role emphasizes data-driven insights, KPI development, and collaboration with operations, finance, portfolio management, compliance, and IT to improve oversight and efficiency.

Qualifications

• Bachelor’s degree in Finance, Real Estate, Business Administration, or related field.
• 3–5 years of experience in commercial loan servicing or an analytical finance role.
• Strong analytical skillset with experience working with large datasets, data validation, and reconciliation processes.
• Advanced proficiency in Microsoft Excel; experience with data tools (Power BI, SQL) is a plus.
• Foundational understanding of commercial loan structures preferred.
• High attention to detail with an ability to identify discrepancies and trends in complex data.
• Strong organizational, problem-solving, and communication skills with the ability to manage multiple priorities.

Responsibilities

• Assist in monitoring adherence to loan servicing agreements through data-driven analysis and performance tracking.
• Support the development of servicer scorecards, KPIs, and performance reporting using large datasets.
• Identify, document, and escalate issues.
• Perform detailed analytical reviews of daily, weekly, and monthly servicing activity across large loan portfolios.
• Lead and support monthly remittance reconciliation processes, including cash tie-outs, variance analysis, and waterfall validation.
• Analyze and validate large loan-level data files (data tapes), ensuring accuracy across key fields such as balances, rates, maturity dates, and payment histories.
• Review and reconcile servicing system outputs against internal records to ensure data integrity.
• Develop and maintain exception reports, trend analyses, and root-cause assessments using large datasets.
• Partner with internal teams to deliver data-driven insights related to servicing performance.
• Support system migrations, data conversions, and onboarding of new servicers, including validation of large boarding datasets.
• Assist in building scalable reporting frameworks, dashboards, and process automation tools to improve oversight efficiency.
• Document workflows and analytical methodologies to support consistency and auditability.

Skills

Analytical mindset

Data validation

Excel (advanced)

Power BI

SQL

Attention to detail

Communication skills

Education

Bachelor's degree in Finance/Real Estate/Business Administration

Tools

Power BI

SQL

Job description

Brio Real Estate is a Blackstone Real Estate portfolio company focused on real estate credit. Brio supports Blackstone’s Real Estate Debt Strategies (“BREDS”) investments across the globe. The company provides support across key functions, including corporate, transaction, and management services. The critical infrastructure and capabilities Brio provides for BREDS allows for effective support in the management of its global portfolio.

Today, BREDS has more than $76 billion of investor capital across high yield / opportunistic real estate credit funds, a publicly traded Mortgage REIT, and liquid securities strategies. BREDS is part of Blackstone Real Estate, the largest owner of commercial real estate globally, owning and operating assets across every major geography and sector.

Role Purpose

The Associate, Servicer Oversight supports the monitoring and analytical review of third-party servicers managing BREDS’ small balance commercial loan portfolio. This role is heavily focused on data analysis, reconciliation, and validation of servicing outputs to ensure compliance with servicing agreements, accuracy of remittance reporting, and integrity of large loan-level datasets. The ideal candidate is highly analytical, detail-oriented, and comfortable working with large data files to identify trends, discrepancies, and process improvement opportunities.

What You Will Do

Servicer Relationship Support

• Assist in monitoring adherence to loan servicing agreements through data-driven analysis and performance tracking.
• Support the development of servicer scorecards, KPIs, and performance reporting using large datasets.
• Identify, document, and escal ...

Operational Oversight And Quality Assurance

• Perform detailed analytical reviews of daily, weekly, and monthly servicing activity across large loan portfolios.
• Lead and support monthly remittance reconciliation processes, including cash tie-outs, variance analysis, and waterfall validation.
• Analyze and validate large loan-level data files (data tapes), ensuring accuracy across key fields such as balances, rates, maturity dates, and payment histories.
• Review and reconcile servicing system outputs against internal records to ensure data integrity.
• Develop and maintain exception reports, trend analyses, and root-cause assessments using large datasets.

Stakeholder Engagement And Strategic Initiatives

• Partner with internal teams (operations, finance, portfolio management, compliance, and IT) to deliver data-driven insights related to servicing performance.
• Support system migrations, data conversions, and onboarding of new servicers, including validation of large boarding datasets.
• Assist in building scalable reporting frameworks, dashboards, and process automation tools to improve oversight efficiency.
• Document workflows and analytical methodologies to support consistency and auditability.

What You Should Have

• Bachelor’s degree in Finance, Real Estate, Business Administration, or related field.
• 3–5 years of experience in commercial loan servicing, financial operations, or an analytical finance role.
• Strong analytical skillset with experience working with large datasets, data validation, and reconciliation processes.
• Advanced proficiency in Microsoft Excel (e.g., pivot tables, lookups, data modeling); experience with data tools (e.g., Power BI, SQL, or similar) is a plus.
• Foundational understanding of commercial loan structures preferred.
• High attention to detail with an ability to identify discrepancies and trends in complex data.
• Strong organizational, problem-solving, and communication skills with the ability to manage multiple priorities.

EEO Statement

Brio Real Estate is an equal opportunity employer. In accordance with applicable law, we prohibit discrimination against any applicant, employee, or other covered person based on any legally recognized basis, including, but not limited to: veteran status, uniformed servicemember status, race, color, caste, immigration status, religion, religious creed (including religious dress and grooming practices), sex, gender, gender expression, gender identity, marital status, sexual orientation, pregnancy (including childbirth, lactation or related medical conditions), age, national origin or ancestry, citizenship, physical or mental disability, genetic information (including testing and characteristics), protected leave status, domestic violence victim status, or any other consideration protected by federal, state or local law. We are committed to providing reasonable accommodations, if you need an accommodation to complete the application process, please email [e-mail]