AVP, CRE Loan Servicing

situsamc; Houston (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

SitusAMC is seeking aSenior Associate to manage an assigned loan management function within our SAM group. You will oversee daily operations, client interactions, and reporting obligations for portfolios of commercial real estate loans.

You will work with management and clients to ensure accurate loan servicing, document handling, and compliance while mentoring junior staff and driving process improvements in a collaborative, fast-paced environment.

Qualifications

• Bachelor's degree in real estate, finance/accounting, business or equivalent combination of education and experience.
• 6+ years of industry experience, typically with 1+ years in a Senior Associate level role or external equivalent.
• Experience in commercial real estate, particularly in cash management, loan servicing, and escrow management.
• Collaborate with Vice President to ensure all client activities adhere to service level delivery standards.
• Excellent written and verbal communication skills.

Responsibilities

• Satisfy client expectations by ensuring servicing agreement and loan documents requirements are executed timely and accurately.
• Perform various loan management functions including payments, payoff requests, line advances, disbursements, file maintenance, recording and satisfaction of loan documents.
• Maintain proficiency with core loan servicing applications.
• Independently verify end-of-day work accuracy to prevent funding delays and ensure compliance.
• Escalate non-compliant issues to supervisor and assist with root-cause analysis.
• Identify improvement areas by escalating unclear processes to Loan Management Leadership.
• Promote adoption of new systems and processes to support operational efficiency.

Skills

Communication skills

Education

Bachelor's degree

Job description

SitusAMC is where the best and most passionate people come to transform our client's businesses and their own careers. Whether you're a real estate veteran, a passionate technologist, or looking to get your start, join us as we work together to realize opportunities for everyone, we proudly serve.

At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your potential and career growth within the Real Estate Industry. If you are someone who can be yourself, advocate for others, stay nimble, dream big, own every outcome, and think global but act local - come join our team!

This role is responsible for the overall management of an assigned loan management function within Situs Asset Management ("SAM") and will oversee daily operations and reporting obligations for our clients' portfolios of commercial real estate loans. This position involves a high level of interaction and communication between management, SAM staff as well as clients and various 3rd parties.

Essential Job Functions:

• Satisfy client expectations by ensuring requirements in the servicing agreement and loan documents are executed timely and accurately; escape issues to VPs where appropriate.
• Perform various loan management functions including but not limited to: payments, payoff requests, line advances, disbursements, file maintenance requests, recording and satisfaction of loan documents, loan collateral administration, QC of newly onboarded loan records, submission of modifications and extension requests, customer requests for information and any necessary research. Provide guidance to junior staff and assist upline management with special projects and assignments.
• Maintain and demonstrate proficiency with core loan servicing applications.
• Independently verify the accuracy and timely completion of all end-of-day work to prevent funding delays, minimize client impact, and maintain compliance with loan and servicing agreements.
• Interpret complex loan documents including mortgages, deeds of trust, loan agreements, commitment letters and servicing agreements. Collaborate with Vice President when guidance is required to resolve issues and ensure consistent and compliant service delivery.
• Ensure assigned tasks are performed in accordance with documented processes and procedures, comply with loan and client level contractual requirements, adhere to internal control requirements / audit standards and are completed in accordance with stated service levels and regulatory requirements.
• Support a strong risk management and control environment by adhering to company standards, collaborating effectively with internal audit stakeholders and complying with remediation efforts identified to limit future audit observations.
• Perform quality control reviews as outlined in control frameworks across loan management functions to ensure accuracy, compliance, and operational integrity.
• Escalate non-compliant issues to Supervisor and/or other loan management leadership (as appropriate) through detailed verbal and written communication. Support Vice President with root cause analysis to identify underlying systemic problems or training gaps and provide information as needed to assist with remediation.
• Identify potential areas for improvement by escalating inefficient or unclear processes and/or procedures to Loan Management Leadership for review.
• Promote adoption of new systems and processes through participation in change management initiatives that support senior management's vision for operational efficiency and successful client delivery.
• Support business continuity framework designed by leadership to ensure uninterrupted and compliant operations in the event of unplanned absence or other business disruption.
• Complete loan management specific training and required training hours outlined for all loan management personnel in a timely manner.
• Foster strong cross-functional collaboration and relationships with all departments and their leadership to ensure the timely and accurate delivery of work product.
• Serve as initial point of contact for Borrower related items.
• Other activities may be assigned by your manager.

Qualifications/ Requirements:

• Bachelor's degree with preferred field of study in real estate, finance/accounting, business or equivalent combination of education and experience.
• Minimum of 6+ years of industry and/or relevant experience, typically with 1+ years in a Senior Associate level role or external equivalent.
• Experience preferred in commercial real estate, particularly in areas such as cash management, loan servicing, and escrow management.
• Collaborate with Vice President to ensure that all client activities and transactions adhere to service level delivery standards.
• Ability to work effectively in a team environment, fostering an environment of collaboration, cooperation while balancing team goals and individual responsibilities.
• Excellent written and verbal communication skil