Commercial Real Estate Loan Servicing Analyst

Truist Financial Corporation; Atlanta (GA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical benefits

Vacation and holidays

401(k) plan

Job summary

Truist is seeking an experienced loan administration professional to support commercial real estate loan onboarding and ongoing servicing. You will translate loan documents into accurate servicing setups, validate balances, terms, and collateral, and ensure data integrity across transfers and portfolio conversions.

The role emphasizes attention to detail, strong communication, and the ability to work independently or in a team. The position requires disability accommodations per policy.

Qualifications

• Bachelor’s degree or equivalent education and related training.
• Good written and verbal communication skills.
• Ability to efficiently and consistently produce accurate work.
• Good organizational and problem-solving skills.
• Ability to multi-task in a high-paced environment with heavy interaction with borrowers.
• Ability to work in both a team or individual environment.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
• Ability to travel, occasionally overnight.

Responsibilities

• Perform new loan boarding and servicing-system setup for commercial real estate loans.
• Review executed loan and transaction documents to identify key servicing requirements and translate those requirements into an accurate servicing setup.
• Board and validate CMBS, SASB, master servicing, and other commercial real estate transactions based on experience level.
• Understand and validate complex loan structures, including component-level information and collateral relationships.
• Validate loan balances, payment terms, interest rates, payment dates, escrow and reserve requirements, collateral information, and other key servicing data against governing documents.
• Identify instances where boarding data or system information does not agree with executed loan documents.
• Research and reconcile discrepancies involving payments, balances, interest calculations, escrow amounts, and other servicing data.
• Support servicing transfers and portfolio conversions by validating transferred information against governing documents and servicing records.
• Document validation work, exceptions, corrections, and conclusions clearly for reviewers or auditors to follow.
• Escalate exceptions or conflicting information when the governing documents do not provide sufficient support.

Skills

Communication skills

Multi-tasking

Organizational skills

Problem solving

Microsoft Office

Travel readiness

Education

Bachelor’s degree or equivalent education

Job description

Truist is seeking an experienced loan administration professional to support commercial real estate loan onboarding and ongoing servicing. You will translate loan documents into accurate servicing setups, validate balances, terms, and collateral, and ensure data integrity across transfers and portfolio conversions.

The role emphasizes attention to detail, strong communication, and the ability to work independently or in a team. The position requires disability accommodations per policy.