Covenant Data Specialist: Real Estate Finance Insights

Chatham Financial Company; Charlotte (NC); Hybrid; USD 100,000 - 115,000; Full time

Benefits offered by this job

Health insurance

Life and disability insurance

401K

EAP

Paid holidays

Paid time off

Job summary

Chatham Financial is seeking a Covenant Data Specialist on its Investment Management team to ensure institutional real estate investors have accurate covenant data and understand financing obligations. You will review loan agreements, interpret provisions, and translate complex language into a standardized data format used across portfolios.

You will perform in-depth quality-control on covenant data, identify inconsistencies, and provide clear feedback.

Qualifications

• Experience reading and interpreting commercial loan documents or other complex legal or financial agreements.
• Working knowledge of commercial lending concepts and loan covenants.
• Ability to interpret varied document language and translate into a standardized format.

Responsibilities

• Review covenant language in loan documents to identify relevant terms and requirements.
• Perform quality-control checks by comparing data against underlying documents.
• Identify discrepancies and provide actionable feedback to improve data quality.
• Collaborate with data, implementation, and advisory teams on complex term interpretation.
• Develop expertise in covenant structures to recognize interdependencies.

Skills

Loan docs

Lending concepts

Covenants

Attention to detail

Analytical skills

Communication

Data translation

Job description

Chatham Financial is seeking a Covenant Data Specialist on its Investment Management team to ensure institutional real estate investors have accurate covenant data and understand financing obligations. You will review loan agreements, interpret provisions, and translate complex language into a standardized data format used across portfolios.

You will perform in-depth quality-control on covenant data, identify inconsistencies, and provide clear feedback.