CRE Loan Onboarding & Servicing Specialist

Truist; Birmingham (AL); On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Vacation days

Sick days

Paid holidays

Job summary

Truist in Birmingham, AL seeks a Loan Administration professional to manage onboarding and ongoing servicing for commercial real estate loans. You will review documents, configure servicing setups, and validate data against governing agreements to ensure accurate loan records.

Responsibilities include boarding CRE loans, validating terms, handling transfers or portfolio conversions, and maintaining documentation within imaging/workflow systems. Travel occasionally may be required.

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

• Board and validate CMBS, SASB, and master servicing transactions based on experience level.
• Perform new loan boarding and servicing-system setup for CRE loans.
• Review executed loan and transaction documents to identify key servicing requirements and translate those into servicing setup.
• Validate loan balances, payment terms, interest rates, escrow and reserve requirements, collateral information, and other data against governing documents.
• Identify discrepancies between boarding data and loan documents and resolve them.
• Research and reconcile discrepancies involving payments, balances, and interest calculations.
• Support servicing transfers and portfolio conversions by validating transferred information vs governing documents.
• Document validation work clearly for auditors and managers to follow.
• Escalate unsupported assumptions when documents do not provide sufficient support for servicing determinations.
• Perform loan boarding quality-control activities and ensure resolved before final validation.
• Maintain loan documentation through imaging, retention, and workflow processes.
• Support release/satisfaction processing, UCC administration, and customer service inquiries.

Skills

Communication skills

Organizational skills

Problem-solving

Multi-tasking

Teamwork / independence

MS Office proficiency

Education

Bachelor's degree or equivalent education

Tools

Microsoft Office

Job description

Truist in Birmingham, AL seeks a Loan Administration professional to manage onboarding and ongoing servicing for commercial real estate loans. You will review documents, configure servicing setups, and validate data against governing agreements to ensure accurate loan records.

Responsibilities include boarding CRE loans, validating terms, handling transfers or portfolio conversions, and maintaining documentation within imaging/workflow systems. Travel occasionally may be required.