CRE Loan Servicing Analyst: Payments & Reporting

G.S. Wilcox & Co.; Morristown (NJ); On-site; USD 60,000 - 82,000; Full time

Job summary

G.S. Wilcox & Co. in Morristown, NJ seeks a Loan Servicing Analyst to support daily operations in its commercial loan servicing department and ensure accurate payment processing.

The role requires 2–3 years of mortgage loan servicing experience, strong communication and organizational skills, and proficiency with loan servicing software and Microsoft Office, especially Excel, Microsoft Query and Power Query.

Qualifications

• Bachelor’s degree in finance or accounting preferred, but not required.
• 2–3 years of commercial mortgage loan servicing experience.
• Excellent communication/organizational skills, a detail-oriented mentality, and strong time management skills.
• Possess a strong working knowledge of loan servicing software and Microsoft Office Suite, with attention to Excel, Microsoft Query and Power Query.

Responsibilities

• Prepare daily bank account reconciliations and audit report review and perform month end closing procedures.
• Process monthly loan payments and prepare banking entries.
• Assure real estate tax and insurance payments are processed timely and escrow analysis is run at least annually.
• Manage new loan onboarding and verification across the portfolio.
• Ensure financial information is entered accurately into the loan servicing system.
• Prepare loan event requests for submission to the firm’s lenders to include loan document review, financial analysis and recommendation.

Skills

Excellent communication

Organizational skills

Detail-oriented

Time management

Education

Bachelor’s degree in finance or accounting

Tools

Loan servicing software

Excel

Microsoft Query

Power Query

Microsoft Office Suite

Job description

G.S. Wilcox & Co. in Morristown, NJ seeks a Loan Servicing Analyst to support daily operations in its commercial loan servicing department and ensure accurate payment processing.

The role requires 2–3 years of mortgage loan servicing experience, strong communication and organizational skills, and proficiency with loan servicing software and Microsoft Office, especially Excel, Microsoft Query and Power Query.