CRE Loan Servicing & Onboarding Analyst

Truist; Kansas City (MO); Presencial; USD 55.000 - 75.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical insurance

Dental insurance

Vision insurance

401k plan

Descripción de la vacante

Truist seeks an experienced Loan Administration professional to support onboarding and servicing for commercial real estate loans, ensuring accurate documentation and processing.

You will validate complex loan structures, coordinate with mortgage operations, and drive efficiency in onboarding, reconciliation, and quality-control activities. Strong MS Office skills and attention to detail are essential.

Formación

• 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.

Responsabilidades

• 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, transferred servicing 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 enough for another analyst, manager, quality-control reviewer, or auditor to follow.
• Escalate exceptions or conflicting information when the governing documents do not provide sufficient support for a servicing determination rather than making unsupported assumptions.
• Perform loan boarding quality-control activities and ensure identified exceptions are appropriately resolved before final validation.
• Maintain loan documentation through established imaging, retention, and workflow processes.
• Support release/satisfaction processing, UCC administration, and customer service inquiries.
• Take ownership of assigned loans through the onboarding and validation process, with the level of independence appropriate to experience.
• Identify opportunities to improve or automate loan onboarding, reconciliation, exception-management, and quality-control processes.

Conocimientos

Verbal and written communication

Multi-tasking in fast-paced env

Organizational and problem-solving

MS Office proficiency

Team or independent work

Attention to detail

High borrower interaction

Educación

Bachelor’s degree or equivalent

Herramientas

Microsoft Office

Descripción del empleo

Truist seeks an experienced Loan Administration professional to support onboarding and servicing for commercial real estate loans, ensuring accurate documentation and processing.

You will validate complex loan structures, coordinate with mortgage operations, and drive efficiency in onboarding, reconciliation, and quality-control activities. Strong MS Office skills and attention to detail are essential.