Data-Driven Servicer Oversight Associate

Brio Real Estate, a Blackstone Portfolio Company; Dallas (TX); On-site; USD 85,000 - 125,000; Full time

Job summary

Brio Real Estate, a Blackstone portfolio company, seeks an Associate, Servicer Oversight to monitor third‑party servicers for BREDS’ commercial loan portfolio. You will analyze datasets, validate remittance reporting, and help ensure compliance with servicing agreements.

The role emphasizes data-driven insights, KPI development, and collaboration with operations, finance, portfolio management, compliance, and IT to improve oversight and efficiency.

Qualifications

• Bachelor’s degree in Finance, Real Estate, Business Administration, or related field.
• 3–5 years of experience in commercial loan servicing or an analytical finance role.
• Strong analytical skillset with experience working with large datasets, data validation, and reconciliation processes.
• Advanced proficiency in Microsoft Excel; experience with data tools (Power BI, SQL) is a plus.
• Foundational understanding of commercial loan structures preferred.
• High attention to detail with an ability to identify discrepancies and trends in complex data.
• Strong organizational, problem-solving, and communication skills with the ability to manage multiple priorities.

Responsibilities

• Assist in monitoring adherence to loan servicing agreements through data-driven analysis and performance tracking.
• Support the development of servicer scorecards, KPIs, and performance reporting using large datasets.
• Identify, document, and escalate issues.
• Perform detailed analytical reviews of daily, weekly, and monthly servicing activity across large loan portfolios.
• Lead and support monthly remittance reconciliation processes, including cash tie-outs, variance analysis, and waterfall validation.
• Analyze and validate large loan-level data files (data tapes), ensuring accuracy across key fields such as balances, rates, maturity dates, and payment histories.
• Review and reconcile servicing system outputs against internal records to ensure data integrity.
• Develop and maintain exception reports, trend analyses, and root-cause assessments using large datasets.
• Partner with internal teams to deliver data-driven insights related to servicing performance.
• Support system migrations, data conversions, and onboarding of new servicers, including validation of large boarding datasets.
• Assist in building scalable reporting frameworks, dashboards, and process automation tools to improve oversight efficiency.
• Document workflows and analytical methodologies to support consistency and auditability.

Skills

Analytical mindset

Data validation

Excel (advanced)

Power BI

SQL

Attention to detail

Communication skills

Education

Bachelor's degree in Finance/Real Estate/Business Administration

Tools

Power BI

SQL

Job description

Brio Real Estate, a Blackstone portfolio company, seeks an Associate, Servicer Oversight to monitor third‑party servicers for BREDS’ commercial loan portfolio. You will analyze datasets, validate remittance reporting, and help ensure compliance with servicing agreements.

The role emphasizes data-driven insights, KPI development, and collaboration with operations, finance, portfolio management, compliance, and IT to improve oversight and efficiency.