Grandbridge Loan Administration Analyst / Associate

Grandbridge Real Estate Capital LLC; Charlotte (NC); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Paid vacation

Job summary

Truist Financial Corporation in Charlotte, NC seeks a Loan Administration Specialist to perform loan boarding, servicing setup, and document validation for commercial real estate loans.

You will review executed documents, validate loan balances, rates, escrow, and collateral data, and coordinate with teams to ensure accurate servicing. The role requires attention to detail, strong communication, and the ability to work in a collaborative environment.

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

• Perform loan boarding and servicing‑system setup for commercial real estate loans.
• Review executed loan and transaction documents to identify servicing requirements.
• Board and validate CMBS, SASB, master servicing, and other CRE transactions.
• Validate loan balances, payment terms, interest rates, escrow and collateral data.
• Identify discrepancies between boarding data and loan documents.

Skills

Attention to detail

Communication skills

Organizational skills

Problem solving

Multi-tasking

Teamwork / Independent work

Travel willingness

Education

Bachelor’s degree or equivalent education and related training

Tools

Microsoft Office

Job description

Perform loan administration duties for commercial real estate loans as well as the general enforcement of loan documents on behalf of the lender. Support the functions of Document Administration, New Loan Set-up, Tax and Insurance Administration and Customer Service. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

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.

Qualifications Required

Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• 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

Preferred Qualifications

• Mortgage Banking experience
• Knowledge of commercial loan servicing
• Direct CMBS and/or master servicing experience.
• Experience with SASB or other complex commercial real estate transactions.
• Experience with loan components and complex collateral structures.
• Experience with servicing transfers or loan portfolio conversions.
• Knowledge of investor reporting or securitization‑related servicing.
• Post‑closing or commercial loan‑document review experience.
• Experience performing loan boarding quality control or operating within a formal control environment.

Other Job Requirements / Working Conditions

Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America)

Available Benefits for Eligible Employees of Truist Financial Corporation:

• All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
• Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts, and a 401k plan to teammates.
• Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full‑time or part‑time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.
• Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.
• As you advance through the hiring process, you will also learn more about the specific benefits available for any non‑temporary position for which you apply, based on full‑time or part‑time status, position, and division of work.

Other Job Requirements / Working Conditions: Sitting / Standing / Walking / Bending / Lifting Able to sit for extended periods of time and periodically move about during the work day.

Visual / Audio / Speaking Able to access and interpret client information received from the computer and be able to hear and speak with individuals in person and on the phone.

Manual Dexterity / Keyboarding Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.

Mental Able to focus, interpret information logically to solve problems, and answer customers’ questions appropriately.

Availability Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need.

Travel (Must select one) Minimal and up to 10%

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law.

Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work

About Truist Truist is a purpose‑driven financial services company, formed by the historic merger of equals of BB&T and SunTrust. We serve clients in a number of high‑growth markets in the country, offering a wide range of financial services. At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities. Learn more about Truist on truist.com.