Grandbridge Loan Administration Analyst / Associate

Truist; Kansas City (MO); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k plan

Job summary

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.

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 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.

Skills

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

Education

Bachelor’s degree or equivalent

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

• 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:

• 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

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%

Physical Conditions / Environment

Normal office environment where there is little or no discomfort due to temperature, dust, noise, or other disagreeable elements.

General Description of 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. For more details on Truist’s generous benefit plans, please visit our Benefits site. 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.

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.

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