Loan Asset Management Associate

Chatham Financial; Kennett Square (Chester County); On-site; USD 65,000 - 85,000; Full time

Job summary

A leading financial advisory firm is seeking a Loan Asset Management Associate to help institutional real estate investors navigate complex debt portfolios. The ideal candidate will have a Bachelor's degree and 2+ years of experience in real estate finance. Responsibilities include onboarding new clients, designing workflows, and preparing analytics dashboards. Join a team that values curiosity and collaboration while helping clients succeed in their financial endeavors.

Benefits

Competitive compensation

Performance bonuses

Professional development budgets

Comprehensive benefits package

Qualifications

• 2+ years of experience in real estate finance, asset management, loan servicing, or real estate transaction law.
• Strong attention to detail and the ability to identify and extract key data from documents.
• Exposure to commercial real estate loans, with an understanding of their structure, terminology, and common financial covenants.

Responsibilities

• Lead the onboarding of new clients by translating scattered loan data into structured models.
• Design and implement workflows to track loan reporting and portfolio analytics.
• Prepare dashboards that surface key risks and performance trends.

Skills

Attention to detail

Communication skills

Analytical thinking

Collaboration

Education

Bachelor’s degree in business, finance, economics, real estate, or a related field

Job description

We don’t simply hire employees. We invest in them. When you work at Chatham, we empower you — offering professional development opportunities to help you grow in your career, no matter if you've been here for five months or 15 years. Chatham values people, teamwork, integrity, and client service. You will have opportunities to partner with talented subject matter experts, work on complex projects, and contribute to the value Chatham delivers every day.

Job Summary

Institutional real estate investors are navigating increasingly complex and evolving debt portfolios, often across fragmented systems. As a Loan Asset Management Associate in our Investment Management team, your mission is to bring clarity and structure to that complexity.

You’ll work with sophisticated commercial real estate clients to solve challenges in loan reporting, data management, and portfolio analytics. Leveraging our proprietary technology platform, you’ll transform unstructured loan terms into structured, reliable data — enabling streamlined reporting, sharper analytics, and clearer visibility into portfolio performance. Over time, you’ll become a trusted partner in helping clients proactively manage their loan portfolios and make more informed decisions.

What You’ll Do

• Lead the onboarding of new clients by translating scattered loan data into structured, actionable models in Chatham’s proprietary technology.
• Design and implement workflows to track covenant test results, loan reporting, and portfolio analytics.
• Monitor client portfolios for changes like paydowns, drawdowns, and refinancing — and ensure data stays accurate and up to date.
• Prepare dashboards that surface key risks, upcoming maturities, and performance trends.
• Build strong relationships with clients through regular calls and proactive insights.
• Collaborate with our technology team to enhance Chatham’s technology offering based on client feedback and evolving market needs.
• Train and mentor new team members to ensure consistency and excellence in delivery.

What Success Looks Like in the First Year

• Month 3: You’re confidently modeling loan terms and covenant structures, actively contributing to client conversations, and delivering insights that help clients make smarter, faster decisions.
• Month 6: You’re independently managing client portfolios, identifying data gaps, and delivering reporting that drives smarter decisions.
• Month 12: You’re leading client conversations, anticipating needs, and shaping the evolution of our platform through feedback and collaboration.

This Role is Ideal for Someone Who

• Thinks like a detective — you enjoy digging into documents, spotting inconsistencies, and solving puzzles others might miss.
• Has a sharp eye for detail and takes pride in getting things right the first time — you know that small oversights can have big consequences.
• Communicates clearly and confidently, especially when translating technical details into client-friendly language.
• Stays calm in ambiguity and adapts quickly to changing client needs.
• Takes ownership of your work and consistently delivers high-quality, reliable results.
• Is energized by collaboration and eager to learn from others.

Qualifications

• Bachelor’s degree in business, finance, economics, real estate, or a related field.
• 2+ years of experience in real estate finance, asset management, loan servicing, or real estate transaction law.
• Strong attention to detail and the ability to identify and extract key data from documents.
• Exposure to commercial real estate loans, with an understanding of their structure, terminology, and common financial covenants.
• Excellent communication skills, both written and verbal.

What We Offer

• A team that values curiosity, collaboration, and a shared drive to keep improving ourselves and the client experience.
• Immediate access to subject matter experts and complex, meaningful client work.
• Competitive compensation, performance bonuses, and professional development budgets.
• Comprehensive benefits package: healthcare, retirement matching, generous PTO, and more.

Sound like a fit, but not sure you meet every bullet? Apply anyway — we value potential and passion as much as pedigree. We’re building a team of people who love helping others succeed and who are energized by solving complex financial puzzles with real-world impact.

About Chatham Financial

Chatham Financial is the largest independent financial risk management advisory and technology firm. A leader in debt and derivative solutions, Chatham provides clients with access to in-depth knowledge, innovative tools, and an incomparable team of over 750 employees to help mitigate risks associated with interest rate, foreign currency, and commodity exposures. Founded in 1991, Chatham serves more than 3,500 companies across industries — handling over $1.5 trillion in transaction volume annually and helping businesses maximize their value in the capital markets, every day. To learn more, visit chathamfinancial.com.

Chatham Financial is an equal opportunity employer.