Loan Covenant Analyst

CBRE Group, Inc.; Houston (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

CBRE Loan Services in Houston seeks a Loan Covenant Analyst to support administration and compliance of a commercial real estate loan portfolio. You will review loan documents, set up covenants, and serve as a primary contact for borrowers and lenders.

The role requires strong attention to detail, clear communication, and the ability to manage multiple deadlines in a fast-paced environment, with collaboration across portfolio management teams.

Qualifications

• Ability to review loan documents for covenants.
• Strong attention to detail and accuracy in records.
• Effective communication with borrowers, lenders and teams.

Responsibilities

• Review loan documents to identify covenants and set them up in the servicing system.
• Monitor compliance reports and follow up with borrowers as needed.
• Answer borrower questions via email and phone about commercial mortgages.
• Report covenant results to Senior Management and Portfolio Managers.
• Collect financial statements and ensure loan obligations are met.
• Maintain records in internal and client systems per policy.
• Assist Portfolio Managers and Analysts as needed.

Skills

Attention to detail

Communication skills

Deadline management

Customer service

Tools

Loan servicing system

Job description

About the Role

CBRE Loan Services is seeking a Loan Covenant Analyst to support the ongoing administration and compliance of a commercial real estate loan portfolio. This role is responsible for reviewing loan documentation, setting up and monitoring loan covenants, and serving as a key point of contact for borrowers, lenders, and internal portfolio management teams. The ideal candidate will demonstrate strong attention to detail, effective communication skills, and the ability to manage multiple deadlines in a fast-paced environment.

What you'll do:

• Review loan documents to identify financial and non-financial covenants and accurately set them up within the internal loan servicing system.
• Monitor exception and compliance reports. Periodically follow up with borrowers regarding outstanding or upcoming requirements.
• Perform basic customer service functions of answering borrower's questions via email and telephone about their commercial mortgages, what includes researching information to obtain proper answers.
• Follow up with borrowers on the status of loan covenants and report results to Senior Management, Portfolio Managers and Lenders.
• Contact borrowers to collect required financial statements and other reports and determine if loan obligations have been satisfied.
• Update internal loan servicing system and external Lender client systems with status of various lender consent items. Maintain accurate records and ensure adherence to internal policies, procedures, and service-level expectations.
• Assist Portfolio Managers and Portfolio Analysts in the day-to-day functions of Portfolio Management as needed.
• No formal supervisory responsibilities in this position.