Loan Servicing Analyst

CBRE; Houston (TX); On-site; USD 60,000 - 85,000; Full time

Job summary

CBRE is seeking a Loan Servicing Analyst to review and audit financial terms of new loans, modifications, forbearance and reconciliations. You will participate in all aspects of servicing Adjustable-Rate loans, tracking indices, and preparing process documentation.

The role requires interpreting mortgage documents, strong analytical skills, organization, and proficient MS Office use; experience with mortgage servicing software is a plus.

Qualifications

• Interpret mortgage loan documents accurately.
• Demonstrated analytical and problem-solving abilities.
• Organized, efficient and able to manage multiple timelines.
• Communicate with loan servicing personnel, underwriters, and CBRE staff.
• Calculate interest and understand mortgage documents.
• Define problems, collect data, and draw conclusions from varied instructions.
• Proficient in MS Office; familiarity with McCracken Strategy is a plus.

Responsibilities

• Review new loans and prepare setup specifications.
• Audit adjustable-rate and fixed-rate loans post conversion.
• Prepare implementation instructions for modifications.
• Support Asset/Portfolio Managers in analyses of ARM loans and complex reconciliations.
• Handle customer service issues related to adjustable-rate loans and modifications.
• Review loan documents for adjustable-rate criteria.
• Evaluate and calculate adjustable-rate changes.
• Review adjustable-rate reports for accuracy and integrity.
• Print/mail ARM change notifications as needed.
• Test ARM logic in Strategy Beta versions and document processes.

Skills

Mortgage documents interpretation

Analytical thinking

Organization

Communication with stakeholders

Interest calculation

Problem solving & data analysis

MS Word / PowerPoint / Excel

McCracken Strategy software

Education

B.S. in Accounting or Finance or related business field

Tools

McCracken Strategy loan servicing software

Job description

About The Role

The Loan Servicing Analyst will be responsible for reviewing and auditing all financial terms of new loans, modifications, forbearance & reconciliations. Participate in all aspects of servicing the Adjustable-Rate loans including index tracking, review and analyze adjustable-rate loans and reports. Complete process maps and documentation of all processes within the department.

What You’ll Do

• Review all new loans and prepare loan set-up specifications.
• System to note audit and review of adjustable rate and fixed rate loans post conversion.
• Review and prepare implementation instructions on modifications.
• Provide support to servicing departments/Asset Managers/Portfolio Managers in the analysis of Adjustable Rate/DIAL (Deferred Interest Accruing Loans)/modifications/complex reconciliations.
• Handle customer service issues regarding adjustable rate loans/modification/complex reconciliations.
• Review loan documents for adjustable rate criteria.
• Evaluate, analyze and calculate adjustable rate changes.
• Review adjustable rate reports to ensure accuracy and integrity.
• Print and mail adjustable rate change notifications as necessary.
• Review and test all adjustable rate logic in Beta test versions of Strategy.
• Review and complete documentation of processes within the ARM’s Dept.

What You’ll Need

• Ability to interpret mortgage loan documents.
• Detail oriented with demonstrated analytical and problem solving skills.
• Must be organized, efficient and capable of handling and prioritizing numerous assignments and timelines simultaneously.
• B.S. in Accounting, Finance, other business related curriculum or equivalent experience. A minimum of three years of experience with mortgage loan servicing preferred.
• Ability to communicate with loan servicing personnel, prior servicers, underwriters, third parties, lenders, borrowers and various CBRE Capital Markets personnel.
• Ability to calculate interest and have an understanding of mortgage documents.
• Ability to define problems, collect data, establish facts, and draw accurate conclusions. Ability to interpret an extensive variety of instructions in written or diagram form and deal with several abstract and concrete variables.
• Proficient in common Microsoft applications including: Word, PowerPoint and Excel. Working knowledge of: McCracken Strategy loan servicing software preferred.

Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.

Why CBRE

When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values - respect, integrity, service and excellence - and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to chart your own course and realize your potential. We welcome all applicants.

Applicant AI Use Disclosure

We value human interaction to understand each candidate's unique experience, skills and aspirations. We do not use artificial intelligence (AI) tools to make hiring decisions, and we ask that candidates disclose any use of AI in the application and interview process.

We offer a competitive compensation package, complete with benefits (Medical/Dental/Vision/401(k)/Disability/Paid holidays/vacation).

About CBRE Group, Inc.

CBRE Group, Inc. (NYSE:CBRE), a Fortune 500 and S&P 500 company headquartered in Dallas, is the world’s largest commercial real estate services and investment firm (based on 2024 revenue). The company has more than 140,000 employees (including Turner & Townsend employees) serving clients in more than 100 countries. CBRE serves clients through four business segments: Advisory (leasing, sales, debt origination, mortgage serving, valuations); Building Operations & Experience (facilities management, property management, flex space & experience); Project Management (program management, project management, cost consulting); Real Estate Investments (investment management, development). Please visit our website at www.cbre.com.

Equal Employment Opportunity

CBRE is an equal opportunity employer that values diversity. We have a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.

Candidate Accommodations

CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company’s success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at [e-mail] or via telephone at [phone] (U.S.) and [phone] (Canada).