Loan Servicing Associate

Peachtree Group; Atlanta (GA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Discretionary bonus

Medical insurance

Dental insurance

Vision insurance

Disability insurance

Life insurance

401(k) matching

Paid Holidays

Paid Time Off

Vacation Reimbursement Plan

Employee Assistance Program and Fund

Job summary

Peachtree Group seeks a Loan Servicing Associate to support loan servicing and asset management, focusing on loan and investment servicing, draw processing, and reporting. You will work with borrowers, lenders, and internal teams to ensure accurate data and timely funding.

The ideal candidate holds a bachelor’s degree in finance, economics, accounting, real estate or related field, with 3–5 years of related experience, and is proficient in Excel, Word and PowerPoint.

Qualifications

• Bachelor’s degree in finance, economics, accounting, real estate or related field.
• 3–5 years of loan servicing, asset management, construction draw processing, commercial lending, or private equity experience preferred.
• Strong Excel, Word, and PowerPoint skills; clear written and verbal communication.

Responsibilities

• Analyze loan data and coordinate with borrowers, lenders, and external servicing groups.
• Maintain renovation budgets, review draw requests, and fund loan draws.
• Generate loan reporting data including payment histories and escrow analyses.
• Onboard and review new loans, originated or acquired, for compliance and reporting.

Skills

Project management

Communication

Initiative

Lending terminology

Data analysis

Microsoft Office

Team player

Education

Bachelor's degree in finance, economics, accounting, real estate or related field

Tools

Excel

PowerPoint

Word

Job description

About Us

Peachtree Group is a privately held, vertically integrated real estate investment management, lending, and servicing platform. The company owns, operates, manages, and develops hotels and invests in hotel- and other commercial real estate-related assets throughout the United States. Through its affiliate, Peachtree Group Hospitality Management, Peachtree manages the performance of 100+ hotels across 27 brands with 14,000+ rooms in 26 states.

Job Overview

The Loan Servicing Associate will support Peachtree’s loan servicing and asset management activities with a primary focus on loan and investment servicing, analysis, and loan draw processing. You will work closely with the in-house asset management team, our external servicing group, underwriting teams, borrowers, participant lenders and other key stakeholders. The position requires strong written and verbal communication, as well as excellent interpersonal, analytical, and time management skills. Attention to detail is crucial.

Key Responsibilities

• Analyze loan data to make informed decisions and coordinate internally with borrowers, loan participants, lenders, and with our external servicing group.
• Maintain renovation budgets, review and analyze draw requests, and coordinate with borrowers, construction monitoring firms, loan participants, and others to smoothly process and fund loan draws.
• Work with borrowers to interpret loan information, provide reporting data, and foster a customer-friendly experience.
• Work with loan participants and senior lenders for regular reporting, one-off analyses, and payments.
• Develop loan reporting data, including payment histories, escrow analyses, and other reporting needs.
• Review and facilitate the onboarding of new loans, both originated or acquired.
• Coordinate and create real and prospective loan return analyses to be used to make informed investment decisions and to calculate realized investment returns.
• Ad-hoc review of loan documents to ensure compliance with loan covenants and restrictions.
• Work with accounting teams to transfer funds and resolve payment issues as needed.
• Work to improve existing loan servicing and asset management processes.

Qualifications & Skills

• Strong project management skills. Effective in prioritizing work and following through on commitments relating to a wide variety of tasks.
• Strong communications (verbal and written), organization and presentation skills.
• High degree of initiative and ability to work effectively as part of a team or independently.
• Working knowledge of lending terminology, industry standard loan terms, structures, and concepts.
• Comfortable aggregating and interpreting data from a wide variety of sources.
• Highly proficient with Microsoft Excel, Word, and PowerPoint.
• Collaborative approach with business partners at all levels of the organization.

Education And Experience

• Bachelor’s degree in finance, economics, accounting, real estate or related field.
• 3-5 years of Loan servicing, asset management, construction draw processing, commercial lending, or private equity experience preferred.

Benefits

• Peachtree Group provides a comprehensive benefits package, including a discretionary bonus, medical, dental, vision, disability, and life insurance.
• We also offer a generous 401(k) retirement match.
• To support work-life balance, we provide Paid Holidays and Paid Time Off.
• Additional perks include our Vacation Reimbursement Plan and access to our Employee Assistance Program and Fund.

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.