Mortgage Loan Processor

Phyton Talent Advisors; New York (NY); On-site; USD 90,000 - 120,000; Full time

Job summary

Phyton Talent Advisors seeks a self-motivated professional with strong commercial mortgage servicing, accounting, reporting, and analytical experience to contribute immediately with minimal training in a high-volume, deadline-driven environment.

The role covers servicing a portfolio of commercial mortgage loans, processing payments and related accounting entries, preparing analyses and schedules, and supporting tax and statutory reporting while collaborating with internal partners and external

Qualifications

• Recent hands-on experience with SS&C Precision LM (PLM) within the last 3–5 years.
• Minimum of 3 years of commercial mortgage loan servicing experience.
• Experience within insurance, mortgage investment, or commercial real estate lending.
• Strong understanding of commercial mortgage loan operations and accounting.
• Advanced proficiency in Microsoft Excel.
• Experience supporting operational and financial reporting.
• Ability to work independently with minimal supervision and training.
• Ability to manage multiple priorities and pivot quickly between assignments.

Responsibilities

• Service and administer a portfolio of commercial mortgage loans.
• Research and process loan transactions, including payments, collections, disbursements, acquisitions, dispositions, adjustments, and related accounting entries.
• Prepare and review escrow analyses, amortization schedules, payment histories, billing requests, payoff statements, and adjustable-rate settings.
• Communicate with borrowers, servicers, internal business partners, and external stakeholders.
• Ensure transactions are processed accurately and in accordance with established policies, procedures, and controls.
• Record and reconcile mortgage loan accounting transactions.
• Support financial, investment, statutory (STAT), and tax reporting requirements.
• Prepare, analyze, organize, and review operational and financial reports.
• Maintain accurate supporting documentation and workpapers.
• Respond to ad hoc inquiries and reporting requests.

Skills

SS&C Precision LM PLM

Commercial mortgage loan servicing

Microsoft Excel

Reporting

Independent work

Multitasking

Education

Bachelor’s degree in Accounting, Finance, Business, Computer Science, or related field

Tools

SQL

Qlik Sense

Crystal Reports

Business Objects

Microsoft SQL Server

Job description

This role is ideal for a self-motivated professional with strong commercial mortgage servicing, accounting, reporting, and analytical experience who can contribute immediately with minimal training. The position operates in a high-volume, deadline-driven environment and requires the ability to manage time-sensitive transactions, reporting requirements, and operational requests.

Must-Have Qualifications

• Recent hands-on experience with SS&C Precision LM (PLM) within the last 3–5 years
• Minimum of 3 years of commercial mortgage loan servicing experience
• Experience within insurance, mortgage investment, or commercial real estate lending
• Strong understanding of commercial mortgage loan operations and accounting
• Advanced proficiency in Microsoft Excel
• Experience supporting operational and financial reporting
• Ability to work independently with minimal supervision and training
• Ability to manage multiple priorities and pivot quickly between assignments

Key Responsibilities:

Commercial Mortgage Loan Servicing & Operations

• Service and administer a portfolio of commercial mortgage loans.
• Research and process loan transactions, including payments, collections, disbursements, acquisitions, dispositions, adjustments, and related accounting entries.
• Prepare and review escrow analyses, amortization schedules, payment histories, billing requests, payoff statements, and adjustable-rate settings.
• Communicate with borrowers, servicers, internal business partners, and external stakeholders.
• Ensure transactions are processed accurately and in accordance with established policies, procedures, and controls.
• Record and reconcile mortgage loan accounting transactions.
• Support financial, investment, statutory (STAT), and tax reporting requirements.
• Prepare, analyze, organize, and review operational and financial reports.
• Maintain accurate supporting documentation and workpapers.
• Respond to ad hoc inquiries and reporting requests.

Reporting & Technical Support

• Develop, maintain, and enhance operational and management reporting.
• Create and analyze reports using available reporting tools and databases.
• Develop SQL queries and support reporting enhancements, where applicable.
• Assist with technology initiatives, system upgrades, testing, and implementations.
• Identify opportunities to improve processes, reporting capabilities, and operational efficiency.

Preferred Technical Skills

• SQL query development and report writing
• Qlik Sense
• Crystal Reports
• Business Objects
• Microsoft SQL Server technologies

Education & Experience

• Bachelor’s degree in Accounting, Finance, Business, Computer Science, or a related field preferred.
• Minimum of 3 years of commercial mortgage loan servicing experience.
• Experience with commercial real estate lending or mortgage investments strongly preferred.

Core Competencies

• Strong analytical and problem-solving skills
• Strong organizational and multitasking abilities
• Ability to manage high-volume workloads and time-sensitive deadlines
• High degree of accuracy and attention to detail
• Self-starter with strong initiative
• Ability to work independently and collaboratively
• Ability to identify issues, determine root causes, and recommend solutions