Analyst, Loan Servicing (Commercial Real Estate)

Bellwether•Dallas, TX

26d

About The Position

Bellwether is a global advisory firm that helps businesses solve their most complex challenges and enhance enterprise value. We specialize in formulating and executing dynamic growth strategies through true partnership with our clients. Merging deep industry expertise, advanced analytical capabilities and best-in-class talent, we create value across the business lifecycle, from transaction management to operational transformation. Bellwether specializes in the management, analysis, and reporting of over $40 billion of AUM across a wide range of real estate related assets and corporate platforms in North America, Europe and Asia. Bellwether is privately held and has offices in Los Angeles, Newport Beach, Salt Lake City, London and Dallas. Overview As an Analyst, Loan Servicing at Bellwether, you will be responsible for servicing a portfolio of commercial real estate debt investments. The Analyst, Loan Servicing will work closely with the Debt Team to ensure loan records are accurately maintained and servicing functions are executed timely. This role will be encouraged to create efficiencies and implement processes improvements to provide the best-in-class service for our clients.

Requirements

A minimum of 1 year of relevant experience
Commercial Real Estate Loan Servicing experience required
Bachelor’s degree required in Business Administration, Finance, or a related field of study/work experience equivalence.
Strong attention to detail.
Ability to review and interpret loan agreements.
Ability to calculate monthly payments with accuracy.
Proficiency with Excel and CRE loan servicing software.
Proven qualitative and quantitative analysis skills.
Adaptability in dynamic environment.
Demonstrated ability to prioritize work and manage time effectively.
Ability to perform responsibilities independently and proactively, solve problems, and improve processes and/or services.
Self-directed, takes initiative and responsibility, ensures completion of tasks.
Excellent verbal and written communication skills; strong listening and interpersonal skills.
Highly effective at preparing and presenting information.
Acts with honesty and integrity and maintains confidentiality, adheres to company policies.
Promotes a collaborative and productive work environment.
Demonstrates team building, support and respect.
Regular, predictable attendance is required.

Nice To Haves

Bridge and Construction Loan Servicing experience preferred
Experience with Strategy Servicing Software valued, but not required

Responsibilities

Review and interpret loan documents to determine key loan data related to loan payment calculations, escrow setup and tracking, monthly fees, payoff calculations and loan covenants
Assist with onboarding process for new loans or portfolios of loans, ensuring data integrity
Perform quality control checks within the servicing system
Monitor tax and insurance reserves and escrow accounts and perform routine escrow analyses
Coordinate lien releases and UCC continuations and terminations
Review monthly draw requests for completeness and compliance with loan documents, including review of budgets, back-up documentation, title updates, and inspection reports
Generate and review monthly billing statements and payoff statements
Produce daily, weekly, and monthly reports as scheduled and distribute those timely
Develop and maintain relationships with clients, borrowers, and key stakeholders
Coordinate with treasury department for daily cash management functions, payment and disbursement tracking and reconciliation of escrow accounts
Compose processes and procedures required
Perform additional ad-hoc analysis, projects and reporting as requested.