Analyst, Loan Servicing

CIM Group • Dallas, TX

3d

About The Position

The Loan Servicing Analyst supports the Loan Servicing team in overseeing a portfolio of complex commercial bridge and construction loans. The role helps maintain relationships with borrowers, customers, banks, third-party servicers, vendors, and internal stakeholders. Its primary focus is executing analytical tasks, ensuring accurate and efficient loan management, and improving service quality and timeliness.

The analyst oversees assigned loan relationships, supports portfolio administration and cash-management processes, reviews disbursement and payoff requests, maintains loan and bank-account data, coordinates invoices and reconciliations, and ensures relevant records are maintained across internal and third-party systems. The position also contributes to operational efficiency and responds to changing team priorities.

Requirements

• Bachelor’s degree in Finance, Accounting, or a related field preferred.
• 1–3 years of experience in loan servicing and administration.
• Proficiency in Microsoft Office, particularly Excel and Word.
• Strong analytical and problem-solving skills and careful attention to detail.
• Ability to read, analyze, and interpret complex legal documents, including loan agreements and related servicing documentation.
• Strong organization and ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Clear and professional written and verbal communication skills.
• Strong relationship-building and customer-service skills when working with borrowers, lenders, third-party servicers, vendors, and internal stakeholders.
• Proactive and resourceful, with judgment to identify discrepancies, resolve routine issues, and escalate matters when appropriate.
• Collaborative approach and willingness to assist with other portfolios and changing business priorities.
• Commitment to accuracy, responsiveness, and continuous process improvement.
• Ability to handle confidential financial and business information professionally and discreetly.

Nice To Haves

• Commercial real estate lending experience.
• Experience with bridge loans, construction loans, or repo facilities.
• Familiarity with loan-servicing platforms and third-party servicing systems.
• Experience reviewing loan documents, disbursement requests, cash-management activity, reconciliations, or payoff calculations.

Responsibilities

• Oversee an assigned portfolio of loans and associated debt, serving as a primary contact for stakeholders, including borrowers and third-party servicers.
• Assist team members with their assigned portfolios as needed.
• Partner with the Lending group to administer assigned relationships.
• Assist with reviewing requests for disbursement of funds under lending agreements.
• Prepare or review required documentation before submission for disbursement and assist with reimbursements from repo lenders.
• Review portfolio reporting and other relevant data, monitor status, and provide regular stakeholder updates.
• Identify opportunities to improve operational efficiency and service quality.
• Ensure lending-related data entered into the loan platform is accurate.
• Ensure required bank accounts associated with the assigned portfolio are appropriately set up and maintained.
• Coordinate pass-through expenditures and interest invoices, and manage accounts receivable for the assigned portfolio.
• Process invoices for project expenses, track legal invoices, and set up required vendors in applicable systems.
• Set up new loans in applicable systems and verify data accuracy across internal systems and the third-party servicer’s system.
• Share and upload documents and communications to the web-based project management site.
• Review and coordinate approval of the monthly waterfall and cash-management process, including monthly or quarterly reconciliation of budgeted operating expenses against actual expenses.
• Assist with payoff-letter calculations and coordinate required approvals, including calculations for the underlying loan and associated repo loan.

Benefits

• Competitive compensation plan.
• Medical, dental, and vision benefit plans.
• Health Savings Account with an employer contribution.
• Company-paid life and disability insurance.
• 401(k) savings plan with company match.
• Paid time off, including vacation days, 10 designated holidays, sick time, and bereavement leave.
• Up to 16 hours of volunteer time off.
• Up to 16 weeks of paid parental leave.
• Ongoing professional development programs.
• Wellness program with monthly and quarterly prizes.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level