Analyst, Loan Servicing

CIM Group, LP•Dallas, TX

About The Position

The Loan Servicing Analyst supports the Loan Servicing team, which oversees a portfolio of complex commercial bridge and construction loans. The role helps maintain strong relationships with customers, borrowers, banks, and internal stakeholders. Its primary focus is executing analytical tasks, ensuring the accuracy and efficiency of loan management processes, and improving the quality and timeliness of service delivery. The analyst oversees assigned loans and related debt, works with borrowers and third-party servicers, supports disbursement and reimbursement processes, monitors portfolio reporting, and maintains accurate loan and account information. The role also coordinates invoices, cash-management activities, reconciliations, project documentation, loan setup, and payoff calculations. CIM is a community-focused real estate and infrastructure owner, operator, lender, and developer. Founded in 1994, the company has more than 900 employees and projects across the Americas. CIM describes its work as creating value in real assets and benefiting communities through jobs, places to live and work, and sustainable infrastructure.

Requirements

1–3 years of experience in loan servicing and administration.
Proficiency in Microsoft Office, particularly Excel and Word.
Strong analytical and problem-solving skills, with 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, 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 approach, 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

Bachelor’s degree in Finance, Accounting, or a related field.
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 the 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 disbursement submissions and assist with reimbursements from repo lenders.
Review portfolio reporting and related data, monitor status, and provide regular stakeholder updates.
Identify opportunities to improve operational efficiency and service quality.
Ensure lending-related data and information are accurate in the loan platform.
Ensure required bank accounts associated with the assigned portfolio are properly set up and maintained.
Coordinate pass-through expenditures and interest invoices, and manage accounts receivable for the assigned portfolio.
Process project expense invoices, track legal invoices, and set up required vendors in applicable systems.
Set up new loans in applicable systems and confirm 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 overall 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

A variety of medical, dental, and vision benefit plans.
Health Savings Account with a generous 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, including monthly and quarterly prizes.
Competitive compensation plan.