Loan Boarding Analyst

Newmark International-posted 4 months ago

Full-time • Entry Level

Real Estate

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The Loan Boarding Analyst is responsible for adding originated and acquired loan products to the loan servicing platform, with a focus on accuracy, timeliness, and compliance with servicing agreements. This position requires a strong understanding of commercial loan terms, documentation, and use of Enterprise software.

Analyze and interpret loan documents (e.g., promissory notes, loan agreements, TAS) and boards all originated loan products and acquired loans.
Review funding details to ensure accurate loan balance setup, including reserves and escrows.
Ensure all loan documents are uploaded to Sharepoint Imaging platform and follow up with Closers on exceptions.
Run system reports for applicable data/codes to be boarded to new loan.
Perform QC on boarded loans to identify and resolve discrepancies between loan documents and system entries.
Prepare funding form to process loan amount, interest paid at closing, escrow and reserve funds on newly boarded and acquired loans.
Keep abreast of new products and ensure proper coding when analyzing loans for boarding to Servicing platform.
Review loan modification documents to identify system changes required by the modification; submit forms to adjust the loan consistent with the modified terms.
Save File correspondence and other records in preparation for uploading to servicing platform.
Monitor and maintain New Loan Boarding shared mailbox.
Interact with Closers regarding delivery of required loan documents to Sharepoint imaging platform.

Two years previous experience in a similar position, preferred.
Real Estate experience preferred (Commercial Real Estate experience a plus).
Experience in and understanding of how loans are set up, the supporting workflow, etc.
Experience reading, reviewing, and comprehending legal documentation, preferably related to commercial loans.
Required proficiency in Microsoft Office Suite - Enterprise and Sharepoint experience preferred.

Strong writing and reading skills.
Strong time management, problem solving skills.
Passionate, self-motivated and driven, with keen attention to detail, action-and-results oriented.
Exhibit a high level of individual initiative and ownership.

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