Commercial Real Estate Loan Servicing / Operations
Commercial Real Estate Loan Servicing / Operations
Key Responsibilities
Loan Servicing & Portfolio Operations
- Oversee the day‑to‑day servicing of an assigned portfolio of commercial real estate loans, acting as a primary point of contact for borrowers, internal stakeholders, third‑party servicers, and vendors
- Administer monthly loan servicing activities including payment processing, reserve funding and disbursements, paydowns, payoffs, and cash management waterfalls
- Coordinate with third‑party servicers and custodians to ensure accurate servicing execution and timely issue resolution
- Maintain custody and organization of original loan documentation and servicing records
- Monitor borrower and guarantor reporting requirements and track compliance with loan agreements
Cash Management & Controls
- Ensure all cash movements, disbursements, and fundings are executed in accordance with loan documents and internal policies
- Assist with the setup, maintenance, and closure of loan‑related bank accounts, including deposit accounts and cash management accounts
- Coordinate payment of pass‑through expenses and vendor invoices tied to the loan portfolio
- Ensure loan servicing systems and internal records are accurate, timely, and complete
Financing Facilities & Leverage
- Support the onboarding and ongoing administration of repurchase facilities, warehouse lines, or other financing structures
- Coordinate reporting, funding activity, reimbursements, and paydowns with financing counterparties and internal teams
Loan Closings & Onboarding
- Assist with post‑closing onboarding of new originations into servicing systems
- Support closing‑related activities including tracking deposits, coordinating diligence items, reviewing insurance and legal documentation, and establishing required bank accounts
- Partner with internal teams to ensure a smooth transition from closing into ongoing servicing
Qualifications
- 5+ years of experience in commercial real estate loan servicing, loan operations, or lender‑side credit servicing (flexible for highly relevant backgrounds)
- Direct experience servicing commercial real estate loans (bridge, construction, balance‑sheet, or private credit preferred)
- Strong understanding of loan administration, cash management, reserves, and servicing controls
- Experience working directly with borrowers and third‑party service providers
- Familiarity with loan servicing systems and operational workflows
- Ability to operate in a fast‑paced, execution‑oriented environment with strong attention to detail
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your resume and details on file so when we see similar roles or see skillsets that drive growth in organizations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your resume so you can be considered for roles that have yet to be created.
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