Associate, Loan Servicing

The Associate, Loan Servicing at Bellwether will be responsible for servicing a portfolio of commercial real estate debt investments, ensuring loan records are accurately maintained and servicing functions are executed timely.

Requirements

• Review and interpret loan documents to determine key loan data
• Assist with onboarding process for new loans or portfolios of loans
• Perform quality control checks within the servicing system
• Monitor tax and insurance reserves and escrow accounts and perform routine escrow analyses
• Review monthly draw requests for completeness and compliance with loan documents
• 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
• Compose processes and procedures as needed
• Perform additional ad-hoc analysis and reporting as requested

Benefits

• Employer-paid Medical, Dental & Vision
• Flexible Spending Account, Health Savings Account
• Carrot Fertility Benefit - $10,000 lifetime benefit
• 401k company match 4%
• Generous PTO, 11 Paid Company Holidays & Paid Holiday Office Closure
• 14 weeks Maternity Leave & 12 weeks Parental Leave
• Wellbeing program offerings
• Cell phone reimbursement
• Engaging team events & holiday parties