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