Associate, Primary Servicing

Role Overview

This position is responsible for maintaining and servicing a loan portfolio that requires direct client interaction (borrowers and lenders) and internal stakeholders. The candidate must possess excellent communication skills and a sense of urgency in completing initiatives and requests that are critical to the health of the business.

What You Will Do

Process payments, advances, payoffs, rate changes, interest and fee calculations, and other maintenance related to transactions. Perform post origination quality control loan audits, conduct research to address loan problems, and manage high volumes of transaction processing and email correspondence.

Why It Might Be a Fit

The candidate will be assigned responsibilities with a specialized team within servicing focusing on asset management, portfolio management, treasury services, escrow administration, and will contribute effectively to organizational initiatives, drive team goals, and foster a culture of continuous improvement, engagement, and inclusivity.

Requirements

• Associate’s degree in accounting, finance, real estate, business, or equivalent level of education and experience
• 5+ years of industry and/or relevant experience, typically at a Loan Servicing and or Primary Servicing Analyst level role or external equivalent
• Knowledge of Financial Products (Especially Loans, Guarantee and Stand by Letter of Credit etc.)
• Detailed oriented, able to prioritize, meet tight deadlines, multi-task, have excellent organizational, verbal and written skills, and be able to work independently and collaboratively in a team environment
• Experience with excel, able to utilize multiple formulas and macros

Benefits

• PTO
• Paid holidays
• Medical, dental, vision, life, disability insurance
• 401K