Company
Financial Services
CommercialLoanServicingAssociate
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Commercial Loan Servicing Associate. Skills: Commercial loan servicing, Financial analysis, Portfolio oversight. Review and normalize annual property operating statements. Update loan systems with accurate financial data”
Industry & Context.
What They're Looking For.
Must Have
Bachelor's degree in Finance, Accounting, Business, or related field, or equivalent work experience, 1–3 years of experience in a similar analytical role or educational equivalent, Demonstrated ability to manage multiple workstreams, track issues, and meet recurring deadlines, Professional communication skills with internal and external stakeholders
Nice to Have
Experience reviewing commercial loan documents, Prior exposure to commercial mortgage servicing, loan surveillance, or portfolio management, Experience coordinating with multiple internal and external partners, Interest in developing a long-term career in commercial lending or mortgage servicing
What You'll Do.
Review and normalize annual property operating statements
Update loan systems with accurate financial data
Analyze trends in debt service coverage
Assess collateral and loan
Escalate issues as appropriate
Own issue tracking and follow up
Report relevant matters to Credit
Surveillance Committee
Prepare and process payoff statements
Monitor property taxes and insurance
Ensure ongoing compliance with lender
Update systems for accurate reporting
Review and manage holdback draw requests
Adjust amortization schedules
Manage borrower requests
Support loan modifications
Review annual property inspection reports
Track deferred maintenance
Coordinate follow-up with borrowers and servicers
Prepare post-closing and revised amortization schedules
Complete departmental responsibilities
How You'll Work.
Team & Collaboration
Servicing, credit, and management partners
Communication Scope
Written communication; Verbal communication; Document findings; Escalate issues
Full Job Description
## Description The work we do has an impact on millions of lives, and you can be a part of it. We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most. The Associate Commercial Lending role supports the ongoing monitoring and servicing of a segment of the company’s commercial mortgage loan portfolio. This position plays a key role in analyzing loan performance, reviewing property-level financials, ensuring compliance with loan documents, and supporting servicing activities throughout the life of the loan. Working closely with the Lead Servicing Analyst, Credit Analysts, and Servicing Management, the Associate develops a strong foundation in commercial mortgage servicing while contributing to accurate reporting, issue resolution, and portfolio oversight. ## Key Responsibilities Review and normalize annual property operating statements to industry standards; update loan systems with accurate financial data for required reporting. Analyze trends in debt service coverage, revenues, expenses, and occupancy to assess collateral and loan health; escalate issues as appropriate. Own issue tracking and follow up to resolution; report relevant matters to Credit, Surveillance Committee, Servicing leadership, or Special Servicing. Prepare and process payoff statements in accordance with loan documents; review notes and loan agreements for prepayment provisions and special requirements. Monitor property taxes and insurance to ensure ongoing compliance with lender requirements; update systems for accurate reporting. Review and manage holdback draw requests, including documentation review, approval coordination, system updates, and amortization schedule adjustments. Manage borrower requests such as lease reviews, approvals, and support for loan modifications in coordination with Credit Analysts. Review annual property inspection reports and tra
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