Bellwether · 1 day ago
Senior Associate, Loan Servicing (Commercial Real Estate)
Dallas, TX
Full-time
Onsite
Senior Level
5+ years expBellwether is a global advisory firm that helps businesses solve their most complex challenges and enhance enterprise value. As a Senior Associate, Loan Servicing, you will be responsible for servicing and managing the oversight for a portfolio of commercial real estate debt investments, ensuring loan records are accurately maintained and servicing functions are executed timely.
AccountingAdviceAsset ManagementConsultingReal EstateWealth Management
No H1B
Responsibilities
Oversee portfolio management, including reviewing team’s deliverables
Assist in training and mentoring junior team members
Review and interpret loan documents to determine key loan data related to loan payment calculations, escrow setup and tracking, monthly fees, payoff calculations, and loan covenants
Assist with onboarding process for new loans or portfolios of loans, ensuring data integrity
Monitor tax and insurance reserves and escrow accounts and perform routine escrow analyses
Coordinate lien releases and UCC continuations and terminations
Review monthly draw requests for completeness and compliance with loan documents, including review of budgets, back-up documentation, title updates, and inspection reports
Generate and review monthly billing statements and payoff statements
Produce daily, weekly, and monthly reports as scheduled and distribute in a timely manner
Assist with creation and review of remittance reports due to investors
Develop and maintain relationships with clients, borrowers, and key stakeholders
Coordinate with treasury department for daily cash management functions, payment and disbursement tracking and reconciliation of escrow accounts
Oversee and improve on processes and procedures, including quality control checks within the servicing system; and
Perform additional ad-hoc analysis, projects and reporting as requested
Qualification
Required
A minimum of 5+ years' relevant experience
Commercial Real Estate Loan Servicing experience required
Bachelor's degree in Business Administration, Finance, or a related field of study / work experience equivalence required
Strong attention to detail
Ability to review and interpret loan agreements
Ability to calculate monthly payments with accuracy
Proficiency with Excel and CRE loan servicing software
Proven qualitative and quantitative analysis skills
Adaptability in dynamic environment
Demonstrated ability to prioritize work and manage time effectively
Ability to perform responsibilities independently and proactively
Self-directed, takes initiative and responsibility, ensures completion of tasks
Excellent verbal and written communication skills
Strong listening and interpersonal skills
Highly effective at preparing and presenting information
Acts with honesty and integrity and maintains confidentiality
Adheres to company policies
Promotes a collaborative and productive work environment
Demonstrates team building, support and respect
Ability to work independently, and prioritize duties to ensure timely completion
Ability to interact in a courteous professional manner at all times
Regular, predictable attendance is required
Preferred
Bridge and Construction Loan Servicing experience preferred
Experience with Strategy Servicing Software valued, but not required
Benefits
Employer-paid Medical, Dental & Vision, with buy-up options available
Flexible Spending Account, Health Savings Account
Carrot Fertility Benefit - $10,000 lifetime benefit
401k company match 4%, immediately vested
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
Company
Bellwether
Bellwether is a global advisory firm that helps businesses solve their most complex challenges and enhance enterprise value.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Dennis Grzeskowiak
Co-Founder
Joseph Mossotti
Principal
Recent News
The Real Deal
2025-11-08
2025-09-30
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