Graystone Group · 6 hours ago
Loan Operations Analyst
Graystone Group is seeking a Loan Operations Analyst to provide critical support to the Commercial Loan Officer throughout the loan process. The role involves deal evaluation, underwriting coordination, loan processing, and ensuring efficient execution from inquiry to funding.
Responsibilities
Serve as the primary support resource to the CLO during initial deal evaluation and structuring
Assist in reviewing borrower requests, term sheets, and deal parameters
Analyze borrower financials, rent rolls, operating statements, and project budgets
Support loan sizing, leverage analysis, DSCR, LTC/LTV calculations, and sensitivity scenarios
Help package deals for internal credit review and approval
Prepare and organize credit memos, underwriting summaries, and deal narratives
Gather, review, and validate borrower documentation (financial statements, tax returns, entity docs)
Coordinate with internal credit committees or third-party underwriters as needed
Address underwriting conditions and follow up on outstanding items
Ensure deal files are accurate, complete, and credit-ready
Act as the day-to-day transaction manager once a deal is approved
Coordinate ordering and receipt of third-party reports (appraisals, environmental, title, inspections)
Liaise with borrowers, attorneys, title companies, and internal operations teams
Track conditions precedent, closing checklists, and documentation requirements
Maintain timelines to ensure deals move efficiently toward closing
Support preparation and review of closing packages and loan documents
Assist CLO and legal counsel with final closing coordination
Confirm satisfaction of all credit and closing conditions
Support funding logistics and post-closing file completeness
Ensure clean handoff to servicing or asset management, if applicable
Qualification
Required
2–5+ years of experience in residential, commercial, private, hard money, or real estate finance lending
Experience reviewing borrower financials, credit packages, and real estate documentation
Comfort working across multiple deals and managing timelines simultaneously
High attention to detail and strong organizational skills
Ability to work independently while supporting senior originators
Prior interaction with legal counsel, title companies, and appraisal firms
Experience in a fast-paced, entrepreneurial lending environment
Company
Graystone Group
At Graystone Group, we prioritize and emphasize the importance of the human touch in an ever-evolving human capital management landscape.
Funding
Current Stage
Early StageCompany data provided by crunchbase