Americo Financial Life and Annuity · 15 hours ago
Sr Commercial Mortgage Loan Servicing and Closing Specialist
Kansas City, MO
Full-time
Onsite
Senior Level
5+ years expAmerico Financial Life and Annuity is a life insurance and annuity company with over 100 years of history. They are seeking a Sr. Commercial Mortgage Loan Servicing and Closing Specialist to manage all commercial mortgage closings and servicing functions for their on-balance-sheet commercial mortgage portfolio.
BankingConsultingCrowdfundingFinancial ServicesInsuranceRetirement
Responsibilities
Liaison with commercial mortgage banking clients, borrowers, and attorneys on new loan/refinance closings and on servicing requests
Work with mortgage banker and borrower clients to manage the timely day-to-day workflow on loan closings including the preparation of closing checklists, monitoring receipt and accuracy of checklist deliverables, reviewing and approving property/GL insurance certificates and third-party reports, computing RE tax and insurance escrows, preparing loan disbursement statements, reviewing and approving title company closing statements, and working with internal investment accounting staff to ensure successful wire transfers
Liaison with Americo’s outside legal counsel to ensure receipt of all loan closing documentation and prepare digital and paper files
Enter loan onboarding data into CM loan servicing system and work with internal Investment Accounting staff to ensure ongoing timeliness and accuracy of the data
Manage daily servicing functions of a portfolio of outside-serviced and internally-serviced CM loans in a timely and responsible manner to protect the interests of Americo
Review and analyze loan requests involving assumptions, payoffs, holdback releases, parcel releases, modifications and then offer recommendations to senior management
Monitor receipt, accuracy and approval of all required annual CREFC property inspection and financial statement reporting forms
Work with CM servicing correspondents in computing and processing loan payoff statements
Work with CM servicing correspondents to ensure timely and accurate monthly loan payments and remittance reporting
Monitor timely RE tax and insurance payments on all CM loans during the life of the loan
Work with outside loan servicers to ensure annual compliance with servicing agreements
Support senior management in the preparation of periodic CM portfolio reports and quarterly FHLB compliance reports
Provide limited administrative support to Sr. MD – CRE Investments and Chief Investment Officer
Other duties as assigned
Qualification
Required
5+ years of CML loan closing and CM loan servicing experience
Proficiency in Microsoft Office applications with strong Excel skills
Must be highly organized, self-motivated, and able to manage a variety of tasks in a pleasant, collaborative, time-sensitive manner
Excellent communications skills and strong inter-personal client-servicing skills
Experience with loan servicing systems, with proficiency in the Clearwater MLx CML servicing system is a plus
Experience with CML reporting; experience working with FHLB a plus
Preferred
Bachelor's degree preferred or related experience
Benefits
Generous paid time off
Paid company holidays
Maternity leave program
Paid STD and LTD
Comprehensive health and life insurance options
FSA or HSA accounts
Vendor partnerships at The Y, Orange Theory, WW, and more
401(k) with a company match
Tuition reimbursement programs
Company
Americo Financial Life and Annuity
Americo Financial Life and Annuity is a financial services company that offers life insurance services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Mark Fallon
Senior Vice President and Chief Financial Officer
Renee Platz
Executive Assistant-CIO/Sr VP-Investments
Recent News
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