Senior Associate, Mortgage & Real Estate Closing, Servicing

• Administer and service the commercial loan portfolio, including processing payments, advances, and payoffs
• Monitor loan covenants, insurance, and other compliance requirements throughout the loan lifecycle
• Maintain and update loan documentation and records in loan servicing systems
• Manage escrow accounts and insurance/tax tracking
• Prepare and distribute reports for management, investment accounting, and regulatory agencies
• Coordinate with borrowers, correspondents, relationship managers, and internal teams to identify and resolve servicing issues
• Process requests for lender consent, loan modifications, renewals, extensions, and payoff calculations
• Respond to borrower, correspondent, and internal inquiries accurately and in a timely manner
• Assist with audits and regulatory examinations as needed
• Learn and actively use AI-enabled and automation tools, such as document extraction, data validation, and reporting assistants
• Identify inefficiencies or gaps in servicing workflows and propose practical improvements using prior experience and available technology
• Support evaluation and rollout of new servicing tools, templates, or process changes
• Work on projects and team initiatives as requested

• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) – Minimum Required
• 3+ Years' experience in commercial loan servicing, commercial mortgage servicing, or commercial banking that aligns with the specific responsibilities for this position
• Able to work a minimum of 40 hours per week, with a minimum of 4 days in the office
• Working knowledge of commercial lending practices, loan documents, and applicable regulations
• Working knowledge of escrow administration and insurance/tax tracking requirements
• Must be detail oriented
• Strong organizational skills with the ability to manage multiple loans and work independently in a time-sensitive environment where meeting established deadlines is critical
• Strong interpersonal/customer service skills with the ability to create/build and maintain relationships with internal and external stakeholders
• Excellent written and verbal communication skills
• Working knowledge of Microsoft Office Suite (Teams, Word, Excel, PowerPoint, and Outlook)
• Demonstrated adaptability — comfortable with change, new systems, and evolving processes, with a track record (or clear inclination) of suggesting process improvements once familiar with how a team operates
• Experience with AI platforms (e.g., Microsoft Copilot, Claude, etc.) is preferred
• Familiarity with regulatory and reporting requirements relevant to insurance company general account lending (e.g., NAIC schedules) is preferred

Demonstrates expertise in commercial loan servicing, including loan documentation, compliance monitoring, and escrow administration. Proficient in utilizing AI-enabled tools for process improvements and reporting while maintaining strong organizational and communication skills.

• Commercial Loan Servicing
• Loan Documentation Management
• Escrow Administration
• Regulatory Compliance
• Microsoft Office Suite

• Commercial Lending Practices
• Loan Modifications
• Payoff Calculations
• Insurance Tracking
• Tax Tracking
• Data Validation
• Document Extraction
• Reporting
• Process Improvement
• Audit Assistance

• Detail Oriented
• Strong Organizational Skills
• Interpersonal Skills
• Customer Service Skills
• Adaptability

• Commercial Mortgage Servicing
• Loan Covenants
• Regulatory Requirements
• NAIC Schedules
• Investment Accounting

• AI Platforms
• Microsoft Copilot
• Microsoft Teams
• Microsoft Word
• Microsoft Excel
• Microsoft Power Point
• Microsoft Outlook