Key skills
AIClaudeProject ManagementRisk ManagementCommunicationCritical ThinkingTime Management
About this role
Role Overview
- Monitor and manage assigned mortgage loan portfolios to minimize risk and maximize performance.
- Assist in aligning the efforts of the entire servicing team.
- Act as the primary point of contact for internal and external stakeholders regarding assigned assets.
- Resolve issues impacting portfolio health and borrower relationships.
- Understand all aspects of the real estate transaction, including loan structures, borrower/LLC arrangements, securitization documents, project management, and market dynamics.
- Proactively monitor loans, identify risks, escalate concerns, and implement remediation strategies.
- Serve as the primary liaison with clients, borrowers, investors, and internal departments.
- Handle direct communication with borrowers, including collections, inquiries, and issue resolution.
- Analyze tax returns, borrower financial statements, and property financials to inform asset strategies.
- Recommend and execute loss mitigation strategies as necessary.
- Support governance and compliance initiatives to align with company risk appetite and standards.
- Assist with the implementation and optimization of AI tools for departmental efficiency.
- Summarize complex issues and deliver clear, actionable insights to management.
- Continuously look for opportunities to improve workflows, increase efficiency, and enhance the borrower experience.
- Utilize company-provided AI technologies, including Claude with unlimited token access, as a regular part of daily responsibilities to improve efficiency, automate administrative tasks, enhance communication, support decision-making, and continuously optimize business processes.
- Contribute ideas that help the team scale effectively while maintaining a high standard of service and risk management.
Requirements
- Bachelor’s Degree required.
- 5+ years of experience within Asset Management, Commercial Servicing, Commercial Underwriting, or a comparable field.
- Strong relationship-building skills.
- Excellent communication skills.
- A quick response time.
- Strong Organizational skills.
- Self-motivated and proactive approach to work.
- Advanced proficiency in Microsoft Excel.
- Analytical thinking with the ability to identify patterns, results, and solutions.
- Technically savvy and able to learn new systems quickly.
- Prior experience with AI tools is a plus.
- Strong organizational, planning, and time management skills.
- Critical thinking and advanced problem-solving skills.
- Ability to interpret and apply written and oral regulations.
Benefits
- Health insurance
- Dental insurance
- Vision insurance
- 401(k)
- 401(k) matching
- Paid time off