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.
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.