Multifamily Associate Loan Processor (Clearwater)

Summary: Churchill Stateside Group, LLC (“CSG”) is an investment and mortgage banking firm offering a full range of debt and equity capital services directed towards multifamily affordable housing, commercial real estate, and renewable energy sectors.

CSG is seeking a Multifamily Associate Loan Processor to support the execution of newly originated transactions. This is an entry-level position designed for candidates interested in building a career in commercial real estate finance. The role provides hands-on exposure to underwriting, closing, and capital markets execution within a collaborative, team-oriented environment.

Duties and Responsibilities:

• Support the collection, organization, and tracking of due diligence materials across multiple transactions from initial engagement through closing and post-closing.
• Assist in setting up and maintaining loan files, ensuring documentation is complete, accurate, and properly organized (electronic and physical files).
• Review incoming documents for completeness and follow up with internal teams or external parties as needed.
• Assist in reviewing borrower entity documentation and third-party reports (e.g., appraisals, market studies, environmental reports).
• Coordinate with underwriters, analysts, and senior processors to help ensure loan files align with underwriting requirements.
• Support the preparation of loan packages for submission to investors and secondary market participants.
• Assist in tracking closing conditions and help coordinate with internal departments, legal counsel, and third parties to facilitate timely closings.
• Participate in communication with borrowers, attorneys, title/escrow agents, and other transaction participants under the guidance of senior team members.
• Help coordinate third-party vendors (e.g., appraisals, inspections, and reports) and monitor progress against transaction timelines.
• Maintain organized records and assist in delivering final documentation in accordance with company and investor requirements.
• Foster professional and productive relationships with internal team members and external partners.
• Support senior team members with special projects and departmental initiatives as needed.

Qualifications:

• Bachelor’s degree in finance, Real Estate, Business, or a related field preferred (or equivalent internship or work experience).
• 0–2 years of experience in finance, real estate, banking, or a related field; internships are acceptable.
• A paralegal background would be a benefit for this role.
• Strong interest in commercial real estate finance, particularly multifamily and affordable housing sectors.

Skills Required

• Strong organizational skills with the ability to manage multiple tasks and deadlines.
• High attention to detail and commitment to accuracy.
• Effective written and verbal communication skills.
• Ability to learn quickly and take direction in a fast-paced, deadline-driven environment.
• Team-oriented mindset with a willingness to support various aspects of the transaction process.
• Basic proficiency in Microsoft Office Suite (Excel, Word, Outlook).
• Demonstrated problem-solving ability and a proactive approach to assigned tasks.

Physical Demands and Work Environment:

• Occasionally required to walk
• Continually required to sit
• Frequently required to talk or hear
• While performing the duties of this job, the noise level in the work environment is usually moderate
• The employee must continually lift and/or move up to 10 pounds

The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.