Associate, Loan Administration
Conventus
CONVENTUS MISSION AND VISION
Conventus Holdings Corporation was envisioned and created to reduce the number of economic intermediaries involved in the origination, funding and investment in the $125 billion real estate bridge loan marketplace. True to the Latin origin of the company’s name, “to bring together,” CHC’s existence and strength is anchored to a business model that removes unnecessary economic intermediates so that it can provide superior pricing and service to its clients. Our competitive edge in executing our mission is assembling, nurturing, and developing a collaborative group of talented individuals. To that end, diversity of experiences, perspectives, skills, and cultures is core to our mission and team.
POSITION
Full-Time, Hourly, Performance-based bonus
LOCATION: West Palm Beach, FL
Required 4 days per week in the office (Mon-Thu). Please do not apply if this does not align with you.
Conventus is seeking an experienced Associate, Loan Administration, to join our dynamic team. In this role, you will be a cornerstone of our loan administration operations — responsible for the accuracy, completeness, and integrity of our loan portfolio from post-close through payoff. This is a detail-first, back-office role built around quality assurance, data verification, document management, and construction draw administration. We are seeking an organized, process-driven professional who takes pride in getting the details right and thrives in a structured, fast-moving environment. This role may be working on Insurance, tax, and/or DSCR loan servicing.
RESPONSIBILITIES
Quality Assurance & Data Verification
- Perform thorough QA reviews of trade files and boarding packages, verifying loan data is accurate, complete, and consistent across systems prior to and following loan boarding.
- Audit boarding files against original loan documents to confirm accuracy of loan terms, borrower information, collateral data, payment schedules, and escrow setup.
- Verify property taxes are current at boarding and on an ongoing basis — researching delinquencies and flagging unpaid balances, tax sale notices, or upcoming due dates.
- Confirm hazard, flood, and builder's risk insurance policies are active and compliant at loan boarding and throughout the loan term; identify lapses and initiate corrective action.
- Maintain detailed QA logs and exception reports; track resolution of identified errors through to completion.
Document Management & Follow-Up
- Manage post-close document follow-up, tracking outstanding items such as recorded deeds of trust, title policies, endorsements, and trailing loan documents.
- Contact title companies, closing agents, and attorneys to obtain missing documents; maintain accurate status logs until all items are resolved.
- Process and track Assignments of Mortgage (AOM) through recording, return, and final file placement.
- Monitor document exception queues and aging reports; prioritize and resolve outstanding items within SLA timelines.
- Coordinate with origination, underwriting, and compliance teams to clear loan-level exceptions; respond to borrower and third-party document inquiries promptly.
Construction Draw Administration
- Help process draw wire requests, including verifying property taxes are current and that valid insurance coverage — including hazard, flood, and builder's risk — is in place prior to disbursement.
- Monitor draw reimbursements from investors, ensuring timely reconciliation and accurate tracking of funded amounts.
- Verify builder's risk insurance remains active throughout the construction period and transitions to permanent hazard coverage upon project completion.
- Confirm property tax and insurance currency at each draw milestone prior to fund disbursement.
- Maintain draw logs and project status reports; communicate draw status and timelines to borrowers and internal teams
QUALIFICATIONS
Education & Experience
- 2+ years of mortgage or lending industry experience required; prior loan servicing or loan administration experience required.
- Experience with construction draw administration, post-close document follow-up, or loan file QA preferred.
- Familiarity with verifying tax and insurance currency at loan boarding and during the loan lifecycle preferred.
- Loss mitigation or loan processing experience preferred but not required.
- Bachelor's or technical degree preferred but not required.
Skills
- Exceptional attention to detail — accuracy in data verification, document review, and draw administration is the core of this role.
- Strong organizational skills; ability to manage multiple exception queues, draw pipelines, and document logs simultaneously.
- Comfortable contacting title companies, inspectors, contractors, and third parties to resolve outstanding items.
- Ability to prioritize, meet SLA deadlines, and work independently in a high-volume environment.
- Familiarity with loan servicing software and document management systems preferred; experience with AI tools such as Claude a plus, particularly for drafting borrower communications, summarizing loan documents, and streamlining exception reporting.
Mindset and Character
At CHC, we look for future employees who demonstrate the mindset and character of our following core values:
Deliver Extraordinary Client Experience:
- Demonstrate unwavering responsiveness and dedication to delighting clients at every touchpoint.
Take Responsibility:
- Be proactive, know what you are responsible for, act with integrity and follow through to the end.
Respond with Urgency and Care:
- Balance speed with quality, ensuring that every response is both timely and impactful.
Grow Together:
- Grow together through a culture of intellectual curiosity, collaboration and celebration.
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