Loan Servicing Analyst
CBRE
About The Role:
As a Loan Servicing Analyst for the Loan Setup department, your primary responsibility will be auditing and reviewing mortgage loan documents and entering pertinent loan data into the mortgage loan servicing systems. Other activities include system file maintenance updates, communicating and obtaining required loan documentation as well as handling conversion and deconversion of loans.
What You'll Do:
To perform this job successfully, an individual will need to perform each crucial duty satisfactorily.
Act as a contact for loan servicers, originators and lenders to coordinate the transfer of new loan information and files from all parties involved.
Review, enter and maintain loan data in the loan servicing system based on mortgage documents. Follow up and ensure receipt of all outstanding loan documents such as Deeds of Trust, Insurance, Taxes, 3rd Party Reports, etc.
Reconcile and resolve discrepancies between closing funds and loan funding documentation.
Coordinate the conversion and deconversion process of reports, data files, system updates, audits, funds transfers, etc. of varying sized loan portfolio transfers.
Work with Business Analytics Team to map loan data between incoming data sources and loan servicing systems for large portfolio conversions.
Process requests from other departments to update and correct current loan servicing system information via workflow side system.
Reconcile new loan information between CBRE pipeline system and the loan servicing system.
Guide CBRE Producers on required files and information for serviced deals in the CBRE pipeline system.
Provide data files and coordinate document delivery to Master Servicers on securitized portfolios.
What You'll Need:
To perform this job, an individual must perform each duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
Bachelor's Degree preferred with up to 3 years of relevant experience. In lieu of a degree, a combination of experience and education will be considered.
Ability to comprehend, interpret, and carry out standard instructions and ask clarifying questions to ensure understanding.
Ability to write routine reports and correspondence.
Ability to respond to common inquiries or complaints from clients, co-workers, and/or supervisor.
Ability to effectively present information to an internal department and/or large groups of employees.
Requires basic knowledge of financial terms and principles. Ability to calculate simple figures such as percentages.
Ability to use existing procedures to solve standard problems.
Requires basic analytical skills.
Proficient in Microsoft Office products: Excel, Word, Outlook, and PowerPoint.
Working knowledge of the McCracken Strategy loan servicing software is preferred.
Comprehension of servicing transfers.
Ability to interpret loan documents.
Must be organized, efficient, capable, and adaptable of handling and prioritizing numerous assignments and deadlines simultaneously. Decisions made with general understanding of procedures and company policies to achieve set results and meet timelines. Errors in judgment may cause short-term impact to various parties: co-workers, supervisors. borrowers, clients, other departments, etc.
Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.
Why CBRE
When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values - respect, integrity, service and excellence - and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to chart your own course and realize your potential. We welcome all applicants.
We offer a competitive compensation package, complete with benefits (Medical/Dental/Vision/401(k)/Disability/Paid holidays/vacation).
Applicant AI Use Disclosure
We value human interaction to understand each candidate's unique experience, skills and aspirations. We do not use artificial intelligence (AI) tools to make hiring decisions, and we ask that candidates disclose any use of AI in the application and interview process.
About CBRE Group, Inc.
CBRE Group, Inc. (NYSE:CBRE), a Fortune 500 and S&P 500 company headquartered in Dallas, is the world's largest commercial real estate services and investment firm (based on 2024 revenue). The company has more than 140,000 employees (including Turner & Townsend employees) serving clients in more than 100 countries. CBRE serves clients through four business segments: Advisory (leasing, sales, debt origination, mortgage serving, valuations); Building Operations & Experience (facilities management, property management, flex space & experience); Project Management (program management, project management, cost consulting); Real Estate Investments (investment management, development). Please visit our website at
Equal Employment Opportunity: CBRE is an equal opportunity employer that values diversity. We have a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.
Candidate Accommodations: CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at View email address on click.appcast.io or via telephone at View phone number on click.appcast.io (U.S.) and View phone number on click.appcast.io (Canada).
CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)
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