Capital Markets - Loan Processor

Job Description

ABOUT US:

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Horvath & Tremblay is a premier real estate service firm specializing in Investment Real Estate Brokerage, 1031 Exchanges, Debt/Equity Placement, and Appraisal/Valuation Services. Headquartered in Boston, with a nationwide presence across 19 offices, we have built a reputation as a trusted partner for thousands of real estate investors and industry professionals.

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Our premier locations in the United States offer many amenities and conveniences for its staff, agents, and clients. The office design is unique for the industry, there are no private offices, all agents, both senior and junior are working together collaboratively on the trading floor. Horvath & Tremblay has consistently been honored as one of the “Top 10 Commercial Real Estate Workplaces in the United States”.

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JOB DESCRIPTION:

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Horvath & Tremblay is strategically expanding its Capital Markets Division nationwide and is seeking a detail-oriented, highly organized Loan Processor to join our team in the Greater Chicago area. This position will provide essential administrative and transaction support to our Capital Markets Loan Originators and play a critical role in keeping day-to-day operations running smoothly.

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• The Loan Processor will help manage loan files from application through closing, coordinate with borrowers, lenders, and third-party service providers, and ensure all required information and documentation are accurately collected and maintained. By keeping transactions organized, proactively managing deadlines, and coordinating across all parties, this position will help ensure each transaction progresses efficiently and reaches the closing table accurately and on schedule. Support Capital Markets Loan Originators with the administrative processing of commercial real estate loan transactions from application through closing.
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• Collect, organize, and review borrower and property documentation, including financial statements, rent rolls, operating statements, tax returns, and entity documents.
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• Assemble complete and accurate loan packages and financing submissions for delivery to lenders.
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• Order, track, and follow up on third-party reports, including appraisals, environmental reports, property condition assessments, title, survey, zoning, and insurance.
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• Maintain transaction timelines and checklists, monitor critical dates, and proactively follow up on outstanding items to keep deals on schedule.
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• Serve as a point of contact for borrowers, lenders, attorneys, title companies, and other third parties throughout the processing and closing process.
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• Review term sheets, loan commitments, and closing documents for accuracy and consistency, and help anticipate and satisfy lender conditions prior to closing.
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• Coordinate closing logistics, including document delivery, signatures, and closing statement review, alongside the Loan Originator and closing parties.
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• Maintain accurate loan pipeline, contact, and transaction records in the firm’s CRM and document management systems.
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• Provide general administrative support to the Capital Markets team, including scheduling, correspondence, and preparation of reports and client materials.
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DESIRED EXPERIENCE:

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• 2+ years of experience as a Loan Processor, Loan Closer, Loan Coordinator, or in a similar role; commercial real estate lending experience preferred.
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• Bachelor’s degree in Finance, Business, Real Estate, Economics, or a related discipline; equivalent professional experience will also be considered.
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• Working knowledge of the loan process, including loan documentation, third-party reports, underwriting, and closing requirements.
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• Highly organized with the ability to manage multiple transactions and deadlines while maintaining exceptional attention to detail.
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• Excellent interpersonal, written, and verbal communication skills, with a strong commitment to client service.
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• Proficiency in Microsoft Office (Excel, Word, Outlook); experience with CRM or loan management systems is a plus.
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• Self-motivated individual with a strong work ethic, a proactive approach, and the ability to work independently and as part of a team.
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• Ability to handle sensitive and confidential financial information with discretion.
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