Capital Markets Support Specialist

Job Description

Job Description

About the Company - Crebrid is a nationally recognized private lender specializing in real estate investment financing. With headquarters in Dallas and Plano, Texas, we operate as a trusted digital credit bridge, leveraging advanced technology and deep sector expertise to deliver a streamlined and transparent lending experience. Supported by Barings - an institutional investment manager with over $400 billion in assets -  Crebrid offers the financial strength, operational stability, and industry credibility relied upon by real estate investors across the country. We maintain a professional, collaborative, and performance-driven culture where individual contributions directly support our organizational success. 

About the Role – As a Capital Markets Support Specialist , you will provide operational and organizational support across the Capital Markets department, helping ensure loans, documentation, data, conditions, and collateral are accurately tracked and prepared for sale. This entry-level role is ideal for someone who is highly organized, detail-oriented, and eager to learn while supporting multiple areas of the loan sale process.

Key Responsibilities

• Assist with tracking loans through the Capital Markets pipeline and preparing files for upcoming loan sales

• Monitor outstanding credit, due diligence, documentation, and collateral conditions and help ensure required items are received and cleared timely

• Assist with data entry and data validation to ensure loan information is accurate and complete within company systems

• Maintain Capital Markets tracking tools, reports, spreadsheets, and system records

• Support the collateral function by tracking original documents, custodial status, collateral exceptions, trailing documents, shipments, releases, and transfers

• Provide backup support for communication with custodial banks and other third party partners

• Scan, upload, organize, retrieve, file, and maintain physical and electronic loan documentation

• Assist with due diligence by tracking open conditions and communicating outstanding items to the appropriate internal teams

• Follow up with internal departments and external partners to help move outstanding items toward resolution

• Provide flexible support across the department based on current volume, deadlines, loan sale activity, and team priorities

Qualifications

• Strong organizational skills with the ability to manage multiple tasks and priorities

• Exceptional attention to detail and an ability to recognize when information does not appear complete or consistent

• Strong follow through and willingness to take ownership of assigned items through completion

• Comfortable working with spreadsheets, databases, electronic files, and physical documents

• Basic proficiency with Microsoft Excel, Outlook, and other common business applications

• Strong written and verbal communication skills

• Ability and willingness to learn new systems, processes, terminology, and requirements

• Comfortable working in office in a fast paced environment where priorities may shift based on deadlines and transaction activity

• Dependable, curious, teachable, and willing to ask questions

• Mortgage, lending, banking, title, servicing, or financial services experience is helpful but not required

What Success Looks Like

Success in this role means becoming a dependable member of the Capital Markets team who helps keep loans organized, accurate, and ready for sale. Over time, this individual will develop a broad understanding of the loan life cycle and become a versatile resource capable of supporting multiple areas of the process.

Compensation & Benefits:

Crebrid provides a competitive compensation and benefits program intended to support the health, financial security, and professional growth of our employees, including:

• Comprehensive medical, dental, and vision coverage with employer-subsidized premiums
  
• Company-sponsored 401(k) retirement plan
• Paid time off (PTO), including vacation, sick time, and company-recognized holidays
  
• Employer-paid basic life insurance with optional supplemental coverage
• Annual performance-based bonus eligibility, where applicable
• Professional development, learning opportunities, and room to grow in your career
• Flexible or hybrid work arrangements, subject to role requirements

At  Crebrid , we are committed to excellence and integrity in every aspect of our operations. Join a forward-thinking team that is shaping the future of real estate financing.

For more information, please visit crebrid.com

We are an equal opportunity employer and are committed to creating an inclusive environment for all employees. Employment decisions are based on business needs, job requirements, and individual qualifications. Applicants are evaluated on the basis of job qualifications. Not race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital or domestic partner status, citizenship or any other status or characteristic covered by federal, state, or local law.