Asset Management Specialist

Asset Management Specialist

Our client is seeking a skilled Asset Management Specialist with experience in loan servicing, mortgage operations, or real estate lending to support the servicing and draw management of their loan portfolio. You will play a key role in managing construction draws, monitoring loan performance, coordinating borrower and servicer communication, and maintaining insurance and compliance requirements. Your work will directly impact portfolio performance, borrower experience, and the timely resolution of loan-related issues.

Key Responsibilities

• Process and review construction draw requests, ensuring required documentation, inspections, and approvals comply with their policies.
• Monitor loans for past-due payments and proactively communicate with borrowers to resolve delinquencies.
• Track upcoming loan maturities and coordinate borrower outreach for extensions, payoffs, and refinancing.
• Serve as a primary contact for borrower questions related to draws, servicing, extensions, insurance, and loan status.
• Coordinate with third-party servicers on payment processing, payoff requests, reporting, and servicing activities.
• Track insurance certificates, tax documentation, and other compliance requirements to ensure they remain current.
• Maintain accurate loan records in internal systems, identify at-risk loans, and support asset management reporting and process improvement initiatives.

Must-Have Qualifications

• 1–3+ years of experience in loan servicing, asset management, mortgage operations, or a related field.
• Real estate lending or mortgage industry experience strongly preferred.
• Strong understanding of loan servicing workflows, construction draws, or borrower-facing collections.
• Excellent written and verbal English communication skills, with the ability to handle borrower conversations professionally and effectively.
• Highly organized and detail-oriented, with the ability to manage multiple loans, deadlines, and follow-ups simultaneously.
• Comfortable working with Microsoft Excel and CRM or loan servicing platforms; HubSpot experience is a plus.
• Self-motivated and able to work independently, identify potential issues, and escalate risks before they impact portfolio performance.