Senior Associate – Loan Servicing; Commercial Real Estate

📍 On behalf of a leading financial services client

We are currently partnering with a well-established and highly regarded financial services firm to recruit a Senior Associate – Loan Servicing within their Commercial Real Estate function.

This is an excellent opportunity for an experienced loan servicing professional to join a sophisticated servicing environment with strong client exposure, complex loan structures, and meaningful responsibility for portfolio performance and accuracy.

The successful candidate will be responsible for servicing and maintaining a portfolio of commercial real estate loans that require regular interaction with borrowers, lenders, participant banks, and internal stakeholders. This role sits within a collaborative, high-performing servicing function and requires strong technical expertise, attention to detail, and a sense of urgency in meeting business-critical deadlines.

• Interpret credit agreements, promissory notes, and related legal documentation to ensure operational feasibility and data integrity.
• Fund and board new loans onto the core loan servicing system.
• Manage a designated portfolio of CRE loans, including:
• Processing interest, principal, and fee payments
• Advances, payoffs, extensions, and loan modifications
• Rate changes, non-accruals, and charge‑offs
• Perform detailed loan, interest, and fee accrual calculations, including prepayment penalties for payoff statements.
• Conduct post‑origination quality control audits to confirm receipt and accuracy of legal documentation.
• Investigate and resolve servicing issues such as payment exceptions, misapplications, and data discrepancies, communicating outcomes clearly to relevant parties.
• Manage high volumes of transactional processing and email correspondence while meeting documented SLAs.
• Maintain effective working relationships with internal business lines, participant banks, co‑lenders, and partner teams.
• Independently proof cash and non-cash transactions and initiate fund transfers in accordance with loan terms and servicing agreements.
• Support asset management and portfolio management teams with reporting and client deliverables.
• Contribute to team initiatives, process improvements, and a culture of collaboration and continuous improvement.
• Support specialized servicing teams (including asset management, portfolio management, treasury services, and escrow administration).

• Associate’s degree in Accounting, Finance, Real Estate, Business, or equivalent experience.
• 5+ years’ experience in loan servicing or a related role (Primary Servicing Analyst or equivalent).
• Strong understanding of financial products, particularly loans, guarantees, and standby letters of credit.
• Proven ability to interpret complex loan documentation and perform detailed financial calculations.
• Advanced Excel skills, including formulas and macros.
• Highly detail-oriented with the ability to manage multiple priorities in a fast-paced environment.
• Excellent written and verbal communication skills with both internal and external stakeholders.
• Proactive, confident, and able to work independently while escalating issues appropriately.
• Flexibility to work extended hours during peak periods when required.
• Willingness to travel periodically (overnight) as needed.

• Join a respected financial services platform with a strong reputation in CRE
• Exposure to complex loan structures and high-value portfolios
• Collaborative team environment with long-term career progression
• A role that values ownership, technical expertise, and professional judgement

If this sounds interesting and you feel you’re a good match please send in your CV for immediate review to