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Loan Set Up Analyst
CBRE
| JOB SUMMARY Responsible for assisting the Loan Setup department by auditing and reviewing mortgage loan documents and entering pertinent loan data into the mortgage loan servicing systems. ESSENTIAL DUTIES AND RESPONSIBILITIESActs as a contact for loan servicer(s), originator(s) and lender(s) by coordinating the transfer of commercial loan servicing information and document files from all involved parties. Reviews all new loans and extracts loan data specifications like borrower information, loan terms, collateral details, tax, insurance and reserves for conversion into loan servicing system. Reconciles and resolves discrepancies between closing funds and loan funding. Follows up and ensures receipt of all outstanding loan documents. Audits converted loan data for conversion accuracy and resolves differences. Coordinates the process and ensures the transition of de-converting loans to other servicers. Coordinates internal and external communications relevant to the conversion of new loans and portfolios. Performs set-up (manual & automated) routines for system conversions of commercial real estate loans. Prepares portfolio conversion reports required for all servicing departments. Assists Loan Setup and ARM's/Billing departments with special projects as assigned. Other duties may be assigned. SUPERVISORY RESPONSIBILITIESNo formal supervisory responsibilities in this position. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION and EXPERIENCE High School diploma or General Education Degree (GED) required. Bachelor's degree from a four-year college or university and/or a minimum of 2 years related experience. CERTIFICATES and/or LICENSES None COMMUNICATION SKILLS Ability to comprehend and interpret instructions, short correspondence, and memos 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. FINANCIAL KNOWLEDGE Requires basic knowledge of financial terms and principles. Ability to calculate simple figures such as percentages. REASONING ABILITY Ability to understand and carry out general instructions in standard situations. Ability to solve problems in standard situations. Requires basic analytical skills. OTHER SKILLS and ABILITIES Proficient in Microsoft applications including: Excel, Word and PowerPoint. Working knowledge of the McCracken Strategy loan servicing software is preferred. Comprehension of servicing transfers as well as portfolio conversions. Ability to interpret loan documents. Must be organized, efficient and capable of handling and prioritizing numerous assignments and deadlines simultaneously. SCOPE OF RESPONSIBILITY Decisions made with general understanding of procedures and company policies to achieve set results and deadlines. Errors in judgment may cause short-term impact to co-workers and supervisor.
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