Real Estate Loan Operations Associate

Overview

• Collaborate with cross-functional teams to support loan servicing and portfolio management processes.
• Maintain and enhance loan systems and databases for accurate and dynamic reporting.
• Contribute to automation and process improvements across the firm's operating platform.
• Develop and manage reporting requirements for internal and external stakeholders.
• Assist in lifecycle management of loans, ensuring data accuracy and compliance.
• Work closely with the Controller to align operations with organizational goals.
• Utilize tools like Nortridge and Microsoft PowerBI for data management and reporting.
• Support communication with external parties regarding reporting and inquiries.
• Engage in continuous learning to expand knowledge across departments.

Key Responsibilities & Duties

• Maintain and update loan servicing systems to ensure data accuracy and reliability.
• Process transactional activities and support full loan lifecycle management.
• Develop dynamic dashboards and reports using Microsoft PowerBI.
• Enhance reporting for borrower statements, loan tapes, and investor communications.
• Collaborate with management to review and improve reporting methods.
• Automate and streamline operational processes for efficiency.
• Support external communication regarding reporting requirements and inquiries.
• Contribute to firmwide efforts for process improvement and system enhancements.
• Work collaboratively within a small team environment to achieve organizational objectives.

Job Requirements

• Bachelor's degree in Accounting or Finance required.
• 1-3 years of experience in the real estate or related industry preferred.
• Proficiency in loan servicing systems and ERP platforms.
• Strong problem-solving skills and attention to detail.
• Ability to work independently and collaboratively in a fast-paced environment.
• Technical proficiency with tools like Microsoft PowerBI and Nortridge.
• Willingness to learn and adapt to new processes and systems.
• Excellent communication skills for internal and external interactions.
• Innate curiosity and drive to contribute to organizational success.