Mortgage Loan Processor

Location: Manhattan, NY (Remote for NY or NJ candidates). Candidates must be located in NY or NJ and able to report to the Manhattan office if requested.

Schedule

Monday–Friday, 8:30 AM–5:00 PM EST, 37.5 hours/week. Duration: 6-Month Contract.

About the Role

Client Real Estate Investors, the real estate investment management division of Clients Investments, is seeking an experienced Senior Associate, Mortgage Loan Servicing to support a commercial mortgage loan portfolio. This role is ideal for a self-motivated professional with strong loan servicing, accounting, reporting, and analytical skills who can contribute immediately with minimal training. The successful candidate will operate in a high-volume, deadline-driven environment, managing time-sensitive transactions, servicing activities, financial reporting, and operational requests.

Responsibilities

• Service and administer a portfolio of commercial mortgage loans.
• Research and process loan transactions, payments, collections, disbursements, acquisitions, dispositions, adjustments, and related accounting entries.
• Prepare and review escrow analyses, amortization schedules, payment histories, billing requests, payoff statements, and adjustable-rate settings.
• Communicate effectively with borrowers, servicers, internal business partners, and external stakeholders.
• Ensure transactions are completed accurately and in accordance with company policies, procedures, and controls.
• Record and reconcile mortgage loan accounting transactions.
• Support financial, investment, statutory (STAT), and tax reporting requirements.
• Prepare, analyze, organize, and review operational and financial reports.
• Maintain clear and accurate supporting documentation and workpapers.
• Respond to ad hoc inquiries and reporting requests.
• Develop, maintain, and improve operational and management reporting.
• Create and analyze reports using available reporting tools and databases.
• Develop SQL queries and support reporting enhancements, where applicable.
• Assist with technology initiatives, system upgrades, testing, and implementation projects.
• Identify opportunities to improve processes, reporting, and operational efficiency.

Requirements

• Recent experience (within the last 3-5 years) using SS&C Precision LM (PLM) or strong commercial mortgage loan processing service experience using comparable platforms.
• Experience within the insurance, mortgage investment, or commercial real estate lending industry.
• Commercial mortgage loan servicing experience.
• Ability to work independently with minimal supervision and training.
• Strong Excel skills.
• Ability to manage multiple priorities and pivot quickly between tasks.
• Experience supporting operational and reporting functions.

Qualifications

• Bachelor's degree in Accounting, Finance, Business, Computer Science, or a related field preferred.
• Minimum of 3 years of commercial mortgage loan servicing experience.
• Experience with construction loans is a plus.
• Strong understanding of commercial mortgage loan operations and accounting.
• High proficiency in Microsoft Excel.
• Knowledge of Precision LM (PLM) required.
• Familiarity with Qlik Sense, Crystal Reports, Business Objects, and SQL reporting tools is preferred.

Skills

• Strong analytical and problem-solving skills.
• Excellent verbal and written communication skills.
• Ability to manage high-volume workloads and time-sensitive deadlines.
• Strong organizational and multitasking abilities.
• Ability to work both independently and collaboratively in a team environment.
• High degree of accountability, accuracy, and attention to detail.
• Self-starter with strong initiative and willingness to learn.
• Ability to identify issues, analyze root causes, and recommend solutions.