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Trez CapitalPosted 2 weeks ago

Asset Management - Commercial Loan Assistant

On-siteAddison, Texas, United States or Addison, Illinois, United States

Full TimeBachelors DegreeSmall

Job Summary

Review and interpret loan documentation to ensure accuracy of reporting, collections, and borrower representations. Monitor borrower compliance with loan terms, covenants, milestones, and reporting requirements, escalating deviations to the Manager, Asset Management. Conduct proactive loan surveillance throughout the loan lifecycle, uploading updates and performing data integrity checks into the Asset Management database. Assist in preparing recommendations for construction or development loan advances and coordinate with retained project monitors. Request reporting packages from borrowers, maintain organized loan files, and support the Manager with ad hoc projects and investor reporting.

Required Qualifications

  • Bachelor's degree in Real Estate, Construction, Engineering, Finance, Business, or a related field
  • 1–3 years of experience in commercial lending, loan administration, real estate finance, or asset management

Desired Qualifications

  • Experience with commercial loan documentation or construction lending is considered an asset
  • Proficiency in Microsoft Office; advanced Excel skills (macros, VBA) considered an asset
  • Interest in expanding knowledge of commercial real estate, construction financing, and lending

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