Associate – Loan Agency (Commercial Real Estate)
Associate – Loan Agency (Commercial Real Estate)

Associate – Loan Agency (Commercial Real Estate)

Full-Time 40000 - 50000 £ / year (est.) No home office possible
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auricoe

At a Glance

  • Tasks: Manage and service a portfolio of commercial real estate loans with key stakeholders.
  • Company: Join a respected financial services firm known for its strong reputation in commercial real estate.
  • Benefits: Collaborative team environment with opportunities for long-term career progression.
  • Why this job: Gain exposure to complex loan structures and high-value portfolios while developing your expertise.
  • Qualifications: 2+ years in commercial real estate loan servicing and strong financial product knowledge.
  • Other info: Flexible hours during peak periods and potential travel opportunities.

The predicted salary is between 40000 - 50000 £ per year.

We are currently partnering with a well-established and highly regarded financial services firm to recruit an Associate – Loan Agency 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.

Key Responsibilities
  • 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).
  • Candidate Profile
    • Associate’s degree in Accounting, Finance, Real Estate, Business, or equivalent experience.
    • 2+ years’ experience in Commercial Real Estate – loan servicing or portfolio monitoring.
    • 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.
    Why This Role?
    • 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 gerry@auricoe.com.

    Associate – Loan Agency (Commercial Real Estate) employer: auricoe

    Join a prestigious financial services firm that offers a dynamic and collaborative work environment, where your expertise in commercial real estate loan servicing will be valued and nurtured. With a strong focus on employee growth and development, this role provides exposure to complex loan structures and high-value portfolios, ensuring meaningful responsibilities and opportunities for career progression. Located in a thriving financial hub, the company fosters a culture of teamwork and continuous improvement, making it an excellent employer for those seeking a rewarding and impactful career.
    auricoe

    Contact Detail:

    auricoe Recruiting Team

    StudySmarter Expert Advice 🤫

    We think this is how you could land Associate – Loan Agency (Commercial Real Estate)

    Tip Number 1

    Network like a pro! Reach out to your connections in the financial services sector, especially those in commercial real estate. A friendly chat can lead to insider info about job openings that aren't even advertised yet.

    Tip Number 2

    Prepare for interviews by brushing up on your knowledge of loan servicing and commercial real estate. We recommend practising common interview questions and scenarios related to the role, so you can showcase your expertise confidently.

    Tip Number 3

    Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the position.

    Tip Number 4

    Apply through our website for the best chance at landing that Associate – Loan Agency role. We’re always on the lookout for talent, and applying directly can give you a leg up in the process!

    We think you need these skills to ace Associate – Loan Agency (Commercial Real Estate)

    Loan Servicing
    Portfolio Management
    Credit Agreement Interpretation
    Financial Calculations
    Advanced Excel Skills
    Attention to Detail
    Communication Skills
    Problem Resolution
    Transactional Processing
    Quality Control Audits
    Client Relationship Management
    Data Integrity
    Time Management
    Flexibility

    Some tips for your application 🫡

    Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Associate – Loan Agency role. Highlight your loan servicing experience and any relevant technical expertise to catch our eye!

    Showcase Your Attention to Detail: In a role where accuracy is key, demonstrate your attention to detail in your application. Use clear formatting and check for any typos or errors before hitting send. We love a polished application!

    Be Clear and Concise: When writing your cover letter, get straight to the point. Explain why you’re interested in the role and how your background makes you a great fit. We appreciate straightforward communication!

    Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!

    How to prepare for a job interview at auricoe

    Know Your Loan Documentation

    Make sure you brush up on your understanding of credit agreements, promissory notes, and other legal documents. Being able to discuss these confidently will show that you have the technical expertise needed for the role.

    Showcase Your Attention to Detail

    Prepare examples from your past experience where your attention to detail made a difference. Whether it was resolving discrepancies or ensuring data integrity, having specific instances ready will highlight your suitability for managing complex loan structures.

    Demonstrate Your Communication Skills

    Since this role involves regular interaction with various stakeholders, practice articulating your thoughts clearly. You might want to prepare for questions about how you've effectively communicated in challenging situations in the past.

    Be Ready for Technical Questions

    Expect questions that test your financial knowledge, especially around loan servicing and calculations. Brush up on your Excel skills and be prepared to discuss how you've used them in previous roles to manage portfolios or perform financial analyses.

    Associate – Loan Agency (Commercial Real Estate)
    auricoe
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