Servicing Assistant

  • Job Reference: 00000491-1
  • Date Posted: 12 May 2021
  • Company: TRIAD CAPITAL ADVISORS INC
  • Location: Kansas City, Missouri
  • Salary: On Application
  • Sector: Administration
  • Job Type: Permanent

Job Description

Job Summary: Compiles, records, verifies, and maintains data to provide direct support to the loan servicing team.

Job Duties:

  • Assemble new loan files and collect documents
  • Upload new loans in servicing software
  • Prepare welcome packages
  • Follow up on post-closing items
  • Calculate payoff estimates
  • Close-out paid off loans (post payoff in system, pull files, move electronic files)
  • Assist in scheduling, inspecting and reviewing annual property inspections
  • Follow up on deferred maintenance items
  • Collect and review annual income and expense/operating/financial statements on commercial properties and Borrowers
  • Analyze financials and complete Lender financial review forms
  • Occasionally required to visit properties for inspections or follow-up on related issues 
  • Other duties as assigned

Job Qualifications:

  • Competence using Windows PCs and Microsoft Office
  • High school degree or general education degree
  • One year related experience and/or training; or equivalent combination of education and experience
  • Detail-oriented
  • Self-motivated
  • Comfortable working under minimal supervision while completing projects and tasks in a timely manner