Loan Associate - Cobalt Recruitment

Job Description Essential Job Functions: Approve system generated reporting, queries and related client deliverables for compliance, adherence, accuracy as determined by supporting information. Manage communication (both oral and written) with various internal and external clients regarding various questions (both routine and exceptions) related to the proper servicing of the client's CRE loans Independently proof transactions (both cash and non-cash) and if applicable, initiate fund transfers due to borrowers and/or lenders in adherence with loan terms, servicing agreements and established servicing standards Ensure adherence to internal policies, quality standards, and management direction while meeting contractual deliverables to clients and other external parties Generate (or oversee and supervise the generation of) source data (including the posting of transactions) within the servicing system assuring an accurate, current representation of the borrower's outstanding obligations to the lender are reflected within the servicing system Summarize research, as needed, to comprehensively respond to inquiries from borrowers, lenders, audit, rating agency and other authorized stakeholders Oversee and take part in the design and build of spreadsheet templates and/or financial models, including the coding of interrelated excel formulas, data tables and macros, to analyze the loan metrics, cash flows, amortization tables and similar debt or collateral analysis, and, find and correct logic errors contained within Ensure compliance against servicing standards, internal policies, and abstracted key dates, terms/requirements from various loan and servicing documents, while identifying and addressing those provisions that warrant exception processing Direct the preparation of periodic reporting summaries, account reconciliations and officer certificates as required by the various servicing agreements Demonstrate teamwork by maintaining a professional attitude, proactively assisting coworkers, as well as with special projects, and working overtime, when necessary, to meet client deadlines Create process rationalization and efficiency initiatives affiliated with job responsibilities Compile various internal reports and work with the asset managers and the portfolio management team with reporting to the client Candidate will be assigned responsibilities with a specialized team within servicing focusing on (but not limited to) asset management, portfolio management, treasury services, escrow (including tax or insurance) administration Supervise and mentor direct reports Such other activities as may be assigned by your manager Qualifications/ Requirements: Experienced professional with 3 years of industry and/or relevant experience Fluent Spanish language skills Some leadership experience with small groups or peers is preferable Demonstrate the ability to identify a potential problem or issue and take appropriate proactive action. Strong excel skills, able to utilize multiple formulas and macros Excellent written, verbal and electronic communication skills Ability to work in a team environment, yet, express independent thought, with a consistent quality work product being produced Some periodic travel (overnight stays) may be required, with subsequent reimbursements of expenses

Location: London, GB

Posted Date: 7/12/2025