Loan Operations

Location: Baltimore/Charlotte

We have an exciting opportunity to work with one of our prestigious clients at a Tier 1 Investment Bank. You will be working as part of a fast-paced Loan Servicing operations team, communicating with multiple teams internally and externally.

Key Responsibilities:

• Manage key loan lifecycle transactions such as payoffs, defeasances, borrower auto‑debit setup, and investor‑level updates tied to loan sales, transfers, and Agency securitizations.

• Ensure all servicing actions adhere to requirements set by the GSEs and internal operational standards.

• Analyze and interpret Agency loan documents—including notes, payoff instructions, riders, and modification agreements—to confirm that system data accurately reflects contractual terms.

• Identify data gaps or inconsistencies and provide well‑supported recommendations for corrections.

• Oversee the daily upload and approval of Bloomberg index data used for floating‑rate Agency loans.

• Implement index adjustments or benchmark changes as mandated by the GSEs or triggered by shifts in market conditions.

• Lead daily oversight of exception reports, approving maintenance items and guiding team members through the resolution of complex outages or data breaks.

• Conduct high‑level system adjustments, investigate recurring exceptions, and recommend enhancements that strengthen data integrity and reduce operational risk.

• Coordinate payment of post‑closing fees to attorneys, investors, and external stakeholders, ensuring all documentation is complete, accurate, and properly executed.

• Maintain compliance with internal controls and audit requirements surrounding fee disbursements.