What are the responsibilities and job description for the Loan Servicing Analyst position at CWCapital?
CW Financial Services LLC ("CW") is a premier and unique, full-service real-estate firm providing solutions to institutional clients in the areas of Commercial Real Estate Finance. CW is recognized industry wide for providing the most sophisticated capital markets structuring techniques. CW is recognized industry wide for providing the most sophisticated capital markets structuring techniques. RealINSIGHT is CW's technology firm and a leading provider of commercial real estate finance asset management software.
As a Loan Servicing Analyst, your primary responsibility will be to assist in onboarding commercial real estate (CRE) loans into our RealINSIGHT platform. You will review and extract key data from loan documents, underwriting models, and supporting files, then map and enter that data into our system with accuracy and consistency.
In this entry-level role, you will gain hands-on experience at the intersection of CRE and financial technology, working alongside a collaborative, innovative, and supportive team. You will develop a strong understanding of the commercial mortgage industry and loan servicing practices while learning how AI and automation are reshaping real estate operations.
We are looking for candidates who are enthusiastic about learning, demonstrate a strong work ethic, and are excited to explore how emerging tools can enhance productivity. While experience in real estate, financial services, or technology is a plus, it is not required. Comprehensive training will be provided.
Duties/Responsibilities
- Review and extract data from loan documents, underwriting packages, and supplemental data files.
- Input, map, and validate loan-level information within RealINSIGHT according to internal data standards and quality controls.
- Work closely with internal servicing, technology, and client onboarding teams to ensure accurate and timely loan setup.
- Utilize Microsoft Excel to organize and analyze data as part of the onboarding process.
- Explore and incorporate AI-powered tools to enhance efficiency, streamline data entry, and reduce manual processes.
- Participate in process improvement initiatives and contribute to documentation and knowledge-sharing.
Required Skills/Abilities
- Proficiency with Microsoft Excel (e.g., formulas, formatting, data organization).
- Strong analytical and problem-solving skills with high attention to detail.
- Excellent written and verbal communication skills.
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
- Interest in commercial real estate, financial technology, and the use of AI in operational workflows.
Education/Experience
- Bachelor's degree required; degrees in business, finance, real estate, or related fields preferred.
- Prior internship or work experience in real estate, tech, or financial services is a plus, but not required.
CW Financial Services LLC, along with its subsidiaries and affiliates, is an equal opportunity employer. We consider all qualified applicants regardless of race, religion, color, sex, age, national origin, citizenship, disability, genetic information, veteran status, marital status, sexual orientation, gender identity, or any other status protected by applicable law.
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