Job Details

Portfolio Servicing Specialist Commercial Real Estate

Company name

Cohen Financial

Organization Type


Job Type


Date Last Verified

Jun 18,2019

Valid Through

Oct 01,2019

Posted on

May 31,2019

Years of Experience

Min 5 yrs required


Leawood, KS, United States

Employment Type



Practice Area
Real Estate >> Real Estate
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Portfolio Servicing Specialist - Commercial Real Estate
The candidate will provide support to teammates of their assigned unit within the Investor Servicing Group, a function of the firm Financial Division of SunTrust Bank. Perform-set up, monitor, review and analyze loan data and reports related to commercial real estate assets within the Loan Administration area. Deliver the highest level of service to investors, borrowers, and vendors while ensuring compliance with government regulations and/or SunTrust policy. Perform various tasks related to office management, document management, transaction processing, data capture and various requirements of the Loan Administration Services area. Responsibilities may cover any one of a number of tasks; verifying and paying property tax bills, resolving escrow accounts, processing transaction postings and disbursements to loans, administering pay-offs, forbearance agreements and modifications, lockbox processing, and assisting in the timely processing of UCC filings. Review reports from the loan servicing system using appropriate database tools to monitor documents and compliance. Work with internal and external resources to prepare and file documents pursuant to Policies and Procedures as well as applicable jurisdictional requirements. Perform loan system set-up of new loans and input for such items as property tax set up packages. Verify input for accuracy. Scan necessary documents into electronic storage databases using index/categorization. Achieve at minimum department annual hours for industry training. Participate in various department initiatives as assigned. Review current processes and recommend process improvement as appropriate to enhance productivity and efficiency.

Qualification and Experience

The candidate should have high School degree or equivalent related work experience. Must have strong organizational skills. Professional written and verbal communication skills. Good customer service skills and the ability to forge relationships is essential. Must have strong PC skills, including a demonstrated ability with Microsoft Office applications. Experience in Commercial Real Estate title, escrow, closing and/or paralegal experience is essential. 2 year degree or academic achievement in Real Estate, Law, Finance or Management is preferred. Basic subject matter expertise for compliance and operational risks and control activities within assigned lending processes is preferred. Prior CRE loan servicing, financial services operations and/or mortgage or insurance experience is desired. Experience with Enterprise LMS servicing platform or other Commercial Loan Servicing Systems is desired.

Additional info

Job ID :W465472

Company info

Hiring Coordinator
Cohen Financial
4601 College Boulevard
Suite 300
Leawood, KS 66211?

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