Company Overview:
Aegon Asset Management is leading global investor. Our 360 investment professionals manage and advise on assets of US$386 billion for a global client-base of pension plans, public funds, insurance companies, banks, wealth managers, family offices and foundations.
We organize our investment capabilities around four focused platforms: fixed income, real assets, equities, and multi-asset & solutions. Each platform has dedicated teams with deep asset-class expertise, organized globally and committed to maximizing client benefit from their specialist areas.
We share a common belief in fundamental, research-driven active management, underpinned by effective risk management and a commitment to responsible investment.
We are an international business: Our 1,200 employees work from 17 locations across Europe, the Americas and Asia.
Position Overview: The Commercial Mortgage Loan Boarding Specialist is responsible for timely and accurately boarding all legal, financial, and business terms of newly funded and modified commercial and agricultural mortgage loans to the commercial mortgage loan servicing system.
Responsibilities:
- Review and interpret commercial, multi-family, agricultural, and other loan documents to identify loan boarding requirements.
- Ensure accurate and timely boarding of key loan terms in the commercial mortgage loan servicing system.
- Complete verification processes of new loans boarded onto the servicing system within the required timeframe.
- Accurately enter appropriate financial terms of the loan documents, including loan amount, term, interest, amortization, escrow, reserve account and other financial data.
- Accurately identify and enter servicing action items included in loan documents and build appropriate notifications in the servicing system to allow servicing staff to monitor loan requirements.
- Coordinate with other departments to ensure quality of data, loan documents and other information provided to loan boarding team to maintain the system of record.
- Identify, participate, and contribute ideas for success in relation to assigned work, projects or other process enhancements.
- Adhere to the company’s framework of internal controls.
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Required Qualifications:
- Bachelor’s degree in business, finance or equivalent experience
- Three years of commercial mortgage loan closing, servicing experience or relevant experience. Graduate degree may be substituted for up to two years of experience.
- In-depth knowledge of commercial mortgage loan servicing and documentation.
- Experience using loan management systems and working in a paperless work environment.
- Research skills and attention to detail to review documents and identify unique terms.
- Able to prioritize multiple projects.
- Able to work independently on document reviews, preparation and progress reports.
- Proficient in MS Word, Excel and PowerPoint.
Preferred Qualifications:
- Knowledge of paperless documentation retention systems.
Job and compensation levels depend upon an applicant’s qualifications including the extent of candidate’s relevant experience and other job-related factors and will be determined by hiring supervisors/managers and HR.
Company information
Equal Opportunity Employer:
Transamerica Life Insurance Company is an Equal Employment Opportunity employer and does not discriminate against any applicant or employee because of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital status, participation in the uniformed services (e.g. U.S. Armed Forces, National Guard), physical or mental disability, or any other status protected by federal, state, or local equal employment opportunities laws.
AEGON USA Realty Advisors, LLC, is an Equal Employment Opportunity/ Affirmative Action Employer and does not discriminate against any applicant or employee because of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital status, participation in the uniformed services (e.g. U.S. Armed Forces, National Guard), physical or mental disability, or any other status protected by federal, state, or local equal employment opportunities laws.
Applicants with physical or mental disabilities may be entitled to a form of reasonable accommodation under the Americans with Disabilities Act and certain state and local laws. A reasonable accommodation is a change in the way things are normally done which will insure equal employment opportunity without imposing undue hardship on the Transamerica Companies. If you are a job seeker with a disability, or are assisting someone with a disability, and require assistance to apply for one of our jobs, please contact: applicantsupport@transamerica.com.
Technical Assistance:
If you experience technical problems during the application process, please email applicantsupport@transamerica.com.
