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Loan Coordinator (Asset Management)
Trez Capital
Monitor and conduct surveillance of commercial real estate loans, primarily construction loans, ensuring compliance with loan terms and conditions.
20d ago
Experienced (8-12 years), Intermediate (4-7 years)
Full Time
Addison, TX
Hybrid
Company Size
50 Employees
Service Specialisms
Real Estate Investment
Project Financing
Property Development
Real Estate Advisory
Capital Solutions
Construction Financing
Sector Specialisms
Residential
Self-Storage
Multi-Family
Single-Family Rental
Residential Lot Development
Commercial
New Construction
Role
What you would be doing
loan monitoring
documentation review
asset reporting
investor reporting
compliance monitoring
database analysis
- Reviews draw requests made by borrowers, together with reports from the retained project monitor, and makes recommendations for construction/development loan advances, in accordance with the loan agreement and approved policies and procedures.
- Reviews and interprets loan documentation to ensure accuracy of reporting, collections and representations made by borrowers.
- Reporting the performance and activity of the underlying asset in relation to the loan documents and existing collateral against the business plan and requirements in the loan documents. Ensure that all updates are uploaded into the Asset Management database in a timely fashion.
- Assist with preparing update memos, presentations, data sets or similar reporting for investors as requested.
- Provides proactive loan monitoring, ensuring that borrowers remain compliant with the terms, conditions, covenants, milestones, payments, and reporting requirements contained in the executed loan documents.
- Escalate any deviations from the business plan and or divergences from the loan documents to the AVP, Asset Management.
- Build relationships with both internal and external stakeholders to establish clear lines of honest and open communication relating to asset level performance and reporting.
- Perform analysis, integrity reports and stress testing of the overall Asset Management database.
- Assist the AVP, Asset Management with ad hoc projects
What you bring
interpersonal
advanced excel
team environment
bachelor’s degree
written communication
critical thinking
- Superior interpersonal and relationship building skills.
- Computer skills; proficiency in Microsoft Office. Advanced Excel skills (macros, VBA etc.) is considered an asset
- Ability to work alone and in a team environment.
- Bachelor’s Degree, with a specialization in Real Estate, Construction, Engineering and/or Finance or equivalent qualifications.
- Excellent written and verbal communication skills.
- Ability to work both quickly and accurately and with attention to detail.
- Strong critical thinking skills to identify and solve complex challenges.
- Desire to learn and expand knowledge of Real Estate, Construction Financing and Lending.
- Excellent organizational skills, with an ability to balance multiple projects and a high-volume workload, in a fast-paced, entrepreneurial environment.
Information not given or found
Training + DevelopmentInformation not given or found
Interview process
Information not given or found
Visa SponsorshipInformation not given or found
Security clearance- credit and criminal background checks may be conducted.
Company
Overview
- Founded with a vision to deliver exceptional real estate investment opportunities.
- Offers financing solutions for both residential and commercial projects, focusing on growth and innovation.
- Develops and manages projects across Canada, including residential, commercial, and industrial spaces.
- Specializes in complex real estate transactions, creating value through strategic investments and partnerships.
- The firm has established a reputation for being a trusted partner in real estate development and investment.
- Emphasizes a data-driven approach, combining market knowledge with a hands-on, results-oriented mindset.
- Works on diverse and high-impact projects, ranging from residential developments to large-scale infrastructure.
- Known for their agile and responsive approach, adapting to market shifts and leveraging opportunities quickly.
- We build Trust through the integrity of our people, our reputation for transparency, and by doing what we say with a focus on rigour, results and risk management.
- We gain Respect through the impact we create inside and outside the Firm, delivering exemplary stakeholder experiences. We build respect through a collaborative and diverse environment in which our employees can excel.
- We pursue Excellence for our employees, investors, partners and borrowers. Everyone who works with us is accountable for our clients’ success.
- Our bold goals and winning outcomes result from our ability to create unique offerings based on our unwavering Zest, discipline and innovative entrepreneurialism.
- Integrate material ESG risks and opportunities into consideration and selection of private market investments.
- Committed to responsible environmental stewardship and sustainability in own operations and indirect impacts (purchasing decisions, client offerings, business opportunities).
- ESG integration supports sustainable development and thriving communities.
- No publicly stated net‑zero target date available.
- No publicly disclosed DEI strategy or gender‑related statistics available.
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