Full-Time
Not provided
May sponsor international talent
About the job
Houston - Texas - United States of America
About The Role CBRE Loan Services is seeking a Loan Covenant Analyst to support the ongoing administration and compliance of a commercial real estate loan portfolio. This role is responsible for reviewing loan documentation, setting up and monitoring loan covenants, and serving as a key point of contact for borrowers, lenders, and internal portfolio management teams. The ideal candidate will demonstrate strong attention to detail, effective communication skills, and the ability to manage multiple deadlines in a fast‑paced environment.
What You’ll Do
Review loan documents to identify financial and non-financial covenants and accurately set them up within the internal loan servicing system.
Monitor exception and compliance reports. Periodically follow up with borrowers regarding outstanding or upcoming requirements.
Perform basic customer service functions of answering borrower's questions via email and telephone about their commercial mortgages, what includes researching information to obtain proper answers.
Follow up with borrowers on the status of loan covenants and report results to Senior Management, Portfolio Managers and Lenders.
Contact borrowers to collect required financial statements and other reports and determine if loan obligations have been satisfied.
Update internal loan servicing system and external Lender client systems with status of various lender consent items. Maintain accurate records and ensure adherence to internal policies, procedures, and service-level expectations.
Assist Portfolio Managers and Portfolio Analysts in the day-to-day functions of Portfolio Management as needed.
No formal supervisory responsibilities in this position.
What You’ll Need To perform this job, an individual must perform each duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
High School diploma or General Education Degree (GED) required with 0 - 2 years of related experience. Bachelor's degree from a four-year college or university is preferred.
Strong critical reading, analytical skills and thinking abilities.
Ability to read, comprehend and interpret legal documents, correspondence and memorandums, including the ability to ask clarifying questions to ensure accurate understanding. Ability to write routine reports and correspondence.
Ability to participate in discussions regarding interpretation of legalese in documents and ask thoughtful questions.
Ability to respond to common inquiries or complaints from clients, co-workers, and/or supervisor.
Ability to calculate simple figures such as percentages.
Ability to understand and carry out general instructions in standard situations.
Ability to solve problems in standard situations.
Intermediate skills with Microsoft Office Suite products such as Word, Excel, Outlook, etc.
Decisions made with general understanding of procedures and company policies to achieve set results and meet timelines. Errors in judgment may cause short-term impact to co-workers and supervisor.
Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.
Why CBRE When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values — respect, integrity, service and excellence — and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to chart your own course and realize your potential. We welcome all applicants.
We offer a competitive compensation package, complete with benefits (Medical/Dental/Vision/401(k)/Disability/Paid holidays/vacation).
Applicant AI Use Disclosure We value human interaction to understand each candidate's unique experience, skills and aspirations. We do not use artificial intelligence (AI) tools to make hiring decisions, and we ask that candidates disclose any use of AI in the application and interview process.
About CBRE Group, Inc. CBRE Group, Inc. (NYSE:CBRE), a Fortune 500 and S&P 500 company headquartered in Dallas, is the world’s largest commercial real estate services and investment firm (based on 2024 revenue). The company has more than 140,000 employees (including Turner & Townsend employees) serving clients in more than 100 countries. CBRE serves clients through four business segments: Advisory (leasing, sales, debt origination, mortgage serving, valuations); Building Operations & Experience (facilities management, property management, flex space & experience); Project Management (program management, project management, cost consulting); Real Estate Investments (investment management, development). Please visit our website at www.cbre.com.
Equal Employment Opportunity: CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.
Candidate Accommodations:CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company’s success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at recruitingaccommodations@cbre.com or via telephone at +1 866 225 3099 (U.S.) and +1 866 388 4346 (Canada).
Service line:Advisory Segment
