Job Description
Role Overview
The Loan Administrator oversees the full lifecycle of commercial real estate and construction loans—from initial funding through maturity and payout—ensuring accurate execution, documentation, and reporting. The role requires strong attention to detail, accountability, and ownership while supporting Trez Capital’s standards of reliability and operational excellence. The Loan Administrator provides timely, reliable information to borrowers, investors, and internal partners and contributes to ongoing process efficiency and continuous improvement.
Primary Responsibilities
Loan Administration & Servicing
Manage day to day administrative and financial activities for assigned commercial loans, ensuring accuracy and compliance with loan agreements and internal policies.
Record, track, and reconcile loan advances, interest accruals, paydowns, renewals, and payouts using the servicing system.
Maintain complete loan documentation and coordinate with internal groups, external counsel, borrowers, and investors to ensure timely and accurate servicing.
Prepare and distribute borrower statements, audit confirmations, and investor reports.
Support monthly loan billing, interest and principal collection, and investor distribution processes.
Support investor servicing obligations by ensuring compliance with loan sharing and participation agreements, monitoring receipt of funds from loan sharing partners, and coordinating accurate distributions aligned with established ownership and participation structures.
Fundings & New Loan Set Up
Coordinate and execute initial and subsequent loan fundings, ensuring all approvals, conditions, and documentation are in place prior to release of funds.
Review and record funding details, deductions, and disbursements.
Establish and maintain loan profiles and workbooks summarizing key terms, fees, and investor allocations for ongoing monitoring and reporting.
Set up each new loan in the servicing system with accurate terms, conditions, and supporting documentation to enable proper tracking and reporting.
Ensure completion and accuracy of all internal and external investor documentation associated with new and subsequent loan fundings.
Maintain organized records in accordance with company standards.
Renewals, Paydowns & Payouts
Oversee loan renewals and modifications, ensuring updated agreements, system records, and investor communications reflect current terms.
Process paydowns and payouts in accordance with loan agreements and investor requirements.
Verify all payout calculations, accrued interest, and fees for accuracy and completeness.
Qualifications & Experience
Minimum 2+ years of experience in commercial mortgage or commercial loan administration, preferably within real estate lending, mortgage servicing, or loan operations.
Bachelor’s degree (or post secondary diploma) from an accredited institution; a focus in Finance, Business, Real Estate, or related analytical discipline is considered an asset.
Familiarity with commercial mortgage documentation, including fundings, renewals, construction draws, and paydowns.
Experience using a loan servicing or mortgage administration system; ability to adapt quickly to new technology platforms.
Proven ability to work independently with initiative, while also contributing effectively to a team environment.
Excellent time management and organizational skills, with the ability to handle multiple priorities proactively and accurately.
Strong customer service orientation with the professionalism required to interact with borrowers, investors, and internal stakeholders.
Exceptional verbal and written communication skills.
Proficiency with Microsoft Office applications, including Outlook, Word and Excel.
Demonstrated ability to identify opportunities for process improvement, automation, and efficiency.
Strong analytical mindset and attention to detail, particularly in reviewing numerical data, loan terms, and system output
Recruitment Notice: Only direct applicants will be considered. Agency or recruiter submissions will not be accepted.
The Loan Administrator oversees the full lifecycle of commercial real estate and construction loans—from initial funding through maturity and payout—ensuring accurate execution, documentation, and reporting. The role requires strong attention to detail, accountability, and ownership while supporting Trez Capital’s standards of reliability and operational excellence. The Loan Administrator provides timely, reliable information to borrowers, investors, and internal partners and contributes to ongoing process efficiency and continuous improvement.
Primary Responsibilities
Loan Administration & Servicing
Manage day to day administrative and financial activities for assigned commercial loans, ensuring accuracy and compliance with loan agreements and internal policies.
Record, track, and reconcile loan advances, interest accruals, paydowns, renewals, and payouts using the servicing system.
Maintain complete loan documentation and coordinate with internal groups, external counsel, borrowers, and investors to ensure timely and accurate servicing.
Prepare and distribute borrower statements, audit confirmations, and investor reports.
Support monthly loan billing, interest and principal collection, and investor distribution processes.
Support investor servicing obligations by ensuring compliance with loan sharing and participation agreements, monitoring receipt of funds from loan sharing partners, and coordinating accurate distributions aligned with established ownership and participation structures.
Fundings & New Loan Set Up
Coordinate and execute initial and subsequent loan fundings, ensuring all approvals, conditions, and documentation are in place prior to release of funds.
Review and record funding details, deductions, and disbursements.
Establish and maintain loan profiles and workbooks summarizing key terms, fees, and investor allocations for ongoing monitoring and reporting.
Set up each new loan in the servicing system with accurate terms, conditions, and supporting documentation to enable proper tracking and reporting.
Ensure completion and accuracy of all internal and external investor documentation associated with new and subsequent loan fundings.
Maintain organized records in accordance with company standards.
Renewals, Paydowns & Payouts
Oversee loan renewals and modifications, ensuring updated agreements, system records, and investor communications reflect current terms.
Process paydowns and payouts in accordance with loan agreements and investor requirements.
Verify all payout calculations, accrued interest, and fees for accuracy and completeness.
Qualifications & Experience
Minimum 2+ years of experience in commercial mortgage or commercial loan administration, preferably within real estate lending, mortgage servicing, or loan operations.
Bachelor’s degree (or post secondary diploma) from an accredited institution; a focus in Finance, Business, Real Estate, or related analytical discipline is considered an asset.
Familiarity with commercial mortgage documentation, including fundings, renewals, construction draws, and paydowns.
Experience using a loan servicing or mortgage administration system; ability to adapt quickly to new technology platforms.
Proven ability to work independently with initiative, while also contributing effectively to a team environment.
Excellent time management and organizational skills, with the ability to handle multiple priorities proactively and accurately.
Strong customer service orientation with the professionalism required to interact with borrowers, investors, and internal stakeholders.
Exceptional verbal and written communication skills.
Proficiency with Microsoft Office applications, including Outlook, Word and Excel.
Demonstrated ability to identify opportunities for process improvement, automation, and efficiency.
Strong analytical mindset and attention to detail, particularly in reviewing numerical data, loan terms, and system output
Recruitment Notice: Only direct applicants will be considered. Agency or recruiter submissions will not be accepted.
💡 Quick Summary
Seeking a career-building opportunity? The Loan Administration - Loan Administrator (12 month maternity leave) position is now open for candidates interested in the Real Estate sector. This role in Vancouver offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Real Estate is a plus.
