Addison, Texas, United States · On-site
Position Overview The Commercial Loan Assistant provides administrative, analytical, and operational support to the Asset Management team throughout the lifecycle of commercial loans. This role supports accurate loan mon…
Skills: Loan documentation, Commercial lending, Asset management, Financial reporting, Data integrity
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The Commercial Loan Assistant provides administrative, analytical, and operational support to the Asset Management team throughout the commercial loan lifecycle. Responsibilities include monitoring borrower compliance, reviewing loan documentation, and managing construction draw requests.
Candidates must hold a bachelor's degree in a relevant field such as Finance, Real Estate, or Business. The role requires 1–3 years of experience in commercial lending, loan administration, or asset management.
Position Overview
The Commercial Loan Assistant provides administrative, analytical, and operational support to the Asset Management team throughout the lifecycle of commercial loans. This role supports accurate loan monitoring, timely reporting, and effective communication with borrowers and internal stakeholders. It is an essential position contributing to the efficient management of the commercial loan portfolio.
Primary Responsibilities
Loan Documentation & Compliance
• Review and interpret loan documentation to ensure accuracy of reporting, collections, and borrower representations.
• Monitor borrower compliance with loan terms, covenants, milestones, payment schedules, and reporting requirements.
• Escalate deviations from loan documents or business plans to the Manager, Asset Management.
Loan Monitoring & Reporting
• Conduct proactive loan surveillance throughout the loan lifecycle.
• Report on asset‑level performance relative to loan documents, collateral, and borrower business plans.
• Upload updates, reporting, and analysis into the Asset Management database accurately and on schedule.
• Perform data integrity checks and stress testing of the Asset Management database.
Construction & Draw Support
• Review borrower draw requests and supporting documentation.
• Coordinate with retained project monitors and internal stakeholders.
• Assist in preparing recommendations for construction or development loan advances in accordance with loan agreements and internal policies.
Borrower & Stakeholder Communication
• Request reporting packages, financial updates, and project information from borrowers.
• Maintain strong working relationships with internal and external stakeholders.
• Support timely resolution of borrower inquiries and documentation needs.
Internal Reporting & Support
• Assist in preparing memos, presentations, data sets, and investor reporting.
• Support the Manager, Asset Management with ad hoc projects and portfolio initiatives.
• Maintain organized and complete loan files in accordance with company standards.
Additional Expectations
• Demonstrate the company’s core values of Trust, Respect, Excellence, and Zest in all interactions.
• Comply with all policies, procedures, and operating standards.
• Safeguard the interests of the business, employees, and customers.
• Perform other related duties as assigned.
Qualifications
• Bachelor’s degree in Real Estate, Construction, Engineering, Finance, Business, or a related field.
• 1–3 years of experience in commercial lending, loan administration, real estate finance, or asset management.
• Experience with commercial loan documentation or construction lending is considered an asset.
Skills & Competencies
• Strong written and verbal communication skills.
• Excellent interpersonal and relationship‑building abilities.
• High attention to detail with the ability to work quickly and accurately.
• Strong critical thinking and problem‑solving skills.
• Ability to work independently and collaboratively in a fast‑paced environment.
• Strong organizational skills with the ability to manage multiple projects and high‑volume workloads.
• Proficiency in Microsoft Office; advanced Excel skills (macros, VBA) considered an asset.
• Interest in expanding knowledge of commercial real estate, construction financing, and lending.
Working Conditions
• Standard office environment
Trez Capital is a diversified real estate investment firm with offices in Canada and the U.S.
Founded in 1997, Trez Capital is a diversified real estate investment firm and preeminent provider of commercial real estate debt and equity financing solutions across North America. Trez Capital offers private and institutional investors strategies to invest in a variety of opportunistic, fully-secured mortgage investment funds and like investment assets, and provides property developers and owners with quick approvals on flexible short- to mid-term financing. With offices throughout North America, Trez Capital has over $5 billion* CAD in assets under management and has funded over 1,800 transactions totalling more than $23 billion CAD since inception. (*As at Q1 2026. Corporate Group AUM includes assets held by all Trez-related entities).
Offices: 745 Thurlow St., Suite 1700, Vancouver, British Columbia V6E 0C5, CA · 181 Bay Street, Suite 3840, Brookfield Place, Bay Wellington Tower, Toronto, Ontario M5J 2T3, CA · 5055 Keller Springs Rd., Suite 500, Addison, Texas 75001, US · 80 SW 8th St, Suite 2800, Miami, Florida 33130, US · 1155 Rue Metcalfe, Montreal, Quebec H3B 2V6, CA
Trez Capital is a diversified real estate investment firm with offices in Canada and the U.S.
Founded in 1997, Trez Capital is a diversified real estate investment firm and preeminent provider of commercial real estate debt and equity financing solutions across North America. Trez Capital offers private and institutional investors strategies to invest in a variety of opportunistic, fully-secured mortgage investment funds and like investment assets, and provides property developers and owners with quick approvals on flexible short- to mid-term financing. With offices throughout North America, Trez Capital has over $5 billion* CAD in assets under management and has funded over 1,800 transactions totalling more than $23 billion CAD since inception. (*As at Q1 2026. Corporate Group AUM includes assets held by all Trez-related entities).
Offices: 745 Thurlow St., Suite 1700, Vancouver, British Columbia V6E 0C5, CA · 181 Bay Street, Suite 3840, Brookfield Place, Bay Wellington Tower, Toronto, Ontario M5J 2T3, CA · 5055 Keller Springs Rd., Suite 500, Addison, Texas 75001, US · 80 SW 8th St, Suite 2800, Miami, Florida 33130, US · 1155 Rue Metcalfe, Montreal, Quebec H3B 2V6, CA
