Analyst, Client Success & Servicing

Company: Crebrid+WCL
Location: Plano
Posted on: February 13, 2026

Job Description:

Job Description Job Description Salary: About the Company-Crebrid is a nationally recognized private lender specializing in real estate investment financing. With headquarters in Dallas and Plano, Texas, we operate as a trusted digitalcredit bridge, leveraging advanced technology and deep sector expertise to deliver a streamlined and transparent lending experience. Supported by Barings - an institutional investment manager with over $400 billion in assets - Crebrid offers the financial strength, operational stability, and industry credibility relied upon by real estate investors across the country. We maintain a professional, collaborative, and performance-driven culture where individual contributions directly support our organizational success. About the Role TheAnalyst for our Client Success & Servicing department is essential to our mission of maintaining strong borrower relationships while protecting our portfolio performance. This role combines strategic negotiation skills with sophisticated problem-solving abilities to develop effective solutions for complex loan situations. You will work closely with borrowers, internal stakeholders, and cross-functional teams to ensure optimal outcomes for both our clients and the company. Key Responsibilities: Loan Servicing Operations Support servicing activities across the loan lifecycle, including post-closing, ongoing servicing, and payoff Review and validate payoff figures to ensure compliance with loan documents and internal servicing standards Support servicing activities across the loan lifecycle, including post-closing, ongoing servicing, and payoff Client & Stakeholder Communication Conduct outbound calls to borrowers, lenders, insurance providers, and third parties regarding payoffs, insurance requirements, account status, and servicing inquiries Serve as a knowledgeable point of contact for servicing-related questions, ensuring a professional and solutions-oriented borrow experience Document all communications and servicing actions clearly within the loan servicing system Lender-Placed Insurance (LPI) Management Monitor insurance coverage on serviced loans to ensure compliance with loan terms Review lender-placed insurance rates, policies, and billing for accuracy Coordinate with insurance vendors and borrowers to resolve coverage gaps and policy discrepancies Track LPI costs and collaborate with Accounting to ensure proper posting and reconciliation Analytics & Reporting Serve as an analyst for the Loan Servicing Team, identifying trends, risks, and opportunities within the servicing portfolio Prepare and maintain servicing reports related to payoffs, insurance, delinquency indicators, and servicing exceptions Support reporting requests from leadership and cross-functional teams Cross-Functional Collaboration: Partner closely with the Accounting team to reconcile loan balances, payoff transactions, and borrower payments Assist in process improvement initiatives to enhance servicing efficiency, accuracy, and borrower satisfaction Required Skills & Qualifications: Bachelor's degree preferred; equivalent combination of education and experience considered 2-5 years of experience in mortgage servicing, collections, or related financial services role preferred Demonstrated success in negotiation and relationship management Working knowledge of payoff calculations, escrow/insurance practices, and servicing systems Excellent verbal and written communication skills, including comfort with outbound calls Strong analytical and problem-solving skills with exceptional attention to detail Proficiency in loan servicing platforms, CRM systems, and Microsoft Excel Ability to manage multiple priorities in a fast-paced environment while meeting deadlines Compensation & Benefits: Crebridprovides a competitive compensation and benefits program intended to support the health, financial security, and professional growth of our employees, including: Comprehensive medical, dental, and vision coverage with employer-subsidized premiums Company-sponsored 401(k) retirement plan Paid time off (PTO), including vacation, sick time, and company-recognized holidays Employer-paid basic life insurance with optional supplemental coverage Annual performance-based bonus eligibility, where applicable Professional development, learning opportunities, and room to grow in your career Flexible or hybrid work arrangements, subject to role requirements AtCrebrid, we are committed to excellence and integrity in every aspect of our operations. Join a forward-thinking team that is shaping the future of real estate financing. For more information, please visitcrebrid.com We are an equal opportunity employer and are committed to creating an inclusive environment for all employees. Employment decisions are based on business needs, job requirements, and individual qualifications. Applicants are evaluated on the basis of job qualifications. Not race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital or domestic partner status, citizenship or any other status or characteristic covered by federal, state, or local law.

Keywords: Crebrid+WCL, Plano , Analyst, Client Success & Servicing, Accounting, Auditing , Plano, Texas