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Collateral Review Associate Jobs in Texas (NOW HIRING)

Southside Bank

Sr. Commercial Loan Processor

Tyler, TX · On-site

... reviews entity documentation and collateral due diligence, engages lending partners to ensure loan ... Associate's degree (A. A.) or equivalent from two-year College or technical school; or a minimum of ...

First Horizon Bank

SBA Closing Manager

Houston, TX · On-site

... associates, providing leadership, guidance, and performance feedback. * Review SBA loan approval ... Ensures final due diligence for all loan documents, including UCC filings, collateral documents ...

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Collateral Review Associate information

What are the key skills and qualifications needed to thrive as a Collateral Review Associate, and why are they important?

To thrive as a Collateral Review Associate, you need strong analytical skills, attention to detail, and a background in finance or real estate, often supported by a relevant degree or experience in loan processing. Familiarity with loan origination systems, appraisal review software, and compliance regulations is typically required. Excellent communication, problem-solving abilities, and organization are valuable soft skills in this role. These skills ensure accurate assessment of collateral, mitigate risk for lenders, and maintain regulatory compliance in financial transactions.

What is the difference between Collateral Review Associate vs Loan Analyst?

AspectCollateral Review AssociateLoan Analyst
Required CredentialsTypically a bachelor's degree in finance, accounting, or related fieldUsually a bachelor's degree in finance, economics, or similar
Work EnvironmentFinancial institutions, focusing on collateral assessment and risk analysisBanking or lending institutions, analyzing loan applications and creditworthiness
Employer & Industry UsageCommonly employed in banks, mortgage companies, and asset-based lendersWidely used in banks, credit unions, and lending firms
Search & Comparison IntentPeople compare roles related to collateral assessment and risk managementIndividuals interested in loan processing, credit analysis, or lending roles

The Collateral Review Associate primarily focuses on evaluating collateral assets to mitigate risk, while a Loan Analyst assesses overall loan applications and borrower creditworthiness. Both roles require similar educational backgrounds and are found within financial institutions, but they differ in specific responsibilities and focus areas.

What is a Collateral Review Associate?

A Collateral Review Associate is a financial professional responsible for evaluating and verifying collateral offered for loans, such as real estate or other assets. They review documentation, ensure compliance with lending policies, and assess the value and legal standing of collateral to minimize risk for lenders. Their work helps ensure that the lender has adequate security in the event of borrower default, protecting the institution from potential losses. Collateral Review Associates often work in banks, credit unions, or mortgage companies, collaborating closely with loan officers and underwriters.

What are some typical challenges faced by a Collateral Review Associate, and how can they be effectively managed?

Collateral Review Associates often encounter challenges such as managing tight deadlines, ensuring the accuracy of complex financial documentation, and staying current with evolving regulatory requirements. Effective time management and strong organizational skills are crucial in handling high volumes of loan files and meeting client expectations. Collaborating closely with underwriters, loan officers, and other team members helps clarify discrepancies and maintain workflow efficiency. Continuous learning and attention to detail can significantly reduce errors and enhance job performance.
What cities in Texas are hiring for Collateral Review Associate jobs? Cities in Texas with the most Collateral Review Associate job openings:
Transaction Manager

Transaction Manager

VWH Capital Management, LP

Dallas, TX • On-site

Full-time

Posted 10 days ago

Job description

Company Description
VWH Capital Management, LP ("VWH") is an SEC-registered investment advisor and private equity firm with multi-billion dollars in assets under management. The firm is the winner of three 2025 Private Equity Wire Awards including Performance of the Year: Distressed Debt over $500 million. VWH is a major player in the U.S. distressed residential mortgage loan space and seeks to generate long-term returns in securitized products, distressed credit, and whole loans. VWH is headquartered in Dallas. For more information visit www.vwhcapital.com.
Job Description
VWH is seeking an Associate Transaction Management to assist in the overall coordination of all purchase, sale, and securitization activities for non-performing residential mortgages and related products held by the firm. The ideal candidate will ultimately develop a skillset in multiple facets of the transaction management process - from due diligence through post-closing across multiple product types.
This position will be responsible for ensuring all critical tasks, activities, and milestones are completed on time to result in successful deal execution. In addition, the Associate will support the development of process improvements as it relates to due diligence, trade execution, and post-closing activities, including interim servicing coordination, servicing transfers, and side-letter management.
The position requires general knowledge of bid stipulations, residential contracts, mortgage loan documents, funding schedules, and agreements. In addition, this position involves a significant amount of interaction with internal and external stakeholders and requires the ability to thrive in a fast-paced entrepreneurial environment.
Responsibilities
  • Partner with internal teams, including Asset Management, Portfolio Management, and Legal, to ensure all agreements and schedules have been finalized and executed
  • Set transaction deadlines and ensure timelines are met with the sellers, due diligence vendors, and internal teams
  • Create and manage deal calendars and ensure coordination and follow-up of all deliverables. Provide regular updates to the counterparty, custodians, due diligence vendors and Asset Management and Portfolio Management teams.
  • Coordinate with counterparties providing data and images for diligence, work with vendors, and coordinate due diligence findings to support the Portfolio Manager.
  • Ensure timely delivery of vendor findings; summarize and consolidate external and internal due diligence findings.
  • Coordinate efforts for all collateral files to be delivered and reviewed by the document custodian. Work closely with the Collateral team and due diligence vendor to ensure collateral has been received and reviewed prior to closing; coordinate side letter exceptions with the counterparty.
  • Act as a liaison during the interim servicing period; lead the transfer of servicing from the prior servicer to the successor servicer, to ensure that the servicers have all relevant information in a timely and accurate manner.
  • Support internal teams by reconciling balances and advances from prior servicers, interim resolutions, and loss mitigation in-flights.
  • Prepare and analyze reports for Senior Management review
  • Prepare policies and procedures for Senior Management review
  • Other duties as assigned

Qualifications
  • Business degree in Economics, Finance, Business Administration, or a similar discipline
  • Minimum of 3 years of experience in transaction-focused roles involving mortgages
  • Additional experience in business purpose loans, early buyout (EBO) loans, other mortgage loan types, and auto loans is not required but is a plus
  • Experience with mortgage loan Collateral is not required but is a plus
  • Familiar with transaction related documents, including Purchase and Sale Agreements and Offering Memorandums.
  • Ability to access data rooms and coordinate the exchange of information with counterparties and vendors
  • Ability to create policies and procedures and suggest areas to improve
  • Ability to combine data from multiple sources to create singular reports
  • Ability to work independently and be a self-starter
  • Strong client services skills and ability to work as a team with internal and external counterparties
  • High sense of urgency, accountability, attention to detail, prioritization skills, and organization
  • Strong working knowledge of MS Office Suite, especially Excel, Word, and Outlook. Relational database and business intelligence software experience is a plus
  • Ability to work full-time in the Uptown Dallas office

Additional Information
All your information will be kept confidential according to EEO guidelines.

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