Overview
This role involves collateral surveillance and monitoring for securitized commercial real estate portfolios within the employer’s Midland organization footprint.
Responsibilities include reviewing financial and market information to determine economic and/or compliance impact, supporting watch list monitoring and reporting, and responding to borrower and customer inquiries in accordance with established compliance procedures.
The position may be eligible for remote work in select geographic locations, subject to approval. If approved, work must be conducted from a quiet, secure, and confidential home-based workspace. Occasional in-office participation may be required based on business needs.
This position is not eligible for employment visa sponsorship or STEM OPT.
Responsibilities
- Review financial statements, loan covenants, and market/economic data for CMBS, SFR, Agency, SASB, or other securitized commercial real estate portfolios to determine economic and/or compliance impact.
- Determine an equity risk category and oversee assigned portfolios.
- Monitor and report on watch list assets.
- Assess property inspections for watch list determinations and support escalation to internal partners.
- Review and process customer/borrower inquiries while adhering to established compliance procedures.
- Interact with external parties as needed, which may include rating agencies, special servicers, investors, and 17G-5 providers.
- Interact with internal parties to support cross-departmental decision making.
- Board collateral-related information and report to other required parties.
- Provide analytical and other support to the Asset Management Department as needed.
Requirements
- At this level, roles typically require a university/college degree with < 1 year of professional experience and/or successful completion of a formal development program.
- In lieu of a degree, a comparable combination of education, job-specific certification(s), and experience (including military service) may be considered.
- Working knowledge of commercial real estate, including industry terminology and real estate capital markets.
- Proven ability to make accurate and informed decisions.
- Strong financial accounting and analysis skills.
- Strong verbal and written communication skills.
- Effective multitasking skills with the capability to manage multiple tasks and priorities simultaneously and meet deadlines.
- Team-oriented mindset with the ability to collaborate effectively.
Preferred Qualifications / Skills
- Asset Management
- Decision Making
- Financial Accounting
- Financial Management
- General Ledger (GL)
- Investment Management
- Revenue Recognition
Competencies
- Accuracy and attention to detail
- Data gathering and reporting
- Decision making and critical thinking
- Effective communications
- Financial statement analysis
- Flexibility and adaptability
- Investment reporting
- Market risk
- Regulatory environment – financial services
Education
Certifications and Licenses
- No required certifications
- No required licenses
Compensation & Benefits
Benefits eligibility varies by role and may include:
- Medical/prescription drug coverage (with a Health Savings Account feature), dental, and vision options
- Employee and spouse/child life insurance
- Short- and long-term disability protection
- 401(k) with employer match, pension, and stock purchase plans
- Dependent care reimbursement account
- Back-up child/elder care
- Adoption, surrogacy, and doula reimbursement
- Educational assistance (including select programs fully paid)
- Wellness program with financial incentives
Paid time off (depending on eligibility):
- Maternity and/or parental leave
- Up to 11 paid holidays each year
- 9 occasional absence days each year, unless otherwise required by law
- Between 15 to 25 vacation days each year, depending on career level, and years of service
Location
Midland organization footprint.
Application Window
Generally expected to be posted for two business days starting 08/10/2026, though it may be longer with business discretion.
Additional Information
- This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
- Reasonable accommodations are available for qualified individuals with disabilities and applicants who need an accommodation to participate in the application process.
- Equal Employment Opportunity: The employer provides equal employment opportunity to qualified individuals regardless of protected characteristics.
California Residents
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