Overview
This role involves completing complex, multifaceted assignments to support the proper servicing of a portfolio of commercial real estate (CRE) loans. The position is responsible for producing concurrent professional product deliverables accurately and on time, with limited management support.
Responsibilities
- Approve system-generated reporting, queries, and related client deliverables for compliance, adherence, and accuracy based on supporting information.
- Manage communication (oral and written) with internal and external clients regarding routine questions and exceptions related to CRE loan servicing.
- Ensure adherence to internal policies, quality standards, and management direction while meeting contractual deliverables to clients and other external parties.
- Summarize research as needed to respond comprehensively to inquiries from lenders, audit teams, rating agencies, and other authorized stakeholders.
- Design and build spreadsheet templates and/or financial models, including coding interrelated Excel formulas, data tables, and macros, to analyze loan metrics, cash flows, amortization tables, and similar debt or equity interest calculations; identify and correct logic errors.
- Ensure compliance against servicing standards, internal policies, and abstracted key dates, terms/requirements from loan and servicing documents, including identifying provisions that require exception processing.
- Prepare and deliver cash remittance reports for assigned portfolios timely and accurately per the requirements in the applicable agreements.
- Prepare and deliver all reporting requirements for assigned portfolios per the requirements in the applicable agreements.
- Ensure collection of all servicing fees through the remittance process based on the terms in the applicable agreements.
- Demonstrate teamwork by maintaining a professional attitude, proactively assisting coworkers, supporting special projects, and working overtime when necessary to meet client deadlines.
- Recommend process rationalization and efficiency initiatives aligned with role responsibilities.
- Perform quality control (QC) on completed product and communicate results to team members.
- Stay abreast of changes in industry standards.
- Perform other related duties as assigned by management.
Requirements
- Bachelor’s degree; preferred field of study: finance/accounting, business, or equivalent combination of education and experience.
- 5+ years of industry and/or relevant experience, typically at a Senior Analyst or Analyst level role or external equivalent.
- 0–2 years of experience in reconciliations; financial/investor reporting preferred.
- 0–2 years of CREFC reporting experience preferred.
- Strong attention to detail and accuracy.
- High degree of professionalism.
- Experience with Excel, able to utilize multiple formulas and macros.
- Excellent written, verbal, and electronic communication skills.
- Ability to work in a team environment and also apply independent thought with consistent quality output.
- Ability to manage multiple priorities and meet multiple deadlines with minimum supervision.
- Proactive approach to problem recognition and resolution.
Preferred Qualifications
- Financial/investor reporting experience.
- CREFC reporting experience.
Compensation & Benefits
- Annual full-time base salary range: $59,000.00 - $85,000.00.
- Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location, and alignment with market data.
- Some positions may be eligible for a discretionary bonus, determined by bonus program guidelines, position eligibility, and senior management approval.
- Paid time off (PTO) and paid holidays, per program policies.
- Benefits may include medical, dental, vision, life, disability insurance, and 401K, in accordance with the terms of the applicable plans.
Notes
- This job description is not intended to be all inclusive or exclusive. Other related duties may be assigned as needed.
- The organization does not accept unsolicited resumes from staffing agencies, search firms, or third parties. Unsolicited resumes submitted will be treated as property of the organization and no placement fee will be paid for any placement resulting from an unsolicited resume.