Overview
This role supports the servicing of client portfolios of commercial real estate loans. Responsibilities include completing complex, multifaceted assignments and producing concurrent professional deliverables consistently and on a timely basis 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 proper servicing of commercial real estate loans
- 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 to inquiries from lenders, audit, 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; find and correct logic errors
- Ensure compliance with servicing standards, internal policies, and abstracted key dates, terms/requirements from loan and servicing documents; identify and address provisions that require exception processing
- Prepare and deliver cash remittance reports for assigned portfolios timely and accurately based on the requirements within the various agreements
- Prepare and deliver all reporting requirements for assigned portfolios based on the requirements within the various agreements
- Ensure collection of all servicing fees through the remittance process based on the terms within the various agreements
- Demonstrate teamwork by maintaining a professional attitude, proactively assisting coworkers and supporting special projects, and working overtime when necessary to meet client deadlines
- Recommend process rationalization and efficiency initiatives related to job responsibilities
- Perform QC on completed products and communicate results to team members
- Stay abreast of changes in industry standards
- Perform other activities as assigned by a manager
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; reconciliations and financial/investor reporting preferred
- 0–2 years of CREFC Reporting experience preferred
- Strong attention to detail and accuracy
- High degree of professionalism
- Excel experience, including ability to use multiple formulas and macros
- Excellent written, verbal, and electronic communication skills
- Ability to work in a team environment while applying independent thought and producing a consistent quality work product
- Ability to manage multiple priorities and meet multiple deadlines with minimum supervision
- Proactive approach to problem recognition and resolution
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 to receive a discretionary bonus, based on bonus program guidelines, position eligibility, and approval by senior management
- PTO and paid holidays (terms set by program policies)
- Full-time benefits may include medical, dental, vision, life, disability insurance, and 401K (in accordance with the terms of the applicable plans)
Location
Not specified