Associate, Investor Reporting - Houston, United States - SitusAMC

SitusAMC

Verified Company

Houston, United States

3 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

SitusAMC is where the best and most passionate people come to transform our client's businesses and their own careers.

Whether you're a real estate veteran, a passionate technologist, or looking to get your start, join us as we work together to realize opportunities for everyone, we proudly serve.

At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your potential and career growth within the Real Estate Industry.

If you are someone who can be yourself, advocate for others, stay nimble, dream big, own every outcome, and think global but act local - come join our team

This role must complete complex, multifaceted assignments necessary for the proper servicing of our client's portfolios of commercial real estate loans and is responsible for producing concurrent professional product deliverables in a consistent and timely fashion with limited management support.

Essential Job Functions:

Approve system generated reporting, queries and related client deliverables for compliance, adherence, accuracy as determined by supporting information

Manage communication (both oral and written) with various internal and external clients regarding various questions (both routine and exceptions) related to the proper servicing of the client's CRE 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 comprehensively respond to inquiries from Lenders, Audit, Rating Agency and other authorized stakeholders

Design and build spreadsheet templates and/or financial models, including the coding of interrelated excel formulas, data tables and macros, to analyze the loan metrics, cash flows, amortization tables and similar debt or equity interest calculations, and, find and correct logic errors contained within

Ensure compliance against Servicing Standards, internal policies, and abstracted key dates, terms/requirements from various loan and servicing documents, while identifying and addressing those provisions that warrant 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 the collection of all servicing fees through the remittance process based on the terms within the various the various Agreements.

Demonstrate teamwork by maintaining a professional attitude, proactively assisting coworkers, as well as with special projects, and working overtime when necessary to meet client deadlines

Recommend process rationalization and efficiency initiatives affiliated with job responsibilities

Perform QC on completed product and communicate results to team members

Stay abreast of changes in industry standards

Other activities as may be assigned by your manager

Qualifications/ Requirements:

Bachelor's degree; Preferred Field of Study: finance/accounting, business or equivalent combination of education and experience

Experienced professional with 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, yet, express independent thought, with a consistent quality work product being produced

Ability to manage multiple priorities and meet multiple deadlines with minimum supervision

Pro-active approach to problem recognition and resolution

Special Requirements:

The employee may be required to report to a different local office as a normal, contemplated, and mandated incident of their employment

Working Conditions:

Office environment with frequent computer, mouse, keyboard use

Alternating between sitting or standing as needed

Hearing, talking, reaching, grasping

LI-MS1

Note:
This job description is not intended to be all inclusive or exclusive.

At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings.

SitusAMC is an Equal Opportunity Employer.

Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

Know Your Rights, Workplace Discrimination is Illegal