CRE Investor Reporting Specialist

SitusAMC; Harmonville (PA); On-site; USD 70,000 - 85,000; Full time

Job summary

SitusAMC is seeking a seasoned analyst to support complex servicing of commercial real estate loan portfolios. The role requires preparing compliant client deliverables, building financial models in Excel, and communicating with lenders, auditors, and rating agencies.

A detail-oriented, professional team player with strong communication skills is essential. Eligible candidates typically hold a finance/accounting degree and 5+ years of relevant experience; 0–2 years in reconciliations or CREFC

Qualifications

• 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

Responsibilities

• 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

Skills

Attention to detail

Professionalism

Team collaboration

Communication skills

Problem solving

Education

Bachelor's degree in finance/accounting/business

Tools

Excel

Job description

SitusAMC is seeking a seasoned analyst to support complex servicing of commercial real estate loan portfolios. The role requires preparing compliant client deliverables, building financial models in Excel, and communicating with lenders, auditors, and rating agencies.

A detail-oriented, professional team player with strong communication skills is essential. Eligible candidates typically hold a finance/accounting degree and 5+ years of relevant experience; 0–2 years in reconciliations or CREFC