Investor Reporting Specialist, CRE & Multifamily

JP Morgan Chase; Plano (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase is seeking an Investor Reporting Associate within the Servicing and Asset Management team. The role focuses on multifamily and commercial loans, including Fannie Mae/Freddie Mac reporting, and requires collaboration with master servicers to ensure timely investor reporting and remittances.

The ideal candidate has 3+ years in investor reporting or commercial loan servicing, strong attention to detail, and proficient Excel skills.

Qualifications

• Minimum of 3 years of experience in investor reporting and/or commercial loan servicing activities.
• Strong attention to detail and accuracy.
• Excellent business communication skills and ability to collaborate effectively with internal departments.
• Ability to multitask and manage competing deadlines with minimal supervision.
• Proficient in Excel, with experience using multiple formulas and functions.

Responsibilities

• Prepare cash reporting and remittances to investors, including Fannie Mae and Freddie Mac.
• Ensure accurate and timely submission of investor reports, including those for Fannie Mae, Freddie Mac and master servicers, and support other reporting activities, such as reconciliations and loan sales processing.
• Ensure compliance with agency guides, servicing agreements, and key dates/terms from servicing contracts, addressing exceptions as needed.
• Adhere to internal policies and procedures, process controls, quality standards, and management directives while meeting contractual obligations to investor clients and external parties.
• Stay current with rapidly evolving, fast-paced business initiatives and adapt quickly to shifting priorities.
• Develop a strong understanding of the broader business context and how team deliverables align to overall objectives and outcomes.
• Research and summarize results to respond comprehensively to inquiries from investors, auditors, rating agencies, and other stakeholders.
• Maintain strong investor relations and interact effectively with internal and external customers.
• Document and maintain procedures for responsible tasks.
• Assume additional responsibilities as needs change and opportunities arise.

Skills

Attention to detail

Excel proficiency

Effective communication

Multitasking

Education

Bachelor's degree

Tools

Excel

Job description

JPMorgan Chase is seeking an Investor Reporting Associate within the Servicing and Asset Management team. The role focuses on multifamily and commercial loans, including Fannie Mae/Freddie Mac reporting, and requires collaboration with master servicers to ensure timely investor reporting and remittances.

The ideal candidate has 3+ years in investor reporting or commercial loan servicing, strong attention to detail, and proficient Excel skills.