Loan Asset Manager

Crow Holdings; Dallas (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

A leading investment firm in Dallas is seeking an experienced professional to join their Credit Lending team. The role focuses on loan asset management, involving responsibilities such as monthly processing of loan requirements, conducting due diligence on financial documents, and preparing asset plans for the investment committee. Candidates should have a Bachelor’s degree and over 7 years of experience in the commercial industry, especially in real estate finance. Proficiency in Excel is advantageous and some travel may be required.

Qualifications

• 7+ years of relevant commercial industry experience required.
• Subject matter expertise in real estate investments and financial modeling.
• Demonstrated knowledge of property level financial statements.

Responsibilities

• Conduct monthly processing of loan requirements.
• Perform regular and ad-hoc financial analysis.
• Prepare annual asset plans for investment committee.

Skills

Analytical skills

Financial analysis

Quantitative skills

Communication skills

Education

Bachelor's degree in business, accounting, or finance

Tools

Microsoft Excel

Job description

Overview

Crow Holdings Capital seeks an experienced professional to join the Credit Lending team focusing on Asset Management. The role will have the opportunity to manage loan asset management, loan closings, and all servicing requirements.

Primary Responsibilities

• Conduct monthly processing of loan requirements, including financial results and management strategies
• Conduct due diligence of legal documents, financial reports, operating projections, development milestones, 3rd party servicing, and wire distributions
• Perform regular and ad-hoc financial analysis and ongoing review of revenue data, forecasts, performance metrics, and profit/loss statements
• Work with Capital Markets team to secure project financing and manage loan compliance according to established framework
• Review asset valuations on a quarterly basis and interact with borrowers to ensure compliance with loan agreements
• Prepare annual asset plans for CHC investment committee and participate in periodic presentations to investment partners. Prepare investment analysis presentations for investment committee review
• Hire, manage, and interface with third-party service providers. Ongoing oversight and management of third-party teams to maximize loan compliance and budget oversight

Desired Skills & Experience

• Bachelor’s degree (business, accounting or finance preferred)
• 7+ years of relevant commercial industry experience required; [product type] experience strongly preferred
• Subject matter expertise in real estate investments, real estate financial modeling; cash flow valuation and underwriting a plus
• Excellent analytical, financial, and quantitative skills, with highest level of attention to detail
• Demonstrated interpretive knowledge of property level financial statements and financial analysis including ROI analysis, market share assumptions, and forecasting
• Superior oral/written communication skills, demonstrates confidence and enthusiasm
• Proficiency in Microsoft Excel is a plus
• Some travel required
• Legal background, CPA, or documentation specific skills desirable