Associate, Investor Reporting in Houston, TX (14556)
Job Attributes
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Job ID
14556
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Job Category
Asset Management - Other
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Business Unit
Commercial Real Estate
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Job Location
US - TX - Houston
Other Locations
Job DescriptionJob Attributes+
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Job ID
14556
-
Job Category
Asset Management - Other
-
Business Unit
Commercial Real Estate
-
Job Location
US - TX - Houston
Other Locations
Overview
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.
SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
Job Location:
Atlanta, GA, USA; Houston, TX, USA; Overland Park, KS, USA; Plymouth Meeting, PA, USA
Country:
USA
The annual full time base salary range for this role is ($50,000 - $85,000). Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval. SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies. All full time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans.
Our Benefits
Powerful futures
- Annual compensation reviews
- Retirement benefits
- Education allowance program
- Matching gifts program
- Employee referral bonus programs
- Other region-specific incentives
Powerful peace of mind
- Competitive vacation policies, holidays & other paid leaves
- Family-friendly leave policies, including maternity, - paternity & other family situations
- Employee wellness platform
- Employee assistance program
- Employee discount program
- Commuter benefits & travel assistance
- Volunteer program
Powerful health
- Robust medical & other insurance plans
- Personal & family wellness benefits
- Savings programs & discounts for health expenses
- Disability, accident & life insurance
What it’s like to
Be part of the Commercial Real Estate team
Working alongside top talent in the commercial real estate industry, you’ll help guide leading organizations through the entire commercial real estate lifecycle, from originations and secondary market activity to valuations, loan servicing and asset management.
Part of a global team
Our US offices
Whether you’re working in one of our Real Estate businesses, or in Technology or a Corporate function, you’ll have plentiful learning opportunities and be greeted by a team who values your contribution. And, when it comes to benefits, you can expect above-and-beyond offerings supporting your emotional, physical and financial wellness.
Houston, TX
Associate, Investor Reporting
SitusAMC
Who we are
SitusAMC is a leading independent provider of technology, strategic outsourcing, talent and advisory solutions to the commercial and residential real estate finance industries. We help clients identify and capture opportunities in their real estate businesses through industry-leading services and innovative technologies that drive operational efficiency, increase business effectiveness, and improve market agility across the entire lifecycle of their global real estate activity.
Working among the best talent in real estate, you’ll be a part of some of the most relevant things happening in the industry and engage in interesting and exciting work. You’ll be embraced by a culture that celebrates innovative thinking and empowers you to get the job done. Come join us in Powering Opportunity for those we proudly serve.
30+
Years of delivering results
5000+
Professionals
600+
Technologists
25+
Global Offices
1500+
Clients
Houston, TX
Associate, Investor Reporting
