Controller - Real Estate Finance Specialist
1 week ago
Macdonald & Company is seeking a highly skilled Controller to join their team in Charlotte, North Carolina. The ideal candidate will have experience in the real estate lending industry and be able to perform day-to-day accounting and tax responsibilities.
Key Responsibilities:- Oversee loan servicing activities, including review of borrower bank statements, financial statements, and covenant compliance certificates.
- Review loan set up in the system upon closing of a new loan, ensuring all terms are set up correctly and match documents.
- Coordinate with paralegal closing coordinator through the closing process.
- Prepare partial loan paydown letters, payoff letters, and release of collateral.
- Coordinate preparation of loan documents with lender legal counsel and review.
- Communicate anticipated sales and paydowns with equity group.
- Coordinate loan amendments as needed.
- Keep electronic files organized and filed currently in Egnyte data storage folders.
- Prepare lender closing invoice and review and approve HUD closing statements.
- Facilitate communications and keep deal team, borrower, and private equity team updated on status throughout the closing process.
- Coordinate with treasury group for funding initial loan proceeds at closing.
- Prepare default letters, reservation of rights letters, and other communications as required.
- Oversee monthly invoicing/billing process.
- Oversee accounts payable process.
- Year-end reporting, including 1099s.
- Monthly financial statement preparation and review.
- Quarterly tax estimates.
- Ensure state filing requirements and obligations are met.
The ideal candidate will have excellent collaboration and communication abilities, and a keen attention to detail. They must be able to work in a fast-paced environment, have extensive knowledge of real estate loan documents, and have superb organizational, time management, and multi-tasking skills. A B.S. degree in accounting and CPA certificate are required, with a minimum of 1-2 years of public accounting experience in audit and 5 years of experience in the real estate lending industry.
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Controller - Real Estate Finance Specialist
3 weeks ago
Charlotte, North Carolina, United States Macdonald & Company Full timeController - Real Estate FinanceMacdonald & Company is partnering with a growing residential real estate finance and asset management company to hire a Controller in Charlotte, North Carolina. The ideal candidate will play a key role in a dynamic work environment interacting with various teams and reporting to senior leadership.Key ResponsibilitiesFinancial...
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Controller - Real Estate Finance Specialist
2 weeks ago
Charlotte, North Carolina, United States Macdonald & Company Full timeController - Real Estate FinanceMacdonald & Company is seeking a highly skilled Controller to join their team in Charlotte, North Carolina. The ideal candidate will have a strong background in real estate lending and a proven track record of success in accounting and tax management.Key Responsibilities:Oversee loan servicing activities, including review of...
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Real Estate Transaction Specialist
3 days ago
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Real Estate Transaction Specialist
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