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Senior Analyst

2 months ago

Overland Park, Kansas, United States SitusAMC Full time
{"title": "Investor Reporting Specialist", "content": "Job Summary

SitusAMC is a leading provider of real estate services, and we are seeking a highly skilled Investor Reporting Specialist to join our team. In this role, you will be responsible for producing complex, multifaceted reports necessary for the proper servicing of our clients' portfolios of commercial real estate loans.

Key Responsibilities
  • Approve system-generated reporting, queries, and related client deliverables for compliance, adherence, and accuracy.
  • Manage communication with internal and external clients regarding various questions 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 to comprehensively respond to inquiries from lenders, audit, rating agencies, and other authorized stakeholders.
  • Design and build spreadsheet templates and/or financial models to analyze loan metrics, cash flows, and amortization tables.
  • 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 agreements.
  • Demonstrate teamwork by maintaining a professional attitude, proactively assisting coworkers, 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.
Requirements
  • Bachelor's degree in finance, accounting, business, or equivalent combination of education and experience.
  • 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.
", "lang_code": "en-US"}