Loan Asset Management Analyst
Loan Asset Management Analyst
Posted on :
01-11-2024
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Monthly Salary
Not Disclosed
Salary Not Disclosed
Posted on :
01-11-2024
Job Description
Virtual Loan Asset Management Analyst
We are seeking a detailoriented and highly organized individual to join our team as a Virtual Analyst. In this remote position you will be responsible for assisting with our loan asset management processes. The ideal candidate is proficient in real estate and/or finance principles possesses excellent communication skills and is adept at utilizing software systems such as Microsoft Excel Word & PPT.
Responsibilities:
Qualifications:
We are seeking a detailoriented and highly organized individual to join our team as a Virtual Analyst. In this remote position you will be responsible for assisting with our loan asset management processes. The ideal candidate is proficient in real estate and/or finance principles possesses excellent communication skills and is adept at utilizing software systems such as Microsoft Excel Word & PPT.
Responsibilities:
- Draw Process Management:
- Oversee and document the draw request process for bridge loans.
- Coordinate with thirdparty reviewers to ensure each draw request complies with loan documentation requirements.
- Asset Management Fee Tracking & Review:
- Verify and reconcile Asset Management (AM) fees against remittance reports.
- Monitor bank account transactions ensuring wire transfers align with expected amounts.
- Conduct quality control checks on numbers and report accuracy.
- Send monthly summary emails with AM fee expectations.
- Maintain and update the AM fee tracker upon loan closings.
- PostClosing Obligations & Monitoring:
- Update trackers with postclosing requirements and obligations.
- Update the AM calendar
- Send email reminders related to postclosing tasks.
- Conduct ongoing monitoring to ensure compliance with postclosing requirements.
- Financial & Rent Roll Management:
- Request track and spread yearend financial statements and rent rolls.
- Maintain organized records and provide timely updates on the financials for each asset.
- Customer Service:
- Interact with team members and third parties both via email and phone in a professional and timely manner.
- Follow Up:
- Organized and diligent to follow up internally and externally in a persistent yet polite manner for requested documents and tasks.
- Quality Control:
- Special attention to making sure details are correct (both numbers and words).
Qualifications:
- Bachelor’s degree in accounting Finance or related field.
- Proficient in using Microsoft Suite (Word Excel PPT)
- Excellent attention to detail and organizational skills.
- Effective communication and interpersonal skills.
- Ability to work independently and meet deadlines.
Employment Type
Full Time
Key Skills
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