Senior Asset Management Analyst

Job Purpose

The Asset Management Senior Analyst plays an integral part in the success of our Asset Management client service delivery model. This position is responsible for performing support functions that facilitate the delivery of external client requests. The position, in coordination with Asset Managers, is responsible for data input, financial analysis, and routine transaction underwriting. The Asset Management Senior Analyst role communicates with external clients and helps to facilitate engagement of new requests.

Duties and Responsibilities

• Spread and confirm historical operations in AM model and identify areas that would require additional information from the Borrower. Identify issues and offer potential solutions to solve hurdles. 
• Review and analyze property level inspection reports for accuracy and completeness. If there are discrepancies or inaccuracies, ask questions and make determinations on how to remedy.

• Be first line for completion of the following Asset Management tasks. Property Inspection Review and Submission – Review Inspection Reports for completeness and accuracy prior to delivery to client.
• Business Opinion of Value Reports – Perform market data research, compile sales comps, complete property level NOI proforma, and complete BOV narrative.
• Property Level Loan Reviews – Spread property financial statements in client requested format.
• Seasoned Loan Reviews (Freddie Mac specific product) – Perform in depth analysis of key loan performance metrics and summarize in Freddie format.
• Reserve Draw Processing – Perform a review of documentation to ensure all invoices and proofs of payment align. Create and maintain client tracking spreadsheets.

For any of the above, it is the Analysts’ responsibility to identify any issues and potential solutions that may prove problematic in providing an approval by the manager and client. Although management and client may not agree with your solutions, it is paramount that the analyst thinks beyond “finding the problem” and is thinking of potential solutions.

• The Senior Analyst is the primary party as it relates to clear, effective, and timely communication with the client as it relates to the following Asset Management products:

• Property Inspection Review and Submission
• Reserve Draw Processing
• Property Level Loan Reviews
• Seasoned Loan Reviews (Freddie Mac specific product)
• Reserve Draw Processing 

• The Asset Management Senior Analyst is expected to assist the analyst with communication to the client in situations which require more experience or a further understanding of the request.
• Provide the Analysts with training as it relates to all products. 
• Responsible for managing the deal process and completion of borrower consent requests as it relates to the following transaction types:

• Easements
• Property Management Changes
• Additions/Release of Collateral
• Alterations of Improvements/Changes in Collateral

• Assist with the development of new product requests from clients.

Minimum Qualifications

• Senior Analyst should have a full understanding of real estate concepts as it relates to loan terms, interest rates, operating statements, rent rolls, and post-closing borrower consent requests.

• Have a full understanding of Borrower Consent Request Transactions such as Assumptions, Transfers of Interest, Easements, Collateral Releases, Management Changes, and Forbearance Requests.

• Bachelor’s degree in finance, accounting, business administration, or related field. Other degrees will be considered along with relevant experience. 

Preferred Qualifications

• 2 – 4 years relevant experience in commercial real estate.
• Experience working with GSE’s (Government Sponsored Enterprise).
• Experience working with commercial real estate owners/operators.
• Prior experience with basic credit analysis.

Critical Competencies 

• Excellent written and verbal communication skills.
• Passionate about culture; understands the significance of a company’s culture and its power to drive success.
• Ability to work across disciplines to generate new processes and/or resolve issues.
• Proficient with Adobe and Microsoft Office Suite or similar software.
• Strong attention to detail, organizational skills, and the ability to set and meet deadlines in a fast-paced environment.
• Proven ability to successfully prioritize multiple tasks and allocate resources to meet goals.
• Creative thinker with sound judgment.
• Proven ability to take initiative, think on your feet, and make thoughtful decisions.
• Highly effective time management skills. 
• Strong data analytic skills

Working conditions

This position works in an office environment and travel is required. 

Physical requirements

• Ability to remain in a stationary position (e.g., sitting or standing) for extended periods. 
• Frequent use of hands and fingers for typing, writing, and handling office equipment. 
• Ability to communicate clearly in person and via electronic means. 
• Occasional lifting or moving of items up to 10–20 pounds (e.g., office supplies). 
• Visual ability to read documents, screens, and reports. 
• Ability to navigate office environment, including walking short distances.

EEO Statement

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or veteran status. All employment decisions are based on qualifications, merit, and business needs