What are the responsibilities and job description for the Investor Reporting Manager - Commercial Real Estate - Vice President position at JPMorganChase?
Job Description
Join JPMorganChase as an Investor Reporting Vice President, leading an Investor Reporting team to ensure compliance with investor remitting and reporting requirements while delivering best-in-class execution, controls, and client service.
As an Investor Reporting Vice President within the Servicing and Asset Management team, you will lead a team of Investor Reporting Associates focused on multifamily, commercial, affordable, and structured loans, including mortgage-backed securities. In this role, you will partner with agencies such as Fannie Mae and Freddie Mac, as well as master servicers, to ensure adherence to reporting and remitting requirements, key contract terms, and internal control standards. You will serve as an escalation point for complex items, oversee reporting governance and deliverables, and drive process improvements and project execution. Ideal candidates bring a strong background in investor reporting/accounting and/or multifamily or commercial mortgage loan servicing, demonstrated leadership capability, a control mindset, and the ability to manage deadlines in a fast-paced environment.
Job Responsibilities
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About The Team
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
Join JPMorganChase as an Investor Reporting Vice President, leading an Investor Reporting team to ensure compliance with investor remitting and reporting requirements while delivering best-in-class execution, controls, and client service.
As an Investor Reporting Vice President within the Servicing and Asset Management team, you will lead a team of Investor Reporting Associates focused on multifamily, commercial, affordable, and structured loans, including mortgage-backed securities. In this role, you will partner with agencies such as Fannie Mae and Freddie Mac, as well as master servicers, to ensure adherence to reporting and remitting requirements, key contract terms, and internal control standards. You will serve as an escalation point for complex items, oversee reporting governance and deliverables, and drive process improvements and project execution. Ideal candidates bring a strong background in investor reporting/accounting and/or multifamily or commercial mortgage loan servicing, demonstrated leadership capability, a control mindset, and the ability to manage deadlines in a fast-paced environment.
Job Responsibilities
- Manage, coach, and develop a team of Investor Reporting Associates, including onboarding, training plans, coverage models, and performance feedback.
- Own capacity planning and workload allocation to ensure consistent, timely execution across monthly/quarterly reporting cycles and peak periods.
- Establish and reinforce quality standards, review practices, and escalation protocols to reduce defects and drive continuous improvement.
- Oversee preparation of cash reporting and remittances to investors, including Fannie Mae and Freddie Mac.
- Ensure accurate and timely submission of investor reports (Fannie Mae, Freddie Mac, master servicers) and related activities such as reconciliations and loan sales processing.
- Maintain strong command of agency guides, servicing agreements, and key dates/terms from servicing contracts; identify, document, escalate, and resolve exceptions.
- Ensure adherence to internal policies and procedures, process controls, quality standards, and management directives while meeting contractual obligations to investor clients and external parties.
- Lead a strong control environment: implement/maintain procedures, execute reviews, ensure documentation is current, and support audit readiness
- Drive process improvements (standardization, automation, reconciliations, workflow enhancements) to improve timeliness, accuracy, and resiliency.
- Maintain strong investor relations and interact effectively with Agency partners as we all internal stakeholders (Operations, Finance, Legal, Technology).
- Minimum of 5 years of experience in investor reporting and/or commercial mortgage loan servicing activities
- Prior experience leading others (direct people management or demonstrated team leadership: training, workflow oversight, review/QA accountability, acting lead responsibilities).
- Strong attention to detail and accuracy with proven quality/control discipline.
- Excellent business communication skills; ability to influence and collaborate across internal departments and external counterparties.
- Ability to multitask, manage competing deadlines, and make sound decisions with limited supervision in a fast-paced environment.
- Advanced Excel proficiency (multiple formulas/functions; ability to work efficiently with large data sets and reconciliations)
- Bachelor's degree in Business, Accounting, Finance, or equivalent work experience.
- Experience in multifamily or commercial mortgage loan servicing.
- Strong understanding of the CREFC Investor Reporting Package (IRP).
- Familiarity with Fannie Mae and Freddie Mac Multifamily Servicing Guides and systems such as CESIR, eServicing, and MyOptigo.
- Experience with Strategy and McCracken's loan servicing system.
- Proficiency in Microsoft Office (Word, Access, PowerPoint); comfort creating leadership-ready summaries and materials.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About The Team
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
Salary : $112,100 - $191,000