SitusAMC is where the best and most passionate people come to transform our client’s businesses and their own careers. Whether you’re a real estate veteran, a passionate technologist, or looking to get your start, join us as we work together to realize opportunities for everyone, we proudly serve. At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your potential and career growth within the Real Estate Industry. If you are someone who can be yourself, advocate for others, stay nimble, dream big, own every outcome, and think global but act local – come join our team!
The candidate for this role will report to the CRE Asset Management team and provide support in various portfolio management activities. The candidate must be able to effectively interact with multiple stakeholders independently including underwriters, originators, credit risk control, operations, legal / compliance, and the third-party servicer.
Responsibilities
Assist with timely completion of portfolio management tasks and escalation to business unit senior management when appropriate
Analyze borrower financial statements, rent rolls, guarantor strength, schedules of real estate owned, debt service coverage ratio, debt yield, and collateral valuations
Prepare high quality loan analysis for presentation to 1st and 2nd lines of defense as applicable
Perform detailed due diligence including market research, industry analysis, and sponsor review
Assist with the maintenance and enhancement of asset management reporting used in day-to-day business unit management
Provide working direction to the external third-party servicer and review related work products including loan level credit analysis prior to submission to business unit management and stakeholders
Participate in special projects as necessary; prepare internal presentations as necessary for senior management on portfolio management strategy and analysis
Must be able to independently and effectively communicate with Underwriters, Internal Counsel, and Loan Closers
Assist in the ongoing asset management of a portfolio of commercial real estate loans to maximize value and minimize risk
Assist with building and enhancing asset management reporting, portfolio analysis activities, and analyzing property financials
Coordinate setup of loans internally and work closely with third party servicing team
Maintain detailed and accurate loan files, relationship data, and loan tracking systems
Skills/Qualifications
Degree in Finance or closely related areas required
Minimum of 1-2 years' experience in Wealth Management or Financial Services organization
Experience working with a Bank's High Net Worth client base / Financial Advisor network a plus
Excellent analytical and decision-making skills
Consistently demonstrates clear and concise written and verbal communication skills
Highly organized and detail-oriented
Dedication to superior client service
Ability to work independently and as part of a team
Ability to navigate multiple divisions within in a large bank structure
Ability to effectively multi-task and deliver high quality results within fast-paced deliverable deadlines
Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings. SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
Compensation and Benefits The annual full time base salary range for this role is $100,000.00 - $115,000.00. Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval. SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies. All full time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans.
Pay Transparency Nondiscrimination Provision
SitusAMC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Know Your Rights, Workplace Discrimination is Illegal
This description may be subject to change at any time. All references to the job role are for descriptive purposes only and do not imply a contract of employment.
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The candidate for this role will report to the CRE Asset Management team and provide support in various portfolio management activities. The candidate must be able to effectively interact with multiple stakeholders independently including underwriters, originators, credit risk control, operations, legal / compliance, and the third-party servicer.
Responsibilities
Assist with timely completion of portfolio management tasks and escalation to business unit senior management when appropriate
Analyze borrower financial statements, rent rolls, guarantor strength, schedules of real estate owned, debt service coverage ratio, debt yield, and collateral valuations
Prepare high quality loan analysis for presentation to 1st and 2nd lines of defense as applicable
Perform detailed due diligence including market research, industry analysis, and sponsor review
Assist with the maintenance and enhancement of asset management reporting used in day-to-day business unit management
Provide working direction to the external third-party servicer and review related work products including loan level credit analysis prior to submission to business unit management and stakeholders
Participate in special projects as necessary; prepare internal presentations as necessary for senior management on portfolio management strategy and analysis
Must be able to independently and effectively communicate with Underwriters, Internal Counsel, and Loan Closers
Assist in the ongoing asset management of a portfolio of commercial real estate loans to maximize value and minimize risk
Assist with building and enhancing asset management reporting, portfolio analysis activities, and analyzing property financials
Coordinate setup of loans internally and work closely with third party servicing team
Maintain detailed and accurate loan files, relationship data, and loan tracking systems
Skills/Qualifications
Degree in Finance or closely related areas required
Minimum of 1-2 years' experience in Wealth Management or Financial Services organization
Experience working with a Bank's High Net Worth client base / Financial Advisor network a plus
Excellent analytical and decision-making skills
Consistently demonstrates clear and concise written and verbal communication skills
Highly organized and detail-oriented
Dedication to superior client service
Ability to work independently and as part of a team
Ability to navigate multiple divisions within in a large bank structure
Ability to effectively multi-task and deliver high quality results within fast-paced deliverable deadlines
Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings. SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
Compensation and Benefits The annual full time base salary range for this role is $100,000.00 - $115,000.00. Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval. SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies. All full time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans.
Pay Transparency Nondiscrimination Provision
SitusAMC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Know Your Rights, Workplace Discrimination is Illegal
This description may be subject to change at any time. All references to the job role are for descriptive purposes only and do not imply a contract of employment.
#J-18808-Ljbffr