Associate, Investor Reporting (Commercial Real Estate)
Bellwether, Dallas, TX, United States
Associate, Cre Investor Reporting
The associate, cre investor reporting will be responsible for preparing monthly reports, reconciling, research, and remittance activities in accordance with crefc guidelines and servicing agreements. This individual will provide guidance and oversight to less senior team members and help create and build process documentation, automation, and analytical insights to ensure that we are consistently providing best in class service to our investors and customers. Key Responsibilities
Work closely with the servicing team to reconcile remittance accounts and resolve any discrepancies promptly; Prepare reports with strict adherence to reporting requirements and partner with other departments on joint initiatives; Manage all monthly remittances on assigned portfolios within the applicable required remittance deadlines and submit for processing; Partner with the treasury team on initiating distribution wires and oversee the documented completion process; Investigate, reconcile, and provide timely resolution to all investor issues and reporting exceptions; Create summary or modified work-product that responds to audits, rating agency or other inquiries and requests of management; Research operational, reporting, or data issues and present solutions or process improvements to management; Maintain organized shared folders to facilitate yearly audits and reconciliation; Leverage excel and accounting experience to create a routine remittance process to scale a growing client base with diverse fund structures and distribution instructions; Provide direction, leadership, training, motivation, coaching and assessment for junior team members to ensure optimum performance in support of company and department goals as needed; and Conduct ad-hoc reporting or research as directed by management. Professional Experience
A minimum of 3+ years of investor reporting experience in commercial mortgage servicing. Proficiency with excel and cre loan servicing software; experience with strategy servicing software valued but not required. Education/Certification
Bachelor's degree in business administration, finance, or a related field of study / work experience equivalence required. Essential Skills & Competencies
Bellwether seeks to hire entrepreneurial individuals who are highly motivated, mature, and intelligent, with demonstrated excellence in prior endeavors. The successful candidate should have: job knowledge & technical ability
: strong analytical skills and detailed oriented. Proven ability to initiate ideas and implement new processes. Ability to read and analyze investment, lease, loan, and management agreements. initiative & dependability
: ability to perform responsibilities independently and proactively, solve problems, and improve processes and/or services. Self-directed, takes initiative and responsibility, ensures completion of tasks. communication
: excellent verbal and written communication skills; strong listening and interpersonal skills. Highly effective at preparing and presenting information. professionalism & teamwork
: acts with honesty and integrity and maintains confidentiality, adheres to company policies. Promotes a collaborative and productive work environment. Demonstrates team building, support, and respect. Travel Requirements
Travel is not anticipated but may be needed from time to time. Position Details
classification:
exempt position status:
regular / full time reports to:
vice president, loan servicing direct reports:
no Physical and Mental Demands
While performing the duties of this job, the employee is regularly required to stand, sit, and walk. Must be able to sit at an office workstation for an extended period of time. May need to reach, stoop, or kneel to access items. Must be able to talk, hear and use wrists, hands and/or fingers frequently and repetitively to operate a computer, telephone and other office productivity machinery. Must frequently prepare or inspect documents, and convey details or important instructions or ideas accurately, loudly, or quickly. Ability to work independently, and prioritize duties to ensure timely completion. The ability to collaborate is also imperative. Requires active listening, critical thinking, making decisions, time management, as well as administration skills. Ability to interact in a courteous professional manner at all times. Regular, predictable attendance is required. The physical and mental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. Work Environment
No hazardous or significantly unpleasant conditions (such as in a typical office). Moderate noise (i.e., business office with computers, phones, printers and light traffic) Indoor business office environment with windows; light foot traffic within work areas The work environment characteristics described here are representative of those a teammate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Benefits
We offer a comprehensive benefits package that includes: Employer-paid medical, dental & vision, with buy-up options available Flexible spending account, health savings account Carrot fertility benefit - $10,000 lifetime benefit 401k company match 4%, immediately vested Generous pto, 11 paid company holidays & paid holiday office closure 14 weeks maternity leave & 12 weeks parental leave Wellbeing program offerings Cell phone reimbursement Engaging team events & holiday parties
The associate, cre investor reporting will be responsible for preparing monthly reports, reconciling, research, and remittance activities in accordance with crefc guidelines and servicing agreements. This individual will provide guidance and oversight to less senior team members and help create and build process documentation, automation, and analytical insights to ensure that we are consistently providing best in class service to our investors and customers. Key Responsibilities
Work closely with the servicing team to reconcile remittance accounts and resolve any discrepancies promptly; Prepare reports with strict adherence to reporting requirements and partner with other departments on joint initiatives; Manage all monthly remittances on assigned portfolios within the applicable required remittance deadlines and submit for processing; Partner with the treasury team on initiating distribution wires and oversee the documented completion process; Investigate, reconcile, and provide timely resolution to all investor issues and reporting exceptions; Create summary or modified work-product that responds to audits, rating agency or other inquiries and requests of management; Research operational, reporting, or data issues and present solutions or process improvements to management; Maintain organized shared folders to facilitate yearly audits and reconciliation; Leverage excel and accounting experience to create a routine remittance process to scale a growing client base with diverse fund structures and distribution instructions; Provide direction, leadership, training, motivation, coaching and assessment for junior team members to ensure optimum performance in support of company and department goals as needed; and Conduct ad-hoc reporting or research as directed by management. Professional Experience
A minimum of 3+ years of investor reporting experience in commercial mortgage servicing. Proficiency with excel and cre loan servicing software; experience with strategy servicing software valued but not required. Education/Certification
Bachelor's degree in business administration, finance, or a related field of study / work experience equivalence required. Essential Skills & Competencies
Bellwether seeks to hire entrepreneurial individuals who are highly motivated, mature, and intelligent, with demonstrated excellence in prior endeavors. The successful candidate should have: job knowledge & technical ability
: strong analytical skills and detailed oriented. Proven ability to initiate ideas and implement new processes. Ability to read and analyze investment, lease, loan, and management agreements. initiative & dependability
: ability to perform responsibilities independently and proactively, solve problems, and improve processes and/or services. Self-directed, takes initiative and responsibility, ensures completion of tasks. communication
: excellent verbal and written communication skills; strong listening and interpersonal skills. Highly effective at preparing and presenting information. professionalism & teamwork
: acts with honesty and integrity and maintains confidentiality, adheres to company policies. Promotes a collaborative and productive work environment. Demonstrates team building, support, and respect. Travel Requirements
Travel is not anticipated but may be needed from time to time. Position Details
classification:
exempt position status:
regular / full time reports to:
vice president, loan servicing direct reports:
no Physical and Mental Demands
While performing the duties of this job, the employee is regularly required to stand, sit, and walk. Must be able to sit at an office workstation for an extended period of time. May need to reach, stoop, or kneel to access items. Must be able to talk, hear and use wrists, hands and/or fingers frequently and repetitively to operate a computer, telephone and other office productivity machinery. Must frequently prepare or inspect documents, and convey details or important instructions or ideas accurately, loudly, or quickly. Ability to work independently, and prioritize duties to ensure timely completion. The ability to collaborate is also imperative. Requires active listening, critical thinking, making decisions, time management, as well as administration skills. Ability to interact in a courteous professional manner at all times. Regular, predictable attendance is required. The physical and mental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. Work Environment
No hazardous or significantly unpleasant conditions (such as in a typical office). Moderate noise (i.e., business office with computers, phones, printers and light traffic) Indoor business office environment with windows; light foot traffic within work areas The work environment characteristics described here are representative of those a teammate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Benefits
We offer a comprehensive benefits package that includes: Employer-paid medical, dental & vision, with buy-up options available Flexible spending account, health savings account Carrot fertility benefit - $10,000 lifetime benefit 401k company match 4%, immediately vested Generous pto, 11 paid company holidays & paid holiday office closure 14 weeks maternity leave & 12 weeks parental leave Wellbeing program offerings Cell phone reimbursement Engaging team events & holiday parties