Associate Asset Manager – Collateral Surveillance

Responsibilities

• Reviews financial statements, loan covenants, market, and economic data for CMBS, SFR, Agency, SASB or other securitized commercial real estate to determine the economic and/or compliance impact.
• Determines an equity risk category and oversees assigned portfolios.
• Reviews and processes customer inquiries while adhering to established compliance procedures.
• Monitors and reports on watch list assets.
• Interacts with external parties, may include rating agencies, special servicers, investors, 17G-5 providers. May include financial/operating results, ratings or other.
• Interacts with internal parties.
• Assess property inspections for watch lists determinations and further escalation to internal partners.
• Boarding of collateral related information and reporting to other required parties.
• Potentially provides analytical or other support to the Asset Management Department.

• Roles at this level typically require a university / college degree with < 1 year of professional experience and/or successful completion of a formal development program.
• In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
• Working knowledge of commercial real estate, including industry terminology and capital markets.
• Proven ability to make accurate and informed decisions.
• Strong financial accounting and analysis skills.
• Strong verbal and written communication abilities.
• Effective multitasking skills with the capability to manage multiple tasks and priorities simultaneously and meet deadlines.
• Team-oriented mindset with the ability to collaborate effectively.

• financial analysis
• financial accounting
• portfolio management
• risk assessment
• data analysis
• compliance procedures
• property inspections
• analytical support
• customer inquiry processing
• reporting

• decision making
• verbal communication
• written communication
• multitasking
• time management
• collaboration
• teamwork
• organizational skills
• problem solving
• adaptability