AVP, CRE Asset Management Services

Responsibilities

• Review draw packages for accuracy
• Coordinate receipt of missing information from borrower
• Confirm all disbursement conditions have been satisfied in accordance with relevant loan documentation
• Communicate deficiencies to Lender where applicable
• Manage borrower consent requests including collection of required documents
• Confirm completion of packages and coordination of approval with co‑lenders in accordance with relevant loan documentation
• Monitor capital sources and uses to confirm the loan remains in balance
• Coordinate resolution of imbalance with Borrower when applicable
• Review TI/LC allowances and change orders to confirm compliance with the loan documentation and leases
• Analyze and prepare recommendations for Lender approval (if applicable)
• Review invoices and lien waivers
• Order and review inspection reports and title updates/endorsements/date downs
• Update budget trackers and confirm minimum hard and/or soft cost contingencies remain at or above minimums required by loan documents
• Collaborate with team members and other departments to ensure timely and accurate client deliverables
• Maintain excellent service delivery and high-quality customer satisfaction
• Correspond with Sponsors/Borrowers for updates on property-level items such as capital expenditure projects, leasing progress, and construction status
• Support AMS VPs with their daily responsibilities
• Reconcile and review various reports including monthly portfolio statistics, remittance reconciliations, and draw trackers
• Ensure all work is completed in accordance with documented processes and procedures
• Escalate non-compliant issues to senior leadership and provide support for resolution where required

• Bachelor’s degree; preferred field of study: real estate, finance/accounting, business or equivalent combination of education and experience strongly preferred
• Minimum of 6+ years of industry and/or relevant experience, typically with 1+ years in a Senior Associate level role or external equivalent
• Experience in commercial real estate and debt or equity asset management preferred
• Proficiency with major property types (office, industrial, retail, multifamily)
• Basic knowledge of specialty property types (hotels and condominiums)
• Basic knowledge of CRE principles including underwriting, loan servicing and treasury practices
• Proficient with common CRE calculations and concepts: IRR’s, NPV, DSCR’s, DY, NOI/NCF
• Basic knowledge of all deal types (transitional, development, pre-development, repositioning, and stabilized properties)
• Basic knowledge of complex debt positions (participations, syndications, CLO’s, senior and mezzanine debt, warehouse and repo lines)
• Ability to create complex financial models in Excel or similar programs and demonstrate strong analytical skills
• Ability to make sound decisions and work independently on projects
• Ability to work in fast-paced environment running multiple tasks under tight deadlines
• Excellent reading and comprehension skills
• Strong analytical and problem‑solving skills
• Ability to communicate with borrowers and sponsors in a constructive manner
• Ability to work independently and / or collaborate as a team player
• Ability to communicate effectively both written and verbal
• Strong organizational and time management skills
• Advanced knowledge of MS office suite including outlook, excel, power point and word

Demonstrates expertise in commercial real estate and debt asset management, with strong analytical skills for financial modeling and compliance with loan documentation. Proven ability to manage borrower communications and coordinate project deliverables effectively.