AVP, Investor Reporting

SitusAMC•Overland Park, KS

About The Position

This role leads the oversight of the assigned Investor Reporting team members who must complete complex, multifaceted assignments necessary for the proper servicing of our client’s portfolios of commercial real estate loans and is responsible for producing concurrent professional product deliverables in a consistent and timely fashion with limited management support. Also responsible for mentoring junior staff.

Requirements

Bachelor’s degree; Preferred Field of Study: finance/accounting, business or equivalent combination of education and experience
Minimum of 6+ years of industry and/or relevant experience, typically with 1+ years in a Senior Associate level role or external equivalent.
5 years’ experience with CREFC Reporting
5 years’ experience in reconciliations, financial/investor reporting
High comfort level with use of various industry related software systems
Strong attention to detail and accuracy
Strong leadership skills
High degree of professionalism
Experience with Excel, able to utilize multiple formulas and macros
Excellent written, verbal and electronic communication skills
Ability to work in a team environment, yet, express independent thought, with a consistent quality work product being produced
Ability to manage multiple priorities and meet multiple deadlines with minimum supervision
Pro-active approach to problem recognition and resolution

Responsibilities

Approve system generated reporting, queries and related client deliverables for compliance, adherence, accuracy as determined by supporting information
Manage communication (both oral and written) with various internal and external clients regarding various questions (both routine and exceptions) related to the proper servicing of the client’s CRE loans
Ensure adherence to internal policies, quality standards, and management direction while meeting contractual deliverables to clients and other external parties
Summarize research, as needed, to comprehensively respond to inquiries from Lenders, Audit, Rating Agency and other authorized stakeholders
Design and build spreadsheet templates and/or financial models, including the coding of interrelated excel formulas, data tables and macros, to analyze the loan metrics, cash flows, amortization tables and similar debt or equity interest calculations, and, find and correct logic errors contained within
Ensure compliance against Servicing Standards, internal policies, and abstracted key dates, terms/requirements from various loan and servicing documents, while identifying and addressing those provisions that warrant exception processing
Demonstrate teamwork by maintaining a professional attitude, proactively assisting coworkers, as well as with special projects, and working overtime when necessary to meet client deadlines
Recommend process rationalization and efficiency initiatives affiliated with job responsibilities
Monitor workflow to ensure staff is adequately utilized
Train new team members
Periodically evaluate resources to ensure that specific goals and deadlines are achievable
Perform QC on completed product and communicate results to team members
Stay abreast of changes in industry standards
Other activities as may be assigned by your manager