CLO Reporting Manager

NewPoint Real Estate Capital LLC • Plano, TX

3h

About The Position

As the CLO Reporting Manager at NewPoint Real Estate Capital, you will oversee monthly reporting obligations for its CLO and bridge loan portfolios. This role is responsible for the accurate and timely delivery of all investor and trustee reporting, including compliance with CREFC standards. The position will play a key role in supporting a growing platform by ensuring strong execution, controls, and scalable reporting processes.

Requirements

• BBA in Finance, Accounting, or related field
• 5+ years of experience in commercial real estate (CRE) loan servicing, reporting, or structured finance
• Experience working with trustees and managing external reporting relationships
• Exceptional communication skills
• Strong knowledge of commercial real estate finance including a general understanding of all types of loans, property types and real estate lenders
• Ability to manage multiple priorities and meet strict deadlines

Nice To Haves

• MBA
• Experience with CLO and/or CREFC reporting requirements
• MBA CCMS Level I and/or II certification

Responsibilities

• Oversee monthly CLO and bridge portfolio reporting, ensuring accuracy, completeness, and timeliness
• Manage all CREFC reporting deliverables, including Loan Periodic Update (LPU), remittance, property, financial and supplemental files
• Serve as primary liaison with trustees, coordinating reporting requirements and deadlines
• Review and validate reporting data to ensure compliance with investor, trustee, and regulatory requirements
• Coordinate with internal stakeholders, including servicing, asset management, accounting, and capital markets teams
• Monitor reporting calendars and manage competing deadlines in a high-volume environment
• Identify and implement process improvements to enhance reporting efficiency and scalability
• Support onboarding of new CLO transactions, including development of reporting processes and controls
• Maintain documentation of reporting procedures and internal controls
• Respond to ad hoc reporting requests and investor inquiries

What This Job Offers

• Job Type: Full-time
• Career Level: Manager