Servicing Relationship Manager

NewPoint Real Estate Capital LLC•Plano, TX

60d

About The Position

Primary contact for Commercial Real Estate Financial Analysis for a specific Investor Relationship. Manage the day-to-day oversight of the timelines and accuracy of the financial analyses, and communicate the status of deliverables and significant issues or changes to leadership team and stakeholders. Work with Director of Surveillance and peer Relationship Managers to balance resources to meet overall deadlines. Optimize the use of technology, define and implement best practices, and train and develop associates.

Requirements

Bachelor’s degree in Finance, Real Estate or Accounting
3 - 5 years of commercial real estate loan servicing for multiple capital sources/investors
Working knowledge of commercial real estate finance including an understanding of all types of loans, property types and real estate lenders
Deep knowledge of commercial real estate operations and risks
Knowledge of commercial mortgage loan oversight, preferably in a cross-functional team environment, including but not limited to:
Loan closing and boarding, billing and collections
Loan documents, including covenants and triggers
Letters of credit, reserves, UCC’s, liens
Lease abstracting and analysis
Property financial statement and rent roll analysis
Property inspections and subsequent repairs
Strong leadership and problem-solving abilities
Exceptional verbal and written communications skills
Accuracy oriented with a sense of urgency and strong focus on customer service
Ability to work in a fast paced and deadline driven environment
Strong interpersonal and organizational skills
Understanding of risk review and watch list reporting
Understanding of and experience with Key Performance Indicators
Working knowledge of Enterprise! (or similar large scale servicing system)
Medium to advanced MS Office skills

Responsibilities

Assure that Agency/Investor requests and requirements, including financial analysis, are met within a timely manner,
Schedule and assign workflow so that tasks/deliverables are accomplished by Agency/Investor deadlines,
Provide complete and accurate reporting to the leadership team of the status of deliverables relative to required deadlines and pipeline management,
Resolve issues relating to Client (Internal/External) in a timely and efficient manner, within compliance of policies and procedures. Responses to Client inquiries are due the same day.
Escalate to manager and stakeholders any significant issues, or changes, directly impacting the Client (Internal/External) relationship.
Identify changes in Investor requirements for Operating Statement analysis, reporting, and deadlines. Update processes and procedures, and train Surveillance team on changes. Continuous monitoring to insure changes are successfully implemented.
Responsible for the accuracy of data used in reporting Operating Statement and Rent Roll statuses and analysis.
Assist in development, testing, documenting, training and implementation of new technologies.
Ongoing process improvements
Manage surveillance staff workflow on a day-to-day basis including:
Cross train Surveillance Analyst to allow for load balancing and talent management,
Provide Surveillance Analyst direct feedback on a real-time basis,
Work with Surveillance Analyst to see that training needs, both technical and interpersonal, are met in a timely manner,
Partner with peer Surveillance Relationship Managers to prioritize and balance workflow to meet deadlines for overall team
Manage and continuously evaluate outsourcing relationships,
Lead and participate in servicing projects, as necessary.