SonicJobs Logo
Left arrow iconBack to search

AVP, Investor Reporting

SitusAMC
Posted 13 days ago, valid for 15 days
Location

Overland Park, KS, US

Salary

$85,000 - $100,000 per year

Contract type

Full Time

Paid Time Off
Life Insurance
Disability Insurance

By applying, a Sonicjobs account will be created for you. Sonicjobs's Privacy Policy and Terms & Conditions will apply.

SonicJobs' Terms & Conditions and Privacy Policy also apply.

Sonic Summary

info
  • SitusAMC is seeking a candidate to lead the Investor Reporting team, requiring a minimum of 6 years of relevant experience, including 1 year in a Senior Associate role.
  • The role involves overseeing complex assignments related to commercial real estate loans and mentoring junior staff.
  • Candidates should have strong skills in reconciliations, financial reporting, and familiarity with CREFC Reporting, as well as advanced Excel capabilities.
  • The annual salary for this position ranges from $85,000 to $100,000, with potential for discretionary bonuses.
  • SitusAMC offers a range of benefits, including PTO, health insurance, and a 401K plan, while promoting a diverse and inclusive work environment.

SitusAMC is where the best and most passionate people come to transform our client’s businesses and their own careers. Whether you’re a real estate veteran, a passionate technologist, or looking to get your start, join us as we work together to realize opportunities for everyone, we proudly serve.

At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your potential and career growth within the Real Estate Industry. If you are someone who can be yourself, advocate for others, stay nimble, dream big, own every outcome, and think global but act local – come join our team!

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.

Essential Job Functions:

  • 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

Qualifications/ 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

#LI-MS1

Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings. SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume.

The annual full time base salary range for this role is

$85,000.00 - $100,000.00

Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval. SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies. All full time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans.

Pay Transparency Nondiscrimination Provision

SitusAMC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

Know Your Rights, Workplace Discrimination is Illegal




Learn more about this Employer on their Career Site

Apply now in a few quick clicks

By applying, a Sonicjobs account will be created for you. Sonicjobs's Privacy Policy and Terms & Conditions will apply.

SonicJobs' Terms & Conditions and Privacy Policy also apply.