Job purpose

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.

Duties and 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

Qualifications

BBA in Finance, Accounting, or related field required; MBA a plus
5+ years of experience in commercial real estate (CRE) loan servicing, reporting, or structured finance
Experience with CLO and/or CREFC reporting requirements preferred
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
MBA CCMS Level I and/or II certification a plus

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