Analyst – Correspondent team
| Company | Jones Lang LaSalle (JLL) |
|---|---|
| Location | Houston, TX, USA, Kansas City, KS, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Entry Level/New Grad, Junior, Mid Level |
Requirements
- Undergraduate degree in a business-related field (i.e. Finance, Accounting, Real Estate, Business) with 1-3+ years’ experience in real estate and/or commercial real estate finance or property management or equivalent work experience, cash management experience preferred
- Knowledge of commercial loan documents preferred
- Strong time management skills and ability to operate under demanding deadlines
- Ability to multitask and work on several transactions simultaneously
- Strong financial acumen including the ability to read and understand income statements/operating budgets
- Knowledge and understanding of financial concepts, payment processing, and commercial banking operations is a plus
- Proven record of accomplishment of performance and strong communication skills
- Self-motivated and ability to participate effectively in a highly collaborative work team
Responsibilities
- Build and maintain collaborative relationships with Asset Management to retain lenders who have cash management needs
- Assist Portfolio Manager in effectively identifying lender requirements and provide solutions and participate in various aspects of management and monthly reviews for lenders
- Leverage loan document requirement implementation ensuring superior onboarding and borrower and lender experience. Accountable for appropriate documentation completion
- Coordinate proper implementation of lockbox processes that fail required metrics
- Assist Senior Analyst and Portfolio Manager in providing comprehensive recommendations based on lender cash management requirements
- Contribute to data compilation to assist with audit and department initiatives
- Adhere to all risk policies and procedures
- Assist in updating policies, procedures, and best practices
- Coordinate ad-hoc reporting as requested by lenders
- Provide additional assistance to Portfolio Manager with asset management tasks, including analyzing annual and quarterly financial statements and in accordance with Servicing best practices and the requirements of lenders
- Participate in Asset Management related meetings as requested
- Other duties as assigned
Preferred Qualifications
- Cash management experience preferred
- Knowledge of commercial loan documents preferred