Senior Analyst managing JLL's Fannie Mae multifamily portfolio through financial analysis and client collaboration. Ensuring compliance with JLL standards and enhancing portfolio value.
Responsibilities
Complete and evaluate quarterly and annual financial statements according to JLL REC standards and Fannie Mae guidelines.
Collaborate with clients to address financial discrepancies and operational questions about properties.
Conduct on-site property inspections both locally and out-of-state.
Review and approve Third Party Inspection Reports.
Issue deferred maintenance notifications to Borrowers and track resolution progress.
Evaluate and process various escrow release requests, including replacement reserves, repair reserves, and insurance claims.
Attend Asset Management meetings and Agency conference calls to stay current with process changes or new implementations.
Process new loan intake, review loan documentation, and create records in the Asset Management system.
Research market conditions including sales comparables, lease comparables, and economic indicators.
Develop and submit loan Action Plans and Risk Reports to Fannie Mae when required.
Support Management Change requests with guidance from Asset Managers or Senior Leadership.
Actively monitor and manage risk for assigned loan portfolio.
Review and analyze third-party reports including property condition assessments, engineering reports and property appraisals.
Create Watchlist reports and present findings to leadership as needed.
Support other JLL Servicing/Asset Management teams as required.
Actively monitor all aspects of property level risk using both internal and external sources for your assigned portfolio of Fannie Mae loans.
Provide excellent customer service to external and internal clients, including Borrowers, by providing prompt responses to inquiries and being the primary point of contact to Borrowers.
Review the onboarding of new loans into our primary Servicing system.
Requirements
Undergraduate degree in Real Estate, Finance, Accounting, Business or equivalent work experience required.
Strong Microsoft Excel and Word proficiency
Strong mathematical, language, verbal, writing, and organizational skills.
Strong time management skills and ability to operate under demanding deadlines
Ability to multitask and work on several transactions simultaneously
Excellent attention to detail
3+ years of experience in Real Estate, Finance, Accounting, Business or equivalent work experience preferred.
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