Execute post-close loan reviews for Asset Management, producing clear, reproducible workpapers and findings.
Conduct thematic reviews targeting risks within Asset Management functions.
Draft findings with root-cause analysis, recommend corrective actions, and confirm remediation through evidence and re-testing.
Lead vendor monitoring across Servicing and Asset Management, including screenings, insurance/continuity, and information-security reviews.
Manage the fraud/KYC log for post-close events; define escalation triggers and ensure enhanced due diligence as required.
Monitor agency guide changes impacting Servicing and Asset Management; track required actions, evidence, and implementation status.
Support audits and exams, lead Asset Management-specific responses, and ensure corrective actions meet closure criteria.
Define critical Asset Management data elements and exception thresholds; partner with Technology/Analytics to run exception reports and reconciliations; escalate systemic issues.
Deliver dashboards and reports on key metrics (trends, repeat defects, remediation timeliness, vendor performance, fraud/KYC activity, guide updates).
Requirements
Bachelor’s degree in Finance, Accounting, Business Administration, or related field required
5+ years of experience in multifamily Asset Management or Servicing, with hands-on compliance and quality control expertise.
Strong knowledge of post-close obligations and agency requirements.
Excellent documentation and organizational skills; advanced Excel; familiarity with BI tools (Power BI/Tableau) preferred.
Clear written and verbal communication skills; dependable follow-through and ability to manage multiple priorities.
Ability to show ownership of your work, take on challenges and acknowledge growth opportunities, and demonstrate patience when learning new processes.
Courtesy, respect, and thoughtfulness in teaming with colleagues and other stakeholders
Benefits
Up to 83% subsidized medical payroll deductions
Competitive dental and vision benefits
401(k) + match
Pre-tax transit and commuting benefits
A robust health and wellness program – earn cash rewards and gain access to resources that promote health, engagement, and balance
Paid maternity and parental leave, as well as other family paid leave programs
Company-paid life, short and long-term disability insurance
Health Savings Account and Healthcare and Dependent Care Flexible Spending
Career development opportunities
Empowerment and encouragement to give back – volunteer hours and donation matching
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