Commercial Mortgage Resume Samples

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C Powlowski

Cloyd

Powlowski

5327 Bethany Mill

Philadelphia

+1 (555) 620 0259

5327 Bethany Mill

Philadelphia

Phone

p +1 (555) 620 0259

Experience Experience

New York, NY

Commercial Mortgage

New York, NY

Davis Inc

New York, NY

Commercial Mortgage

Underwrite with a CMBS/Capital Markets perspective, new origination of commercial mortgages for ultimate securitization
Interact directly with Rating Agencies and B Piece Buyers relating to potential ratings on new origination and seasoned large loan transactions
Re-underwrite commercial mortgages already on RBC’s balance sheet for contribution to securitization pools
Participate in / contribute to initiatives to launch / improve the commercial mortgage securitization process
Keep current on national and regional real estate market trends which may impact property values
You will provide legal advice and counsel to business partners on legal issues and risks in connection with various transactions, including complex matters
You will conduct legal reviews, identify issues, draft, review, and negotiate agreements, manage projects and prepare recommendations with respect to day-to-day matters

Houston, TX

Commercial Mortgage Loan Portfolio Analyst

Houston, TX

Crona LLC

Houston, TX

Commercial Mortgage Loan Portfolio Analyst

Provide analytical surveillance and servicing support for commercial and other mortgage loan portfolios of Aegon Asset Management’s affiliated and unaffiliated clients
Serve as the primary point of contact with commercial mortgage loan borrowers, monitoring borrower payments, and performing collection activities
Process borrower requests such as loan payoffs, yield maintenance and prepayment premium calculations, key lease approvals; and monitoring loan maturities and payoffs
Provide front-line service and manage relationships with borrowers, investors, attorneys, and commercial real estate professionals
Provide analytical support of borrower and property performance and evaluation of variances among borrowers’ historic, current and pro-forma financial statements to identify and understand portfolio risks
Produce various surveillance reports and reporting packages for senior management
Financial, business and legal analysis of complex commercial real estate mortgage loans (CML) to ensure compliance with the loan documents (e.g., loan covenants) any company policy, monitor cash flow, and AAM compliance with Service Level Agreements (SLAs)

present

Phoenix, AZ

Commercial Mortgage Loan Boarding Supervisor

Phoenix, AZ

Corwin Group

present

Phoenix, AZ

Commercial Mortgage Loan Boarding Supervisor

present

Manage and supervise the loan boarding and central processing team to ensure accurate and timely data in the commercial mortgage loan servicing system
Ensure accurate and timely boarding of key loan terms in the commercial mortgage loan servicing system
Manage transfers of servicing from third parties to ensure accurate data in the commercial mortgage loan servicing system
Identify, input and analyze key metrics related to loan boarding and modifications to identify strengths and opportunities to senior management
In-depth knowledge of commercial loan servicing and commercial mortgage loan documentation
Identify, participate and contribute ideas for success in relation to assigned work, projects or other process enhancements
Coordinate with other departments to ensure quality of data, loan documents and other information provided to loan boarding team to maintain the system of record

Education Education

Bachelor’s Degree in Finance

Loyola Marymount University

Bachelor’s Degree in Finance

Skills Skills

Well organized and able to balance multiple and diverse priorities while delivering quality product
Working knowledge of Argus and basic underwriting skills/experience
Possess the potential to take on loan closing and negotiating responsibilities
Provide assistance by interfacing with internal business partners including accounting, valuation, appraisal, real estate equity, risk management and law
Assist senior team members by providing research and analytical findings in support of strategic decisions and implementation of complex borrower requests and business transactions
Assist in review and oversight of monthly and quarterly reporting matters for the team including the tracking of investments and management reporting
Provide ongoing analysis and research, including updates to financial models to update, evaluate and reforecast investment performance
Self-starter who is willing to work independently
Monitor borrower/asset/market level performance and generate internal investment summaries, memorandum and reports in connection with existing portfolio loans with ability to present results

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Commercial Mortgage Resume Examples & Samples

Interact directly with Rating Agencies and B Piece Buyers relating to potential ratings on new origination and seasoned large loan transactions
Re-underwrite commercial mortgages already on RBC’s balance sheet for contribution to securitization pools
Participate in / contribute to initiatives to launch / improve the commercial mortgage securitization process
Keep current on national and regional real estate market trends which may impact property values

Associate Commercial Mortgage Originations Resume Examples & Samples

Perform financial analysis and transaction support for placing new debt and refinancing existing debt on TIAA properties
Provide analytic support to senior capital markets professionals, including discounted cash flows, financial and credit analyses of properties, locations, markets, borrowers and other due diligence
Coordinate and help manage the debt closing process
Assist with the coordination of the borrowing process with Portfolio Management and other functional areas within the Company
Bachelor’s degree in Finance, Real Estate or Economics. Other majors considered depending on experience
Minimum of 3-5 years’ experience with a real-estate related organization
Strong financials/quantitative and critical thinking skills
Self-starter who is willing to work independently

Commercial Mortgage Analyst Resume Examples & Samples

2 Individual Effectiveness: (1) Quality of credit applications to GRM on increases up to $500M with emphasis on achieving, at minimum, target ROC (2) Pro-active follow-up with CAMs/clients on past due maturities to secure renewals (3) Pro-active follow-up with CAMs/clients in resolving matured mortgages which have failed the portfolio tests
3 Sales and Business Performance Volume: (1) Request manual renewal agreement produced by the BSC for suppressed/lost SGR’s (2) Pro-actively follows up with CAM or client on past due-maturities (3) Investigate and resolve, if possible, mortgages which have failed the basic tests for the under $2.0MM portfolio reviews (4) Deals with requests from CAMs/CMMs/Clients on pricing issues, in a timely and professional manner (5) Deals with other requests e.g. assumptions, release of guarantor(s), change in Borrower name, partial discharges, conversion from variable to a fixed rate etc
4 Underwriting Quality: (1) Maintains quality underwriting and risk assessment for add-on loans $250M-$500M (2) Prepares error-free credit submissions for Risk Management approval
LI-IB1

Commercial Mortgage Specialist Resume Examples & Samples

Put clients first. Excel in responding to requests quickly and reliably and ensure smooth operation of banking products and services
Deliver financial and business advice through a differentiated value proposition. Present solutions that clearly articulate the benefits and advantages to the client. Help the client to understand alternatives, navigate and implement proposed solutions
Help the client with new or emerging issues that will impact their business by providing the client with unique, valuable insights on the client’s industry, business or market
Understand the client’s financial situation, leverage insight from RBC colleagues to ensure respect for client’s time and demonstrate interest in the client’s business as part of your pre-contact planning review for all client calls/meetings
Take responsibility of client problems at first point of contact engaging appropriate partners to effectively resolve the problems
As part of the CFS Relationship Team, works with colleagues to execute a coordinated client contact strategy as guided by the CAM
Participates in the local market – community fundraising, customer appreciation days, community associations, businesses clubs, trade shows, etc
3+ years of experience in Sales
Experience with commercial real estate and/or commercial real estate transactions is preferred
Commercial banking background/experience including working with Synergy is considered a strong asset
Strong interpersonal skills and ability to deal with Commercial Account Managers/Clients in the acquisition of new business
Highly mobile individual as frequent travel is required
LI-HJ1

Associate Commercial Mortgage Asset Management Resume Examples & Samples

Monitor borrower/asset/market level performance and generate internal investment summaries, memorandum and reports in connection with existing portfolio loans with ability to present results
Provide assistance by interfacing with internal business partners including accounting, valuation, appraisal, real estate equity, risk management and law
Possess the potential to take on loan closing and negotiating responsibilities
Assist in review and oversight of monthly and quarterly reporting matters for the team including the tracking of investments and management reporting
Bachelor’s degree in Finance, Real Estate or Economics (CFA or MBA a plus)
2-5 years of experience in commercial mortgage lending in a financial institution, or related experience (experience in bank lending a plus)
Strong Excel and PowerPoint skills
Working knowledge of Argus and basic underwriting skills/experience
Willing to travel as needed to assist in property related and investment related analysis and decisions

Commercial Mortgage Backed Securities VP Resume Examples & Samples

Data tape creation and analysis
Deal documentation and structuring
Rating agency and b-piece buyer coordination
Creation of Rating Agency and Investor diligence materials
Cash flow modeling
Client presentation “pitch book” preparation

Commercial Mortgage & Whole Loans Program Operations Analyst Resume Examples & Samples

Manage the trading and funding process for Residential Loan purchases from our Origination vendors
Oversee the custody of physical Residential Loan documents by our Custodian
Coordinate monthly Residential Loan report collection from the Servicers and deliver to Accounting
Create and deliver portfolio reports for the Residential Loan portfolio
Assist in coordination of transaction processing, data delivery and reporting for third-party investors in the Commercial Mortgage, Private Syndicated Loans and Responsible Investing portfolios
Assist in the portfolio surveillance process for TIAA’s Commercial Mortgage portfolio
Provide monthly support for operational metrics
Create monthly vendor dashboards for TIAA’s Vendor Oversight program
Assist in strategic and tactical process and platform improvements
Assist in support of control reviews
Create and maintain process documentation supporting the above responsibilities
3-5 years of related investment operations experience
Bachelor’s Degree in Business or Finance
Must have advanced MS Excel skills including proficiency in pivot tables, vlookup functions and other advanced Excel functions – DAX expressions a plus
Proficient in MS Word and PowerPoint
Strong verbal and written communication skills, relationship skills and client service skills
Strong understanding of business control functions
Strong organization, analysis and problem-solving skills
Strong multi-tasking and prioritization skills

Commercial Mortgage Analyst Trainee Resume Examples & Samples

Assists CMA in applying a continuous-improvement approach to achieving superior client experience by being vigilant to opportunities to reduce covenants and collateral security where warranted
Provides suggestions to complete work towards Simpler, Faster, Better Provide quality business analysis for new/existing clients
Meets or exceeds client and CAM turn around expectations on new/increased credit requests/renewals
Demonstrates commitment to teamwork and collaboration by coaching, mentoring and assisting CAMs, service partners and others to meet the needs of clients
Develops and manages a personal development plan that ensures skills/knowledge/accreditations are up-to-date and meet position requirements
LI-IB1

Commercial Mortgage Analyst Resume Examples & Samples

Applies a continuous-improvement approach to achieving superior client experience by being vigilant to opportunities to reduce covenants and collateral security where
Demonstrates commitment to team work and collaboration by coaching, mentoring and assisting CAM’s, service partners and others to meet the needs of clients
Develops and manages a personal development plan that ensures skills/knowledge/accreditations are up-date and meet position requirements
Participates in bank and/or industry focused events
Employee is aware of RBC Key Behaviours and consistently demonstrates their positive impact on business and individual performance in day to day activities with teammates, colleagues and partners: Put clients first, Collaborate as partners, Develop people, Act on our accountabilities, Make decisions faster and Prioritize for greatest impact
Solid financial statement analysis skills
Professional oral and written communication skills
Degree in a finance or accounting-related field preferred
Experience or proficiency in the following areas an asset
Commercial real estate
Small Business, Commercial Banking or Account Manager
CFA, MBA and CSC
Synergy, CASPER, Sales Platform, and various RBFG applications

Commercial Mortgage Specialist Resume Examples & Samples

Deliver financial and business advice through a differentiated value proposition
Present solutions that clearly articulate the benefits and advantages to the client. Help the client to understand alternatives, navigate and implement proposed solutions
As part of the CFS Relationship Team, works with colleagues to execute a coordinated client contact strategy as guided by the Commercial Account Manager (CAM)

Commercial Mortgage Loan Portfolio Analyst Resume Examples & Samples

Provide analytical surveillance and servicing support for commercial and other mortgage loan portfolios of Aegon Asset Management’s affiliated and unaffiliated clients
Serve as the primary point of contact with commercial mortgage loan borrowers, monitoring borrower payments, and performing collection activities
Process borrower requests such as loan payoffs, yield maintenance and prepayment premium calculations, key lease approvals; and monitoring loan maturities and payoffs
Provide front-line service and manage relationships with borrowers, investors, attorneys, and commercial real estate professionals
Provide portfolio surveillance and analysis, including financial, business and legal analysis of complex commercial mortgage loans to ensure compliance with the loan documents, investor requirements and company policy
Maintain servicing practices in compliance with Service Level Agreements and Investment Management Agreements with affiliated and unaffiliated clients, including requesting investor consents of Servicing Actions, as required by investors, by preparing analytical and narrative analysis of the requested Servicing Action, along with analysis of the borrower, property and market data
Provide analytical support of borrower and property performance and evaluation of variances among borrowers’ historic, current and pro-forma financial statements to identify and understand portfolio risks
Produce various surveillance reports and reporting packages for senior management
Bachelor’s degree in real estate, finance, accounting or related area
Two to five years commercial lending, credit and financial analysis, loan documentation, underwriting or other directly related experience in a fast paced, analytical, customer-oriented environment
Preferred: Skills or experience should include quantitative real estate data and financial analysis using spreadsheets, loan management system software and applicable legal documents

Commercial Mortgage Loan Supervisor Resume Examples & Samples

Bachelor’s degree in business/finance or equivalent work experience
In-depth knowledge of commercial loan servicing and commercial mortgage loan documentation
Proficient in MS Office (Work, Excel, PowerPoint) and loan management/documentation systems
Strong time management skills, managing and organizing work

Commercial Mortgage Loan Boarding Supervisor Resume Examples & Samples

Eight years of commercial mortgage loan servicing experience
Experience with loan management systems
Strong analytical skills, making sound business decisions
Determining logical solutions to complicated problems

Commercial Mortgage Loan Boarding Supervisor Resume Examples & Samples

Review and interpret commercial, multi-family, agricultural, and other loan documents to identify loan boarding requirements
Ensure accurate and timely boarding of key loan terms in the commercial mortgage loan servicing system
Manage and supervise the loan boarding and central processing team to ensure accurate and timely data in the commercial mortgage loan servicing system
Accurately identify and enter servicing action items included in loan documents and build appropriate notifications in the servicing system to allow servicing staff to monitor loan requirements
Complete and oversee quality assurance for boarded data to identify and correct errors to ensure accurate data
Review and analyze data for completeness, material changes, variances and other appropriate information
Manage transfers of servicing from third parties to ensure accurate data in the commercial mortgage loan servicing system
Identify, input and analyze key metrics related to loan boarding and modifications to identify strengths and opportunities to senior management
Perform supervisory responsibilities including building performance objectives, providing performance feedback and formal reviews, establishing cross-training procedures, assisting staff with prioritization and analyzing procedures for efficiencies and effectiveness

Commercial Mortgage Loan Boarding Specialist Resume Examples & Samples

Complete verification processes of all new loans boarded onto the servicing system within the required timeframe
Accurately enter appropriate financial terms of the loan documents, including loan amount, term, interest, amortization, escrow, reserve account and other financial data
Coordinate with other departments to ensure quality of data, loan documents and other information provided to loan boarding team to maintain the system of record
Identify, participate and contribute ideas for success in relation to assigned work, projects or other process enhancements
Understand the flow of information, financial systems, appropriate reporting tools and uses that knowledge to troubleshoot problems
Adhere to the company's framework of internal controls
Assist in documenting business processes, identifying controls and deficiencies in business processes, testing of identified controls, and mapping of business processes
Bachelor’s Degree in real estate, business, finance or related area required
Familiarity with standard commercial mortgage loan documents (including promissory notes, security instruments, reserve agreements)
Three years of commercial mortgage loan servicing experience
Experience managing multiple, concurrent projects
Setting specific goals and priorities

Commercial Mortgage Loan Analyst Resume Examples & Samples

Preferred 3 - 5 years of commercial mortgage loan portfolio management experience
Construction loan experience is a plus
Strong organizational skills with attention to detail and ability to manage multiple projects simultaneously and prioritize work based on established deadlines
Advanced Excel skills, knowledge of Argus helpful
Ability to work independently and as part of a team

Commercial Mortgage Operations Associate Resume Examples & Samples

Power Point/Microsoft Office
High level of accuracy
Work experience in an bank/finance Operations Team
Knowledge of Commercial Mortgage loan documents, origination and servicing of mortgage loans, Structured Finance, Asset Backed Commercial Paper (ABCP), Mortgage Accounting and Servicing

Accounting Specialist, Commercial Mortgage Resume Examples & Samples

The candidate should be self motivated, able to prioritize work effectively in a fast paced environment, able to problem solve and enjoy collaborating and working in a team environment
Performs monthly close reasonableness reviews including but not limited to income analysis, interest accruals, & book value roll forwards
Responsible for reconciling the general ledger for both GAAP and Statutory accounts on a monthly basis, between the mortgage loan servicing system and the GL, and other downstream reporting systems (e.g. unpaid principal balance, escrows, reserves, premium/discount amortization, fee income, interest income, etc.)
Responsible for the accounting and maintenance of deferred income/expense items and reconciliation of the system calculated yield to ledger book yields
Prepare month end trial balances and other financial reports for all portfolios, as requested. (e.g. fee income, misc income, gains/losses, statutory Schedule B, GAAP supplemental, etc
Assist with audit requests, SOX experience helpful
Assist Accounting Manager with other ad hoc financial analysis, reconciliation as needed
Completes all work to meet critical deadlines for month-end and time lines for reconciliations
Maintains orderly and complete accounting records for audits or management inquiry
Advise Manager and management of financial items/issues
Bachelor's degree in Accounting or related business degree required with a minimum ofIntermediate Accounting I & II
3-5 years of accounting experience in a financial services environment or 2-3 years public accounting required
1-3 years of experience with Information Systems related to Accounting functions. Ideally the successful candidate would possess working knowledge of sub ledger to general ledger feeds as well as databases and how they function
The candidate should possess excellent communication skills, both oral and written
Mortgage or Insurance industry accounting experience and/or CPA preferred but not required
Experience with foreign investments (FX conversions) is helpful but not required

Loan Closer, Commercial Mortgage Resume Examples & Samples

The ability to demonstrate a fundamental understanding of construction sources & uses including eligible costs, timing of source availability, and flow of funds through the construction period
Working knowledge of commercial mortgage loan document types required for closing and servicing of loans
Excellent organization skills required with the ability to multi-task and work independently in a time sensitive environment where meeting established deadlines is critical
The ability for travel - approximately 4 to 5 days per month

Regional Sales Manager CTL Commercial Mortgage Lending Resume Examples & Samples

Develop the sales culture through coaching, encouragement, and team building to encourage success
Lead sales teams in obtaining and maintaining major and/or complex client accounts though senior sales expertise
Extensive knowledge of the Chicago & Denver commercial real estate markets preferred
A four-year college degree with a major in a related field (Business Administration, Real Estate, Finance and/or Marketing)

Commercial Mortgage Loan Analyst Resume Examples & Samples

Monitors borrower’s compliance with loan documents and evaluates and processes commercial loan transactions in accordance with the loan documents on a variety of routine matters
A bachelor’s degree in business or equivalent work experience is required
A minimum of three to five years’ experience in a banking or commercial mortgage lending environment
Previous commercial mortgage lending or commercial real estate experience
Both general and front-line knowledge of real estate finance, investments, economics, law, accounting and insurance principles
Excel proficiency
LMS - Precision LM experience a plus

Commercial Mortgage Admin Spc Resume Examples & Samples

Responsible for the setup of construction loans for both commercial projects and Residential development for monitoring within the Commercial Mortgage Administration Specialist group. These duties include but are not limited to Collecting, reviewing and analyzing loan documentation such as construction loan agreements for special terms, title insurance for advance limitations, and other documents like flood determinations and building permits to ensure that each future advance is calculated and advanced properly within each loan’s structure. Commercial Mortgage Administration Specialist step up may include performing an initial loan advance into a customer’s account or a wire transfer, and will require working with the relationship managers to verify a reconciliation schedule for inspection reporting. A level III employee would be expected to help guide Level I and Level II employees with legal and structural questions concerning the proper set up of a construction loan. A level III employee would be expected to be familiar with all loan documentation. Once the setup of a construction loan is complete Commercial Mortgage Administration Specialist employee are expected to fund construction loan projects at the documented times and percentage of completed construction. This duty includes but is not limited to: Verifying loan system availability and analyzing availability with Commercial Mortgage Administration Specialist tracking systems, Preparing daily account and General Ledger transactions which may include interest reserves, payments, and tickets for processing. As with loan set up advances may be deposited into deposit accounts or through use of wire transfers. All advances must be analyzed and validated to insure proper hurdles have been achieved by borrowers. Monitoring may include analyzing loan budgets, change orders, housing starts, project costs, etc. Level III employees may field questions from lower level employees within the unit to accomplish correct funding. The Level III employee is expected to direct when necessary. Commercial Mortgage Administration Specialist will need to Identify when exception approval and appropriate documentation is required when stored materials or change order items are requested for funding or when other items may come up that require exception approval. Additional duties in this area include Conferring with Due Diligence Officer or Legal in reviewing title insurance binders, commitments, policies to verify whether or not advance bring down or updates are required and to also verify collateral. Order property inspections from approved property inspectors as needed for advances. Property inspection reports are to be tracked electronically, reviewed and analyzed to see if loan advance request can be advanced. Level III Specialist will be expected to perform all of these functions independently and can review title insurance along with the due diligence office with little or no input from legal. Commercial Mortgage Administration Specialist Specialists will Issue payoff quotes and or release consideration letters for monitored loans and lines. Maintain a master sheet of payoff instructions for all loans monitored. This may require periodic research of most recent line renewals to be sure we have the most recent requirements. Review collateral releases for accuracy and Obtain appropriate signatures and notarizing releases. Prepare release correspondence and maintain records of releases processed. Process daily account and general ledger entries for releases, principal curtailments, and loan payoffs. Level III would be considered an expert in this, and would mostly direct less experienced staff in this area
Ability to train others in all functions of the Commercial Mortgage Administration position, but specifically train new hires in Fulton systems, policies and procedures. Ability to supervise, when the Commercial Mortgage Administration Specialist team leader is not present, the team from time to time. Ability to interpret legal documents with little or no help from Due Diligence or Legal, or ability to confer with legal at a technical and legally familiar level
5 or more years Commercial Mortgage Administration or Equivalent. (Required)
8 or more years Commercial real estate lending for development and construction loans. (Preferred)

Commercial Mortgage Administration Spc Resume Examples & Samples

Responsible for the setup of construction loans for both commercial projects and Residential development for monitoring within the Commercial Mortgage Administration group. These duties include but are not limited to Collecting, reviewing and analyzing loan documentation such as construction loan agreements for special terms, title insurance for advance limitations, and other documents like flood determinations and building permits to ensure that each future advance is calculated and advanced properly within each loan’s structure. Commercial Mortgage Administration step up may include performing an initial loan advance into a customer’s account or a wire transfer, and will require working with the relationship managers to verify a reconciliation schedule for inspection reporting. A level II employee would be expected to be familiar with legal and structural questions concerning the proper set up of a construction loan and work independently through most of loan setup. The level I employee may need additional training or guidance from more experienced employees to start with, and is expected to be become an independent worker over time. Once the setup of a construction loan is complete Commercial Mortgage Administration employee are expected to fund construction loan projects at the documented times and percentage of completed construction. This duty includes but is not limited to: Verifying loan system availability & analyzing availability with Commercial Mortgage Administration tracking systems, Preparing daily account and General Ledger transactions which may include interest reserves, payments, and tickets for processing. As with loan set up advances may be deposited into deposit accounts or through use of wire transfers. All advances must be analyzed and validated to insure proper hurdles have been achieved by borrowers. Monitoring may include analyzing loan budgets, change orders, housing starts, project costs, etc. CMA will need to Identify when exception approval and appropriate documentation is required when stored materials or change order items are requested for funding or when other items may come up that require exception approval. Additional duties in this area include Conferring with Due Diligence Officer/Legal in reviewing title insurance binders, commitments, policies to verify whether or not advance bring down or updates are required and to also verify collateral. Order property inspections from approved property inspectors as needed for advances. Property inspection reports are to be tracked electronically, reviewed and analyzed to see if loan advance request can be advanced. Level I employees would not be expected to perform this job function until a certain level of experience was obtained. Help would be provided from higher level employee and the due diligence officer. Commercial Mortgage Administration Specialists will Issue payoff quotes and or release consideration letters for monitored loans and lines. Maintain a master sheet of payoff instructions for all loans monitored. This may require periodic research of most recent line renewals to be sure we have the most recent requirements. Review collateral releases for accuracy and Obtain appropriate signatures and notarizing releases. Prepare release correspondence and maintain records of releases processed. Process daily account and general ledger entries for releases, principal curtailments, and loan payoffs
Track exception approvals related to construction and development loan advances and releases. Scan advance and payoff and release related documents and file electronically for future reference. Confer with the Special Assets department on certain loans which may require special handling. Research, Analyze and resolve problem inquires made by Relationship Managers, loan assistants and borrowers. May require corrections to the loan system or other tracking and recording methods. Handle routine office duties such as typing, filing to include electronic filing, scanning, faxing and answering telephones. Recommend improvements to the department’s construction loan monitoring process to supervisor. Identify and report to supervisor any deviations from loan policy or loan approval. When appropriate, bring information to the attention of the Relationship Manager
All Commercial Mortgage Administration employees must be able to maintain and monitors the Commercial Real Estate Database in Access by accurately entering the appropriate information in the database, which provides information for the quarterly developer’s report created and coordinated by the Credit department. This will include monthly reconciliation of this database within a short, specific timeframe as well as follow up with Relationship Managers and loan assistants to obtain missing advance and payment information or other items
1 or more years Commercial Mortgage Administration or Equivalent. (Required)
2 or more years Commercial real estate lending for development and construction loans. (Preferred)

Commercial Mortgage Admin Spc Resume Examples & Samples

Responsible for the setup of construction loans for both commercial projects and Residential development for monitoring within the Commercial Mortgage Administration Specialist group. These duties include but are not limited to collecting, reviewing and analyzing loan documentation such as construction loan agreements for special terms, title insurance for advance limitations, and other documents like flood determinations and building permits to ensure that each future advance is calculated and advanced properly within each loan’s structure. Commercial Mortgage Administration Specialist step up may include performing an initial loan advance into a customer’s account or a wire transfer, and will require working with the relationship managers to verify a reconciliation schedule for inspection reporting. A level II employee would be expected to be familiar with legal and structural questions concerning the proper set up of a construction loan and work independently through most of loan setup. The level II employee may be called on to help guide Level I level employee from time to time. Once the setup of a construction loan is complete Commercial Mortgage Administration Specialist employee are expected to fund construction loan projects at the documented times and percentage of completed construction. This duty includes but is not limited to: Verifying loan system availability and analyzing availability with Commercial Mortgage Administration Specialist tracking systems, Preparing daily account and General Ledger transactions which may include interest reserves, payments, and tickets for processing. As with loan set up advances may be deposited into deposit accounts or through use of wire transfers. All advances must be analyzed and validated to insure proper hurdles have been achieved by borrowers. Monitoring may include analyzing loan budgets, change orders, housing starts, project costs, etc. Level II employees may field questions from lower level employees within the unit to accomplish correct funding. Commercial Mortgage Administration Specialist will need to Identify when exception approval and appropriate documentation is required when stored materials or change order items are requested for funding or when other items may come up that require exception approval. Additional duties in this area include Conferring with Due Diligence Officer or Legal in reviewing title insurance binders, commitments, policies to verify whether or not advance bring down or updates are required and to also verify collateral. Order property inspections from approved property inspectors as needed for advances. Property inspection reports are to be tracked electronically, reviewed and analyzed to see if loan advance request can be advanced. Level II Specialist will be expected to perform most functions independently, but may need to confirm with higher level employee such as reviewing title insurance along with the due diligence officer. Commercial Mortgage Administration Specialist Specialists will Issue payoff quotes and or release consideration letters for monitored loans and lines. Maintain a master sheet of payoff instructions for all loans monitored. This may require periodic research of most recent line renewals to be sure we have the most recent requirements. Review collateral releases for accuracy and Obtain appropriate signatures and notarizing releases. Prepare release correspondence and maintain records of releases processed. Process daily account and general ledger entries for releases, principal curtailments, and loan payoffs
3 or more years Commercial Mortgage Administration or Equivalent. (Required)
5 or more years Commercial real estate lending for development and construction loans. (Preferred)

Commercial Mortgage Resume Examples & Samples

You will provide legal advice and counsel to business partners on legal issues and risks in connection with various transactions, including complex matters
You will conduct legal reviews, identify issues, draft, review, and negotiate agreements, manage projects and prepare recommendations with respect to day-to-day matters
This position will be the main liaison with business partners who manage the commercial mortgage and real estate private equity asset class. You will be responsible for coordinating with various internal clients in connection with that work
You will also be responsible for overseeing the work of outside counsel and paraprofessionals
License to practice law in a U.S. Jurisdiction
10 or more years of commercial mortgage, real estate private equity, direct real estate investing, and joint venture investment transactional experience in a law firm, a Fortune 500 company or similar organization
Excellent negotiation skills and experience advising business partners on commercial mortgages, real estate private equity, direct real estate investing, and joint ventures
Strong organizational, analytical, and critical-thinking skills, as well as the ability to identify and manage issues
Ability to adapt well to change, multi-task, make effective decisions in a fast-paced, deadline-driven environment, respond with a sense of urgency and deliver results
Excellent interpersonal skills combined with the ability to develop and influence others
Solid legal and business knowledge with respect to investment transactions
Relationships with industry peers and participation in industry associations

Commercial Mortgage Loan Portfolio Analyst Resume Examples & Samples

Financial, business and legal analysis of complex commercial real estate mortgage loans (CML) to ensure compliance with the loan documents (e.g., loan covenants) any company policy, monitor cash flow, and AAM compliance with Service Level Agreements (SLAs)
Provide front-line service and manage relationships with borrowers, investors, attorneys, and CML professionals to manage portfolio risks, e.g., correspond with borrowers to investigate and obtain delinquent installment payments, request investor consents per SLAs including narrative analysis of the borrower, property, and market data
Process borrower requests such as loan payoffs, lease requests; reserve disbursement requests; and monitoring loan maturities and payoffs
Collect, produce and organize quantitative information necessary for surveillance, reporting and CML portfolio decision-making, e.g., market data, trends, and independent review of system-generated reports. Analysis of historical, current and potential risks such as interruption of cash flow, debt service credit ratio and loan-to-value
Analytical support of borrower and property performance review and evaluation of variances among borrowers’ historic, current and pro-forma financial statements and property management issues to understand portfolios and associated risks
Maximize portfolio performance by identifying and mitigating risks while forecasting possible outcomes for the loans. Present loans monthly at the portfolio review meetings including loan surveillance analysis and delinquency report analysis
Undergraduate degree in finance, accounting, real estate or related degree
Skills or experience should include quantitative real estate data and financial analysis using spreadsheets, loan management system software and applicable legal documents