Take your career to the next level with this unique opportunity to join a growing team in the commercial real estate lending space and learn from the best and brightest in the business! Our client has experienced major growth over the past 3 years and is building out their team to support the first doubling in size year-over-year. This newly-created role is a great opportunity to leverage your public accounting experience with real-world experience.
What's exciting about this role aside from the day-to-day accounting duties is the opportunity to interface with investors and prepare important materials for investor presentations. This role requires a critical thinker to understand the company’s strategic objectives, financial performance, and operations.
What You'll Tackle
- Track loan progress and schedule key loan servicing events as outlined in the loan documents.
- Process draw requests by coordinating with borrower and third party and ensuring compliance with the loan documents and construction schedules.
- Track investor inquiries and assist in the development of responses.
- Prepare analysis and provide thoughtful input for the development of content for investor presentations, executive management reporting, annual reports and disclosures for the company’s investor relations website.
- Enter transactions and Journal Entries as needed.
- Perform other related duties as required and assigned
What's Needed To Win
- Bachelor’s degree or equivalent work experience
- Minimum 2+ years’ experience
- Excellent communication skills
- Must have an understanding of financial statements
- Knowledge of the mortgage/financial industry and the various industry participants
- Must be highly proficient in Excel and Word
- Must be a team player with strong attention to detail and ability to work independently
- Proven track record at delivering timely and accurate information in a fast-paced environment
- Excellent critical thinking, problem-solving, mathematical skills and sound judgment
- Financial Services and, if possible, mortgage / real estate industry experience preferred
Perks
- Competitive base salary
- Bonus eligible
- Catered lunches
- Sporting events
- Early out summer Fridays
- Generous PTO
- Healthcare subsidy
- High retention