Spring11 – Asset Management

Responsibilities

• Support the day-to-day operational management of a diversified portfolio of commercial real estate debt investments.
• Maintain and update loan-level tracking, reporting, and documentation, including key terms, compliance requirements, escrows, reserves, and funding obligations.
• Monitor and track borrower reporting, covenant compliance, and deliverables, escalating issues as appropriate.
• Assist with loan administration activities, including funding requests, construction draws, reserve releases, and escrow disbursements.
• Coordinate and facilitate the collection, organization, and transfer of data and documentation in connection with new investments, loan modifications, extensions, and other closing events, ensuring timely and accurate handoff to internal teams, servicers, custodians, and relevant third parties.
• Support post-closing operational transitions, including confirmation of document completeness, system setup, reporting templates, and alignment of loan terms across internal tracking and servicing platforms.
• Coordinate with internal teams (asset management, finance, legal, compliance) and external parties (borrowers, servicers, lenders, counsel) to ensure timely execution of loan-related actions.
• Support portfolio reporting and data integrity, including aggregation of asset-level data for internal reporting, investor materials, and lender reporting.
• Assist with finance facility operations, including covenant testing support, borrowing base calculations, and coordination of lender deliverables.
• Help manage workflows related to loan modifications, extensions, assumptions, and consent requests, including tracking approvals and documentation status.
• Track and support workflows related to loan modifications, extensions, assumptions, consents, and waivers, including approval status, documentation progress, and closing conditions.

Qualifications

• Bachelor's Degree in Finance, Real Estate, Economics or similar business-related field, or equivalent experience/education.
• 1-3 years of relevant experience in real estate, credit, fund operations, loan servicing, or a related financial services role.
• Strong organizational skills with the ability to manage multiple workflows and deadlines simultaneously.
• High attention to detail and comfort working with complex loan documentation and reporting requirements.
• Clear written and verbal communication skills.
• High proficiency in Excel, Word, PowerPoint, and other MS Office programs.

Preferred Qualifications

• Prior experience or willingness to learn Argus and 3rd party research databases such as Axiometrics, CoStar, RCA, Capital IQ, and Green Street Advisors.
• Masters Degree in Real Estate or Finance preferred.

About Company