Investor Reporting Analyst (Minneapolis) - Commercial Real Estate Finance

Investor Reporting Analyst – Commercial Real Estate Finance

Northmarq – Minneapolis, MN (Bloomington, MN)

At Northmarq, you can be part of something special. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management. We offer you a career path with best-in-class training, and we foster inclusive teams committed to collaboration, mentoring, and growth. At Northmarq, we will help you unlock your potential – whether you are an industry veteran or you’re just getting started. Your new career is waiting. Start something special today. Northmarq was voted by Real Estate Forum as one of The Best Places to Work in Commercial Real Estate! 

Northmarq is looking for an Investor Reporting Analyst to join its Servicing department in the Minneapolis (Bloomington, MN) headquarters office. This position requires a deadline-driven, organized, and detail-minded individual who will be responsible for reporting, remitting, and account reconciliations. The focus will be on higher-level analysis, management of assigned portfolios, confidence in decision making and recommendations, leadership within the team, high accuracy and attention to detail, a strong understanding of commercial loan terminology, and experience with investor reporting requirements. This position will be required to provide training and mentoring to others and lead or co-lead high-level projects. Additional responsibilities may be added to adapt to company growth (In line with department goals and objectives).

*This position offers a flexible work environment and is available for an immediate start.

Position Responsibilities:

• Report and remit monthly activity and ensure compliance to portfolio requirements. Monitor and manage necessary investor updates.
• Complete monthly custodial account reconciliations.
• Plan and schedule own workload to most efficiently meet deadlines, prioritizing according to risk and urgency.
• Create and maintain guides or procedures to ensure reporting requirements are met. Assist department leadership with identifying process improvements.
• Conduct due diligence of loan documents and servicing agreements to ensure proper loan setup.
• Identify and manage high-risk remittance and reporting situations promptly and analyze the deficiencies according to risk and the potential impacts. Recommend courses of action based on the outcome of the applicable research.
• Participate in investor audits, manage communication with the investors, and work to resolve any outstanding issues.
• Maintain a high level of commercial real estate investor reporting expertise, with a strong understanding of commercial real estate terminology.
• Work collaboratively with other Servicing and Production personnel on projects and to resolve issues. Demonstrate leadership both within the team and the Servicing Department.
• Ensure the highest level of customer service is provided to all customers, internally and externally.
• Support team members and confidently perform/lead other reasonable tasks/projects that utilize experience and expertise.
• Welcome challenging assignments and added responsibilities, and seek feedback on the outcomes

What We're Looking For:

• 4-year college degree with an emphasis in finance, accounting, or real estate; or equivalent relatable years of experience in finance, accounting, or real estate
• 1-3 years of equivalent work experience
• Knowledge of Investor Reporting concepts
• Strong knowledge of Microsoft Office
• Ability to maintain sensitive and confidential information
• Familiar with commercial loan terminology
• Ability to work both independently and collaboratively within a team
• High level of customer relationship management skills; looks for ways to add value beyond customers’ immediate requests
• High level of organizational skills with the ability to handle multiple tasks, assignments and prioritize to meet deadlines
• Excellent oral and written communication skills
• Strong ability to identify and analyze risk
• High level of problem-solving and decision-making skills
• High attention to detail and accuracy required
• Ability to maintain a positive attitude in all situations
• Demonstrated work ethic and willingness to work extended hours when necessary
• Ability to critically analyze processes and suggest improvements
• Remains confident and calm in the face of adversity

Northmarq offers a highly competitive benefits package including: medical, dental, vision, paid time off, 401K match and an annual discretionary contribution based on business performance, paid parental leave and adoption assistance, education assistance, volunteer paid time off, charitable contribution match and so much more!