Analyst - Transaction Management
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About The Position
The Transactions Management Analyst will be responsible for a wide variety of work undertaken by the Transactions Team as assigned, processing high-level Transfers, Routine Consents, and Construction Draws involving Fannie Mae, Freddie Mac, and Master Servicers as Lenders. This position requires a self-starter who is highly motivated to work independently and within a team-driven environment. The individual will be required to pivot across workflows in a high-volume, high-paced environment, where quality and delivery are key to workflows and scalability. Essential functions of the role include managing a heavy volume of transfer requests, which involves working with Borrowers, new Clients, Lenders, and attorneys to process and close transfer transactions. Responsibilities include setting up files, creating tracking items on JLL and Lender systems, engaging legal, ordering reports, and following up on issues. The analyst will prepare due diligence checklists and collect all due diligence materials for underwriting of the Transfer, updating tracking sheets across 20-40+ deals in the pipeline at a time. The role also involves reviewing all due diligence for completeness and conducting weekly follow-ups with clients, including hosting calls to discuss and review due diligence materials. The analyst will complete the Freddie Mac Early Indication process, coordinate collection and Freddie Approval, draft Early Indication Notices to Buyers/Sellers, and review and complete credit reports and searches to assess risk. Additionally, the role requires reviewing financial statements, SREO, and inputting resulting data into Transfer workbooks, as well as analyzing and preparing repair exhibits based on 3rd party reports for PCR and Phase I. The analyst will also manage the due diligence tracking sheet, keeping JLL and Lender systems up to date, assist with underwriting packet submissions to Lenders, and prepare closing invoices, statements, and transactions. Furthermore, the analyst will be responsible for managing the Transfer pipeline/tracking and teamwork progress, processing routine Borrower-related consent requests, and monitoring construction progress for affordable rehab loans. This includes reviewing construction monitoring reports, assessing risk, disbursing draws, and managing Borrower relationships throughout the construction period. The analyst will frequently interact with Loan Officers, Bridge Loan Lenders, Equity Investors, and Trustees to facilitate draw processing, evaluate construction draw/disbursement packages, and prepare modifications/extensions as needed. The role also involves providing support to the Transaction Team and being a resource to the Asset Management Team, interacting routinely with leadership, clients, producers, lenders, and counsel in conjunction with the daily oversight and management of consent requests, and periodically undertaking special request projects as assigned by the team leader or manager.
