Analyst - Transactions

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Description: The Transactions Management Analyst will be responsible for a wide variety of work undertaken by the Transactions Team as assigned, processing high-level Transfers, and Routine Consents involving Fannie Mae, Freddie Mac, and Master Servicers as Lenders. The 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, fast-paced environment, where quality and delivery are key to workflow efficiency and scalability.

Essential Functions:

• As assigned, manage a heavy volume of Transfer requests, that will include working with Borrowers, new Clients, Lenders, and attorneys to process and close a Transfer transaction.
• Set up files and create tracking items on JLL and Lender systems.
• Engage legal counsel, order third-party reports, and follow up on issues.
• Prepare due diligence checklists and collect all due diligence materials for underwriting of the Transfer, updating tracking sheets across 15+ deals in the pipeline at a time.
• Review all due diligence for completeness and conduct weekly follow-ups with Clients, including hosting calls to discuss and review due diligence materials.
• Review and complete credit reports, searches, and verification of mortgages to assess risk.
• Review financial statements and SREOs and input resulting data into Transfer workbooks.
• Review third-party reports including Property Condition Reports and Phase I Environmental Site Assessments, analyze and prepare repair exhibits.
• Analyze loan history, markets, historical property operations, and third-party reports to assess risk and complete narrative write ups.
• Conduct Management Company reviews and narrative write ups.
• Order site inspections, track reports, pay invoices and engage insurance reviews.
• Maintain due diligence tracking sheets and keep JLL and Lender systems up to date.
• Assist with underwriting packet submissions to Lenders.
• Prepare closing invoices, review closing statements and facilitate closings.
• Manage Transfer pipeline/tracking and team progress.
• Process routine Borrower consent requests including engagement, collecting due diligence, reviewing, completing narrative write up, obtaining Lender consent, issuing approvals and closing out the request.
• Responsible for HMDA Reporting.
• Provide support to the Transaction Team and serve as a resource to the Asset Management Team.
• Interact routinely with Leadership, Clients, Loan Officers, Lenders, and legal counsel in conjunction with the daily oversight and management of consent requests.
• Periodically undertake special request projects.
• Perform other duties as deemed necessary and assigned by team leader and/or manager.

Required Skills: Undergraduate degree preferred or a minimum of 3-5 years of experience in Real Estate, Paralegal, Finance, Accounting, Business, or equivalent work experience. Proficiency in Microsoft Office, including Microsoft Excel and Word, with strong writing skills is required. The position requires a self-starter who can work independently, is able to multitask and manage deadlines, recognize and mitigate risk, is detailed-oriented, and provides strong customer service (both written and verbal).

Qualifications:

• Knowledge of Multifamily Loan Servicing and Commercial Real Estate, a plus
• Background in Fannie Mae and Freddie Mac Multifamily Real Estate, a plus
• Proficiency in Microsoft Excel and Word
• Strong math, verbal, writing, and organizational skills
• Exceptional time management skills, with the ability to perform under demanding deadlines, multitask, and work in a high-volume delivery environment
• Ability to interact directly with Clients and Lenders in a professional manner; work independently and in a team environment
• Bachelor's degree in a related field
• Ability to self-audit, with excellent attention to detail

Estimated total compensation for this position:

The total compensation range is an estimate and not guaranteed. An employment offer is based on an applicant's education, experience, skills, abilities, geographic location, internal equity and alignment with market data .

Location:

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If this job description resonates with you, we encourage you to apply, even if you don't meet all the requirements. We're interested in getting to know you and what you bring to the table!

Personalized benefits that support personal well-being and growth:

JLL recognizes the impact that the workplace can have on your wellness, so we offer a supportive culture and comprehensive benefits package that prioritizes mental, physical and emotional health. Some of these benefits may include:

• 401(k) plan with matching company contributions

• Comprehensive Medical, Dental & Vision Care

• Paid parental leave at 100% of salary

• Paid Time Off and Company Holidays

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