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Analyst - Transaction Management
Tampa, FL
Job Description
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, Routine Consents and Construction Draws involving Fannie Mae, Freddie Mac and Master Servicers as Lenders. The position requires a self-starter highly motivated to work independently and within a Team driven environment. The individual, will be required to pivot from/across workflows, in a high volume, high pace environment, where quality and delivery are key to workflows and scalability.
Essential Functions:
As assigned, manage a heavy volume of transfer request, that will include working with Borrowers, new Clients, Lenders and attorneys to process and close a transfer transaction.Setting up of files, create tracking items on JLL and Lender systems
Engaging legal, ordering reports and follow up on issues
Preparation of due diligence checklist and collection of all due diligence materials for underwriting of the Transfer and updating tracking sheets across 20-40+ deals in pipeline at a time
Review of all due diligence for completeness and weekly follow up with client, including hosting calls to discuss and review due diligence materials
Complete Freddie Mac Early Indication process, coordinate collection and Freddie ApprovalDraft Early Indication Notices to Buyer/Seller
Review and complete credit reports and searches, verification of mortgage to assess risk
Review financial statements, SREO and input resulting data into Transfer workbooks
Review 3rd party reports for PCR and Phase I, analyze and prepare repair exhibits.
Narrative write up to analyze loan history, markets, historical property operations, 3rd party report review/risk and assessment write up.
Management Company review and narrative write up.
Order site inspections, track, pay invoice and engage the insurance review
Maintain the due diligence tracking sheet, and keeping JLL and Lender systems up to date
Assisting with underwriting packet submissions to Lenders
Preparation of Closing invoices, statements and closing transaction
Responsible to manage Transfer pipeline/tracking and Team-work progress.
Process routine Borrower related consent request, to engage, collect due diligence, review, write up, obtain Lender consent, approve and close out the request.
As assigned, monitors construction progress for affordable rehab loans, required to review construction monitoring reports, spread draws, assess risk, disburse draws and at a high level manage Borrower relationships through the construction period. Frequently will be in contact with Loan Officers, Bridge Loan Lenders, Equity Investors, Trustees to facilitate the draw processing. Evaluates construction draw/disbursement packages to determine if Lender requirements for funding are satisfied. Prepare modifications/extensions as needed.
Provide support to the Transaction Team and be a resource to the Asset Management Team.
Interact routinely with leadership, clients, producers, lenders and counsel in conjunction with the daily oversight and management of consent requests
Periodically undertake special request projects
Other duties as deemed necessary and assigned by team leader and/or manager
Required skills: Undergraduate degree preferred with a minimum of 1-3 years in Real Estate, Paralegal, Finance, Accounting, Business or equivalent work experience. Proficiency in Microsoft Office, with strong writing skills and proficiency in excel. Position requires a self-starter who can work independently, able to multitask and manage deadlines, recognize and mitigate risk, be detailed oriented and provide strong customer service (written and verbal).
Qualifications:
Knowledge in Multifamily Loan Servicing and commercial real estate, a plus
Background in Fannie Mae, Freddie Mac Multifamily real estate, a plus
Must be proficient in Microsoft Excel and Word, a must
Strong math, verbal, writing and organizational skills, a must
Exceptional time management skills, with ability to perform under demanding deadlines, multitasking and working on a high work volume delivery environment
Ability to deal directly with clients and lenders in a professional manner, work independently and in a team environment
Bachelor degree in a related field
Ability to self audit, with excellent attention to detail required
#LI-EL
JLL Is an Equal Opportunity Employer JLL is committed to developing and maintaining a diverse workforce. JLL strongly believes in equal opportunity extended to all individuals in all aspects of the employment relationship, including recruitment, hiring, training, promotion, transfer, discipline, layoff, recall and termination without regard to race, color, religion, belief, creed, age, sex, pregnancy or maternity (including childbirth and related conditions), family responsibility (e.g. child care, elder care), nationality, ethnic or national origin or ancestry, citizenship, marital status, civil partner status, sexual orientation, gender identity or expression, transgender status, veteran’s status, genetic information, trade union membership, social position, political view or status as a qualified individual with a disability, protected leave status or any other protected characteristic in accordance with applicable law. The company also endeavors to make reasonable accommodations for known physical or mental limitations of otherwise qualified employees and applicants with disabilities unless the accommodations would impose an undue hardship on the operation of our business and ensures that employment decisions are based only on valid job requirements.
Essential Functions:
As assigned, manage a heavy volume of transfer request, that will include working with Borrowers, new Clients, Lenders and attorneys to process and close a transfer transaction.Setting up of files, create tracking items on JLL and Lender systems
Engaging legal, ordering reports and follow up on issues
Preparation of due diligence checklist and collection of all due diligence materials for underwriting of the Transfer and updating tracking sheets across 20-40+ deals in pipeline at a time
Review of all due diligence for completeness and weekly follow up with client, including hosting calls to discuss and review due diligence materials
Complete Freddie Mac Early Indication process, coordinate collection and Freddie ApprovalDraft Early Indication Notices to Buyer/Seller
Review and complete credit reports and searches, verification of mortgage to assess risk
Review financial statements, SREO and input resulting data into Transfer workbooks
Review 3rd party reports for PCR and Phase I, analyze and prepare repair exhibits.
Narrative write up to analyze loan history, markets, historical property operations, 3rd party report review/risk and assessment write up.
Management Company review and narrative write up.
Order site inspections, track, pay invoice and engage the insurance review
Maintain the due diligence tracking sheet, and keeping JLL and Lender systems up to date
Assisting with underwriting packet submissions to Lenders
Preparation of Closing invoices, statements and closing transaction
Responsible to manage Transfer pipeline/tracking and Team-work progress.
Process routine Borrower related consent request, to engage, collect due diligence, review, write up, obtain Lender consent, approve and close out the request.
As assigned, monitors construction progress for affordable rehab loans, required to review construction monitoring reports, spread draws, assess risk, disburse draws and at a high level manage Borrower relationships through the construction period. Frequently will be in contact with Loan Officers, Bridge Loan Lenders, Equity Investors, Trustees to facilitate the draw processing. Evaluates construction draw/disbursement packages to determine if Lender requirements for funding are satisfied. Prepare modifications/extensions as needed.
Provide support to the Transaction Team and be a resource to the Asset Management Team.
Interact routinely with leadership, clients, producers, lenders and counsel in conjunction with the daily oversight and management of consent requests
Periodically undertake special request projects
Other duties as deemed necessary and assigned by team leader and/or manager
Required skills: Undergraduate degree preferred with a minimum of 1-3 years in Real Estate, Paralegal, Finance, Accounting, Business or equivalent work experience. Proficiency in Microsoft Office, with strong writing skills and proficiency in excel. Position requires a self-starter who can work independently, able to multitask and manage deadlines, recognize and mitigate risk, be detailed oriented and provide strong customer service (written and verbal).
Qualifications:
Knowledge in Multifamily Loan Servicing and commercial real estate, a plus
Background in Fannie Mae, Freddie Mac Multifamily real estate, a plus
Must be proficient in Microsoft Excel and Word, a must
Strong math, verbal, writing and organizational skills, a must
Exceptional time management skills, with ability to perform under demanding deadlines, multitasking and working on a high work volume delivery environment
Ability to deal directly with clients and lenders in a professional manner, work independently and in a team environment
Bachelor degree in a related field
Ability to self audit, with excellent attention to detail required
#LI-EL
JLL Is an Equal Opportunity Employer JLL is committed to developing and maintaining a diverse workforce. JLL strongly believes in equal opportunity extended to all individuals in all aspects of the employment relationship, including recruitment, hiring, training, promotion, transfer, discipline, layoff, recall and termination without regard to race, color, religion, belief, creed, age, sex, pregnancy or maternity (including childbirth and related conditions), family responsibility (e.g. child care, elder care), nationality, ethnic or national origin or ancestry, citizenship, marital status, civil partner status, sexual orientation, gender identity or expression, transgender status, veteran’s status, genetic information, trade union membership, social position, political view or status as a qualified individual with a disability, protected leave status or any other protected characteristic in accordance with applicable law. The company also endeavors to make reasonable accommodations for known physical or mental limitations of otherwise qualified employees and applicants with disabilities unless the accommodations would impose an undue hardship on the operation of our business and ensures that employment decisions are based only on valid job requirements.
Job Summary
Company
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Education
Bachelor's Degree
Required Experience
Open
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