Communicate directly with borrowers and legal counsel to gather documentation, clarify request details, and facilitate the consent review process
Assist with the preparation of consents packages for submission
Create reports and dashboards related to consent activity, borrower submissions, and processing timelines
Update portfolio databases (Salesforce, Rockport, Enterprise, Agency Systems, etc.)
Organize and maintain Asset Management electronic records (contact database, consent files, reports)
Maintain accurate digital records of consent submissions, approvals, and required supporting documentation
Communicate with clients to determine appropriate loan arrangements as needed
Perform other duties as assigned

Bachelor's degree in economics, business, finance, or a related field or equivalent experience strongly preferred
Previous experience in the real estate industry is preferred
Computer skills including MS Outlook, MS Excel, and experience with database software
Demonstrated analytical and quantitative skills with the ability to evaluate data quickly and present information in a coherent manner
Strong written and verbal communication skills
Legal document, title, and survey knowledge is a plus
Ability to show ownership of your work, take on challenges and acknowledge growth opportunities, and demonstrate patience when learning new processes
Courtesy, respect, and thoughtfulness in teaming with colleagues and other stakeholders
Ability to travel and operate a motor vehicle

Up to 83% subsidized medical payroll deductions
Competitive dental and vision benefits
401(k) + match
Pre-tax transit and commuting benefits
A robust health and wellness program – earn cash rewards and gain access to resources that promote health, engagement, and balance
Paid maternity and parental leave, as well as other family paid leave programs
Company-paid life, short and long-term disability insurance
Health Savings Account and Healthcare and Dependent Care Flexible Spending
Career development opportunities
Empowerment and encouragement to give back – volunteer hours and donation matching

Financial Analyst, Transactions

Key skills