Analyst

• Complete and evaluate quarterly and annual financial statements according to JLL REC standards and Fannie Mae guidelines.
• Collaborate with clients to address financial discrepancies and operational questions about properties.
• Conduct on-site property inspections both locally and out-of-state.
• Review and approve Third Party Inspection Reports.
• Issue deferred maintenance notifications to Borrowers and track resolution progress.
• Evaluate and process various escrow release requests, including replacement reserves, repair reserves, and insurance claims.
• Attend Asset Management meetings and Agency conference calls to stay current with process changes or new implementations.
• Process new loan intake, review loan documentation, and create records in the Asset Management system.
• Research market conditions including sales comparables, lease comparables, and economic indicators.
• Develop and submit loan Action Plans and Risk Reports to Fannie Mae when required.
• Support Management Change requests with guidance from Asset Managers or Senior Leadership.
• Actively monitor and manage risk for assigned loan portfolio.
• Review and analyze third-party reports including property condition assessments, engineering reports and property appraisals.
• Create Watchlist reports and present findings to leadership as needed.
• Support other JLL Servicing/Asset Management teams as required.
• Actively monitor all aspects of property level risk using both internal and external sources for your assigned portfolio of Fannie Mae loans.
• Provide excellent customer service to external and internal clients, including Borrowers, by providing prompt responses to inquiries and being the primary point of contact to Borrowers.
• Review the onboarding of new loans into our primary Servicing system.

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