SitusAMC

Operations

• Review loan documentation and QC loan boarding in the servicing system in accordance with boarding policies and procedures with minimal management direction
• Complete assignments for complex and/or priority clients
• Manage communication (both oral and written) with internal departments regarding various questions (both routine and exceptions) related to the proper servicing of the client’s CRE loans
• Assist with training and cross training of team members.
• Regularly review and be familiar with boarding policies and procedures
• Regularly review and be familiar with any client specific requirements
• Ensure adherence to internal policies, quality standards, and management direction while meeting contractual deliverables
• Complete and/or review various loan maintenance requests
• Demonstrate teamwork by maintaining a professional attitude, proactively assisting coworkers, as well as with special projects, and working overtime, when necessary, to meet client deadlines
• Assist with incoming and outgoing servicing transfers of loan portfolios or clients
• Assist with various operations projects and initiatives
• Board new portfolios for existing and new clients
• Support Loan Operations team in their daily responsibilities
• Assist in preparation of various ad-hoc reports
• Recommend process rationalization and efficiency initiatives affiliated with job responsibilities
• Such other activities as may be assigned by your manager

Associate, Commercial Real Estate Loan Operations

General

• Review broker price opinion reports, agent data, and appraisal reports
• Research markets with online tools
• Reconcile values for multiple types of valuation tasks; loan modifications, short sales, bulk sale reviews, foreclosure analysis, charge off analysis and other types of financial decisions needing a current asset value
• Create reports and commentary in the CAM system
• Track task completion through CAM task history
• Provide clear and high-quality value summaries for clients within a timely manner
• Pull reports and provide analysis on asset values and summaries for clients
• Possible travel for site inspection of client properties and market research
• Ability and willingness to cross train in other areas of the company
• Must read, be familiar, and be compliant with the Company’s Information Security Manual, as well as additional e-mails, policies, procedures, and directives that comprise the overall Information Security policies as they are distributed
• Such other activities as may be assigned by your manager

Specialist I – Res Valuation, Value Analysis

Business Analyst

• Supporting SailPoint: User Access Management
• Create, modify, and disable user accounts across enterprise systems and applications.
• Process access requests in accordance with established policies and approval workflows.
• Perform user onboarding, transfers, and offboarding activities.
• Maintain role-based access controls (RBAC) and user group memberships.
• Help provision and deprovision access across enterprise systems and cloud platforms.
• Identity Administration Support the administration of Active Directory, Microsoft Entra ID (Azure AD), LDAP, or similar identity platforms.
• Manage password resets, account unlocks, and Multi-Factor Authentication (MFA) enrollment.
• Assist with Single Sign-On (SSO) configuration and troubleshooting.
• Document IAM configurations, procedures, and operational processes.
• AWS Identity & Access Management Assist in creating and managing AWS IAM users, groups, roles, and policies.
• Support the implementation and maintenance of least-privilege access controls.
• Help manage IAM roles for AWS services such as EC2, Lambda, RDS, and other cloud resources.
• Troubleshoot basic AWS access issues, including permission errors, policy conflicts, and role assumption problems.
• Support access provisioning and deprovisioning within AWS environments.
• Maintain documentation of AWS IAM configurations, standards, and procedures.
• Access Governance & Compliance Conduct periodic user access reviews and certification campaigns.
• Ensure compliance with security policies, audit requirements, and regulatory standards.
• Maintain accurate documentation of access control procedures and user permissions.
• Support internal and external audits by providing access-related evidence and reports.
• Assist in monitoring privileged access and segregation of duties controls.
• Incident & Problem Management Investigate and resolve identity and access-related incidents.
• Escalate complex issues to senior IAM administrators or security teams.
• Monitor IAM systems and identify potential security concerns.
• Participate in root-cause analysis for recurring access issues.
• Reporting & Documentation Generate reports on user access, privileged accounts, and compliance metrics.
• Maintain IAM operational procedures, knowledge base articles, and process documentation.
• Track and document service requests through ticketing systems.

Analyst, Identity Access Management Administrator

Vice President

• Responsible for the overall management of a client’s portfolio once acquired
• Act as a primary point of contact for all portfolio management, servicing oversight, servicing transfer, and asset strategy
• Oversee multiple servicers, trusts, and strategic portfolio initiatives simultaneously
• Coordinate servicing transfer, operational review, remittance reconciliation, data reconciliation, and drive enhanced performance by a client’s servicer
• Collaborate with diligence and collateral services teams to define asset level strategies and curative effort post settlement
• Maintain visibility into the status of every deal by ensuring reviews are performed appropriately in the system
• Raise potential issues to management attention
• Identify performance trends and potential enhancements

VP, Asset Management

Business Intelligence Developer

• Responsible for the building, implementation, and ongoing delivery of SitusAMC’s enterprise business intelligence strategy
• Manage the processes involved in business intelligence and may manage staff
• Oversee the approach and technology to disperse critical information and insights to the organization and clients
• Partner with business and technology team members to expand the business intelligence infrastructure of operational systems, data lakes and data warehouses
• Manage the software development lifecycle of the business intelligence platform
• Advocate the usage of data and business intelligence across the organization
• Create complex t-SQL statements and stored procedures and queries to extract data
• Build dashboards, data extracts, and visualizations

Senior Business Intelligence Analyst – Tableau

• Monitor workflow to ensure staff is adequately utilized
• Manage research requests, supporting asset management team in addressing borrower, investor or 3rd party inquiries
• Train new team members
• Perform review of mortgage/deed of trust, loan agreement and/or commitment letter to determine servicing requirements as well as key requirements
• Maintain visibility into the status of daily task assignments are prepared timely, accurately, is approved by proper personnel, distributed to the appropriate client personnel with all historical reporting maintained within our system of record for audit and historical purposes
• Ability to work with Excel performing VLOOKUP, pivot, and other functions to understand and reconcile data
• Raise potential issues to management timely (e.g., staffing, performance and/or servicing standard)
• Identify performance trends and potential enhancements so such items can be analyzed and potentially incorporated into servicer’s process (e.g., servicing workflow enhancements, QC workflow enhancements, reporting automation, etc.)
• Analyze and interpret legal documents associated with escrow administration
• Review and approve procedures related to operations as assigned by senior management
• Represent the company in resolving non-compliant issues through verbal and written communication with both internal and external parties
• Periodically evaluate resources to ensure that specific goals and deadlines are achievable
• Perform QC on completed product and communicate results to team members
• Stay abreast of changes in industry standards
• Such other activities as may be assigned by your manager

VP, Loan Management

Project Manager

• Support enterprise technology projects across infrastructure and information security
• Partnering with stakeholders in the business and technology to drive projects to completion
• Define project objectives and scope
• Develop and manage project schedule and budget
• Engage with resource management to procure project team members
• Organize and lead project status and working meetings
• Prepare and update project roadmaps and progress reports

Contractor – Technology Project Manager

• Supporting CyberArk: Identity & Access Management (IAM)
• Assist in managing AWS IAM users, groups, roles, and policies.
• Support role-based access control (RBAC) implementation and maintenance for AWS services, including EC2, Lambda, and other cloud resources.
• Provision, modify, and deprovision user access across enterprise applications, cloud platforms, and infrastructure systems.
• Troubleshoot and resolve access-related issues, including permission errors, authentication failures, and role assumption problems.
• Participate in periodic user access reviews, certification campaigns, and entitlement audits.
• Identify, document, and escalate inappropriate access, policy violations, and segregation of duties concerns.
• Maintain accurate identity data, including user attributes, roles, group memberships, and entitlements across supported systems.
• Audit and maintain access controls to ensure compliance with organizational security policies, standards, and regulatory requirements.
• Assist in the administration and maintenance of CyberArk Privileged Access Management (PAM) solutions.
• Support onboarding and management of privileged accounts, service accounts, and application accounts within CyberArk.
• Assist with account discovery, password vaulting, credential rotation, and privileged session management activities.
• Monitor CyberArk platform health, password management processes, and scheduled jobs to ensure operational effectiveness.
• Troubleshoot and resolve CyberArk-related issues, including account onboarding failures, password reconciliation issues, and access request problems.
• Support privileged access request workflows, approvals, and access certifications in accordance with security policies.
• Assist in implementing and maintaining least-privilege and privileged access security controls.
• Perform periodic reviews of privileged accounts and privileged access assignments to ensure compliance with organizational standards.
• Generate and maintain CyberArk reports related to privileged account activity, password management, and compliance requirements.
• Maintain CyberArk operational documentation, procedures, and onboarding standards.
• Collaborate with infrastructure, cloud, security, and application teams to onboard systems and accounts into CyberArk.
• Assist in implementing and maintaining security controls related to identity and access management.
• Support vulnerability remediation efforts by deploying updates, patches, and corrective actions in response to identified security risks.
• Assist with audit requests and provide supporting documentation related to access management, privileged access management, and asset inventories.
• Ensure adherence to established security policies, procedures, standards, and best practices.
• Support compliance initiatives related to access governance, privileged access management, and information security controls.
• Support ServiceNow workflows related to access requests, incident management, change management, and service fulfillment.
• Create and maintain documentation for IAM and PAM processes, workflows, system configurations, operational procedures, and incident resolutions.
• Maintain accurate records of system changes, troubleshooting activities, and access management actions.
• Develop and update knowledge base articles and standard operating procedures.
• Collaborate with IT, Security, Infrastructure, Application, and Business teams to implement secure technology solutions.
• Provide technical guidance and support to team members and end users as needed.
• Communicate technical information effectively, both verbally and in writing, to technical and non-technical stakeholders.
• Plan, prioritize, and coordinate assigned tasks to meet operational objectives and project deadlines.

• This role is responsible for the overall management of an assigned loan management function within Situs Asset Management ("SAM") and will oversee daily operations and reporting obligations for our clients’ portfolios of commercial real estate loans.
• Satisfy client expectations by ensuring requirements in the servicing agreement and loan documents are executed timely and accurately; escalate issues to VPs where appropriate.
• Perform various loan management functions including but not limited to: payments, payoff requests, line advances, disbursements, file maintenance requests, recording and satisfaction of loan documents, loan collateral administration, QC of newly onboarded loan records, submission of modifications and extension requests, customer requests for information and any necessary research.
• Provide guidance to junior staff and assist upline management with special projects and assignments.
• Independently verify the accuracy and timely completion of all end-of-day work to prevent funding delays, minimize client impact, and maintain compliance with loan and servicing agreements.
• Interpret complex loan documents including mortgages, deeds of trust, loan agreements, commitment letters and servicing agreements.
• Collaborate with Vice President when guidance is required to resolve issues and ensure consistent and compliant service delivery.
• Ensure assigned tasks are performed in accordance with documented processes and procedures, comply with loan and client level contractual requirements, adhere to internal control requirements / audit standards and are completed in accordance with stated service levels and regulatory requirements.
• Support a strong risk management and control environment by adhering to company standards, collaborating effectively with internal audit stakeholders and complying with remediation efforts identified to limit future audit observations.
• Perform quality control reviews as outlined in control frameworks across loan management functions to ensure accuracy, compliance, and operational integrity.
• Escalate non-compliant issues to Supervisor and/or other loan management leadership (as appropriate) through detailed verbal and written communication.
• Support Vice President with root cause analysis to identify underlying systemic problems or training gaps and provide information as needed to assist with remediation.
• Identify potential areas for improvement by escalating inefficient or unclear processes and/or procedures to Loan Management Leadership for review.
• Promote adoption of new systems and processes through participation in change management initiatives that support senior management's vision for operational efficiency and successful client delivery.
• Support business continuity framework designed by leadership to ensure uninterrupted and compliant operations in the event of unplanned absence or other business disruption.
• Complete loan management specific training and required training hours outlined for all loan management personnel in a timely manner.
• Foster strong cross-functional collaboration and relationships with all departments and their leadership to ensure the timely and accurate delivery of work product.

AVP, Loan Management

Analyst

• Assist in arranging secured financings of loan and security investments across new and existing investments for TREC’s various investment vehicles
• Support the negotiation of terms for secured financing arrangements with a focus on matched term, non-MTM financings, including: note-on-note, syndication of senior / mezz, A / B notes, and repurchase facilities
• Manage existing financing relationships and seek to expand TREC’s financing counterparties to include money managers, regional banks, and insurance companies
• Serve as key liaison between deal and asset management teams to pledge new and existing loan collateral to financing counterparties
• Participate and produce materials for quarterly asset management discussions with lenders related to the performance of pledged collateral
• Prepare and perform complex underwriting of investments up and down the capital structure, including HRR positions
• Execute trade confirms with dealers and oversee the settlement process with the operations team
• Maintain and review for accuracy a library of UW new issue deals to potentially acquire in the secondary market
• Perform other duties, special projects, and strategic initiatives as assigned by management.

Senior Analyst – Commercial Real Estate Capital Markets

• SQC activities include identification of proper documentation for data capture
• Capture information within system or designated area
• Run embedded rules and logic against information
• Clear validations and apply exceptions as necessary
• Perform servicing QC reviews at client or counter-parties' place of business
• Review loan packages, servicing guidelines, or data files
• Perform QC Reviews for peers
• Defend audit results on client-facing phone calls
• Capture required information from documentation in designated place

Specialist I, SQC Audit Setup

Platform Engineer

• Transform client’s businesses and your own careers
• Collaborate with teams to realize opportunities

Contractor – Platform Engineer

QA Engineer

• Develop and implement comprehensive test plans, test cases, and test scripts
• Perform thorough testing of software applications
• Identify, document, and track defects and issues
• Collaborate with product owners, developers, and other stakeholders
• Conduct root cause analysis of defects and recommend corrective actions
• Participate in code reviews and provide feedback on quality and testing considerations
• Continuously evaluate and improve QA processes and tools
• Stay up to date with industry trends and best practices

Quality Assurance – Playwright

Backend Engineer

• Design, develop, and maintain software applications using best practices and industry standards
• Collaborate with product owners, technology leads, testers, and other developers to deliver high-quality software solutions
• Participate in code reviews and provide constructive feedback to peers
• Write clean, efficient, and well-documented code
• Troubleshoot and resolve software defects and issues
• Continuously improve software development processes and practices
• Stay up-to-date with emerging technologies and industry trends

Full Stack Developer – UI Focus

Product Support

• Executes on client loan accounting and investor reporting functions utilizing SBO
• Performs remittance processing functions in support of client implementation and conversion functions
• Communicates and interacts with clients via phone, email, or any other means in a prompt and professional manner as a front-line point of contact
• Provide ongoing system and business support for clients including researching and resolving production issues
• Direct loan accounting and system functionality testing to validate new development initiatives and Client execution utilizing the product.
• Recommend business process improvements based on in-depth knowledge of available products, services, and systems and experience developed working with numerous other clients
• Conduct user training and maintain and update documentation and training material in collaboration with the technology services training organization.

Associate, Commercial Real Estate Loan Operations

Specialist I – Res Valuation, Value Analysis

Analyst, Identity Access Management Administrator

VP, Asset Management

Senior Business Intelligence Analyst – Tableau

VP, Loan Management

Contractor – Technology Project Manager

Analyst, Identity Access Management Administrator

AVP, Loan Management

Senior Analyst – Commercial Real Estate Capital Markets

Specialist I, SQC Audit Setup

Contractor – Platform Engineer

Quality Assurance – Playwright

Full Stack Developer – UI Focus

Loan Remittance and Product Support