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Bellwether3 weeks ago

Associate, Investor Reporting (Commercial Real Estate)

On-site · Dallas, Texas, United States

Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Unknown

Job Summary

Analyst, CRE Investor Reporting will prepare monthly reports, reconcile remittance accounts, investigate and resolve discrepancies, and support audits. The role includes guiding and training junior team members, creating process documentation, and building automated, scalable remittance workflows. Strong Excel skills and familiarity with CRE loan servicing software are essential for producing timely, compliant investor reporting and responding to inquiries while meeting strict deadlines.

Required Qualifications

  • Bachelor’s degree in Business Administration, Finance, or related field
  • Minimum of 3+ years of investor reporting experience in commercial mortgage servicing
  • Proficiency with Excel and CRE loan servicing software; Strategy servicing software valued but not required

Additional Requirements

  • Eligibility to work in the United States
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Bellwether

Associate, Investor Reporting (Commercial Real Estate)

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