AXA
Real Estate Asset Management Analyst
AXA, Alpharetta, Georgia, United States, 30239
Job
Pur
pose
The Asset Management Group is responsible for managing privately-placed commercial real estate debt (commercial mortgages, mezzanine loans, and B-notes) on behalf of its clients. The position will focus on financial modeling and analysis, asset valuation, asset and market due diligence, processing borrower requests and other special projects.
Key Accountabilities
Process borrower requests and prepare draft case recommendations for Asset Manager review including requests for loan modifications, loan assumptions, easements, casualty and condemnation awards, future advances, reserve disbursements, lease and SNDA reviews, partial releases, property manager changes, and loan payoffs.
Interface with third-party loan servicer and Borrower to monitor loan status and process Borrower requests.
Review and abstract loan documents for newly closed loans.
Manage and update a pipeline report detailing status of active borrower requests, loan tickler dates, springing reserve dates, and post-closing obligations.
Monitor a monthly watch list report to identify assets triggering watchlist hurdles. For assets identified as high risk/low rated, provide a monthly updated summary of property financial performance, market performance, and expected outcome/resolution for asset including any projected losses.
Prepare drafts of annual loan summary reports for Asset Manager review which include a collateral summary, loan terms summary, property condition review, market analysis, overview of tenancy, summary of sponsorship, a re-underwriting of loan collateral, notable investment risks and expected performance of loan.
Review property and guarantor annual financial reporting packages and prepare summary reports for Asset Manager review.
Review borrower construction loan draw requests and prepare loan funding packages for Asset Manager Review.
Assist Asset Manager in underwriting refinances of existing loans.
Conduct annual physical inspections of loan collateral and prepare inspection reports.
Prepare ad hoc analyses at the direction of the Asset Manager.
Pur
pose
The Asset Management Group is responsible for managing privately-placed commercial real estate debt (commercial mortgages, mezzanine loans, and B-notes) on behalf of its clients. The position will focus on financial modeling and analysis, asset valuation, asset and market due diligence, processing borrower requests and other special projects.
Key Accountabilities
Process borrower requests and prepare draft case recommendations for Asset Manager review including requests for loan modifications, loan assumptions, easements, casualty and condemnation awards, future advances, reserve disbursements, lease and SNDA reviews, partial releases, property manager changes, and loan payoffs.
Interface with third-party loan servicer and Borrower to monitor loan status and process Borrower requests.
Review and abstract loan documents for newly closed loans.
Manage and update a pipeline report detailing status of active borrower requests, loan tickler dates, springing reserve dates, and post-closing obligations.
Monitor a monthly watch list report to identify assets triggering watchlist hurdles. For assets identified as high risk/low rated, provide a monthly updated summary of property financial performance, market performance, and expected outcome/resolution for asset including any projected losses.
Prepare drafts of annual loan summary reports for Asset Manager review which include a collateral summary, loan terms summary, property condition review, market analysis, overview of tenancy, summary of sponsorship, a re-underwriting of loan collateral, notable investment risks and expected performance of loan.
Review property and guarantor annual financial reporting packages and prepare summary reports for Asset Manager review.
Review borrower construction loan draw requests and prepare loan funding packages for Asset Manager Review.
Assist Asset Manager in underwriting refinances of existing loans.
Conduct annual physical inspections of loan collateral and prepare inspection reports.
Prepare ad hoc analyses at the direction of the Asset Manager.