JLL
Analyst - Transaction Management
JLL, Tampa, Florida, us, 33646
JLL empowers you to shape a brighter way .Our people at JLL and JLL Technologies are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you’ve got deep experience in commercial real estate, skilled trades or technology, or you’re looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward.The Transactions Management Analyst will be responsible for a wide variety of work undertaken by the Transactions Team as assigned, processing high level Transfers, Routine Consents and Construction Draws involving Fannie Mae, Freddie Mac and Master Servicers as Lenders. The position requires a self-starter highly motivated to work independently and within a Team driven environment. The individual will be required to pivot from/across workflows, in a high volume, high pace environment, where quality and delivery are key to workflows and scalability.Essential Functions:Manage a heavy volume of transfer requests, including working with Borrowers, new Clients, Lenders and attorneys to process and close a transfer transaction.
Setting up of files, creating tracking items on JLL and Lender systemsEngaging legal, ordering reports and following up on issuesPreparation of due diligence checklist and collection of all due diligence materials for underwriting of the Transfer and updating tracking sheets across 20-40+ deals in pipeline at a timeReview of all due diligence for completeness and weekly follow up with client, including hosting calls to discuss and review due diligence materialsComplete Freddie Mac Early Indication process, coordinate collection and Freddie Approval
Draft Early Indication Notices to Buyer/Seller
Review and complete credit reports and searches, verification of mortgage to assess riskReview financial statements, SREO and input resulting data into Transfer workbooksReview 3rd party reports for PCR and Phase I, analyze and prepare repair exhibits.Narrative write up to analyze loan history, markets, historical property operations, 3rd party report review/risk and assessment write up.Management Company review and narrative write up.Order site inspections, track, pay invoice and engage the insurance reviewMaintain the due diligence tracking sheet, and keep JLL and Lender systems up to dateAssist with underwriting packet submissions to LendersPreparation of Closing invoices, statements and closing transaction
Manage Transfer pipeline/tracking and Team-work progress.Process routine Borrower related consent requests, to engage, collect due diligence, review, write up, obtain Lender consent, approve and close out the request.Monitor construction progress for affordable rehab loans, review construction monitoring reports, spread draws, assess risk, disburse draws and manage Borrower relationships through the construction period.Provide support to the Transaction Team and be a resource to the Asset Management Team.Interact routinely with leadership, clients, producers, lenders and counsel in conjunction with the daily oversight and management of consent requests.Periodically undertake special request projects.Other duties as deemed necessary and assigned by team leader and/or manager.Required Skills:
Undergraduate degree preferred with a minimum of 1-3 years in Real Estate, Paralegal, Finance, Accounting, Business or equivalent work experience. Proficiency in Microsoft Office, with
strong writing skills and proficiency in Excel . Position requires a self-starter who can work independently, able to multitask and manage deadlines, recognize and mitigate risk, be detail-oriented and provide strong customer service (written and verbal).Qualifications:Knowledge in Multifamily Loan Servicing and commercial real estate, a plusBackground in Fannie Mae, Freddie Mac Multifamily real estate, a plusMust be proficient in Microsoft Excel and Word, a mustStrong math, verbal, writing and organizational skills, a mustExceptional time management skills, with ability to perform under demanding deadlines, multitasking and working in a high work volume delivery environmentAbility to deal directly with clients and lenders in a professional manner, work independently and in a team environmentBachelor's degree in a related fieldAbility to self-audit, with excellent attention to detail requiredLocation:
On-site – Tampa, FLIf this job description resonates with you, we encourage you to apply, even if you don’t meet all the requirements. We’re interested in getting to know you and what you bring to the table!Personalized Benefits:401(k) plan with matching company contributionsComprehensive Medical, Dental & Vision CarePaid parental leave at 100% of salaryPaid Time Off and Company Holidays
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Setting up of files, creating tracking items on JLL and Lender systemsEngaging legal, ordering reports and following up on issuesPreparation of due diligence checklist and collection of all due diligence materials for underwriting of the Transfer and updating tracking sheets across 20-40+ deals in pipeline at a timeReview of all due diligence for completeness and weekly follow up with client, including hosting calls to discuss and review due diligence materialsComplete Freddie Mac Early Indication process, coordinate collection and Freddie Approval
Draft Early Indication Notices to Buyer/Seller
Review and complete credit reports and searches, verification of mortgage to assess riskReview financial statements, SREO and input resulting data into Transfer workbooksReview 3rd party reports for PCR and Phase I, analyze and prepare repair exhibits.Narrative write up to analyze loan history, markets, historical property operations, 3rd party report review/risk and assessment write up.Management Company review and narrative write up.Order site inspections, track, pay invoice and engage the insurance reviewMaintain the due diligence tracking sheet, and keep JLL and Lender systems up to dateAssist with underwriting packet submissions to LendersPreparation of Closing invoices, statements and closing transaction
Manage Transfer pipeline/tracking and Team-work progress.Process routine Borrower related consent requests, to engage, collect due diligence, review, write up, obtain Lender consent, approve and close out the request.Monitor construction progress for affordable rehab loans, review construction monitoring reports, spread draws, assess risk, disburse draws and manage Borrower relationships through the construction period.Provide support to the Transaction Team and be a resource to the Asset Management Team.Interact routinely with leadership, clients, producers, lenders and counsel in conjunction with the daily oversight and management of consent requests.Periodically undertake special request projects.Other duties as deemed necessary and assigned by team leader and/or manager.Required Skills:
Undergraduate degree preferred with a minimum of 1-3 years in Real Estate, Paralegal, Finance, Accounting, Business or equivalent work experience. Proficiency in Microsoft Office, with
strong writing skills and proficiency in Excel . Position requires a self-starter who can work independently, able to multitask and manage deadlines, recognize and mitigate risk, be detail-oriented and provide strong customer service (written and verbal).Qualifications:Knowledge in Multifamily Loan Servicing and commercial real estate, a plusBackground in Fannie Mae, Freddie Mac Multifamily real estate, a plusMust be proficient in Microsoft Excel and Word, a mustStrong math, verbal, writing and organizational skills, a mustExceptional time management skills, with ability to perform under demanding deadlines, multitasking and working in a high work volume delivery environmentAbility to deal directly with clients and lenders in a professional manner, work independently and in a team environmentBachelor's degree in a related fieldAbility to self-audit, with excellent attention to detail requiredLocation:
On-site – Tampa, FLIf this job description resonates with you, we encourage you to apply, even if you don’t meet all the requirements. We’re interested in getting to know you and what you bring to the table!Personalized Benefits:401(k) plan with matching company contributionsComprehensive Medical, Dental & Vision CarePaid parental leave at 100% of salaryPaid Time Off and Company Holidays
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