Investor Reporting Associate - Commercial Real Estate - Associate
Plano, TX, USA
Bring your expertise to JPMorgan Chase. As part of Commercial Banking Risk, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Commercial Banking Risk is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As an Investor Reporting Associate within the Servicing and Asset Management team, you will focus on multifamily, commercial, affordable, and structured loans, such as mortgaged-backed securities. In this role, you will collaborate with agencies like Fannie Mae and Freddie Mac, as well as master servicers, to ensure adherence to reporting and remitting requirements. You will also participate in and oversee projects. Ideal candidates have a background in investor reporting accounting, with experience in multifamily or commercial mortgage loan servicing. Strong attention to detail, effective communication skills, and the ability to meet strict deadlines are essential. This position offers the opportunity to apply your expertise in a supportive and motivating environment.
Job Responsibilities:
- Prepare cash reporting and remittances to investors, including Fannie Mae and Freddie Mac.
- Ensure accurate and timely submission of investor reports, including those for Fannie Mae, Freddie Mac and master servicers, and support other reporting activities, such as reconciliations and loan sales processing.
- Ensure compliance with agency guides, servicing agreements, and key dates/terms from servicing contracts, addressing exceptions as needed.
- Adhere and understand to internal policies and procedures, process controls, quality standards, and management directives while meeting contractual obligations to investor clients and external parties.
- Stay current with rapidly evolving, fast-paced business initiatives and adapt quickly to shifting priorities.
- Develop a strong understanding of the broader business context and how team deliverables align to overall objectives and outcomes.
- Research and summarize results to respond comprehensively to inquiries from investors, auditors, rating agencies, and other stakeholders.
- Maintain strong investor relations and interact effectively with internal and external customers.
- Document and maintain procedures for responsible tasks.
- Assume additional responsibilities as needs change and opportunities arise.
Required qualifications, capabilities and skills
- Minimum of 3 years of experience in investor reporting and/or commercial loan servicing activities.
- Strong attention to detail and accuracy.
- Excellent business communication skills and ability to collaborate effectively with internal departments.
- Ability to multitask and manage competing deadlines with minimal supervision.
- Proficient in Excel, with experience using multiple formulas and functions.
Preferred qualification, capabilities and skills
- Bachelor’s degree in Business, Accounting, or equivalent work experience.
- Strong understanding of the CREFC Investor Reporting Package (IRP).
- Familiarity with Fannie Mae and Freddie Mac Multifamily Servicing Guides and systems, such as CESIR, eServicing, and MyOptigo.
- Experience with Strategy, McCracken’s loan servicing system.
- Proficient in Microsoft Office, including Word, Excel, Access, and PowerPoint.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
Join JPMorgan Chase as an Investor Reporting Associate, ensuring compliance with investor remitting and reporting requirements.