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2 Days AgoSaved
In-Office
Boston, MA, USA
80K-90K Annually
Junior
80K-90K Annually
Junior
Fintech
Manages asset management portfolio processes, financial calendars, compliance documentation, tax and audit workflows, system enhancements, reporting, mailings, and invoice processing. Coordinates cross-functional projects with Tax, IT, accountants, general partners, and management companies. Trains temporary staff, identifies process inefficiencies, implements procedural improvements, and supports special projects while maintaining data quality and service standards.
Top Skills: ExcelMS OfficeMicrosoft PowerpointMicrosoft Word
2 Days AgoSaved
In-Office or Remote
4 Locations
95K-115K Annually
Senior level
95K-115K Annually
Senior level
Fintech
Manages insurance compliance reviews for commercial real estate loan portfolios, including policy documentation, third-party reports, flood determinations, premiums, waivers, and remediation of non-compliant coverage. Maintains lender and investor requirements, monitors deadlines, supports audits, and communicates with borrowers, agents, and internal stakeholders. Provides leadership, training, quality checks, workflow assistance, and direction to junior analysts while ensuring accurate and timely servicing operations.
Top Skills: MS OfficeServicing System
8 Days AgoSaved
In-Office
Boston, MA, USA
70K-90K Annually
Junior
70K-90K Annually
Junior
Fintech
Supports equity underwriters and originators in affordable housing LIHTC investment deals. Responsibilities include reviewing opportunities, preparing investment models and deal summaries, supporting investment committee packages, conducting financial and market analysis, coordinating due diligence with third parties, and assisting with closings. The role requires strong Excel and financial analysis skills, attention to detail, communication, organization, and the ability to manage multiple projects in a fast-paced environment.
Top Skills: Low Income Housing Tax Credit (Lihtc)ExcelMS Office
15 Days AgoSaved
In-Office
Dallas, TX, USA
Senior level
Senior level
Fintech
Manage technical accounting and policy for the company and subsidiaries, including transaction research, acquisitions, divestitures, new accounting guidance, and US GAAP reporting. Coordinate accounting conclusions across satellite offices, review technical memoranda, and collaborate with internal and external auditors. The role requires CPA certification, extensive accounting experience, strong US GAAP expertise, and the ability to manage multiple deadlines in a fast-changing environment.
Top Skills: CeclIfrsUs Gaap
21 Days AgoSaved
In-Office
2 Locations
70K-90K Annually
Entry level
70K-90K Annually
Entry level
Fintech
Participate in a 12-month analyst development program focused on commercial real estate, credit analysis, and finance. Perform transaction financial analysis, prepare credit profiles, mortgage insurance applications, presentations, pitch books, and related materials. Support originators and underwriters throughout due diligence and deal execution, interact with internal and external stakeholders, and contribute to strategic initiatives. Participants must be based in New York City or Columbus, Ohio, with potential permanent placement across production, credit, or asset management.
Top Skills: ExcelMS Office
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Reposted 23 Days AgoSaved
In-Office or Remote
2 Locations
95K-120K Annually
Senior level
95K-120K Annually
Senior level
Fintech
Coordinate and manage multifamily loan transactions from application through rate lock, closing, funding, and post-closing delivery for agency and bridge products. Prepare commitments, funding packages, and closing documents; coordinate with borrowers, title, counsel, warehouse lenders, and agencies; maintain transaction records, resolve issues, ensure compliance with investor/agency/warehouse requirements, and support process improvements.
Top Skills: Adobe Acrobat/PdfDocwayFannie Mae C&DHyperionExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft WordMidas
Reposted 26 Days AgoSaved
In-Office
2 Locations
100K-130K Annually
Senior level
100K-130K Annually
Senior level
Fintech
Lead end-to-end execution of CRE loan closings and funding, coordinating Credit, Legal, Treasury, Asset Management and Capital Markets. Manage closing timelines, documentation, settlement reconciliation, funding packages, post-close deliverables, loan boarding, vendor/contracts, and support securitization and investor materials. Drive system/process improvements, maintain audit-ready records, and support technology implementations and integrations.
28 Days AgoSaved
In-Office
Columbus, OH, USA
Mid level
Mid level
Fintech
Coordinates corporate conferences, client events, webinars, and related marketing initiatives. Manages event logistics, vendors, venues, timelines, budgets, promotional inventory, company store operations, memberships, sponsorship deliverables, attendee communications, and post-event reporting. Supports website, intranet, social media, and compliance activities while maintaining project plans and stakeholder communications. Requires strong organization, communication, detail management, and the ability to coordinate in-person, virtual, and hybrid events.
Top Skills: CventGreenvelopeHubspotExcelMS OfficeMicrosoft PowerpointMicrosoft TeamsSalesforceSharepointSmartsheetWordpress
One Month AgoSaved
In-Office
New York, NY, USA
150K-185K Annually
Senior level
150K-185K Annually
Senior level
Fintech
Lead firm-level investor relations for securitized credit, managing marketing collateral, RFP/DDQ responses, onboarding/KYC, investor portal administration, compliance coordination, and cross-functional process improvements to scale institutional investor experience.
Top Skills: EvestmentExcelIntralinksJuniper SquarePowerPointPreqinSalesforce
Reposted One Month AgoSaved
In-Office
3 Locations
Senior level
Senior level
Fintech
Oversees investor reporting and remittance processing for assigned loan portfolios, ensuring compliance with CREFC guidelines and servicing agreements. Reviews and reconciles loan and investor data, approves remittances, prepares industry-standard reports, supports audits (RegAB, SOX), coordinates with asset management/capital markets/payments/technology teams, mentors associates, and performs bank reconciliations and wire/ACH requests.
Top Skills: Mccracken StrategyMS OfficeMortgage Servicing Platforms
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