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Owns BI partnership and reporting for Innovation, translating leadership needs into dashboards, insights, and executable reporting plans. Maintains data accuracy, surfaces trends, automates reporting efficiency, supports operating rhythms, and ensures timely, comms‑ready outputs.

The Associate Director will oversee operational management, ensure process efficiencies, and lead team initiatives to enhance company growth and effectiveness.

The Associate Director will analyze financial data and market trends in Commercial Real Estate, build client relationships, and assist with sales presentations.

Own BI partnership and reporting for Innovation: translate leadership needs into executable reporting plans, build and maintain dashboards and executive views, surface insights, automate/reporting efficiencies, support operating rhythms, and communicate results to stakeholders.

Support multifamily investment sales through complex financial modeling, underwriting, and quantitative analysis. Prepare institutional-quality marketing collateral, conduct market research and due diligence, maintain deal databases, present analyses internally and externally, and collaborate with the team to craft deal strategies and deliver clear data visualizations.

Lead deal analysis and underwriting for multifamily investment sales across Southern California. Produce institutional-quality marketing collateral, perform market research, communicate with clients and investors, mentor junior staff, and drive analytical process improvements and transaction due diligence.

Lead treasury, banking, and cash management operations for a commercial mortgage loan servicer. Oversee teams and systems handling lockbox structures, account administration, reconciliations, and reporting. Partner with banks, Legal, Audit, Technology, Treasury, and Accounting to ensure compliance, controls, and timely reporting. Drive system enhancements, automation, and process improvements while supporting audits, investor inquiries, and remediation efforts.

Design, code, document, and test full-lifecycle software and data solutions. Build and secure ETL pipelines, implement Spark/Python data processing, use Airflow and AWS Managed Airflow for DAG scheduling, support on-prem SQL Server/SSIS, integrate event-sourced/CQRS systems, handle operations, bug fixes, data migrations, and produce project status reports.

Lead and execute internal penetration tests on mission-critical web applications (scanning, exploitation, escalation, exfiltration). Document findings with POCs, publish results to vulnerability management, track remediations, maintain pen-testing environment (Kali/jump box), manage WAF policies, ensure HTTP security headers, report NIST compliance to CRM, and mentor junior engineers.

Manage borrower requests and consent matters for commercial mortgage loans, perform underwriting and due diligence, review loan documentation, generate requirements letters, update servicing pipelines and systems, prepare reports for management and rating agencies, and improve processing efficiency.