Associate - Asset Management & Servicing jobs in United States
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3650 Capital · 1 week ago

Associate - Asset Management & Servicing

3650 Capital is a national commercial real estate lending, investment and services firm, and they are seeking an Associate for their Asset Management & Servicing team. The role involves managing a commercial real estate loan portfolio, conducting financial analyses, and ensuring strong client service and portfolio performance.

Commercial Real EstateConsultingLendingService Industry

Responsibilities

Act as the primary point of contact for servicing and credit administration of an assigned commercial real estate loan portfolio, ensuring strong client service and portfolio performance
Independently manage daily responsibilities, including borrower communication, loan servicing and portfolio management
Perform comprehensive financial analysis and credit risk assessments, including cash flow, collateral performance, guarantor strength, and covenant compliance
Identify and escalate emerging credit issues or policy exceptions, providing clear analysis and recommendations to management
Maintain organized workflows, accurate documentation of client interactions, and timely completion of all assigned tasks
Prepare approval recommendations for borrower requests such as reserve disbursements, post-closing obligations, property management changes, loan assumptions, franchise changes, equity changes, and lease approvals in compliance with loan documents
Complete property and loan valuations using proprietary models under the guidance of senior team members
Conduct local market research and analysis to support asset management decisions
Coordinate with third-party consultants, including attorneys, receivers, management/leasing companies, appraisers, environmental engineers, and surveyors
Analyze property operating performance through review of financial statements, rent rolls, STR reports, and property budgets
Prepare financial analyses, including debt service coverage ratio, debt yield calculations, and tenant roll reviews
Conduct comparative lease analyses to evaluate proposed deals against underwritten financials
Perform ad-hoc reporting and assist with special projects as needed

Qualification

Loan Asset ManagementFinancial AnalysisCommercial Real EstateCMBS LoansMicrosoft ExcelAnalytical SkillsOrganizational SkillsCommunication SkillsInterpersonal Skills

Required

Bachelor's degree required, preferably in business, finance, accounting or real estate
Ability to manage multiple high priority tasks simultaneously under strict deadlines and produce high quality work requiring minimal revisions
Understanding of commercial real estate, real estate terminology, and CRE finance
Understanding of real estate markets and asset valuations
Ability to work effectively as part of a large team
Outstanding financial, organizational, analytical, and decision-making skills
Excellent communication, management, and interpersonal skills with a strong attention to detail
Proficient in Microsoft Excel for reporting and analysis; experience with other Microsoft Office products, including Microsoft Word, PowerPoint and Outlook

Preferred

2-4 year's experience in Loan Asset Management in commercial real estate preferred
Experience in managing CMBS loans

Company

3650 Capital

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3650 Capital is a CRE lending and loan servicing firm.

Funding

Current Stage
Growth Stage
Total Funding
$215M
2025-03-27Undisclosed· $215M

Leadership Team

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Jonathan Roth
Managing Partner & Co-Founder
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Justin Kennedy
Managing Partner & Co-Founder
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Company data provided by crunchbase