ORIX Corporation USA · 2 days ago
Associate, Asset Management - FNMA-3
Overland Park, KS
Full-time
Hybrid
Entry Level
1+ years expORIX Corporation USA is focused on providing outstanding service to clients in the asset management sector. The Associate, Asset Management will be responsible for managing a portfolio of FNMA and Freddie Mac loans, ensuring compliance, and addressing performance issues while collaborating with internal and external stakeholders.
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Responsibilities
Monitor physical condition of property collateral by reviewing or conducting property inspections. Follow up with borrower for completion of any required repairs, ensuring completion prior to agreement expiration (if applicable), and advise Investor accordingly
Collect, review and analyze property financial operations by the specified due date. Identify underperforming and potentially troubled assets, and escalate through the proper channels to assure that performance issues are appropriately addressed
Assess and manage risk by preparing credit watch list rating write ups for executive review and approval
Review documents from closing to perform loan set up of new or converted loans. As needed, follow up with closing coordinator and legal counsel to collect any missing loan documents, and disseminate pertinent insurance, tax and other information from closing. Set up appropriate follow up systems to manage ongoing compliance with loan document covenants and ensure proper file set-up
Review and approve disbursements from replacement reserves, completion repair, and other collateral escrows in accordance with Investor and established departmental guidelines
Make collection calls on loans where payments are not received within specified timeframes, follow up to ensure payment receipt, and report status periodically per established guidelines. Participate in problem loan discussions or required research. Coordinate sending late payment letters and collection of late charges. On loans under workout situations, monitor per modified documents and report as required
Ensure all loan related system changes per specific loan documentation and/or Investor requirements are completed
Assist in tax, insurance, UCC, inspection, and financial certifications to the Investor, as required
Review and approve loan pay offs per established procedures, from initial borrower request through pay off calculation, verification and approval processes
Coordinate receipt of any loan assumptions, easement agreements, etc. Initiate necessary changes to servicing system, add to loan documents list in system, and notify other departments as applicable. Record agreements if required by Investors, and set appropriate ticklers for follow-up or future/pending changes as applicable
Administer balloon and maturing loans per established guidelines
Cross-train in all areas of department to gain full understanding of all aspects of departmental responsibilities
Perform any other task assigned by manager or as may be needed by the team
Ensure that proper notification, communication, and coordination occurs with internal legal and compliance personnel, when applicable. Ensure that all job functions are executed in compliance with investor requirements and internal policies and procedures
Participate actively as a member of the team and seek to identify opportunities to create value, control costs and reduce risks in our portfolio
Respond to all internal and external inquiries in a timely, accurate and professional manner and handle to conclusion
Assist management with special projects or other duties as assigned related to department goals or as may be needed by the team
Work professionally and harmoniously with team and coworkers
Other projects and duties as assigned
Qualification
Required
Associates or Bachelor's degree preferred with a concentration in Finance, Real Estate, Management or Business desired
Minimum one to two years of progressive experience in commercial mortgage servicing or commercial real estate asset management is preferred, with exposure to Freddie Mac and Fannie Mae a plus. An equivalent combination of education and experience which clearly demonstrates knowledge and skill set to perform the job functions may be considered
Strong interpersonal skills demonstrated by an ability to communicate effectively with colleagues, clients (internal & external), and various regulatory and industry contacts
Creative and effective problem-solving skills, excellent organizational and analytical skills
Ability to work with and understand financial concepts and perform financial analysis on multifamily and healthcare loans
An excellent customer service attitude
Proficiency in Microsoft Office and list other relevant systems or software
Excellent organizational, communication, presentation, and interpersonal skills
Ability to plan, organize, and prioritize assignments, and to meet critical and established deadlines; Ability to manage multiple assignments and transactions simultaneously
Demonstrated ability to maintain confidentiality and to use discretion in the performance of daily activities
Professional business image and excellent command of the English language, both verbally and in writing (spelling, grammar, and punctuation)
Ability to learn quickly and demonstrated ability to work independently and as part of a high-performance team
Flexibility and ability to work under pressure with tight deadlines and constant interruptions; Ability to adjust priorities in a changing environment
Benefits
Healthcare and financial protection
Competitive vacation policy
Floating personal holidays
Extensive leave options
Annual observed holidays
Infertility coverage
Adoption support
Child and elder care
Fully paid maternity
Generous parental leave benefits
Hybrid working model
Company
ORIX Corporation USA
Established in the U.S. in 1981, ORIX USA has grown organically and through acquisition into the investment and asset management firm we are today.
Founded in 2001Dallas, Texas, USA
1001-5000 employees
H1B Sponsorship
ORIX Corporation USA has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (5)
2023 (1)
2022 (2)
2021 (4)
2020 (2)
Funding
Current Stage
Late StageLeadership Team
Michael E. Cousins
Chief Financial Officer
Company data provided by crunchbase