Manager – Investor Reporting

Essential Job Functions

• Contract Reporting
• Review and understand investor reporting aspects of new master, primary and special contracts
• Establish reporting requirements
• Design reports as necessary
• Assign to appropriate staff
• Monitor existing master, primary and special contracts to assure compliance and efficiency of delivery of funds and reports
• Review and understand Agency and Life Pension Reporting aspects
• Establish reporting requirements
• Design reports as necessary
• Assign to appropriate staff

Staffing

• Hire, train, and supervise Investor Reporting team
• Set performance standards
• Provide performance reviews
• Address employee concerns
• Motivate
• Provide special recognition
• Evaluate Investor Reporting team tasks against human resources in conjunction with existing and projected servicing volumes

Processes and Procedures

• Provide leadership to the Investor Reporting team to define all reporting processes
• Establish procedures
• Provide training for implementation
• Evaluate and monitor the reporting processes and procedures
• Work with IT to automate and streamline processes as necessary

Communication

• Receive and effectively handle communications from external parties in a timely manner
• Provide clear and concise communications to internal parties relative to KBREC goals, objectives, expectations and other issues

Customer Service

• Provide quality and timely responses to all Investor Reporting customers (senior management, portfolio teams, third party customers, i.e. rating agencies, trustees, investors, borrowers, vendors, etc.)

Required Skills

• B.S. in Accounting, Finance or related business field and/or comparable experience
• Minimum of three years Investor Reporting experience
• Knowledge of CREFC Life/Pension and/or Agency Reporting
• Detail-oriented with ability to see big picture
• Excellent written and verbal communication skills, as well as a high degree of analytical skills
• Excellent organizational skills, efficiently handle multiple tasks and deadlines

Preferred Skills

• Experience in commercial mortgage loan servicing, accounting or loan operations
• Working knowledge of McCracken/Strategy loan servicing system
• Microsoft Excel, Word, and Outlook proficient

Equipment Used

• Personal Laptop Computer with Dual Monitors
• Standard office equipment (phone, fax, copier, calculator)

Training Provided

• On-the-job
• Designated continuing education and related courses throughout the year (35 hours minimum annually)

Compensation and Benefits

• This position is eligible to earn a base salary in the range of $80,000.00 - $150,000.00 annually
• Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location
• Certification for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives
• Please click here for a list of benefits for which this position is eligible

Job Posting Expiration Date

• 08/08/2026