Team Lead, Surveillance

Purpose and Job Summary

The primary focus of the position is to provide outstanding service to internal and external clients and to aid in the management and administration of our complex loan servicing portfolio through the superior execution of several core functions including but not limited monthly reporting requirements, interacting with Asset Management, Originations, Closing Coordinators, Investor Reporting and Accounting. This position will be a subject matter expert to both the department and the leadership team, demonstrating a high level of knowledge of the financial and inspection compliance review process.

The key components required of this position is to provide management, leadership, accountability, and direction to a team of Surveillance Analysts and Associates. Performance of these duties at a high level of accuracy and responsiveness is critical to the department in order to respond to time sensitive requests & other key functions that ensure the lender remain in compliance with the all of the investors we service.

Essential Duties & Responsibilities

• Utilize the Servicing System and other software applications to lead collection and review of operations statements and rent rolls and accurately document the status of the compliance review.

• Provide oversight for review and analysis of property financial operations per established investor chart of accounts and internal guidelines

• Oversee inspection procurement and analysis and monitor vendor performance against SLA and investor requirements

• Monitor reports and deadlines to ensure work is completed in advance of set timelines, proactively communicating portfolio status with manager as needed.

• Manage a team of Analysts and Associates to ensure SLAs are being upheld with high quality output.

• Train and develop team members on core position requirements and functions, ensuring consistent attention to detail across all team members.

• Quality check and provide feedback to team members, communicating training gaps to the team member, including escalation to department Director, as needed.

• Assist in compiling data samples for department and/or lender audits, as requested by manager.

• Work with the IT department to test and implement system updates

• Cross-train in all areas of department to gain full understanding of all aspects of departmental responsibilities, assist management with special projects 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

Contacts

This position has frequent contact with all levels of employees and management. In addition, this role may interact with outside business partners, vendors, consultants, and other office visitors.

Education, Skills & Experience

Required

• Bachelor's degree with a concentration in Finance, Real Estate, Management or Business

• 3-5 years in commercial mortgage servicing or commercial real estate is required, with exposure to FHA, USDA, Ginnie Mae, Freddie Mac or Fannie Mae loans. An equivalent combination of education and experience which clearly demonstrates the knowledge and skill set to perform the job functions will be considered.

• Strong interpersonal skills demonstrated by an ability to communicate effectively with colleagues, clients (internal & external), all investors, legal counsel, and others. Must also demonstrate an excellent customer service attitude

• Creative and effective problem-solving skills, excellent organizational and analytical skills

• The ability to effectively self-manage and to work independently, while functioning as a highly effective member of the team

• This position requires access to sensitive and confidential information. It is expected that this information remain both internally and external to the company as applicable.

• Proficiency in Microsoft Office and list other relevant systems or software

• Ability to plan, organize, and prioritize assignments, and to meet critical and established deadlines; Ability to manage multiple assignments and transactions simultaneously. This position is expected to assist junior team members in managing and prioritizing their workload and support the manager as needed

• 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)

• Flexibility and ability to work under pressure with tight deadlines and constant interruptions; Ability to adjust priorities in a changing environment

Life at ORIX

We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance.

You Time

We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more.

Family Care

Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way.

Flexible Work Arrangements

ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement.

ORIX USA is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.