Analyst - CRM

Job Description

WNC is a leading provider of investment, asset management and development services to a wide array of partners ranging from for-profit and nonprofit developers and property owners to the nation’s largest corporations and financial institutions.  As a family-owned business for more than 47 years, we’ve acquired more than 1,375 properties representing $9.4 billion in assets.   Position Responsibilities:

• Support Asset Managers on projects in the construction phase (new construction and rehabilitation);
• Shadow Asset Managers on certain projects to better understand relationship management and project knowledge;
• Process capital contributions for each project, including tracking of required benchmarks; work with Asset Managers on capital call requests to minimize quarterly equity roll over;
• Complete depreciation projections at time of hand-off from Underwriting Department and upon receipt of final construction draw.
• Assist Asset Manager with quarterly reporting to investors;
• Track obtain all year-end tax returns and audits for partnerships in the CAM portfolio;
• Pursue tax credit projections from developer partners for projects as of year-end for the Compliance Team; project tax credit adjusters due to construction delays for Asset Managers;
• Contact developer partner regarding scheduling of grand openings or ribbon cutting ceremonies;
• Update monthly construction/lease-up status report for meetings with Asset Management team; coordinate team’s schedule;
• Assist Asset Managers with project hand-off from Underwriting Department to CAM, construction draws and site visit reports, construction contingency, developer fee, change orders and completion percentage;
• Maintain and organize all e-mail communication and files received by project; save all documents to the company server;
• Generate insurance tracking report and request renewal insurance certificates from the developer partner;
• Confirm payee and track payments to third-party site visit consultant; verify same with hand-off memo and partnership agreement for accuracy;
• Ad hoc requests and analyses from asset managers and other department staff; and
• Certain administrative duties.

• Bachelor’s degree in a business or engineering-related field;
• Excel, Word, and Outlook knowledge and experience;
• Real estate finance and accounting knowledge a plus;
• Ability to prioritize and multi-task;
• Ability to work well within a group setting; and
• Must be a self-starter and willing to take on new responsibilities.