Aegon Asset Management (Aegon AM) is a leading global investor. Our 365 investment professionals manage and advise on assets of US $343 billion for a global client base of pension plans, public funds, insurance companies, banks, wealth managers, family offices and foundations. We organize our firm around four investment platforms: fixed income, real assets, equities and multi-asset & solutions, which includes a fiduciary and multi-manager business. Each investment platform has dedicated teams with deep asset-class expertise, organized globally and committed to maximizing client benefit from their specialist areas. We are an international business: Our 1,130 employees work from 14 locations across Europe, the Americas and Asia. We share a common belief in fundamental, research-driven active management, underpinned by effective risk management and a commitment to responsible investment. Position Overview: The successful candidate will be a centralized point of contact for loan management services; and may be responsible for document filings, real estate property tax analysis, property inspection processing and verification of mortgage loan assets of a complex nature.

Responsibilities:

  • Perform a variety of servicing tasks related to real estate taxes, UCC filings, mortgage releases, property inspections and other tasks to meet clients’ needs in managing commercial and agricultural loan portfolios.
  • Support the origination of new loans and annual verifications by completing timely and accurate reviews of real estate tax status, including identifying delinquent real estate taxes.
  • Analysis and identification of all applicable taxing authorities and associated applicable real estate tax ID’s.
  • Interpret documents including real estate tax maps, title commitments, legal descriptions, surveys, appraisals, ground leases, deeds and mortgage loan documents.
  • Evaluate real estate taxes on loans acquired through acquisitions and the mortgage loan portfolio.
  • Plot and analyze collateral boundaries, research and coordinate with taxing authorities, loan officers, line managers, and borrowers/property managers to resolve tax parcel discrepancies.
  • Prepare mortgage loan releases/satisfactions and UCC terminations.
  • Prepare and file UCC continuations and amendments to maintain a first lien position in the collateral supporting the mortgage loan.
  • Perform daily tasks reviewing, analyzing, and processing property inspection reports.
  • Create, revise or update procedures as applicable, ensuring client requirements, key controls, and other regulatory requirements are maintained.
  • Communicate professionally and effectively with borrowers, clients, third party service providers, attorneys and title companies.
  • Maintain integrity of complex paper and electronic documents. Verify documents are accurately categorized and indexed to aid in organizing the information to be retrievable.

Required Qualifications:

  • Bachelor’s degree in business, finance or equivalent experience
  • Three years of commercial mortgage loan closing, servicing or relevant experience. Graduate degree may be substituted for up to two years of experience.
  • In-depth knowledge of commercial mortgage loan servicing and documentation.
  • Experience using loan management systems and working in a paperless work environment.
  • Research skills and attention to detail to review documents and identify unique terms.
  • Able to prioritize multiple projects.
  • Able to work independently on document reviews, preparation and progress reports.
  • Proficient in MS Word, Excel and PowerPoint.

Job and compensation levels depend upon an applicant’s qualifications including the extent of candidate’s relevant experience and other job-related factors and will be determined by hiring supervisors/managers and HR.

At Aegon Asset Management, we are committed to fostering a diverse workforce and an inclusive culture. We are more than a global Asset Management firm – we are a people business, and we recognize that delivering excellent client outcomes comes from embracing diverse perspectives. We value diversity in the full range of human uniqueness without limitation including race, gender, ability, language, culture, beliefs, age, origin, background, perspectives and experiences.

We are open to considering flexible working practices. Please talk to us about what this means for you.

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