Summary
Overview
Work History
Education
Skills
Skillsandactivities
Timeline
Generic

Casey Janowski

Conshohocken,PA

Summary

Seasoned Portfolio Management professional with a proven track record at SitusAMC and Newmark, managing assets over $4 billion. Expert in organizational strategy and operational efficiency, leveraging SQL and Tableau for data-driven decisions. Demonstrates exceptional leadership and detail-oriented skills, ensuring top-tier client service and innovative process improvements.

Overview

6
6
years of professional experience

Work History

Assistant Vice President (Portfolio Management)

SitusAMC
Plymouth Meeting, PA
06.2024 - Current
  • Train new hires across different clients
  • Reconcile and review various reports including billing statements, release statements, payoff statements and remittance reports
  • Update and monitor loan specific information in the loan servicing system
  • Handle the collection and remittance of payments
  • Verification and payment of taxes and insurance
  • Day to day management of assigned loans, including communication with Borrowers and Lenders/Investors and Client
  • Analyzing and interpreting loan documents and providing advice and direction to the Loan Operations teams
  • Monitoring reserve and escrow accounts to ensure borrower compliance with governing documents including provisions related to budget, taxes, insurance, collateral and future funding
  • Reviewing disbursement requests, monitoring draw procedures, managing flow of funds mechanics and internal loan administration
  • Perform monthly waterfall calculations including the monitoring of income, operating budgets and leasing status

Associate, Portfolio Manager (Primary Servicing)

SitusAMC
Plymouth Meeting, PA
05.2022 - 06.2024
  • Oversaw a Commercial Real Estate portfolio with $2+ billion in assets under management
  • Monitored deals in Cash Management closely, process borrower’s waterfall payments
  • Collected and analyzed borrowers’ budgets, financials, loan documents
  • Processed borrowers loan modifications, pro rata splits for payments as well as advance and draw requests
  • Managed day-to-day operations of the loans from origination to payoff
  • Ensured exceptional service to both bankers and clients
  • Collaborated with other departments on projects to make processes smoother
  • Maintained relationship with lenders to ensure exceptional customer service to clients

Portfolio Manager, (Freddie Mac)

Newmark
Lower Gwynedd, PA
09.2021 - 05.2022
  • Oversaw a portfolio of Freddie Mac loans with over 4 billion dollars in assets under management
  • First point of contact for borrowers and new clients
  • Worked with every department within Newmark to ensure borrowers and clients receive the best customer service
  • Maintained a relationship with borrowers and clients through exceptional customer service
  • Ran and monitored a portfolio specific report, loan maturities, payoffs, covenants, and other loan specific items
  • Collaborated with other department specialists with loan related issues

Insurance Associate – (Team Lead)

Newmark
Lower Gwynedd, PA
03.2021 - 09.2021
  • Backed up Assistant Vice President when they were out of office
  • Oversaw the Insurance team in India
  • Oversaw a team and ensured deliverables were completed on time
  • Answered questions and assisted other team members with questions when needed

Insurance Associate

Newmark
Lower Gwynedd, PA
03.2020 - 03.2021
  • Managed a portfolio of approximately 400 loans with strict deadlines for lenders such as JP Morgan, Allstate, State Farm and John Hancock
  • Reviewed loan insurance to ensure compliance with Freddie Mac and Fannie Mae and all other lenders
  • Communicated with agents from various insurance companies to ensure their insurance complies for lenders
  • Paid invoices, and ensure borrowers have sufficient funds in escrow for renewal of their premiums
  • Communicated with agents and lenders to assist them in solving problems that may arise with the insurance on the loan

Insurance Analyst

Newmark
Lower Gwynedd, PA
06.2019 - 03.2020
  • Managed a portfolio of approximately 300 loans

Limited Subservicing Analyst

Newmark
Lower Gwynedd, PA
08.2018 - 06.2019
  • Communicated with borrowers and collected their quarterly and yearly financials and rent rolls
  • Preformed virtual inspections of properties
  • Created a streamlined process for financial and rent roll follow ups with a single reporting system, which is now used widely among other departments

Education

MBA - Real Estate Finance, Data Analytics

Saint Joseph’s University
Philadelphia, PA
12.2024

Bachelor of Science - Business Administration

Saint Joseph’s University
Philadelphia, PA
05.2016

Skills

  • Leadership Experience
  • Detail-oriented
  • Organizational Strategy Development
  • Decision making & judgment
  • Operational Efficiency Oversight
  • Collaborative Team Coordination
  • SQL
  • Tableau
  • Enterprise software

Skillsandactivities

  • Licensed Real Estate Salesperson in Pennsylvania, license #RS355763.
  • Leadership Experience.
  • Detailed oriented, strong attention to detail.
  • Experience with and knowledge of software SAS Enterprise Miner.
  • Knowledge of SQL software completed 9-hour Udemy certification.
  • Knowledge of Tableau software.
  • Alumni of Sigma Phi Epsilon fraternity.
  • Proficient knowledge of Enterprise software.

Timeline

Assistant Vice President (Portfolio Management)

SitusAMC
06.2024 - Current

Associate, Portfolio Manager (Primary Servicing)

SitusAMC
05.2022 - 06.2024

Portfolio Manager, (Freddie Mac)

Newmark
09.2021 - 05.2022

Insurance Associate – (Team Lead)

Newmark
03.2021 - 09.2021

Insurance Associate

Newmark
03.2020 - 03.2021

Insurance Analyst

Newmark
06.2019 - 03.2020

Limited Subservicing Analyst

Newmark
08.2018 - 06.2019

MBA - Real Estate Finance, Data Analytics

Saint Joseph’s University

Bachelor of Science - Business Administration

Saint Joseph’s University

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Casey Janowski