Conner Smith

Reconciled loan transactional activity, cash balances, and investor reporting data to ensure accurate and timely remittances to institutional clients. Reviewed and analyzed principal, interest, fee, and escrow transactions, investigating and resolving discrepancies between servicing and treasury records. Prepared and distributed investor remittance reports and notifications in accordance with servicing agreements and client-specific reporting requirements. Coordinated with treasury, asset management, portfolio management, and client teams to validate cash activity, achieve cash agreement, and support accurate fund movement. Supported new investor onboarding by maintaining investor data, banking instructions, and servicing records within portfolio management systems. Assisted with client inquiries and reporting documentation while ensuring compliance with established policies and procedures.

Was selected and worked on a case incorporating all aspects of commercial real estate, from development, financing, and design. Built an OM and pitched to Philadelphia Real Estate professionals