Associate Portfolio Manager

Overview

Responsibilities

• Manage a portfolio of more complex commercial real estate loans and support senior team members with key tasks on more complex commercial real estate loans.
• Working with a diverse range of Life Insurance lenders, companies, private clients, and investment lenders, providing a personalized, client-centric experience tailored to each lender’s specific guidelines and requirements.
• Provide premier customer service to lenders, borrowers, other servicing staff, and regional offices.
• Follow up with borrowers and management companies regarding variances and general income and expense questions.
• Monitor and update monthly loan reports utilized by investors and management to analyze portfolio risk.
• Audit new loan boarding and setup to ensure loan terms and covenants were accurately captured in the servicing system.
• Support Portfolio Managers and Senior Portfolio Managers with consent requests and various Lender requirements
• Analyze annual and quarterly financial statements for multifamily and commercial properties in accordance with the requirements of various Life Insurance Company Lenders and other investors.
• Review and make recommendations for releases from reserves, including replacement, repair, capital expenditure, TI/LC, and insurance loss.
• Analyze and make recommendations for lender consent of borrower requests, including lease approvals, maturity extensions, partial releases/substitutions of collateral, easements, condemnations, ownership transfers, loan assumptions, etc.

Qualifications

• Bachelor’s Degree, preferably in finance, real estate, or accounting.
• 3-6 years of experience in finance or accounting, finance asset management, or commercial lending
• Proficient in Microsoft Outlook, Excel, and Word with strong technical skills to support daily operations and reporting needs.
• Knowledge of commercial real estate finance and commercial loan terminology
• Demonstrated expertise in financial modeling and analytical skills
• Exceptional written and verbal communication skills, with the ability to convey complex information clearly and professionally.
• Committed to delivering outstanding customer service and fostering positive relationships with both internal stakeholders and external clients.
• Highly organized and adept at managing multiple priorities in a fast-paced environment while consistently meeting deadlines.
• Proven ability to work independently with minimal supervision, as well as collaboratively in a team-oriented setting.
• Strong attention to detail and a commitment to producing accurate, high-quality work.
• Resourceful and proactive in identifying and resolving challenges appropriate to the role’s scope and impact.