Lead impactful commercial real estate portfolio management projects in a hybrid role. Collaborate with a dynamic team to enhance operational efficiency and client satisfaction. Enjoy professional growth opportunities in a supportive environment.
Portfolio Manager
in Professional Services PermanentJob Detail
Job Description
Overview
- Manage and oversee commercial real estate portfolios, ensuring compliance and maximizing profitability.
- Collaborate with relationship managers to facilitate underwriting and credit monitoring processes.
- Support loan closings and manage maturing loans with timely extensions and reviews.
- Contribute to special projects under department managers to enhance operational efficiency.
- Participate in sales calls to foster client relationships and business development.
- Ensure proper risk rating and documentation for loans, maintaining compliance standards.
- Coordinate covenant compliance matters, securing approvals and issuing default letters as needed.
- Review third-party reports like appraisals and environmental assessments for thorough analysis.
Key Responsibilities & Duties
- Prepare loan summaries and coordinate with stakeholders for new requests and renewals.
- Conduct annual term loan reviews, ensuring timely and accurate assessments.
- Assist in managing criticized asset reports and risk rating adjustments.
- Support loan administrator in managing past due loans and tickler items.
- Respond to internal audits and loan reviews, ensuring compliance with standards.
- Provide training and share expertise to enhance team capabilities.
- Collaborate with the credit department for precise credit analyses and approvals.
- Participate in the loan approval process, contributing insights for decision-making.
Job Requirements
- Bachelor's degree in Accounting, Finance, or Economics required; advanced degree preferred.
- Minimum of 5 years in credit analysis or commercial lending; 10 years preferred.
- Proficiency in Microsoft Word and Excel essential.
- Strong oral and written communication skills required.
- Demonstrated customer service skills and proactive mindset.
- Ability to work independently and collaboratively in a team environment.
- Experience in managing commercial real estate portfolios advantageous.
- Familiarity with covenant compliance and risk rating processes preferred.
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