CareerPlan

Associate Director - Corporate Mortgage Finance PM

Charlotte, NC, USFull-time$77k–$154k2026-01-19 → 2026-11-09
On-site

Core

Underwrite and manage complex direct lend bilateral and syndicated asset-backed credit facilities, including mortgage warehouse lines and servicing assets, ensuring compliance with bank policies.

Role type

Senior IC corporate portfolio manager (mortgage finance)

Builds

Mortgage warehouse lines, mortgage servicing assets, and other asset-backed/SPE collateralized credit facilities

Domain

Banking / Corporate Mortgage Finance

Required skills

Credit underwriting, financial statement analysis, risk rating, stress testing, forecasting, concentration analysis, macroeconomic evaluation, legal structure analysis, GAAP principles, credit policy compliance

Preferred skills

Portfolio management, commercial credit analysis, cash flow assessment, documentation review, surveillance, market dynamics understanding

Technologies

Bank reporting systems, underwriting tools, record keeping systems

Responsibilities

Underwrite and close complex credit facilities, monitor portfolio performance and creditworthiness, prepare risk ratings and credit presentations, analyze portfolio trends and stress test assets, communicate credit deterioration, maintain relationships with clients and stakeholders, prepare compliance reports

Seniority

Senior, hands-on IC