Portfolio Manager Agency CME
Core
Supervising Account Managers and overseeing the performance of the off-balance commercial real estate portfolio, including conduit, agency, and life insurance clients.
Role type
Manager I, Loan Servicing & Asset Management
Builds
Off-balance commercial real estate portfolio performance
Domain
Commercial Real Estate / Financial Services
Deliverable
client delivery
Required skills
Commercial real estate servicing, workflow supervision, contract negotiations, securitization processes, financial transaction approval, staff training, risk rating evaluation, policy revision
Preferred skills
McCracken/Strategy and RECWeb systems, legal principles in CRE, underwriting standards, property-level financial assessment
Technologies
McCracken/Strategy, RECWeb
Responsibilities
Supervise daily functions of Account Managers, manage warehouse client relationships, participate in new loan closing meetings, review and approve complex financial transactions, authorize disbursements, train staff, collaborate with IT to improve workflow, evaluate and assign risk ratings, recommend policy revisions
Seniority
Manager I, supervisory level