Portfolio Manager - Institutional Servicing
Core
Supervise Account Managers and oversee commercial real estate servicing operations, including client relationships, cash management, and risk evaluation.
Role type
Senior IC commercial real estate portfolio manager
Builds
Servicing workflows, client contracts, and risk assessments for commercial real estate assets
Domain
Commercial real estate lending and servicing
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Commercial real estate servicing, commercial underwriting, property financial statement analysis, legal document review, policy drafting, cash management, risk rating
Preferred skills
Departmental budgeting, real estate law, accounting/auditing, commercial loan underwriting, McCracken/Strategy and RECWeb systems
Technologies
Microsoft Word, Excel, Outlook, McCracken/Strategy, RECWeb
Responsibilities
Supervise Account Managers and plan workflow, manage warehouse client relationships and negotiate contracts, facilitate securitization and conversion processes, review and approve cash management agreements and disbursements, evaluate and assign risk ratings to assets, coordinate servicing transfers and participate in workout strategies
Seniority
Senior, hands-on IC
