Portfolio Manager - Institutional Servicing
Core
Supervise Account Managers and manage warehouse client relationships, including contract negotiation, securitization, and cash management for commercial real estate assets.
Role type
Senior IC portfolio manager (institutional servicing)
Builds
Servicing agreements, subservicing transactions, and investor reporting for commercial real estate loans
Domain
Commercial real estate lending and asset servicing
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
commercial real estate servicing, commercial underwriting, property financial statement analysis, legal document review, policy drafting, risk rating, cash management, escrow management, construction draw approval
Preferred skills
departmental budgeting, real estate law, accounting/auditing, commercial loan underwriting, McCracken/Strategy, RECWeb
Technologies
McCracken/Strategy, RECWeb, Microsoft Office
Responsibilities
Supervise Account Managers and plan workflow; negotiate warehouse contracts and servicing agreements; facilitate securitization and conversion processes; review and approve complex cash management agreements and disbursements; evaluate and assign risk ratings to assets; coordinate servicing transfers; recommend policy revisions.
Seniority
Senior, hands-on IC with team supervision
