CRE Portfolio Manager 4
Core
Evaluating, approving, and monitoring complex commercial real estate loan applications and managing portfolio compliance and risk.
Role type
Senior IC commercial real estate portfolio manager
Builds
Commercial real estate loan portfolio ($100MM - $200MM commitments)
Domain
Commercial real estate lending and credit risk
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
credit analysis, financial statement analysis, due diligence, market and industry analysis, legal document review, construction loan documentation, risk rating migration, loan compliance tracking, financial ratio calculation, regulatory compliance
Preferred skills
Master's degree, experience with senior lenders on complex accounts
Technologies
AIA G702 form, operating statements, rent rolls
Responsibilities
Analyze financial statements and footnotes to assess borrower credit quality; prepare credit approval packages with reasoned opinions; monitor loan compliance, past dues, and collateral; review and approve legal documents including construction contracts and draw requests; test project performance against underwriting projections; coordinate property inspections and certifications; resolve documentation exceptions; conduct annual and quarterly risk assessments.
Seniority
Senior, hands-on IC
