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Portfolio Manager (Structured CRE) - Remote (DMV only)

L5

veritas partnersSouth Milwaukee, WIyesterday
Portfolio Manager (Structured/Bridge CRE) – DC area (or Remote in MD, PA or VA) This role serves as the primary post-closing contact for borrowers and ensures timely onboarding, covenant compliance, cash management, draw administration, investor reporting, and portfolio health. Will partner with Origination, Underwriting, Finance, Legal, and Investor Relations to deliver a high-quality borrower and investor experience. They are open to hiring a candidate fully remote as long as they reside within ~2-3 hours of the Greater DC/Baltimore region (so essentially candidates residing in MD, DC, VA, PA or DE).
Qualifications: Bachelor’s degree in Finance, Accounting, Business, or a related field.7-10 years of experience in commercial lending, portfolio management, loan servicing, credit analysis, or commercial real estate finance. Experience with bridge loans, construction lending, or transitional CRE assets highly preferred. Experience with various CRE assets classes including healthcare (i.e. nursing homes, assisted living facilities), multifamily (i.e. market rate and affordable apartments) and hospitality (i.e. hotels and resortsSeeking knowledge of loan restructuring, covenant compliance, forbearance agreements, and collection strategies (highly preferred) Seeking working knowledge of loan documentation, covenant compliance, and cash management structures
Responsibilities: Serve as the primary relationship manager for assigned borrowers throughout the life of the loan. Request, track, review, and analyze borrowers’ monthly financial reporting to monitor covenant compliance and risk. Review borrower operating budgets, construction budgets, and variance analyses. Administer cash management structures, including collections, disbursements, and monthly cash flow analysis. Review loan agreements and closing documentation to ensure accurate onboarding and servicing setup. Complete new loan onboarding tasks, including system setup, financial spreads, covenant tracking, and borrower profiles.
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Level

SeniorL5

Location

South Milwaukee, WI

Occupation

Loan Officers

Industry

Real Estate Credit

Posted

yesterday

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