Role Description
As a Portfolio Manager, you'll take ownership of a portfolio of commercial real estate loans from both a relationship and performance perspective. You'll proactively identify opportunities, navigate challenges, and make informed decisions that strengthen portfolio performance while delivering an exceptional client experience.
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Own and actively manage an assigned portfolio of commercial real estate loans.
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Serve as the primary relationship manager for borrowers, investors, and internal stakeholders.
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Identify risks early and develop strategic action plans before problems escalate.
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Analyze borrower financials, tax returns, property performance, and market trends to guide portfolio decisions.
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Lead conversations with borrowers regarding servicing needs, collections, modifications, and issue resolution.
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Recommend and execute portfolio strategies that maximize asset performance while minimizing risk.
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Partner with underwriting, servicing, legal, and executive leadership to drive successful outcomes.
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Present complex portfolio situations clearly and confidently while providing actionable recommendations.
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Continuously identify opportunities to improve servicing workflows, borrower experience, and operational efficiency.
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Leverage AI tools to streamline administrative work, analyze information faster, improve communication, and increase overall productivity.
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Help shape the future of the department by contributing ideas, challenging existing processes, and driving continuous improvement.
Qualifications
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Bachelor's Degree required.
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5+ years of experience in Asset Management, Commercial Loan Servicing, Commercial Underwriting, Portfolio Management, or a related field.
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Strong financial analysis skills with the ability to interpret borrower and property performance.
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Excellent communication and relationship-building abilities.
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Advanced Microsoft Excel skills.
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Highly organized with exceptional follow-through.
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Self-driven with the ability to prioritize independently.
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Comfortable making informed decisions in a fast-paced environment.
Requirements
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Experience working with commercial or investor real estate loans.
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Strong analytical and strategic thinking abilities.
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Experience leveraging AI tools to improve efficiency is a plus.
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Ability to simplify complex information into clear recommendations.
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Passion for continuous improvement and finding better ways to work.
Benefits
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Health Insurance
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Dental Insurance
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Vision Insurance
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401(k)
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401(k) Company Match
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Paid Time Off
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Professional development and AI training
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Access to industry-leading AI tools
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Company outings and team events
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Company-wide competitions and raffles
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Personal financial workshops
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Orioles season tickets
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A high-performance culture where great ideas are recognized and results create opportunity