Senior Portfolio Manager

Job Description

Job Description

We are looking for a detail-oriented and experienced Senior Portfolio Manager to oversee the performance and management of a diverse loan portfolio. This role involves ensuring compliance with legal agreements, analyzing financial data, and conducting property inspections to maintain the health of the portfolio. The ideal candidate will work closely with senior leadership and collaborate with cross-functional teams to achieve organizational goals.

Responsibilities :

• Oversee the input and management of loan performance data in the loan management system.
• Collect, review, and monitor financial reports for the loan portfolio to ensure accuracy and compliance.
• Analyze property financial statements and track loan performance metrics regularly.
• Ensure all transactions adhere to the terms and conditions of legal agreements, including reporting and covenant requirements.
• Evaluate and recommend actions regarding property reserve requests for portfolio loans.
• Conduct annual on-site property inspections to assess conditions and compliance.
• Perform comprehensive annual reviews of borrowers, sponsors, and guarantors to evaluate their financial stability.
• Assist with construction loan oversight by reviewing third-party reports, budgets, and draw requests.
• Take on additional responsibilities as needed, leveraging prior experience and expertise.

The salary range for this position is $80,000 to $110,000 + discretionary bonus

Benefits :

M / D / V - 100% paid for employees

STD / LTD

8% contribution to IRA

2 weeks PTO

6 paid holidays