Talent.com
Portfolio Transaction Manager
Portfolio Transaction ManagerTruehold • Cleveland, OH, US
Portfolio Transaction Manager

Portfolio Transaction Manager

Truehold • Cleveland, OH, US
5 days ago
Job type
  • Full-time
Job description

Job Description

Job Description

The Portfolio Transaction Manager oversees and executes all real estate transactions across an established property portfolio, ensuring accuracy, compliance, risk mitigation, and operational excellence at scale.

Key Responsibilities

  • Own end-to-end execution of portfolio-related real estate transactions, maintaining precision, timeliness, and legal compliance
  • Coordinate with internal teams (legal, finance, underwriting, operations, asset management) to manage transaction workflows and align on key requirements
  • Manage external partners including title companies, brokers, attorneys, appraisers, and vendor networks to ensure consistent performance and SLA adherence
  • Maintain accurate transaction records, documentation, and system-of-record updates across all portfolio assets
  • Identify portfolio-level risks (title issues, lien concerns, missing documents, valuation discrepancies) and drive resolution strategies
  • Lead diligence review for each transaction, ensuring data accuracy and identifying gaps before closing
  • Drive continuous improvement initiatives based on transaction patterns, bottlenecks, and operational insights
  • Ensure transactions comply with all regulatory, contractual, and internal policy requirements
  • Serve as the primary point of contact for escalation and problem-solving on complex or time-sensitive portfolio transactions

Required Qualifications

  • 3–7+ years of experience in real estate transactions, portfolio operations, title / escrow, acquisitions / dispositions, or asset management
  • Strong understanding of real estate contracts, title reports, closing processes, and standard due diligence requirements
  • Demonstrated ability to manage a high volume of concurrent transactions with accuracy and urgency
  • Experience coordinating with cross-functional teams and external vendors
  • Exceptional attention to detail and strong organizational skills
  • Strong analytical and problem-solving skills, especially for recurring or systemic transaction issues
  • Excellent communication and documentation abilities
  • Proven ability to build and refine operational processes
  • Preferred Qualifications

  • Experience in single-family rental, institutional real estate, or multi-market portfolios
  • Familiarity with transaction management systems, CRMs, title platforms, or workflow tools
  • Knowledge of regulatory and compliance requirements related to property transactions
  • Experience scaling operational workflows in a fast-paced or high-growth environment
  • We provide

  • A collaborative, people-first culture with a passion for doing good and enjoying doing it
  • A unique opportunity to build our brand in the early stages
  • Competitive benefits and compensation, including 401(k) w / match
  • Choice between hybrid and fully remote work
  • Flexible PTO (with a 3-week minimum)
  • 9 paid holidays
  • Create a job alert for this search

    Transaction Manager • Cleveland, OH, US

    Related jobs
    Business Development Lead and Portfolio Manager

    Business Development Lead and Portfolio Manager

    Raya Workforce • Cleveland, OH, United States
    Full-time
    Quick Apply
    Position : Business Development Lead and Portfolio Manager Location : Cleveland, OH< / p&...Show more
    Last updated: 9 hours ago • New!
    Collision Estimator

    Collision Estimator

    Crash Champions • MEDINA, Ohio, US
    Full-time
    As one of the fastest-growing and most exciting brands in the industry, Crash Champions is the largest founder-led multi-shop operator (MSO) of high-quality collision repair service in the U.The co...Show more
    Last updated: 6 days ago • Promoted
    Licensed Crisis Therapist : Mobile Response and Stabilization Services

    Licensed Crisis Therapist : Mobile Response and Stabilization Services

    Applewood Centers • Avon Lake, OH, US
    Full-time
    The MRSS Licensed Crisis Therapist will provide mobile response and stabilization services to youth (age 2-20) and families who have called the crisis hotline with a family identified crisis.The MR...Show more
    Last updated: 30+ days ago • Promoted
    Equipment Finance Portfolio Manager (remote or onsite)

    Equipment Finance Portfolio Manager (remote or onsite)

    Northwest Bank • Independence, OH, United States
    Temporary
    The Equipment Finance Portfolio Manager is responsible for the ongoing monitoring process for the Bank's Commercial loans associated with the Equipment Finance vertical, to ensure timely and accura...Show more
    Last updated: 30+ days ago • Promoted
    VP, Portfolio Management (Utilities, Power and Renewables)

    VP, Portfolio Management (Utilities, Power and Renewables)

    KeyBank • Cleveland, OH, United States
    Full-time
    VP, Portfolio Management (Utilities, Power and Renewables).VP, Portfolio Management (Utilities, Power and Renewables).Perform financial analysis and prepare underwriting documents to support comple...Show more
    Last updated: 8 days ago • Promoted
    Portfolio Manager

    Portfolio Manager

    Farmers National Bank of Canfield • Beachwood, OH, United States
    Full-time
    Work directly with the Commercial Banking Team Leader, Regional Commercial Management, and Regional Credit Officer in all aspects of assigned relationship management (a defined "Portfolio"), which ...Show more
    Last updated: 30+ days ago • Promoted
    Reverse Mortgage Originator Development Program

    Reverse Mortgage Originator Development Program

    Mutual of Omaha Mortgage • Akron, OH, US
    Full-time
    Quick Apply
    This is a great opportunity to launch your career into the reverse mortgage industry with our 12-month development program. Come join the winning team, with over 100 years of success and stability.W...Show more
    Last updated: 30+ days ago
    Quick Earnings : Earn At Least $1550 For Your First 124 Trips, Guaranteed.

    Quick Earnings : Earn At Least $1550 For Your First 124 Trips, Guaranteed.

    Uber • Avon Lake, OH, US
    Full-time +1
    Earn at least $1550 driving with Uber when you complete your first 124 trips in 30 days.Driving is an easy way to boost your income while maintaining the flexibility your schedule requires (gig, pa...Show more
    Last updated: 3 days ago • Promoted
    Mortgage Loan Sales

    Mortgage Loan Sales

    First National Bank of Pennsylvania • Cleveland, OH, United States
    Full-time
    Make a difference - for us and for your future.This position is primarily responsible for originating residential mortgage loans through internal and external referral sources.Responsible for build...Show more
    Last updated: 30+ days ago • Promoted
    VP, Portfolio Management (Diversified)

    VP, Portfolio Management (Diversified)

    KeyCorp • Cleveland, OH, United States
    Full-time
    The VP, Portfolio Management is an individual contributor responsible for performing financial analysis and preparing underwriting documents to support multimillion-dollar corporate credit requests...Show more
    Last updated: 1 day ago • Promoted
    Senior Portfolio Manager & Client Growth Lead

    Senior Portfolio Manager & Client Growth Lead

    CFA Institute • Cleveland, OH, United States
    Full-time
    A boutique investment advisory firm in Cleveland is seeking a Senior Portfolio Manager to manage investments and develop client relationships. This role requires 3-10+ years of investment management...Show more
    Last updated: 5 days ago • Promoted
    Commercial Underwriting / Credit Team Leader

    Commercial Underwriting / Credit Team Leader

    First Mutual Holding Company • Lakewood, OH, United States
    Full-time
    Apply Job Type Full-time Description The Commercial Underwriting / Credit Team Leader is responsible for supervising the commercial credit de...Show more
    Last updated: 30+ days ago • Promoted
    Licensed Crisis Clinical Supervisor : Mobile Response and Stabilization Services (MRSS)

    Licensed Crisis Clinical Supervisor : Mobile Response and Stabilization Services (MRSS)

    Applewood Centers • Avon Lake, OH, US
    Full-time
    Under the supervision of the Mobile Response Stabilization Program Manager, the Licensed Shift Supervisor will take and assign crisis calls from the 24 / 7 hotline to have clinicians respond face to ...Show more
    Last updated: 30+ days ago • Promoted
    Treasury Management Officer

    Treasury Management Officer

    First Mutual Holding Company • Lakewood, OH, United States
    Full-time
    Apply Job Type Full-time Description The Treasury Management Officer develops new depository business, managing all elements of the sales cy...Show more
    Last updated: 5 days ago • Promoted
    C&I Portfolio Manager

    C&I Portfolio Manager

    Northwest Bank • Independence, OH, United States
    Temporary
    The Commercial Portfolio Manager is responsible for the ongoing monitoring process for the Bank's commercial loans to ensure timely and accurate risk ratings and compliance with credit policy, loan...Show more
    Last updated: 14 days ago • Promoted
    VP, Portfolio Management (Diversified)

    VP, Portfolio Management (Diversified)

    KeyBank • Cleveland, OH, United States
    Full-time
    VP, Portfolio Management (Diversified).The VP, Portfolio Management is an individual contributor who performs financial analysis and prepares underwriting documents to support multimillion‑dollar c...Show more
    Last updated: 8 days ago • Promoted
    VP, Portfolio Management (Diversified)

    VP, Portfolio Management (Diversified)

    Ohio Staffing • Cleveland, OH, US
    Full-time
    Location : 127 Public Square, Cleveland Ohio.Job Summary : The VP, Portfolio Management is an individual contributor responsible for performing financial analysis and preparing underwriting documents...Show more
    Last updated: 1 day ago • Promoted
    Earn At Least $1550 For Your First 124 Trips, Guaranteed.

    Earn At Least $1550 For Your First 124 Trips, Guaranteed.

    Uber • Avon Lake, OH, US
    Full-time +1
    Earn at least $1550 driving with Uber when you complete your first 124 trips in 30 days.Driving is an easy way to boost your income while maintaining the flexibility your schedule requires (gig, pa...Show more
    Last updated: 3 days ago • Promoted