Portfolio Manager

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.

• Own and actively manage an assigned portfolio of commercial real estate loans.
• Serve as the primary relationship manager for borrowers, investors, and internal stakeholders.
• Identify risks early and develop strategic action plans before problems escalate.
• Analyze borrower financials, tax returns, property performance, and market trends to guide portfolio decisions.
• Lead conversations with borrowers regarding servicing needs, collections, modifications, and issue resolution.
• Recommend and execute portfolio strategies that maximize asset performance while minimizing risk.
• Partner with underwriting, servicing, legal, and executive leadership to drive successful outcomes.
• Present complex portfolio situations clearly and confidently while providing actionable recommendations.
• Continuously identify opportunities to improve servicing workflows, borrower experience, and operational efficiency.
• Leverage AI tools to streamline administrative work, analyze information faster, improve communication, and increase overall productivity.
• Help shape the future of the department by contributing ideas, challenging existing processes, and driving continuous improvement.

Qualifications

• Bachelor's Degree required.
• 5+ years of experience in Asset Management, Commercial Loan Servicing, Commercial Underwriting, Portfolio Management, or a related field.
• Strong financial analysis skills with the ability to interpret borrower and property performance.
• Excellent communication and relationship-building abilities.
• Advanced Microsoft Excel skills.
• Highly organized with exceptional follow-through.
• Self-driven with the ability to prioritize independently.
• Comfortable making informed decisions in a fast-paced environment.

Requirements

• Experience working with commercial or investor real estate loans.
• Strong analytical and strategic thinking abilities.
• Experience leveraging AI tools to improve efficiency is a plus.
• Ability to simplify complex information into clear recommendations.
• Passion for continuous improvement and finding better ways to work.

Benefits

• Health Insurance
• Dental Insurance
• Vision Insurance
• 401(k)
• 401(k) Company Match
• Paid Time Off
• Professional development and AI training
• Access to industry-leading AI tools
• Company outings and team events
• Company-wide competitions and raffles
• Personal financial workshops
• Orioles season tickets
• A high-performance culture where great ideas are recognized and results create opportunity