Vice President, Underwriting & Portfolio Management

About the Role

We are seeking a detail-oriented Underwriter & Portfolio Manager to join our private credit platform, supporting the closing and underwriting of real estate development loans ranging from $3 million to $30 million. This role will focus on driving loans from term sheet through funding — coordinating diligence, documentation, and closing logistics —on bridge, construction, acquisition, and value-add loans across multifamily, industrial, hospitality, self-storage, and other commercial real estate asset classes.

Working alongside Head of Credit, operations and originators, you will own the closing and post-closing loan portfolio process end-to-end, assist with credit analysis and memo preparation, and serve as the central point of contact for counsel, title, third-party report providers. This is an excellent opportunity for a mid-career credit professional to gain deep exposure to private real estate credit in a growing platform, a high-visibility seat with a clear path into senior underwriting and portfolio management / Head of Credit role.

Key Responsibilities

·      Manage the end-to-end loan closing process for real estate loans ($3MM–$30MM), including bridge, acquisition, ground-up construction, and transitional financings across multifamily, industrial, student housing, self-storage, retail, office, and hospitality.

·      Coordinate with loan originators, sponsors, outside counsel, title companies, and internal legal to keep deals on the targeted closing date and escalate issues early.

·      Review third-party reports, organizational documents, title commitments, surveys, and insurance certificates against checklist requirements; flag exceptions for the Head of Credit.

·      Draft sections of credit memos and investment committee materials under the direction of senior underwriters; maintain deal files and update internal pipeline and pricing tools.

·      Assist with post-closing booking, file handoff to asset management and servicing, and resolution of post-closing checklist items.

·      Support portfolio monitoring, including covenant compliance tracking, construction draw review, and annual review preparation.

·      Build expertise in private real estate credit by participating in deal roundtables, investment committee meetings, and ongoing training.

Qualifications

·      Bachelor's degree in Finance, Business, Real Estate, Economics, Accounting, or related field.

·      4–7 years of experience in commercial real estate loan closing, underwriting and credit analysis.

·      Exposure to bridge, construction, or development loans preferred.

·      Working knowledge of loan documentation (notes, loan agreements, guaranties, mortgages/deeds of trust) and third-party diligence reports.

·      Expertise in cash flow modeling, rent rolls, and basic CRE financial analysis.

·      Highly organized with the ability to manage multiple deals at different stages simultaneously and hit closing deadlines.

·      Strong written and verbal communication skills.

·      Proficiency in MS Office, particularly Excel and Word; experience with loan tracking or CRE underwriting software a plus.

·      Self-motivated with a high degree of integrity, attention to detail, and ability to thrive in a fast-paced environment.

What We Offer

·      Competitive base salary performance bonus

·      Comprehensive benefits package (health, dental, vision, 401(k), etc.)

·      Professional development and mentorship opportunities

If you are an organized, detail-driven closing or credit professional looking to grow your underwriting career in private real estate credit, we encourage you to apply.