Senior Portfolio Manager

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

• Proven experience in asset management, portfolio management, or loan servicing.
• Strong understanding of loan agreements, financial reporting, and compliance requirements.
• Proficiency in analyzing financial statements and monitoring portfolio performance.
• Experience conducting property inspections and assessing property conditions.
• Familiarity with construction loans, including reviewing budgets and third-party reports.
• Excellent organizational and analytical skills to manage multiple tasks effectively.
• Ability to communicate and collaborate with cross-functional teams and leadership.
• Bachelor's degree in finance, business, or a related field is preferred.

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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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