Portfolio Manager jobs in United States
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Northmarq · 2 days ago

Portfolio Manager

Northmarq is a unique capital markets resource for commercial real estate investors, providing access to experts in various financial services. The Portfolio Manager will be responsible for managing a portfolio of commercial real estate loans, conducting financial analysis, and ensuring compliance with investor requirements while delivering exceptional customer service.

Real Estate Investment
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H1B Sponsor Likelynote

Responsibilities

Plan and schedule own workload to efficiently meet benchmarks within the department
Provide premier customer service to lenders, borrowers, other servicing staff and regional offices
Manage a portfolio of commercial real estate loans spanning across various Life Insurance Company Lenders with varying requirements and regulations
Analyze annual and quarterly financial statements for multifamily and commercial properties in accordance with the requirements of various Life Insurance Company Lenders, and other investors
Follow up with borrowers and management companies regarding variances and general income and expense questions
Review and make recommendations for releases from reserves including replacement, repair, capital expenditure, TI/LC, and insurance loss
Monitor maturing loans and provide the required notices to borrowers
Monitor and update monthly loan reports utilized by investors and management to analyze portfolio risk
Audit new loan boarding and setup to ensure loan terms and covenants were accurately captured in the servicing system
Underwrite and make recommendations for lender consent of borrower requests, including lease approvals, maturity extensions, partial releases/substitutions of collateral, easements, condemnations, ownership transfers, loan assumptions, etc
Calculate and coordinate loan payoff requests, including yield maintenance calculations
Monitor and collect outstanding mortgage payments, carefully documenting collection efforts
Grow and develop strong relationships with Northmarq’s Life Insurance Company Lenders
Provide training and mentoring across the team on areas of expertise including analysis underwriting and general CRE knowledge
Assist team members on advanced and/or complicated consent requests
Assist Manager(s) with monitoring team tasks, reviewing write-ups/recommendations, quality control, and lender feedback
Minimal business travel for lender visits, industry/company conferences, etc. (1-3 times per year)
Serve on procedure committees updating policies and procedures for Portfolio & Asset Management
Perform other reasonable tasks/projects as assigned within the department

Qualification

Commercial real estate financeUnderwriting experienceFinancial statement analysisMicrosoft ExcelLeadership abilitiesCustomer serviceAnalytical skillsCommunication skillsOrganizational skillsProblem solving

Required

Bachelor's Degree, preferably in the finance, real estate, or accounting area
4-6 years of experience in finance or accounting
Strong skills in Microsoft Outlook, Excel, and Word
Strong knowledge of commercial real estate finance and commercial loan terminology
Demonstrated underwriting and/or lender asset management experience on multifamily & commercial properties
Solid understanding of commercial real estate finance
Demonstrated leadership and training abilities
Strong analytical and modeling skills
Excellent verbal and written communication skills
Passionate about customer service, providing exceptional service to all internal and external customers
Strong organizational and prioritization skills, with the ability to manage multiple assignments while meeting deadlines
Ability to work both independently and within a team, with minimal supervision
Demonstrated work ethic and willingness to work extended hours when necessary
Attention to detail and accuracy required
Problem solving skills to reflect level of responsibilities
Ability to maintain sensitive and confidential information
Ability to maintain positive attitude in all situations

Preferred

Background in commercial lending or servicing preferred

Benefits

Medical
Dental
Vision
Paid time off
401K match
Annual discretionary contribution based on business performance
Paid parental leave
Adoption assistance
Education assistance
Volunteer paid time off
Charitable contribution match
And so much more!

Company

Northmarq

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As a company built on the founding principle of integrity, we’re invested in your success.

H1B Sponsorship

Northmarq has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (2)
2023 (1)
2022 (1)
2020 (1)

Funding

Current Stage
Late Stage

Leadership Team

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Ani Paulson
Senior Vice President
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JoAnn Neau
Chief Marketing Officer
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Company data provided by crunchbase