JBA International · 4 months ago
Real Estate Portfolio Manager/Relationship Manager
Sherman Oaks, California, US
Full-time
Onsite
Senior Level
5+ years expJBA International is a company focused on enhancing customer experiences in the real estate sector. The Relationship Manager will coordinate between sales, underwriting, and operations to manage loan portfolios and ensure client satisfaction throughout the loan process.
ConsultingHealth CareLegalProfessional Services
Responsibilities
Specific oversight of the customer onboarding process designed to introduce our customers to our team, our process and set appropriate expectations for borrower urgency and timeline expectations
Work directly with Loan Officer, Sales, Underwriting and Operations teams on loan/deal analysis, structuring, pricing, as well as data/document collection for Genesis Capital loans
Present potential new loans and borrowers to Credit Committee for approval
Underwrite, analyze, and perform due diligence for new loans and prospective borrowers and package files for submission
Manage portfolio, with specific emphasis on current month closings. Identify any issues that warrant escalation and quickly put the loan in front of team/leader who can provide solution
Responsible for successfully managing the portfolio which includes, but not limited to, collecting financial reports, preparing project status updates, reviewing covenant compliance, expediting difficult loans
Work across the internal organizations to help others perform their role effectively and to the client’s benefit
Hold and participate in daily huddles/pipeline reviews with related department personnel to identify and work to resolve or escalate issues or bottlenecks that are preventing loans from moving forward
Perform ongoing relationship reviews of clients
Understand the problems and challenges of clients and identify solutions to address those needs
Develop and deepen the Genesis relationship with existing and new borrowers by enhancing/creating a positive customer experience
Perform other functions and assist with other projects as assigned
Ensure collaboration and cooperation of all functions across the loan life cycle
Qualification
Required
Minimum 5 years in a commercial/construction Underwriting or equivalent role
Real estate license is required
Excellent customer service skills and relationship management capabilities, as well as a high level of attention to detail
Preferred
Bachelor's degree or equivalent experience preferred
Experience in sales environment
Strong verbal and written communication skills
Ability to interface with high-powered clients and their teams
Advanced knowledge of Excel and PowerPoint
Ability and desire to work in a fast-paced, deadline-oriented environment
Ability to work with little supervision and take ownership of responsibilities
Adaptability to perform well in a changing, fast-paced work environment
Company
JBA International
JBA International provides financial, life science, healthcare, legal, and office administration services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Jacqueline Buickians
Chief Executive Officer
Company data provided by crunchbase