Greystone · 1 week ago
Director of Portfolio Management
Greystone is a private national commercial real estate finance company recognized for its leadership in multifamily and healthcare finance. The Director of Portfolio Management will maintain and establish relationships with Greystone clients and borrowers, manage refinancing and financing needs, and ensure a smooth transaction process.
Business DevelopmentFinanceFinancial Services
Responsibilities
Initial outreach to existing Greystone clients when borrower/account reassignments are made
Establish relationship with existing Greystone borrowers to evaluate refinancing options and other financing needs
Facilitate handoff to sales desk and assist in transaction management for any debt originations
Process supplemental loans for select borrowers looking to assume existing Greystone loans
Assist borrowers with asset management needs and requirements
Selectively prospect for new borrower relationships
Quoting, preparation and execution of applications
Coordinate with underwriters, production team, and borrowers for collection of loan due diligence materials
Communicate with production team and borrowers to facilitate collection of required due diligence, ensuring a smooth process from application to closing (including Index Lock, Early Rate Lock, Timeline Management, etc.)
Review sizing's of loans and providing competitive and achievable soft /preliminary quotes for alternative loan products
Manage, track and ensure a smooth process from application to closing (including early rate lock, collecting DD, scheduling thirds, and. meeting the deal timeline)
Assists with due diligence, data input, and information collection efforts
Track all transaction activity and timeline from origination through closing
Lead and call list generation
Qualification
Required
Bachelor's degree from an accredited college or university
Prior experience working with Fannie and Freddie products
Commercial Real Estate experience required
Detail oriented with strong organizational/project-management skills
Strong time management skills and respect for deadlines
Driven, innovative, team player who is focused on results and strives to deliver a superior work product
Ability to size HUD, Fannie and Freddie loans across all product types to fit clients' needs
Ability to communicate strategically and effectively with clients
Advanced familiarity with alternative capital providers in multifamily space
Excellent customer service skills, verbal, and oral communication skills
Proficiency in Microsoft Office, especially Excel as well as web-based applications
Ability to work productively under minimal supervision
Benefits
Discretionary bonus based on employee work performance reviewed during the annual review process
Company
Greystone
Greystone is a financial services and private investment company.
H1B Sponsorship
Greystone 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
2024 (2)
2021 (1)
2020 (2)
Funding
Current Stage
Late StageTotal Funding
$95.7M2024-10-25Debt Financing· $35.2M
2014-02-18Debt Financing· $60.5M
Recent News
2025-12-09
Company data provided by crunchbase