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First American · 1 day ago

Portfolio Manager (Hybrid)

USA, California, Santa Ana

Full-time

Hybrid

Senior Level, Lead/Staff

$129K/yr - $172K/yr

10+ years exp

First American is a well-established company that has been in operation since 1889, focusing on creating a supportive and inclusive work environment. They are seeking a Portfolio Manager to oversee transaction activities for corporate services accounts, ensuring efficient service delivery and client satisfaction while managing a national team of project managers.

Financial ServicesInsuranceProperty InsuranceReal EstateReal Estate Investment

Responsibilities

Overall management for transaction service delivery

Coordinate and manage national team of outsourced transaction and project managers

Process management development and implementation

Implement standardized forms and procedures

Develop performance measurement for internal benchmarking

Develop and implement account operations manual

Able to lead all aspects of transaction management account relationship and ensure overall service delivery

Responsible for portfolio optimization and workplace strategy

Coordinate service and/or resources delivered to the client and client departmental leads

Manage the flow of key documentation and client communication

Responsible for working with customers’ operation groups at all levels and identifying real estate needs and introduces appropriate C&W resources

Responsible for budgeting, revenue, and profit tracking of all tractions

Report profitability results to senior management

Design reporting products to meet the clients’ unique requirements and ensures accuracy

Ensure accuracy of all client materials

Lead and/or facilitate client meetings

Qualification

Real Estate experienceTransaction ManagementStrategic PlanningProject ManagementContract ManagementFinancial AnalysisResource AllocationRelationship ManagementMeeting FacilitationProgram ManagementCommunicationOrganizational AbilitiesPresentation SkillsTeam Leadership