First American Financial Group, Inc. · 2 weeks ago
Portfolio Manager (Hybrid)
Santa Ana, CA
Full-time
Hybrid
Senior Level, Lead/Staff
$129K/yr - $172K/yr
10+ years expFirst American Financial Corporation is a company that values its people and has received numerous accolades for its inclusive culture. They are seeking a Portfolio Manager to oversee transaction service delivery, manage a national team, and ensure client satisfaction while optimizing portfolio strategies.
Customer ServiceFinancial ServicesLending
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
Required
Bachelor's degree or equivalent required
10+ years Real Estate experience, project management, & business development
High level, complex transaction management including experience in contract management/compliance
Excellent oral and written communication skills required
Strong competency in transaction Management, Project Management, and Strategic Planning and execution
Excellent real estate financial analysis skills and familiarity with accounting concepts required
Managing multiple resources
Expert level presentation skills
Competency in Resource Allocation and Implementation
Accomplished relationship management and interpersonal skills
Excellent organizational abilities required
Experience in running meetings in a professional and efficient manner
Team strategic development and leadership experience
Competency in Strategic Planning and Real Estate Market Analysis
Competency in program management with multiple projects and/or accounts
Preferred
Advanced degree strongly preferred
Benefits
Medical
Dental
Vision
401k
PTO/paid sick leave
Employee stock purchase plan
Company
First American Financial Group, Inc.
Purchasing a new home or refinancing? We have a solution.
2-10 employees
Funding
Current Stage
Early StageRecent News
Orange County Business Journal
2025-04-18
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