Northmarq · 1 day ago
Portfolio Manager
Dallas, TX
Full-time
Hybrid
Mid, Senior Level
4+ years expNorthmarq is a unique capital markets resource for commercial real estate investors, providing access to experts in debt, equity, and investment sales. The Portfolio Manager will manage a portfolio of complex commercial real estate loans and provide premier customer service while ensuring compliance with various financial and investor requirements.
Real Estate Investment
Responsibilities
Manage a portfolio of increasingly complex commercial real estate loans while strengthening relationships with key lenders and support senior team members with key tasks on more complex commercial real estate loans
Work with a diverse range of Life Insurance lenders, companies, private clients, and investment lenders, providing a personalized, client-centric experience tailored to each lender’s specific guidelines and requirements
Provide premier customer service to lenders, borrowers, other servicing staff, and regional offices
Follow up with borrowers and management companies regarding variances and general income and expense questions
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
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
Review and make recommendations for releases from reserves including capital expenditure, repair, debt service reserve, rental achievement, TI/LC, and insurance loss
Analyze 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
Follow up with borrowers to resolve any post-closing deferred maintenance items or other high-risk items identified during the annual inspection
Process insurance loss requests, manage proceeds, and monitor the restoration of the property
Calculate and coordinate loan payoff requests, including yield maintenance calculations
Monitor and collect outstanding mortgage payments, carefully documenting collection efforts
Perform financial covenant testing calculations including NOI, DSCR, debt yield, etc
Grow and develop strong relationships with Northmarq’s Life Insurance Company Lenders
Underwrite and make recommendations for lender consent of borrower requests, including lease approvals, property management changes, maturity extensions, partial releases/substitutions of collateral, easements, condemnations, ownership transfers, etc
Assist Manager(s) with monitoring team tasks, reviewing write-ups/recommendations, quality control, and lender feedback
Provide training and mentoring across teams on areas of expertise, including analysis, underwriting, and general CRE knowledge
Minimal business travel for lender visits, industry/company conferences, etc. (1-3 times per year)
May participate in department strategic initiatives
Serve on procedure committees, updating policies and procedures for Portfolio & Asset Management
Perform other reasonable tasks/projects as assigned within the department
Strategically manage workload to uphold portfolio standards and align with departmental objectives
Qualification
Required
Bachelor's Degree, preferably in finance, real estate, or accounting
4-7 years of experience in finance or accounting, finance asset management, or commercial lending
Proficient in Microsoft Outlook, Excel, and Word with strong technical skills to support daily operations and reporting needs
Strong knowledge of commercial real estate finance and commercial loan terminology
Demonstrated expertise in financial modeling and analytical skills
Exceptional written and verbal communication skills, with the ability to convey complex information clearly and professionally
Committed to delivering outstanding customer service and fostering positive relationships with both internal stakeholders and external clients
Highly organized and adept at managing multiple priorities in a fast-paced environment while consistently meeting deadlines
Proven ability to work independently with minimal supervision, as well as collaboratively in a team-oriented setting
Strong attention to detail and a commitment to producing accurate, high-quality work
Resourceful and proactive in identifying and resolving challenges appropriate to the role's scope and impact
Problem-solving skills to reflect the level of responsibilities
Trusted to handle sensitive and confidential information with the utmost discretion and integrity
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
Company
Northmarq
As a company built on the founding principle of integrity, we’re invested in your success.
1001-5000 employees
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 StageLeadership Team
Ani Paulson
Senior Vice President
JoAnn Neau
Chief Marketing Officer
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