Job Description
Job Description
JOB SUMMARY :
The Commercial Real Estate Portfolio Manager assists in the evaluation and preparation of credit requests as well as oversees the daily / monthly requirements to maintain loan compliance.
An ideal candidate will have bank credit analysis experience and / or experience underwriting or reviewing commercial real estate loans or investment opportunities.
The portfolio manager assists the relationship managers to develop a high quality and profitable real estate loan portfolio.
QUALIFICATIONS :
- Have obtained at least a Bachelor's degree, preferably in the areas of accounting, finance, banking, or real estate or equivalent work experience.
- 4-6 years of prior experience in banking, real estate-related finance, or real estate
- Strong work ethic with willingness to work outside of normal business hour when needed.
- The portfolio manager position is required to be on-site.
PRIMARY DUTIES :
- Maintain minimal exceptions by collecting and reviewing client financial statements Will complete, or assist with completion, of financial covenant compliance and will provide quarterly updates and annual reviews as required for loans.
- Monitors maturities and ensures that all credits in the commercial real estate portfolio are renewed or extended in a timely manner.
- Provide underwriting for existing credit renewals or modifications. Will complete the full analysis of the credit, working with the relationship manager to determine risk ratings and loan structure.
The portfolio manager will be comfortable meeting with current clients to ask questions to assist in the underwriting process.
- Will assist the relationship manager with underwriting new loan opportunities. The portfolio manager may be required to complete the underwriting analysis for new credits, depending on the complexity of the opportunity.
- Monitors industry trends to identify any new or developing risks to the existing loan portfolio.
- Performs other duties as assigned.
SKILLS REQUIRED :
- Understanding of real estate terminology
- Ability to quickly and effectively evaluate financial performance for a variety of property types including hotel, multifamily, retail, industrial, and residential development and construction
- Knowledge of loan documentation requirements
- Ability to work with clients and third-party providers to maintain minimal exceptions and track loan covenants
- Good oral and written communication skills
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, gender identity, gender stereo typing, and age.
Independent Bank is an EO / AA Employer - M / F / Vets / Disabled
Real Estate Development Manager
The Development Manager will oversee commercial, residential and mixed use real estate projects from initial feasibility studies through to final completion. Bachelor's degree in Real Estate, Construction, Engineering, or a business-related field and at least 3+years of work experience in real estat...
Portfolio Manager (Commercial Real Estate)
The portfolio manager assists the relationship managers to develop a high quality and profitable real estate loan portfolio. The Commercial Real Estate Portfolio Manager assists in the evaluation and preparation of credit requests as well as oversees the daily/monthly requirements to maintain loan c...
Tax Manager - Real Estate Tax (East Region City Locations)
Are you a strategic and creative federal tax professional who likes solving complex federal tax issues? Do you have experience serving real estate owners and operators? Are you a leader who has a solid understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Tr...
Commercial Real Estate Lending Relationship Manager
Why is This a Great Opportunity: *Commercial Real Estate Lending Relationship Manager*One of the most stable financial institutions in the South is seeking a well-rounded *Commercial Real Estate Lending Relationship Manager. Job description: *CRITICAL DUTIES, TASKS AND ACCOUNTABILITIES**Commercial...
Commercial Real Estate Lending Relationship Manager
Knowledge of real estate development; ability to manage different aspects of the real estate development function, including business development, methods of real estate, and operational processes. Commercial Real Estate Lending Relationship Manager. Commercial Real Estate Lending Relationship Manag...
Project Manager - Corporate Real Estate
Project Manager - Corporate Real Estate. ...
Real Estate Manager
Reporting to the Facilities Officer, performs real estate and property management work for MSCS. The reality is that we can do better for kids, and we will with the right leaders in place. The work includes the allocation of real property owned or leased by MSCS, space assignment of school system pe...
Commercial Real Estate Agent
Commercial Real Estate Agent Responsibilities:. Comfortable operating in the healthcare space as a commercial real estate agent. Commercial Real Estate Agent Requirements:. Commercial Real Estate Agent Compensation & Benefits:. ...
Project Manager - Corporate Real Estate
Project Manager - Corporate Real Estate. Bachelor's degree or a business field from an accredited college or university related to commercial real estate preferred Licenses as required. Oversees all phases of a real estate project, from conception to completion, while ensuring projects are completed...
Tax Manager - Real Estate Tax (East Region City Locations)
Are you a strategic and creative federal tax professional who likes solving complex federal tax issues? Do you have experience serving real estate owners and operators? Are you a leader who has a solid understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Tr...