Real Estate Portfolio Manager Resume Samples

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A Gerhold

Ashlynn

Gerhold

8136 Cruickshank Divide

Phoenix

+1 (555) 551 9781

8136 Cruickshank Divide

Phoenix

Phone

p +1 (555) 551 9781

Experience Experience

Boston, MA

Real Estate Portfolio Manager

Boston, MA

Schumm Group

Boston, MA

Real Estate Portfolio Manager

Manage a loan portfolio of relatively straightforward credits with little to no guidance. Associate should seek guidance on complex transactions
Manage a loan portfolio of simple and complex transactions. This may include participations and agented loans, permanent loans, and construction loans. Potential to underwrite new loan transactions as well as coordinate due diligence and loan closings
Prepare annual forecasts of additional rent and serve an a key liaison to the Accounting department for accurate, complete, and timely reporting on the financial statements of prepaid CAM, accrued CAM, CAM expense, and Additional Rent
Establish CAM expense savings targets and reconciliation count goals
Directly supervise two Real Estate Portfolio Senior Analysts and indirectly provide guidance and review to five Real Estate Staff Analysts
Assist with Audit and Sox Compliance testing
Accompany Relationship Managers on calls to develop more information on the companies being analyzed and better assess the risks associated with the credit

New York, NY

Direct Real Estate Portfolio Manager

New York, NY

Mante Group

New York, NY

Direct Real Estate Portfolio Manager

Performance driven
In line with the Fund Investment Guidelines and client expectations, perform the underwriting of the acquisitions sourced by local teams
In accordance with the Fund Investment Guidelines, design the acquisition, asset management and disposition strategy coordinating implementation with the local Transaction team
Regular business trips abroad to manage, coordinate the UBS local Transaction and Asset management teams, visit properties, or participate to meetings with external service providers
Build and drive the fund strategy and its performance in front of clients
Organize and lead client meetings to present update on strategy and performance of the fund
Lead local Asset Management teams and monitor the performance of the assets to evaluate the initial strategy and decide on any modifications

present

Los Angeles, CA

Commercial Real Estate Portfolio Manager

Los Angeles, CA

Wisoky LLC

present

Los Angeles, CA

Commercial Real Estate Portfolio Manager

present

Assist the Relationship Manager in structuring more advanced credit transactions, developing proposal letters, TOS's, term sheets and commitment letters
Incumbent works under general supervision and will work very closely with Group Manager, RMs, and RLs in all aspects of the loan process
Incumbent works under general supervision and will work very closely with Group Manager, Senior Credit Officer, and RMs in all aspects of the loan process
Perform other related duties and special projects as requested by management
Analyze financial information under direction of Relationship Manager or Group Manager
Perform the functions of the position with only periodic oversight and is expected to perform with minimal supervisory intervention
Support Relationship Managers in related portfolio management activities, whether related to credit, depository or other banking services

Education Education

Bachelor’s Degree in Accounting

Baylor University

Bachelor’s Degree in Accounting

Skills Skills

Strong problem-solving and follow-up skills with the ability to make independent decisions based on researched conclusions
Strong math aptitude, organizational and analytical skills
Ability to work on multiple, complex projects simultaneously, managing time and resources to ensure work is completed efficiently and within established timeframes
Excellent written and oral communication skills
Thorough knowledge of accounting and legal principles underlying the bank’s documents
Knowledge of banking products, services, policies, procedures and regulations
Ability to demonstrate the successful closing of new business relationships and expanding of existing relationships
Ability to structure and present complex loan structure and solutions
Exposure to working on deals typically ranging from $50,000 to $5M for Community and $5MM - $30MM for Commercial with the ability to support specialized complex loans
Demonstrated ability to manage an assigned loan portfolio

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Direct Real Estate Portfolio Manager Resume Examples & Samples

Build and drive the fund strategy and its performance in front of clients
In accordance with the Fund Investment Guidelines, design the acquisition, asset management and disposition strategy coordinating implementation with the local Transaction team
In co-ordination with third party advisors (and supported by the operations team), create and maintain the investment structure, organize the acquisition process, sourcing and negotiation of Real Estate Financing
Address all real estate, legal and tax aspects of the investments and fund structure with support from internal legal and tax specialists
Lead local Asset Management teams and monitor the performance of the assets to evaluate the initial strategy and decide on any modifications
Evaluate and monitor fund performance and prepare quarterly reports for senior lenders and investors
Organize and lead client meetings to present update on strategy and performance of the fund
Plan and organize exits by regularly assessing market and coordinate disposition process of the assets
Manage an Assistant Portfolio Manager who provides analytical support for acquisition models, performance analysis, valuations of the properties, assets sale, financing and reporting to clients
Regular business trips abroad to manage, coordinate the UBS local Transaction and Asset management teams, visit properties, or participate to meetings with external service providers
Participate in new business initiatives within the GCCM team

Real Estate Portfolio Manager Resume Examples & Samples

Directly supervise two Real Estate Portfolio Senior Analysts and indirectly provide guidance and review to five Real Estate Staff Analysts
Responsible for ensuring the timely and thorough processing of landlord Common Area Maintenance (CAM) reconciliation bills to include review of desktop audit procedures performed by portfolio staff accountants and dispute resolution in accordance with the applicable lease documents
Prepare annual forecasts of additional rent and serve an a key liaison to the Accounting department for accurate, complete, and timely reporting on the financial statements of prepaid CAM, accrued CAM, CAM expense, and Additional Rent
Prepare weekly status reports of key productivity performance indicators including savings, past dues, defaults, payments processed, tenant receivables, and rent roll of both the permanent and temporary store portfolios
Establish CAM expense savings targets and reconciliation count goals
Ensure timely and accurate processing of rent and additional rent payments including the requisite reporting and conditions for percentage rent
Reconcile landlord and tenant statements, research charges/variances and resolve disputed items that have been escalated due to complexity
Monitor tenant receivable aging including adherence to the timing of delinquency/default notification, assessment of late fees, and status of bankruptcy, legal tenants, and payment plans
Review and prepare written notices to landlords in satisfaction of lease reporting requirements for items such as lease defaults, charge disputes and gross sales reporting
Ensure timely responses to requests from Legal partners on estoppels, consents and other legal matters for the real estate leasing portfolio/Reciprocal Easement Agreements
Review audit reports and summarize findings into major categories/themes to improve staff productivity on the front end review and reconciliation
Establish and document policies and procedures for payment/credit request authorization compliance
Assist the Accounting department in preparation of the annual budgets
Assist with Audit and Sox Compliance testing
Conduct training sessions and workshops to promote staff development
Establish standards and policies to drive efficiencies and conformity on “grey” areas within the lease language that may be subject to interpretation
Provide analytical assessments of the real estate portfolio to identify properties that are not in compliance with the underlying lease documents to begin the delinquency/default notification and escalation process. Communicate with Legal and Real Estate department for further consultation
Oversee, develop and maintain the processes, procedures and filing systems of the department’s mail, inter-department routings, work papers and other document retention requirements to include tracking and routing of all correspondence received from external constituents such as defaults, statements and reconciliations
Bachelor’s degree in relevant field is required
3 to 5 years related supervisory experience
Property management or lease administration experience in retail/commercial real estate is preferred
Strong attention to details and accuracy
Ability to interpret complex retail/commercial lease language
Able to develop and drive process improvements to promote savings and efficiencies

Commercial Real Estate Portfolio Manager Resume Examples & Samples

Liaison between Commercial Banking RM’s and Loan Analysis for the purpose of preparing and facilitating annual loan reviews and renewals. Includes tracking the receipt of financial statements, compliance of covenants, and borrowing base certificates in addition to underwriting, and scheduling the presentation of analyses at various loan committees
Support underwriting efforts by completing due diligence on prospects including: trade reference verification, credit reports and industry/company research. Analyze financial information
Assist RMs in preparing cash-flow and collateral schedules, covenant sensitivity calculations, financial models, and guarantor statement analysis
Proactively identify warning signs of declining creditworthiness and work with RM’s to ensure early intervention in order to minimize losses
Support RM’s to ensure new and ongoing credit facilities are documented and closed according to the approval document
Perform other related duties and special projects as requested by management
Incumbent works under general supervision and will work very closely with Group Manager, Senior Credit Officer, and RMs in all aspects of the loan process. Increased complexity and size of deals managed. Impact extends to the Bank’s long-term operations, revenues, and profitability
Bachelor’s degree or in lieu of a bachelor’s degree, four years relevant work experience
Seven years of commercial credit or relevant portfolio management experience
Thorough knowledge of MS Office
Commercial real estate lending experience preferred
Degree in Accounting or Finance
Knowledge of credit principles

Direct Real Estate Portfolio Manager Resume Examples & Samples

In line with the Fund Investment Guidelines and client expectations, perform the underwriting of the acquisitions sourced by local teams
Prepare and present investment recommendation to club members
Coordinate acquisition process (negotiations, DD, closing) with the local Transaction team
In co-ordination with third party advisors (and supported by the internal operations team), create and maintain the investment structure, Organize the sourcing and negotiation of Real Estate Financing
Organize and lead client meetings to present update on performance of the fund

Commercial Real Estate Portfolio Manager Resume Examples & Samples

Analyze financial information
Assist RM’s in preparing cash-flow and collateral schedules, covenant sensitivity calculations, financial models, and guarantor statement analysis
Incumbent works under general supervision and will work very closely with Group Manager, Senior Credit Officer, and RMs in all aspects of the loan process. Impact extends to the Bank’s long-term operations, revenues, and profitability
Five (5) years of commercial credit or related experience

Senior Real Estate Portfolio Manager Resume Examples & Samples

Identification, analysis and execution of real estate transactions that support the business
Work with real estate service providers including brokers, consultants, attorneys and finance professionals to develop and execute occupancy plans for offices in the region
Work with and at times lead a cross functional real estate project team including Facility Operations, Design and Construction, Finance, Operations, Tax, Risk Management, HR, and IT
Create annual real estate portfolio budgets for rent and other lease related expenses. Provide quarterly financial forecasts to reflect changes to the annual budgets
Create clear and meaningful presentations for portfolio reviews, project approvals and performance management
Update the VP, Director and other stakeholders regularly on all projects in the pipeline and on all potential transactions
A Bachelor Degree in Real Estate, Finance, Architecture, Engineering or related field and 10+ years of experience in corporate real estate managing a portfolio of office properties
Strong negotiation skills related to deal structures, leasing and disposition of properties
Strong financial analysis skills and ability to create, edit and review Excel workbooks
Effective verbal and written communication skills to effectively interface with various levels of management and outside parties. Ability to create presentations to describe complex real estate projects and strategies
High tolerance for ambiguity and ability to problem solve
Excellent organizational, follow-up, and reporting skills
Ability to travel domestically and internationally

Commercial Real Estate Portfolio Manager Resume Examples & Samples

Liaison between Commercial Banking RMs and Loan Analysis for the purpose of preparing and facilitating annual loan reviews and renewals. Includes tracking the receipt of financial statements, compliance of covenants, and borrowing base certificates in addition to underwriting, and scheduling the presentation of analyses at various loan committees
Attend client/prospect calls with RMs in order to gain a thorough understanding of the client/prospect and their business in order to effectively assist in annual reviews, renewals, and prospect conversions
Will assist RMs and RLs with sales activity reporting (CLAS & ERM) and “know your customer” compliance (KYC)
Proactively identify warning signs of declining creditworthiness and work with RMs to ensure early intervention in order to minimize losses
Support RMs to ensure new and ongoing credit facilities are documented and closed according to the approval document
Will be responsible for direct account management for a limited number of client relationships
Incumbent works under general supervision and will work very closely with Group Manager, RMs, and RLs in all aspects of the loan process
Impact extends to the Bank’s long-term operations, revenues, and profitability
Bachelor’s degree, or in lieu of a degree a minimum of four (4) year’s work experience
A minimum of five (5) years of related experience
Thorough knowledge of various software programs Word, Excel and other departmental software

Commercial Real Estate Portfolio Manager Resume Examples & Samples

Liaison between Commercial Banking RMs and Loan Analysis for the purpose of preparing and facilitating annual loan reviews and renewals
Includes tracking the receipt of financial statements, compliance of covenants, and borrowing base certificates in addition to underwriting, and scheduling the presentation of analyses at various loan committees
Incumbent works under general supervision and will work very closely with Group Manager, Senior Credit Officer, and RMs in all aspects of the loan process
Increased complexity and size of deals managed
A minimum of seven (7) years of commercial credit experience
Bachelors degree in Accounting/ Finance preferred

Commercial Real Estate Portfolio Manager Resume Examples & Samples

Ensure overall portfolio performance and asset quality remains strong and when necessary surfaces issues, proposes and collaborates with others on strategies and actions to limit risk and loss to the Bank
Monitor the performance of existing borrowers within assigned portfolio and ensure compliance with financial covenants
Assist the Relationship Manager in structuring more advanced credit transactions, developing proposal letters, TOS's, term sheets and commitment letters
Take the lead on the internal credit process for obtaining approvals of credit proposals
Perform the functions of the position with only periodic oversight and is expected to perform with minimal supervisory intervention
10-15 years of commercial credit experience (mostly in CRE)
Exhibited competency in financial analysis and credit structuring, understanding and applying credit policy, and credit monitoring and risk administration practices
Prior portfolio management experience to include proposing credit and covenant structures and documenting loans
Commercial Real Estate experience - debt, equity or development experience is preferred. Equivalent work experience may be considered as alternative to formal degree program completion
Capable of interpreting and detecting issues with property, guarantor and sponsor financial performance and can put them into context of the client's history articulating possible impacts of such changes to the risk profile of the credit
Independently applies the conditions of credit decision to the different types of credits contained within the portfolio to ensure that all monitoring and tracking requirements are met and that all documentation is up-to-date per policy
Ensures loan agreement is in accordance with approval documents. Identifies potential issues contained within loan documentation and takes steps to address the issues in consultation with RM. Key voice with the interaction of the client in closing transactions
Manages compliance and control routines related to the credits contained in the assigned portfolio
Displays strong verbal and written communications and interpersonal skills
Independently follows up with borrowers to address missing financial information or to resolve covenant violations on a timely basis
Displays ability to engage with customers directly and may accompany RM on client visits or attend client meetings
Displays competency with critical and analytical thinking and is able to identify connections between issues and actions needed to resolve issues for credits contained within the portfolio to ensure continued compliance with credit and risk policies and practices

Commercial Real Estate Portfolio Manager Resume Examples & Samples

Works with coverage banker to develop client strategy focusing on existing and potential credit exposure. Assists coverage banker in optimizing relationship through cross sell activities of debt products
Leads the credit process on identified debt product opportunities. Ultimately accountable for structuring, underwriting, closing and management of new and existing debt products for clients
Serves as the primary contact with Credit Risk
Oversees ongoing monitoring of existing portfolio by being accountable for periodic assessments and other servicing requirements
Serves as a mentor/coach to team members, specifically Debt Products Associates assigned to managed clients
Demonstrated strong verbal and written communication skills
Well organized, attention to detail, and able to manage multiple projects under pressure
Proven leader with ability to make sound judgments
Ability to negotiate with both internal and external parties

Corporate Real Estate Portfolio Manager Resume Examples & Samples

Bachelor Degree, with 5+ years of experience in corporate real estate portfolio management, including experience with site selections, lease negotiations and property acquisitions/dispositions
Financial modeling experience
Experience with a lease tracking software such as Leasemod or Tririga
Experience managing a minimum portfolio size of either (50#) commercial properties OR (1,000,000#) sq ft including manufacturing or industrial commercial properties
Knowledge of commercial real estate investment valuation methodologies
Proficient in MS Office, including Excel and Word and PowerPoint
Bachelors’ Degree in Business, Finance, Accounting, Real Estate, Engineering or Architecture
Experience in Corporate Real Estate within a Portfolio Management role with a focus on industrial properties
Experience with lease negotiation for industrial or manufacturing properties
Portfolio management experience of properties to include the majority being industrial or manufacturing properties
Minimum of 10 years of professional experience
Minimum of 5 years of corporate real estate experience for a multi-national organization
Experience in Leasemod and Tririga applications
Able to work with internal infrastructure with a corporate mindset
Experience with Environmental, Health & Safety compliance
Ability to work well under pressure; strong project management skills
Ability to manage relationships locally with GE Preferred Broker Suppliers
Experience in financial analysis and accounting, in accordance with FASB and US GAAP guidelines
Experience with property site inspections
Strong written and oral communications skills
Strong negotiation and interpersonal skills
Ability to work independently and within a team
Familiarity with GE business structures (internal employees only)
GE Green Belt trained/certified (internal employees only)

Real Estate Portfolio Manager Resume Examples & Samples

Drive Portfolio Management solutions in line with business and Global Real Estate strategy
Support or execute large lease transaction projects
Execute medium & smaller lease transaction projects
Support or execute build projects in Americas
Manage overall finance and cost control of the assigned lease portfolio
Ensure and perform Portfolio Management projects and build projects in accordance with corporate framework and local business needs
Maintain region specific market intelligence in order to capitalize on opportunities as well as to react to time sensitive projects and initiatives
Direct the management of external service providers in the day-to-day management of the portfolio including new lease requirements, renewals, subletting, lease surrenders, restoration issues, credit control and other property matters
BSc in Finance, Real Estate, Construction or equal education
5 -10 years relevant experience, with at least 3 years at management level
Experience from Real Estate, Construction, RE Project Management as Corporate, Commercial or Consultant

Commercial Real Estate Portfolio Manager Resume Examples & Samples

·5+ years of commercial credit experience primarily in Commercial Real Estate
·Exhibited competency in financial analysis and credit structuring, understanding and applying credit policy and credit monitoring and risk administration practices
·Prior portfolio management experience to include proposing credit and covenant structures and documenting loans
·Commercial Real Estate experience – debt, equity or development experience is preferred. Equivalent work experience may be considered as alternative to formal degree program completion
·Capable of interpreting and detecting issues with property, guarantor and sponsor financial performance and can put them into the context of the client’s history articulating possible impacts of such changes to the risk profile of the credit
·Independently applies the conditions of credit decision to the different types of credits contained within the portfolio to ensure that all monitoring and tracking requirements are met and that all documentation is up-to-date per policy
·Ensures loan agreement is in accordance with approval documents. Identifies potential issues contained within loan documentation and takes steps to address the issues, in consultation with RM. Key voice with the interaction of the client in closing transactions
·Manages compliance and control routines related to the credits contained in the assigned portfolio
·Displays strong verbal and written communications and interpersonal skills
·Independently follows up with borrowers to address missing financial information or to resolve covenant violations on a timely basis
·Displays ability to engage with customers directly and may accompany RM on client visits or attend client meetings
·Displays competency with critical and analytical thinking and is able to identify connections between issues and actions needed to resolve issues for credits contained within the portfolio to ensure continued compliance with credit and risk policies and practices

Global Real Estate Portfolio Manager Resume Examples & Samples

Implement and maintain an appropriate portfolio management system, contract management database, and operational workflows to effectively manage all leases, option rights, and managed workspace terms
Provide financial and qualitative analysis of scenarios relating to the acquisition, expansion, consolidation, relocation and restructuring of Pivotal’s real estate interests
Provide input to annual real estate portfolio budgets for rent and other lease related expenses; provide forecasts to reflect changes to the annual budgets
Develop and maintain landlord and broker relationships and agreements
Manage real estate lease expirations and other key lease dates and clauses. Provide regular key portfolio metrics and performance measurements to accurately reflect portfolio performance
Work with Accounting, Finance and landlords on payment of rents
Manage sub-leases and desk license agreements
Work with brokers to develop initial demographic analysis, site review and presentation
Manage LOI/lease/work letter reviews, approvals, and execution
Bachelor’s Degree (BA/BS) and a minimum of six to eight years of real estate, finance, analytics, operations strategy or related experience. Advanced degree preferred
Demonstrated ability to lead cross-functional teams through complex projects or negotiations
Exceptional business and financial analytics skills, including ability to analyze and interpret complex documents. Ability to solve problems involving multiple options in rapidly changing situations
Requires knowledge of real estate transactions, leases and finance/accounting terms and principles
Excellent project/program management skills with ability to multi-task and manage projects in dynamic and ever-changing environment
Excellent verbal & written communication skills. Ability to communicate clearly and concisely at all levels of the organization. Ability to make group presentations

Commercial Real Estate Portfolio Manager Resume Examples & Samples

10-15 years of commercial credit experience primarily in Commercial Real Estate
Exhibited competency in financial analysis and credit structuring, understanding and applying credit policy and credit monitoring and risk administration practices
Commercial Real Estate experience –debt, equity or development –experience is preferred. Equivalent work experience may be considered as alternative to formal degree program completion
Capable of interpreting and detecting issues with property, guarantor and sponsor financial performance and can put them into the context of the client’s history articulating possible impacts of such changes to the risk profile of the credit
Ensures loan agreement is in accordance with approval documents. Identifies potential issues contained within loan documentation and takes steps to address the issues, in consultation with RM. Key voice with the interaction of the client in closing transactions

Real Estate Portfolio Manager Resume Examples & Samples

Demonstrate the ability to structure transactions at the term sheet stage in conjunction with the relationship manager
Must be comfortable with learning the Bank's various systems and processes
Advanced degree preferred

Real Estate Portfolio Manager, VP Resume Examples & Samples

Manage a loan portfolio of simple and complex transactions. This may include participations and agented loans, permanent loans, and construction loans. Potential to underwrite new loan transactions as well as coordinate due diligence and loan closings
Demonstrate the ability to review and comment on legal documents in conjunction with the relationship manager
Must be able to become well versed in the Bank's credit policies and procedures relatively quickly
Generally 7-10+ years of relevant Real Estate Finance experience

Real Estate Portfolio Manager Resume Examples & Samples

Normally requires 8-12+ years commercial real estate banking experience or equivalent real estate related industry
Strong sales and real estate analytic skills with expert level knowledge of all major real estate product types
Results oriented with proven ability to work autonomously to achieve goals
Provide training, mentoring and oversight to junior Portfolio Managers/officers within the Regional REI

Corporate Real Estate Portfolio Manager Resume Examples & Samples

Manage nationwide real estate portfolio data, oversee lease administration
Analyze office performance and identify consolidation and cost saving opportunities
Develop and execute real estate and workplace strategy for nationwide office occupancy
Monitor lease key dates to prepare for lease renewals, expirations & terminations
As required, negotiate real estate transactions including site selection, LOI/lease terms, tenant improvements and lease renewals
Review and manage lease documentation process in coordination with legal counsel
Develop and implement best practices for nationwide office transactions and occupancy
Identify and mitigate lease issues
Work closely with internal departments including accounting, legal, compliance and facilities management
Design and run routine portfolio analysis reports for sales and executive management teams

Real Estate Portfolio Manager Resume Examples & Samples

Manage a loan portfolio of relatively straightforward credits with little to no guidance. Associate should seek guidance on complex transactions
Generally 3-6 years of relevant working experience or an advanced degree (i.e. MS in Real Estate)
Bachelor’s degree required. Advanced degree preferred

Real Estate Portfolio Manager Resume Examples & Samples

Prepare or coordinate with Commercial Real Estate Underwriting team written credit memorandums on all new loans, renewals extensions and modifications relative to financial strengths and weaknesses of borrowers, risk assessments, strengths of guarantors, industry analysis, collateral and loan structures with opinions as to credit worthiness
Gathering information on actual and prospective borrowers through inquiries and investigations with financial institutions, appraisers, professional firms or individuals and in-house information on borrowers relative to loan amount, activity, profitability and affiliate relationships
Conduct portfolio management activities such as completing Annual Financial Updates including financial statements, covenant tracking, Portfolio Reviews and timely past due and exception tracking on existing borrowers. Follow up on overdrafts
Order and review third party reports such as real estate appraisals, property condition reports and environmental studies
Analyze reports produced by the system for preparation of written reviews as needed
Accompany Relationship Managers on calls to develop more information on the companies being analyzed and better assess the risks associated with the credit
Monitor the loan compliance on existing customer accounts
Regularly track the stages of active and pending loans
Actively manage the assigned Commercial Real Estate portfolio through ongoing credit quality review
Manage the loan flow process, gather required financial information, coordinate discussions with Commercial Real Estate Underwriting team and ensure accurate loan documentation in accordance with loan approvals. Monitor and eliminate exceptions
Maintain adequate controls to ensure compliance with all associated statutes/regulations
Key point of contact for client interaction for the renewal/maturity process
Prepare monthly production and exception reports
Refer new business opportunities to appropriate relationship manager
Bachelor’s Degree in Accounting or Finance combined with 5-7 years of Commercial Real Estate underwriting experience
Exposure to working on deals typically ranging from $50,000 to $5M for Community and $5MM - $30MM for Commercial with the ability to support specialized complex loans
Thorough knowledge of accounting and legal principles underlying the bank’s documents
Ability to work on multiple, complex projects simultaneously, managing time and resources to ensure work is completed efficiently and within established timeframes
Strong math aptitude, organizational and analytical skills
Demonstrated ability to manage an assigned loan portfolio
Ability to demonstrate the successful closing of new business relationships and expanding of existing relationships
Managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships
Computer literate; fluency in Microsoft Office programs, Excel analysis required
Strong problem-solving and follow-up skills with the ability to make independent decisions based on researched conclusions
Knowledge of banking products, services, policies, procedures and regulations
Position may require the need to travel to other branch or meeting locations
Ability to structure and present complex loan structure and solutions

Commercial Real Estate Portfolio Manager Resume Examples & Samples

Liaison between Commercial Banking Relationship Managers and the Credit Division (Loan Analysis or Credit Shared Services) for facilitating credit needs of customers, whether through new requests, modifications or annual reviews / renewals. Includes documenting and tracking of relevant information, reports and memos to ensure necessary credit approvals are obtained, documented and adhered to from fulfillment through closing and maintenance
Analyze financial information under direction of Relationship Manager or Group Manager
Assists in preparing cash flow and collateral schedules, covenant sensitivity calculations, financial models and guarantor statement analysis
Monitor credit performance of customer portfolios and alert personnel to changes that may require action to ensure risk mitigation in order to minimize potential losses
Support Relationship Managers in related portfolio management activities, whether related to credit, depository or other banking services
Perform other related duties and special projects as requested by management, which could include managing a limited number of customer relationships, performing the functions of a Relationship Manager in oversight of these customers, whether in identifying and providing product solutions, or in ongoing servicing of the account relationships
Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies
Complete other related duties as assigned
Bachelor's degree in Accounting/Finance (or related discipline) with a minimum of 2 years Accounting, Finance, or Credit professional work experience or in lieu of a degree, a combined minimum of 6 years higher education and/or relevant work experience to include a minimum of 2 years Accounting, Finance, or Credit professional work experience
Commercial lending experience

Senior Real Estate Portfolio Manager Resume Examples & Samples

Primary responsibilities will include managing a portfolio of multifamily and commercial assets
Oversight of third party service providers
Evaluate real estate opportunities through the investment acquisition process
Reviews and approves property financial and property reporting, ensuring deadlines are met
Monthly reporting and analyst of portfolio performance
Supports all property sales and acquisitions by participating in the due diligence process
Monitor specific performance measures on a weekly and monthly basis to identify trends and opportunities and provide regular updates to senior management

Real Estate Portfolio Manager Resume Examples & Samples

Knowledge of existing and planned markets and market-related initiatives from the perspectives of the competition, the suppliers, the customer base and the regulatory environment; ability to apply this knowledge appropriately to diverse situations
Knowledge of successful negotiation concepts and techniques; ability to negotiate successfully across the organization and with external vendors and clients in a constructive and collaborative manner
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
Knowledge of laws and policies that govern various forms of ownership in commercial and residential property; ability to demonstrate ethical behavior in diverse situations
Knowledge of and ability to utilize diverse data analysis processes, techniques and tools in order to analyze, interpret and manage property related data

Home Builder Real Estate Portfolio Manager Resume Examples & Samples

Gather, interpret, analyze, and present financial data, other loan information and reports to REBG staff and management
Provide oversight and support of compliance regulations, reviewing both internal and external functions and ensure zero defects in reporting and data integrity
Coordinate oversight and training on bank credit systems with REBG staff
Participate with senior REBG management and Credit Administration in portfolio risk review meetings, as well as department problem loan meetings
Act as intermediary between REBG and Credit Management on all REBG originated loans transferred and managed by Credit Management
Audit follow-up, including development of any processes needed to avoid future issues as identified within any formal reviews and/or audits
Develop and maintain relationships with documentation management, credit management, credit administration, and department staff
Ensure lending objectives, policies, procedures and practices are followed
Create and revise procedures to improve efficiency of workflow
Resolves problems and issues with team members to accomplish established objectives
Use judgment and creativity within policies and practices
Assist in development and implementation of departmental policies
Share responsibility for department budgets and performance standards
Interact with executives and clients. Interactions might involve controversial situations, customer negotiations, influencing and persuading other senior level employees or managers
Remain flexible and take on other duties as required
Requires a Bachelor’s degree in Finance, Accounting, Business or a related field (Masters preferred) and 6+ years of commercial/business loans, lending, credit analysis, loan risk grading, loan workouts or other directly related experience (managerial experience preferred). A combination of education and experience may meet the requirements
Solid working knowledge of Commercial Real Estate lending (prior lending experience preferred), underwriting, contracts, and experience working with real estate loans
Excellent management, organizational, customer service, and written/verbal communication skills
Excellent problem resolution, negotiation, and analytical skills