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Associate Portfolio Manager

Associate Portfolio Manager

Associate Portfolio Manager

Trimont Real Estate Advisors
Atlanta, GA 30326

Job details

Job Type

Position Overview

We are seeking an Associate Portfolio Manager with experience in Commercial Real Estate Loan Portfolio Management work. The Associate Portfolio Manager role is a client-facing position involving the overall management of multiple Servicing Agreement contracts. Candidate will interface with all required departments to maintain compliance of the defined scope of work in each contract and will act as Co-Relationship Manager to the Clients.



  • Develop a strong understanding of the Scope of Work for each Client Servicing Agreement assigned
  • Monitor assigned portfolios to ensure compliance with Servicing Agreement Scope of Work
  • Interface with Clients at set periodic dates, keeping up to date with any outstanding issues and obtain new pipeline information from Client on monthly basis
  • Update Team Leader with Pipeline and Resolved loan data for Sales Force maintenance and reporting to Senior Management
  • Meet Client Reporting requirements outlined in Scope of Work
  • Review for accuracy and approve Client Servicing Fee billings
  • Coordinate with Clients when Servicing Fee Account Receivables become delinquent to collect of fees in a timely manner
  • Control Client requests that are out the of scope of work in the Servicing Agreement
  • Coordinate with Client Services Team to prepare fee proposals for scope requests from Client and monitor that the Servicing Agreement amendments are completed by Corporate Counsel and executed by all parties if scope is expanded
  • Oversight portfolio compliance of loan terms managed by Servicing, Tax, Insurance and Compliance staff members
  • Review and approved loan payoff quotes prepared by Loan Servicing
  • Coordinate the setup of Deposit and Collection accounts required under the loan terms
  • Administer and direct cash management of property operations in accordance with waterfalls as outlined in loan documents
  • Review and approve vouchers and cash waterfall sweeps relating to assigned portfolios and provide backup reviews for teammates
  • Coordinate with Corporate Counsel when new Servicing Agreements are under negotiation, participate in draft reviews, providing recommendations for amendments that meet the desired Client Scope of Work
  • Set up new Investors when additional assignments are received and ensure smooth transition for new Client
  • Ensure newly transferred loan portfolios or new individual loans are set up properly by the various departments
  • Formulate sound solutions, develop streamlined processes and present recommendations to Team Leader for improvements
  • Participate in team projects when necessary
  • Participate in Client Revenue reforecasting exercises quarterly with Team Leader
  • Assist with the management of support staff
  • Assist Team Leader

Process Management

  • Coordinate work with multiple parties (Clients, Legal, Asset Management Operations, Servicing, Treasury, Accounting)
  • Prioritize multiple transactions simultaneously across multi-day and multi-step processes
  • Manage various levels of transactional complexity
  • Operate as an integrated member of the client’s team and internal team
  • Maintain sound client and related parties contacts and prompt response environment

Position Requirements and Experience

  • Bachelor's degree (Real Estate, Business, Finance or Accounting preferred)
  • 5-7 years of progressive servicing/asset management experience
  • Demonstrated Portfolio Management experience
  • Demonstrated knowledge of Servicing Agreements and/or real estate lending documents
  • Proficient with Excel and Word
  • Strong analytical skills

Preferred Experience

  • Strong written and verbal communication skills. Candidate must be able to clearly convey issues and provide problem solving
  • Strong analytical skills, including the ability to accurately interpret Servicing Agreement, loan agreements and investor guidelines
  • Excellent people skills with the ability to cultivate strong relationships with external client and internal support staff
  • An understanding of commercial real estate transactions and industry terms
  • Attention to detail with a focus on efficiency and accuracy; well organized
  • Proficient with Strategy Loan Servicing System or similar product that serves as a transaction system for servicing loans

In performance of their respective tasks and duties, all employees are expected to conform to the following:

  • Interact professionally with all levels of Clients, employees, internal and external customers
  • Effective communication skills (verbal and written) with individuals at all organizational levels
  • Effectively manage competing priorities and still meet deadlines

Note: This job description is not intended to be an all-inclusive list of the responsibilities, skills or working conditions associated with the position. Management reserves the right to modify, add or remove duties and assign other duties as necessary. Trimont Real Estate Advisors is an equal opportunity employer, and we are proud to support and celebrate diversity in the workplace. If you have a disability and need an accommodation or assistance with the application process and/or using our website, please email

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• Location: NA

• Post ID: 21202348

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