Portfolio Manager, Commercial Servicing

This is a fully remote position, open to applicants in Florida.

📋 Description

• Oversee the performance of a designated portfolio of commercial real estate loans.

• Act as the primary point of contact for both borrowers and designated investors.

• Collaborate with Portfolio Analysts/Associates and various internal business units.

• Facilitate borrower requests and manage the resolution of delinquencies.

• Review loan documentation, compliance, and quality control matters.

• Address inquiries from borrowers and investors regarding commercial loan servicing.

• Maintain regular communication with borrowers and third-party representatives.

• Reach out to delinquent customers, assist with repayment options, conduct financial interviews, and document reasons for delinquency.

• Analyze daily reports to prioritize workflow.

• Monitor delinquent commercial loans and take actions to minimize delinquencies.

• Research investor guidelines and requirements requested by borrowers.

• Conduct tax, insurance, escrow analysis, suspense, and task management activities.

• Analyze property operating statements and rent rolls for monitoring the Watchlist and collateral review.

• Resolve significant property issues and seek resolutions from borrowers.

• Manage portfolio Watchlist reporting.

• Coordinate with internal departments to oversee asset and servicing functions.

• Document borrower requests and compile documentation for analysis and management resolution recommendations.

• Generate reports for investors.

• Review and update internal policies and procedures.

• Assist with audits as necessary.

• Perform additional duties as assigned.

⛳️ Requirements

• A four-year degree from an accredited university is preferred, or equivalent work experience.

• A minimum of 2 years of loan servicing experience is required.

• Strong attention to detail.

• Proficiency in Word, Excel, Outlook, CoPilot, and other information processing software.

• Bilingual in English and Spanish is considered an advantage.

• Self-motivated and capable of working independently.

• Strong customer service orientation.

• Team-oriented.

• Adaptable and flexible.

• Ability to perform complex calculations using calculators and systems is required.

• Capacity to reason and exercise sound judgment.

• Ability to handle sensitive and confidential information with discretion.

• Excellent communication skills, including verbal, written, and listening abilities.

• Strong customer service and professional relationship-building skills.

• Conflict resolution skills and the ability to engage in difficult conversations.

• Must successfully pass the Company’s Background Screening process prior to starting employment.

• May need to meet client-specific background check requirements or Federal/State licensing requirements, where applicable.

🏝️ Benefits

• Quarterly bonus based on performance.

• Medical, dental, and vision coverage.

• Up to 3% match on 401(k) contributions.

• Generous paid time off.

• Company-paid life, accident, and disability coverage.

• Mental, physical, and financial wellness programs.