Portfolio Asset Manager

3 weeks ago


Dallas, United States TopShelf Talent Group Full time

Our client is a residential lender that is located in Dallas, TX. They are currently seeking a strong Portfolio Asset Manager to join their team. They can offer a strong comp package and benefits. There will be an opportunity to work remotely 1-2 days per week, as well

Job Summary:

The Portfolio Asset Manager is responsible for overseeing the management and optimization of a portfolio of mortgage loan assets to maximize returns and mitigate risks. This role involves communicating with loan servicing companies, conducting financial analysis, specific asset risk management, and collaborating with stakeholders to achieve investment objectives.

Responsibilities:

  • Manage the note acquisition process, including due diligence, reviewing legal documents, source and evaluate potential acquisition targets.
  • Ensure proper recording of legal instruments.
  • Conduct financial analysis, including cash flow projections, budgeting, and variance analysis, to maximize asset performance and profitability.
  • Daily communicate with the portfolio loan servicers, reconcile servicing reports, input servicer accounting, and update management
  • Maintain accurate records and documentation related to note acquisitions, including property files, financial models, and correspondence.
  • Develop and maintain relationships with Residential Mortgage Loan Originators, various departments of the third-party loan Servicers, investors and lenders to facilitate effective asset management and capital transactions
  • Work with management to implement risk management strategies to mitigate potential liabilities and protect the value of portfolio assets.
  • Review quarterly investor distributions and reporting for accuracy.
  • Prepare comprehensive reports and presentations for senior management and investors, detailing asset performance, financial metrics, and strategic initiatives. Qualification

Requirements:

  • Bachelors degree in Finance, Real Estate, Accounting or related field.
  • Strong financial modeling skills and proficiency in Microsoft Excel
  • Detail-oriented with high level of accuracy and attention to detail
  • Ability to work independently and collaboratively in a fast-paced, deadline-driven environment
  • Strong communication and interpersonal skill


  • Dallas, United States TopShelf Talent Group Full time

    Our client is a residential lender that is located in Dallas, TX. They are currently seeking a strong Portfolio Asset Manager to join their team. They can offer a strong comp package and benefits. There will be an opportunity to work remotely 1-2 days per week, as well!Job Summary: The Portfolio Asset Manager is responsible for overseeing the management and...


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