Senior Debt Portfolio Manager

2 months ago

Dallas, Texas, United States Berkshire Farm Center & Services for Youth Full time

Company Overview



At Berkshire Residential Investments, we're a people-first real estate investment company that values not only the impact we make as a company but also the time we spend together in our high-performing teams. Our focus on individual skills and perspectives enables us to best serve our employees, investors, residents, and other stakeholders.

We're a workplace where everyone feels empowered to bring their full, authentic selves to work each day. Our talented and growing team is driven by an entrepreneurial spirit, a culture of expertise, and a people-first approach that allows you to thrive while continuing to grow in your career.



Position Summary



As a Senior Debt Portfolio Manager at Berkshire Residential Investments, you'll contribute to managing debt investments on behalf of our company. Under the direction of our senior leaders, you'll be responsible for overseeing the performance of our debt portfolio, ensuring proactive monitoring, and identifying potential issues.

Responsibilities



* Assist with ongoing monitoring of bridge loan asset level performance, analyzing current and trailing property performance to prior period reporting and underwriting.
* Review bridge loan draw requests, ensuring comprehensive detail and data has been provided from Servicer and Borrower.
* Engage with third-party servicer/asset manager on an ongoing basis to ensure proactive views of loan performance, availability of relevant operating data, and identification of issues.
* Track all changes in business plan, progression of business plan execution, insurance losses, and delinquencies.
* Assist with securitization reporting, including compiling and analyzing quarterly business plan execution updates, loan performance, borrower financial condition, inspection results, and loan modifications.
* Work with Berkshire credit managers to provide exposures for market, sponsor, product subtype, pending maturities.
* Work with Research department to analyze underlying income and expense trends and market trends.
* Assist Credit Managers with analysis of pending loan maturities and watchlist loans.
* Provide sensitivities as needed to stress portfolio outcomes.
* Under the direction of the AVP, Senior Credit Manager, prepare watchlist summaries for submission to MF1 Leadership and Investment Committee.
* Provide downside scenarios, including breakeven occupancy, break-even cap rate, potential refinance shortfalls, and sponsor equity.
* Visit markets and properties to validate business plan assumptions, monitor property operations, and identify opportunities and issues to improve operations.
* Stay abreast of relative market information for all markets related to the portfolio.
* Consistently demonstrate use of tact and discretion.

Knowledge/Experience



* 1+ years of successful experience in multifamily real estate.
* Underwriting and/or asset management of multifamily debt transactions preferred.
* Ability to analyze property operating statements and rent rolls.
* Experience reviewing draw packages and loan advances, a plus.
* Demonstrate ability to identify problems early and solve them effectively with minimal assistance.
* Have a keen eye for multifamily value creation opportunities and the ability to act on them through others.
* Ability to develop and maintain effective internal and external relationships with a range of individuals, including clients, portfolio reporting, property management, and acquisitions and dispositions.
* Ability to take direction from multiple sources while effectively managing multiple, changing priorities.
* Ability to assess and quantify risk.
* Advanced Microsoft Excel skills required; additional programming and visualization experience (SQL, Python, VBA, Power BI) a plus.
* Strong written and verbal communication skills.
* Aptitude for organizing, prioritizing, and managing multiple priorities, using critical thinking and problem-solving.
* Collaborative working style with inclusive work and thinking behaviors, commitment to excellence in teams and work product, with a strong work ethic.
* Proficiency and willingness to adopt new systems and processes.
* Demonstrate emotional intelligence in high-pressure and sensitive situations.
* Ability to see, analyze, and understand business dealings in terms of the overall business plan.
* Tenacity, patience, and perseverance to work with business deals from beginning to end of process.
* Represent the Berkshire employment brand well to candidates by seeking to understand the capabilities and insights of people with unique backgrounds, cultures, styles, and abilities.
* Maintain confidentiality of sensitive information and communications of information.
* Develop productive working relationships with all team members, including internal clients and external third parties.
* Demonstrated high level of ethics and integrity with a straightforward and honest approach.

Technical/Educational Requirements



* Bachelor's degree in a related field. MBA, related Master's degree, or CFA, a plus.
* Demonstrated ability to use and learn new technology (e.g., computers/hardware, mobile, software, cloud-based programs).
* Proficiency with computers, keyboards, monitors, and telephone headsets.
* Proficiency in Microsoft Suite of Products (e.g., Word, Outlook, Excel, Teams, PowerPoint).
* Basic/intermediate programming and visualization skills (SQL, Python, VBA, Power BI) a plus.

Estimated Salary



$90,000 - $120,000 per year, depending on experience.

Berkshire Residential Investments offers a comprehensive benefits package, including health insurance, retirement savings, and paid time off.

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