AVP Portfolio Management

1 week ago

Plymouth Meeting, Pennsylvania, United States SitusAMC Full time
About the Role

SitusAMC is a leading provider of real estate and mortgage solutions, and we're seeking a highly skilled AVP to join our team. As a key member of our Asset Management group, you will be responsible for the day-to-day management of a diverse portfolio of loan and debt financings.

Key Responsibilities
  • Manage a portfolio of loan and debt financings, including construction/renovation loans, syndications, CMBS, secured and unsecured debt transactions, multi-currency, and project financings.
  • Communicate with Borrowers and Lenders/Investors and Clients to ensure timely and accurate information exchange.
  • Analyze and interpret loan documents, providing advice and direction to the Asset Management Team and Loan Operations teams.
  • Monitor reserve and escrow accounts to ensure borrower compliance with governing documents.
  • Review disbursement requests, monitor draw procedures, manage flow of funds mechanics, and internal loan administration.
  • Perform monthly waterfall calculations, including monitoring income, operating budgets, and leasing status.
  • Coordinate new portfolio and new loan servicing, including collection of all necessary loan documents and accurate boarding in the loan servicing system.
  • Reconcile and review various reports, including billing statements, release statements, payoff statements, and remittance reports.
Requirements
  • Bachelor's degree in accounting, business, finance, or real estate, or equivalent combination of education and experience.
  • Minimum of 6+ years of industry and/or relevant experience, typically with 1+ years in a Senior Associate level role or external equivalent.
  • Strong analytical, problem-solving, and computer skills, with a thorough knowledge of Excel.
  • Excellent written, verbal, and electronic communication skills, with attention to detail.
  • Ability to work in a team environment, think independently, and generate quality work product with little supervision.
  • Manage multiple priorities and meet multiple deadlines.
  • Ability to approach work from a transaction basis versus a task basis.
  • Understanding of real estate finance, including debt and equity structures.
  • Excellent reading and comprehension skills.
  • Ability to communicate effectively, both written and verbal.
  • Analytical skills to understand complex commercial loan documents.
  • Strong organizational and time management skills.
  • Understanding of 3rd party reports, including appraisals, property condition reports, and environmental reports.
What We Offer

SitusAMC offers a competitive annual full-time base salary range of $65,000 to $110,000, depending on experience and qualifications. Additionally, certain positions may be eligible for a discretionary bonus, as determined by bonus program guidelines and SitusAMC Senior Management approval. We also offer a comprehensive benefits package, including medical, dental, vision, life, disability insurance, and 401K.

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