Portfolio Manager

2 weeks ago


Plymouth Meeting, Pennsylvania, United States SitusAMC Full time
Job Summary

SitusAMC is seeking a highly skilled Portfolio Manager 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 assigned loans, including communication with Borrowers and Lenders/Investors and Client.
  • Analyze and interpret loan documents and provide 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, and manage flow of funds mechanics.
  • Perform monthly waterfall calculations and monitor income, operating budgets, and leasing status.
  • Coordinate new portfolio and new loan servicing, including collection of all necessary loan documents.
  • Reconcile and review various reports, including billing 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.
  • 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 independently and manage multiple priorities, with a focus on quality and accuracy.


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