Real Estate Portfolio Manager​/Relationship Manager Sherman Oaks, California

The Relationship Manager (RM) is responsible for coordinating between sales, underwriting, and operations teams to convert leads into actionable opportunities, from initial deal and borrower analysis to loan funding. A primary focus will be loan portfolio management, ensuring an excellent customer experience throughout the sales process. The RM will also build strong relationships with clients to facilitate referrals.

• Oversee the customer onboarding process, introducing clients to our team, process, and setting appropriate expectations regarding borrower urgency and timelines.
• Collaborate with Loan Officers, Sales, Underwriting, and Operations teams on loan analysis, structuring, pricing, and data/document collection for Genesis Capital loans.
• Present potential loans and borrowers to the Credit Committee for approval.
• Underwrite, analyze, perform due diligence, and package files for new loans and prospective borrowers.
• Manage the loan portfolio, focusing on current month closings, identifying issues for escalation, and coordinating solutions.
• Handle portfolio management tasks such as collecting financial reports, preparing status updates, reviewing covenant compliance, and expediting difficult loans.
• Coordinate across internal teams to support effective performance and client benefit.
• Participate in daily huddles and pipeline reviews to resolve or escalate issues preventing loan progress.
• Conduct ongoing client relationship reviews and develop solutions to address client needs.
• Enhance and deepen relationships with existing and new borrowers, fostering a positive customer experience.
• Assist with other projects and functions as needed.
• Ensure collaboration across all functions throughout the loan lifecycle.

• Minimum 5 years in commercial/construction underwriting or a similar role.
• Real estate license required.
• Bachelor’s degree or equivalent experience preferred.
• Experience in a sales environment.
• Excellent customer service and relationship management skills, with high attention to detail.

• Strong verbal and written communication skills.
• Ability to interact with high-level clients and their teams.
• Advanced knowledge of Excel and PowerPoint.
• Ability to work in a fast-paced, deadline-driven environment.
• Self-motivated with ownership of responsibilities.
• Adaptability to changing work environments.