Portfolio Manager; Structured CRE; Remote; DMV
Listing for:
Veritas Partners
Full Time, Remote/Work from Home
position
Listed on 2026-11-07
Job specializations:
-
Finance & Banking
Loan Servicing, Portfolio & Asset Management, Financial Compliance
Job Description & How to Apply Below
Portfolio Manager (Structured/Bridge CRE) – DC area (or Remote in MD, PA or VA)
This role serves as the primary post-closing contact for borrowers and ensures timely onboarding, covenant compliance, cash management, draw administration, investor reporting, and portfolio health. Will partner with Origination, Underwriting, Finance, Legal, and Investor Relations to deliver a high-quality borrower and investor experience.
They are open to hiring a candidate fully remote as long as they reside within ~2-3 hours of the Greater DC/Baltimore region (so essentially candidates residing in MD, DC, VA, PA or DE).
Qualifications:- Bachelor’s degree in Finance, Accounting, Business, or a related field.
- 7-10 years of experience in commercial lending, portfolio management, loan servicing, credit analysis, or commercial real estate finance.
- Experience with bridge loans, construction lending, or transitional CRE assets highly preferred.
- Experience with various CRE assets classes including healthcare (i.e. nursing homes, assisted living facilities),
multifamily (i.e. market rate and affordable apartments) and hospitality (i.e. hotels and resorts - Seeking knowledge of loan restructuring, covenant compliance, forbearance agreements, and collection strategies (highly preferred)
- Seeking working knowledge of loan documentation, covenant compliance, and cash management structures
- Serve as the primary relationship manager for assigned borrowers throughout the life of the loan.
- Request, track, review, and analyze borrowers’ monthly financial reporting to monitor covenant compliance and risk.
- Review borrower operating budgets, construction budgets, and variance analyses.
- Administer cash management structures, including collections, disbursements, and monthly cash flow analysis.
- Review loan agreements and closing documentation to ensure accurate onboarding and servicing setup.
- Complete new loan onboarding tasks, including system setup, financial spreads, covenant tracking, and borrower profiles.
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