Senior Portfolio Manager

7 days ago

Vancouver, British Columbia, Canada Recooty Full time
About the Role

We are seeking a highly skilled and experienced Senior Portfolio Manager to join our team at Recooty. As a key member of our Finance team, you will be responsible for independently managing the funding after closing, including funding monitoring, completing annual reviews, analyzing any changes in the borrower or project, proactively identifying early warning signs of trouble, and implementing risk mitigation strategies.

Key Responsibilities
  • Funding Monitoring
    • Review funding Closing Summary and send welcome letter to borrowers at funding handoff meeting post-closing.
    • Review Status Report template provided by loan Officers for clarity and conformity to commitment letter and loan documents.
    • Oversee the completion of loan files including receipt of copies of recorded documents and final title policy.
    • Monitor compliance with credit policies covering risk management and participate in quarterly monitoring and loan loss reserve meetings.
    • Review and recommend procedures to monitor and maintain collateral of secured loans, including insurance and property tax compliance, appraisal and reserve requirements.
    • Design forms, procedures, processes, and reports to enhance and/or automate Portfolio Management function, especially as it relates to database reporting.
    • Collect and analyze quarterly financial reports and project status updates from borrowers, proactively identifying early warning signs of trouble and implementing risk mitigation strategies.
    • Perform annual reviews on each loan in the portfolio and make risk rating recommendations.
    • Monitor payment of real estate taxes, insurance, and other escrows, with assistance of Loan Administrator.
    General Responsibilities
    • Work cooperatively and constructively with a wide variety of people.
    • Share responsibility for relationship management with Loan Officers to create loyalty and repeat business.
    • Support and promote Loan Officers' ability to procure new loans from existing borrowers.
    • Build relationships with borrowers post-closing and encourage them to work in partnerships.
    • Proactively induce borrowers to deliver timely information when needed.
    • Meet many deadlines while managing a portfolio of loans.
    • Resolve conflicts through negotiation, effectively balancing borrower needs with risk mitigation.
    • Work effectively in a team environment and actively participate in joint problem solving; willingly cooperate with co-workers.
    • Maintain flexibility and adaptability to change.
    • Listen attentively to others and ask clarifying questions to gain a better understanding of the other person's views.
    • Positively recognize the accomplishments of customers and co-workers.
    • Come to meetings prepared, honor work commitments, and meet deadlines.
    • Honor the private and confidential matters of co-workers.
    • Communicate courteously and effectively with others, dealing with issues directly, in a respectful and timely manner, focusing on resolving the issue while not criticizing the person.
    Qualifications
    • Undergraduate degree in business, finance, economics, or accounting; advanced degree in a relevant field (finance, planning, etc.) is a plus.
    • At least 5 years of demonstrated relevant portfolio management experience in a Technology start-up or structured financial institution.
    • Knowledge and experience with multifamily real estate finance required; community development real estate lending, especially affordable housing lending experience is a plus.
    • Proficiency in analyzing complex financial statements of for-profit and nonprofit organizations and their real estate operations.
    • Ability to create amortization schedules and cash flow spreadsheets when needed.
    • Familiarity with business law concepts including contracts, mortgages, appraisals, loan collateral, uniform commercial code, creditors' rights, and forms of business organization.
    • Knowledge of federal and state real estate development subsidy programs that serve urban and rural areas.
    • Commitment to community development, low-income communities, and a strong work ethic.
    • Professional demeanor and willingness to cooperatively participate on a team in a mission-based organization.
    • Self-starter with the ability to work independently as well as collaboratively in a small team; experience in public speaking is a plus.
    • Capacity to prioritize multiple tasks to meet deadlines; detail-oriented.
    • Demonstrated ability to prepare clear, accurate, well-organized written and financial reports and to communicate verbally in an effective manner.
    • Proficient in software programs not limited to CRMs, ERP systems, and email suites.

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