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Portfolio Management Administrator

Embree Group

This is a Full-time position in Georgetown, TX posted March 16, 2022.

Portfolio Management Administrator

This role will assist department with commercial real estate investment transactions; obtain, track, and organize information for multiple projects; provide reporting to internal and external constituents


Organizing, tracking, and coordinating with developer clientele to ensure critical information is received timely; and assisting with general portfolio management.

Manage the Ongoing Tracking of Investments

  • Keep Track of the Due Diligence Deposits (Where Spent, How Much)
  • Set Up and Manage the Files
  • Track Items Received/Outstanding and Ensure Files are Complete. (Obtain Missing Items)
  • Create First Round of Documents (From JV and/or 100% Loan Templates)
  • Coordinate Property Tours, Schedule Inspections and Loan Draws
  • Track Important Dates

Investment/Loan Committee/Reporting

  • Compile and Distribute Investment Committee Packages
  • Maintain Investment Committee Meeting Minutes
  • Manage Quarterly Investor Updates

Required Skills / Abilities:

  • Highly organized and detail oriented.
  • Effective time management.
  • Excellent working knowledge of Microsoft Excel, Word, Word, Outlook, SharePoint, OneDrive, PowerPoint, and other Microsoft Office suite programs.
  • A focus on teamwork and success through collaboration.

Education and Experience:

  • College Degree preferred
  • Previous experience as a transaction or project coordinator in the real estate, legal, construction, or banking fields preferred.
  • Paralegal, Legal Assistant, or Title Company experience a plus.


Salary: Competitive and commensurate with experience

Bonus: Discretionary based on individual and company performance.

Benefits: Competitive 401(k) plan with employer matching, health benefits (medical, dental, vision, health savings account, flexible spending account, life insurance, disability insurance), referral program, paid vacation, and reimbursed professional career development.


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