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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

Duties/Responsibilities:

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.

Compensation:

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.

PI167294854

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