Portfolio Management Administrator

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.