Asset Management Specialist

Career Group; Irvine (CA); On-site; USD 75,000 - 110,000; Full time

Job summary

Career Group is seeking an experienced Asset Management Associate to join a growing real estate finance team in Irvine, CA. The role involves monitoring real estate loan portfolios, reviewing financial data, and maintaining client relationships.

The ideal candidate has 3+ years in real estate operations or asset management, strong analytical skills, and proficiency in Excel. This on-site position offers collaborative, people-focused work culture and opportunities to support portfolio initiatives.

Qualifications

• Bachelor's degree preferred; high school diploma required.
• 3+ years of real estate operations, finance, asset management, or related field.
• Real estate title experience is a plus.
• Strong analytical, organizational, and problem-solving skills.
• Proficiency in Microsoft Excel and other Microsoft Office applications.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong attention to detail and a customer-focused mindset.

Responsibilities

• Monitor and oversee an active portfolio of real estate loans.
• Request, review, and analyze financial and property documentation to assess collateral, borrower, and guarantor performance.
• Review rent rolls and operating statements; prepare OSARs and normalize financials as needed.
• Conduct portfolio surveillance and maintain internal watchlists.
• Assist in developing strategies for delinquent and matured loans.
• Coordinate loan payoffs, servicing requests, and other borrower needs.
• Collaborate with underwriting, accounting, capital markets, and loan servicing teams.
• Participate in client, servicing, and credit-related calls and communications.
• Build and maintain strong borrower relationships while providing exceptional customer service.
• Support additional portfolio management projects and operational initiatives as needed.

Skills

Analytical skills

Organizational skills

Problem-solving

Written communication

Verbal communication

Customer service mindset

Education

Bachelor's degree preferred

High school diploma required

Tools

Microsoft Excel

Microsoft Office

Job description

We are seeking an experienced Asset Management Associate to join a growing real estate finance team.

Key Responsibilities:

• Monitor and oversee an active portfolio of real estate loans.
• Request, review, and analyze financial and property documentation to assess collateral, borrower, and guarantor performance.
• Review rent rolls and operating statements; prepare OSARs and normalize financials as needed.
• Conduct portfolio surveillance and maintain internal watchlists.
• Assist in developing strategies for delinquent and matured loans.
• Coordinate loan payoffs, servicing requests, and other borrower needs.
• Collaborate with underwriting, accounting, capital markets, and loan servicing teams.
• Participate in client, servicing, and credit-related calls and communications.
• Build and maintain strong borrower relationships while providing exceptional customer service.
• Support additional portfolio management projects and operational initiatives as needed.

Qualifications:

• Bachelor's degree preferred; high school diploma required.
• 3+ years of experience in real estate operations, finance, asset management, or a related field.
• Real estate title experience is a plus.
• Strong analytical, organizational, and problem-solving skills.
• Proficiency in Microsoft Excel and other Microsoft Office applications.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong attention to detail and a customer-focused mindset.

Ideal Candidate:

The ideal candidate is an outgoing, confident people person who is warm, approachable, organized, and comfortable working with a variety of personalities. Someone with strong judgment, a proactive mindset, and a natural ability to make people feel welcome will thrive in this role. The culture is collaborative, and people-focused, so a polished but down-to-earth personality is key.

We will consider qualified candidates with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring. California applicants, please view our Privacy Notice here: https://careergroupcompanies.com/california-privacy-notice/.