CRE Asset Management Associate - Portfolio & Risk

nationallifeinsurancecompany; Addison (TX); On-site; USD 90,000 - 140,000; Full time

Job summary

National Life Group is seeking an experienced CRE portfolio professional to support management of a diversified commercial mortgage portfolio, perform credit risk analysis, and drive asset performance. This onsite role emphasizes cross-functional collaboration across investment, analytics, and operations.

You will partner with senior team members to provide insights on portfolio performance, contribute to investment analysis, and help scale reporting and processes across the platform.

Qualifications

• Portfolio & Asset Management responsibilities include managing a large-scale CRE loan portfolio.
• Credit & Risk Analysis activities cover financial analysis, re-underwriting, and stress testing.
• Portfolio Analytics & Reporting tasks involve analytics, KPIs, and dashboards.

Responsibilities

• Support the management of a large-scale CRE loan portfolio (multi-billion-dollar exposure across asset classes).
• Monitor loan performance including funding approvals, leasing activity, covenant compliance, and borrower requests.
• Serve as a primary point of contact for loan servicers, mortgage bankers and borrowers, proactively managing relationships and identifying opportunities to enhance asset performance.
• Monitor watchlist and REO assets and contribute to asset-level strategies that maximize recovery and value.
• Perform financial analysis, re-underwriting, and stress testing to identify potential risks.
• Contribute to quarterly reporting and valuation processes, including DCF modeling and market analysis.
• Assist in evaluating loan modifications, extensions, and restructurings and workouts including distressed scenarios such as foreclosures or note sales.
• Partner with legal, accounting, and servicing teams to support credit and risk-related activities
• Design and maintain portfolio-level analytics, including stress models, KPIs, and performance dashboards.
• Provide actionable insights to support evaluation of credit trends, risk exposure, and portfolio performance.
• Support continuous improvement in reporting processes, automation, and data quality.
• Partner with originations to evaluate new investments, including underwriting, structuring, and IC memo preparation.
• Provide market intelligence and peer benchmarking to support investment decisions.
• Support execution of borrower requests in conjunction with 3 rd party loan servicers including lease approvals, reserve disbursements, ownership transfe

Job description

National Life Group is seeking an experienced CRE portfolio professional to support management of a diversified commercial mortgage portfolio, perform credit risk analysis, and drive asset performance. This onsite role emphasizes cross-functional collaboration across investment, analytics, and operations.

You will partner with senior team members to provide insights on portfolio performance, contribute to investment analysis, and help scale reporting and processes across the platform.