CRE Debt Asset Manager: Portfolio Risk & Underwriting

Russell Tobin; New York (NY); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Healthcare coverage

Dental & Vision

401(k) retirement plan

Life & disability insurance

Employee assistance program

Employee discounts

Job summary

Russell Tobin is seeking a CRE loan portfolio manager to oversee reporting, risk management, financial analysis, covenant testing, and regulatory reporting for a commercial real estate loan portfolio.

You will support asset management activities, insurance compliance, borrower request analysis, and coordination with internal and external stakeholders to ensure performance and compliance with transaction terms.

Qualifications

• Minimum 5-7 years of experience in structured products, real estate origination, credit, risk management, or asset management.
• Strong communication skills with the ability to coordinate effectively with global teams.
• Strong technical and computer proficiency.
• Excellent attention to detail and analytical capabilities.

Responsibilities

• Establish loan reporting dates and requirements at closing and manage data entry into proprietary workflow platforms.
• Proactively manage ongoing risks of loan positions, including collateral performance and insurance renewals.
• Produce quarterly underwriting assumptions and risk projections for loans in the CRE portfolio.
• Spread borrower financials for covenant testing and upload documentation into systems.
• Perform rent roll spreading and maintain financial analysis records.
• Coordinate with servicers and external insurance consultants for annual insurance information.
• Create preliminary Annual Review decks for each loan for Asset Management review.
• Conduct technical reviews of draft appraisals and DARs to validate cash flow analyses.
• Analyze borrower requests for advances, releases, and extensions, escalating issues as needed.
• Provide weekly updates on loan performance and portfolio risks to CRE Lending Management.
• Support periodic risk reporting for governance processes.
• Prepare and coordinate regulatory submissions with the global portfolio reporting team.
• Gather market data to support portfolio risk management decisions.

Skills

Structured products

Real estate origination

Credit risk management

Asset management

Analytical skills

Strong communication

Job description

Russell Tobin is seeking a CRE loan portfolio manager to oversee reporting, risk management, financial analysis, covenant testing, and regulatory reporting for a commercial real estate loan portfolio.

You will support asset management activities, insurance compliance, borrower request analysis, and coordination with internal and external stakeholders to ensure performance and compliance with transaction terms.