Portfolio Manager (Structured CRE) - Remote (DMV only)

Veritas Partners; Tacoma (WA); Remote; USD 120,000 - 190,000; Full time

Job summary

Veritas Partners in the DC metro area seeks a Portfolio Manager (Structured/Bridge CRE) to serve as the primary post-close contact for borrowers, ensuring onboarding, covenant compliance, cash management, and investor reporting throughout the loan life cycle.

You will collaborate with Origination, Underwriting, Finance, Legal, and Investor Relations to deliver a high-quality borrower and investor experience.

Qualifications

• 7-10 years of experience in commercial lending, portfolio management, loan servicing, credit analysis, or CRE finance.
• Bridge loans, construction lending, or transitional CRE assets experience is highly preferred.
• CRE asset classes include healthcare, multifamily, and hospitality segments.

Responsibilities

• Serve as the primary relationship manager for assigned borrowers throughout the loan life cycle.
• Request, track, review, and analyze borrowers’ monthly financial reporting to monitor covenant compliance and risk.
• Review borrower operating budgets, construction budgets, and variance analyses.
• Administer cash management structures, including collections, disbursements, and monthly cash flow analysis.
• Review loan agreements and closing documentation to ensure accurate onboarding and servicing setup.
• Complete new loan onboarding tasks, including system setup, financial spreads, covenant tracking, and borrower profiles.

Skills

Portfolio management

Commercial lending

Credit analysis

Loan servicing

Cash management

Relationship management

Education

Bachelor's degree in Finance, Accounting, Business

Job description

Portfolio Manager (Structured/Bridge CRE) – DC area (or Remote in MD, PA or VA)

This role serves as the primary post-closing contact for borrowers and ensures timely onboarding, covenant compliance, cash management, draw administration, investor reporting, and portfolio health. Will partner with Origination, Underwriting, Finance, Legal, and Investor Relations to deliver a high-quality borrower and investor experience.

They are open to hiring a candidate fully remote as long as they reside within ~2-3 hours of the Greater DC/Baltimore region (so essentially candidates residing in MD, DC, VA, PA or DE).

Qualifications:

• Bachelor’s degree in Finance, Accounting, Business, or a related field.
• 7-10 years of experience in commercial lending, portfolio management, loan servicing, credit analysis, or commercial real estate finance.
• Experience with bridge loans, construction lending, or transitional CRE assets highly preferred.
• Experience with various CRE assets classes including healthcare (i.e. nursing homes, assisted living facilities), multifamily (i.e. market rate and affordable apartments) and hospitality (i.e. hotels and resorts
• Seeking knowledge of loan restructuring, covenant compliance, forbearance agreements, and collection strategies (highly preferred)
• Seeking working knowledge of loan documentation, covenant compliance, and cash management structures

Responsibilities:

• Serve as the primary relationship manager for assigned borrowers throughout the life of the loan.
• Request, track, review, and analyze borrowers’ monthly financial reporting to monitor covenant compliance and risk.
• Review borrower operating budgets, construction budgets, and variance analyses.
• Administer cash management structures, including collections, disbursements, and monthly cash flow analysis.
• Review loan agreements and closing documentation to ensure accurate onboarding and servicing setup.
• Complete new loan onboarding tasks, including system setup, financial spreads, covenant tracking, and borrower profiles.