Remote CRE Portfolio Manager – Structured/Bridge Loans

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

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.