Senior CRE Portfolio Admin & Reporting Lead

Ullico; Bethesda (MD); On-site; USD 100,000 - 120,000; Full time

Benefits offered by this job

Health/Dental/Vision

Pension

401K

Health Savings Account

Life Insurance

Paid Time Off

Job summary

Ullico, Inc. is seeking a Manager, Portfolio Administration to oversee day-to-day tracking of loan commitments, support funding availability, and liquidity forecasting for a multibillion-dollar real estate portfolio.

The role includes supervising staff, coordinating document storage, and ensuring compliance with internal policies and audit standards. The ideal candidate will have a bachelor’s degree in business/finance/real estate and 5–7 years of CRE portfolio management experience, with strong

Qualifications

• Bachelor’s degree in business/finance/real estate or related field.
• 5–7 years of commercial real estate portfolio management experience.
• Strong analytical and problem-solving abilities.
• Proven leadership and team development skills.

Responsibilities

• Manages applications and commitments through loan closing and funding.
• Prepares monthly commitment, production, and liquidity reports for management.
• Supervises assigned staff and maintains ongoing communication regarding performance expectations, department goals, and career development.
• Coordinates, maintains, and oversees loan document storage operations.
• Processes and monitors required commitment fees and reconciles income accounts.
• Assists the loan closer and coordinates with Regional Vice Presidents and third parties in the closing process.
• Maintains exception reports and resolves outstanding items.
• Performs other similar and related duties as required.

Skills

Portfolio management

Lease administration

Asset management

Analytical skills

Team leadership

Education

Bachelor's degree

Job description

Ullico, Inc. is seeking a Manager, Portfolio Administration to oversee day-to-day tracking of loan commitments, support funding availability, and liquidity forecasting for a multibillion-dollar real estate portfolio.

The role includes supervising staff, coordinating document storage, and ensuring compliance with internal policies and audit standards. The ideal candidate will have a bachelor’s degree in business/finance/real estate and 5–7 years of CRE portfolio management experience, with strong