Portfolio Manager jobs at Invitation Homes - 332 jobs
Senior Industrial Portfolio Manager
Institute of Real Estate Management 3.9
Walnut Creek, CA jobs
We are a privately held, 50+ year-old investment, development, and property management firm located in well-appointed and easily accessible offices in Walnut Creek. Our company is team-oriented and high energy. We operate a diversified portfolio of office buildings, multi-family apartments, retail shopping centers, industrial complexes, self-storage properties, hotels, and land developments in multiple states. We provide a professional work environment with an upbeat and positive team of people focused on providing superior investment opportunities for private real estate investors.
SUMMARY
The Senior Industrial PortfolioManager is responsible for overseeing the strategic and operational performance of a portfolio of industrial real estate assets. This individual will manage property performance, drive value creation through leasing and capital improvements, monitor financial metrics, and lead initiatives to ensure the long-term growth and profitability of the portfolio. The ideal candidate will bring a deep understanding of industrial real estate markets, asset management, leasing, and capital planning.
Bachelor's degree in real estate, Finance, Business, or related field; MBA or Master's preferred.
7-10+ years of experience in industrial portfoliomanagement.
Strong knowledge of industrial property operations, leasing, and financial analysis.
Management of bidding, contracting, and oversight of capital projects and tenant improvements.
Demonstrated experience in managing large multi-property portfolios.
Proficient in Excel, Yardi, and real estate valuation modeling.
Excellent communication, negotiation, and presentation skills.
Proven ability to manage multiple priorities and work in a fast-paced environment.
Willingness to travel as needed for site visits and broker/tenant meetings.
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$131k-196k yearly est. 4d ago
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Senior CRE Credit Originator
Leon Capital Group 4.2
Dallas, TX jobs
Leon Financial, LLC is seeking a senior-level Commercial Real Estate (CRE) Credit Originator to join its growing real estate credit platform. This role is designed for a proven, fully formed credit originator with the ability to independently source, structure, and close institutional real estate credit transactions across multiple asset classes.
Leon Financial operates a diversified real estate credit platform, with active focus areas that include industrial, multifamily, healthcare, retail, and self-storage. The successful candidate will be a strong CRE credit generalist - someone with depth in certain asset classes and the judgment and flexibility to execute across others as capital allocation and deal flow evolve.
This is not a training or ramp-up role. The expectation is immediate contribution and consistent production.
Key Responsibilities:
Originate commercial real estate credit transactions across a diversified set of asset classes, including:
Industrial and logistics
Multifamily
Healthcare-related real estate
Retail
Self-storage
Source opportunities through established relationships with:
Sponsors and operators
Developers and owners
Brokers and capital markets intermediaries
Structure and execute a range of CRE credit solutions, including:
Senior secured loans
Mezzanine debt
Preferred equity
Transitional and structured credit investments
Recapitalizations and complex capital stacks
Own transactions end-to-end, from initial sourcing and structuring through underwriting, credit approval, and closing, in close partnership with internal investment, legal, and asset management teams.
Maintain a consistent pipeline of institutional-quality opportunities aligned with Leon Financial's risk-adjusted return objectives.
Represent Leon Financial, LLC in the market with sponsors, intermediaries, and industry participants.
Qualifications:
10-20+ years of commercial real estate credit origination experience with a verifiable history of closed transactions.
Demonstrated track record as a high-performing CRE credit originator, not an emerging producer.
Experience originating credit across multiple CRE asset classes, with depth in one or more of Leon Financial's core focus areas.
Background originating credit at one or more of the following:
Private real estate credit funds
Real estate debt platforms
Institutional or specialty CRE lenders
Strong credit judgment and comfort with underwriting transactions across different property types and market cycles.
Proven ability to operate autonomously with high accountability and minimal oversight.
Bachelor's degree required; advanced degree preferred.
What This Role Is Not:
Not a training or development program
Not a junior or mid-career origination role
Not a development or brokerage position
Not suitable for candidates still building an origination book
Why Leon Financial, LLC:
Leon Financial, LLC is a diversified real estate credit platform operating across multiple commercial real estate strategies. The firm partners with experienced sponsors and operators to originate and structure thoughtful, risk-adjusted credit solutions across the capital stack.
Leon Financial, LLC offers senior credit originators the opportunity to operate within a collaborative, entrepreneurial environment while leveraging the flexibility, scale, and support of a broader investment platform.
$80k-140k yearly est. 2d ago
Finance Manager
Park Square Homes 4.4
Orlando, FL jobs
With a 40+ year commitment to delivering breakthrough customer experiences, seizing initiatives, achieving results, and continuous learning, our award-winning company, Park Square Homes, has an opportunity for a talented Finance Manager to join our team. Known for our entrepreneurial spirit, we have a strong culture rooted in trust, integrity, open communication, and respect, and we make it a point to use good judgment, fairness, and common sense to meet our challenges. Attracting top talent who can thrive in a fast-paced, entrepreneurial, family-oriented, efficient, and team-focused environment contributes to our success.
Job Overview: The Finance Manager will play a critical role in supporting the financial health and strategic direction of the company. This position requires a strong accounting foundation combined with hands-on FP&A experience, with a deep understanding of the residential homebuilding industry. The ideal candidate is analytical, detail-oriented, and comfortable partnering cross-functionally to drive informed decision-making.
Key Responsibilities:
Budgeting, Forecasting & Financial Planning
Lead the preparation and management of the annual operating budget and long-range financial forecasts in partnership with department leaders.
Prepare and maintain rolling forecasts and cash flow models to support business needs and leadership decision-making.
Identify and evaluate financial trends, cost drivers, and performance metrics to provide forward-looking insights and strategies.
Financial Reporting & Analysis
Produce timely and accurate monthly, quarterly, and annual financial reports for executive leadership.
Analyze key performance indicators (KPIs) across communities, divisions, and the company as a whole.
Prepare variance analyses and explain financial results compared to budget and forecast.
Deliver ad hoc reporting and financial modeling to support executive and departmental decision-making.
Job Cost Management & Operational Support
Monitor construction job costs and provide detailed reporting on cost-to-complete, budget variance, and profitability.
Partner closely with construction, purchasing, and land teams to ensure costs are tracked accurately and efficiently.
Support the monthly closing process by ensuring proper job coding, accruals, and reconciliations are in place.
Partner with Sales, Construction, and Operations leadership to support operational decision-making related to sales pricing strategies, construction starts, and backlog and closings management, providing financial insights to drive timing, profitability, and cash flow outcomes.
Land & Development Support
Collaborate with the land acquisition and development teams to underwrite new projects and evaluate financial feasibility.
Build and maintain pro forma models and investment return analyses for current and prospective land deals.
Assist in preparing financial packages and return metrics for investment committee or executive review.
Lender & Compliance Management
Coordinate lender draw packages and ensure accuracy in documentation for construction and development financing.
Monitor loan covenant compliance and assist in preparing reports for external financing partners.
Support external audits, tax planning, and compliance filings in collaboration with outside advisors.
Process Improvement & Systems
Identify opportunities for improving internal controls, financial processes, and reporting systems.
Participate in or lead the implementation of financial software upgrades or new system integrations as the company scales.
Ensure accuracy and integrity of financial data across all platforms and departments.
Required Qualifications:
Bachelor's degree in Accounting, Finance, or related field (Accounting degree or equivalent accounting experience required)
5-7 years of total professional experience in finance and/or accounting
Demonstrated experience across FP&A and accounting functions
Direct homebuilding or residential construction industry experience required
Strong understanding of construction accounting, job costing, and financial modeling
Experience with homebuilding or construction accounting systems
Advanced Excel and financial modeling capabilities
Skills:
Strong financial modeling and data analysis skills
Excellent attention to detail and accuracy
Proficiency in Microsoft Excel and financial reporting tools
Ability to communicate complex financial information clearly and effectively
Strong organizational and time management abilities
Familiarity with homebuilding or construction accounting software
Ability to work independently and as part of a collaborative team
Strategic thinker with a proactive, problem-solving mindset
Physical Requirements:
Prolonged periods of sitting at a desk and working on a computer
Must be able to lift up to 15 pounds at times
Occasional travel to job sites and regional offices may be required
$69k-96k yearly est. 2d ago
Portfolio Community Manager - HOAMCO - Flagstaff , AZ
Hoamco 4.0
Flagstaff, AZ jobs
Portfolio Community Manager - HOAMCO - Flagstaff , AZ **Immediate Opening** - Apply Today. Benefits available after 60 Days. This is a great opportunity! HOAMCO CULTURE: At HOAMCO, our team members are passionate about their work, bringing enthusiasm and dedication to every task. They excel independently and understand the importance of teamwork. We are committed to building people and communities by fostering open, honest relationships through transparent communication. Our dedication to exceptional customer service ensures we positively impact everyone we interact with. FUNCTION & ROLE: Under the general supervision of the Regional Director, the Portfolio Community Association Manager is responsible for overseeing the performance of personnel and the maintenance of physical properties or projects under their supervision, ensuring compliance with established company and Board policies and procedures. The PortfolioManager is tasked with maintaining and managing community accounts, actively supporting the community's values, vision, and philosophies. They are expected to exhibit a leadership style that ensures residents' needs are met with a high level of satisfaction. The Portfolio Community Association Manager also serves as a crucial liaison between HOAMCO and the assigned communities, facilitating effective communication and coordination. SUPERVISORY RESPONSIBILITIES: Supervises all on-site maintenance and other personnel, as necessary. REQUIREMENTS: Qualifications:
CMCA certified or higher management designation preferred
Minimum of 1-2 years' experience as a Community Association Manager preferred, or other management experience.
Responsibilities and duties:
Community
Leadership
Serve in a key community leadership role aimed at building and maintaining connections and opportunities that foster a true sense of community.
Provide advisory support to the board for long-term planning, goal-setting, and policymaking guidance.
Act as a liaison between HOAMCO and assigned community.
Effective
Communication
and
Relationship
Management
Communicate proactively and transparently while building relationships with board members, residents, and staff.
Facilitate regular meetings with the Developer, board members, residents, and volunteers to ensure open lines of communication.
Develop and maintain a professional relationship with the Board of Directors for each assigned Association.
Daily Operations and Asset Management
Oversee the daily operations, management, and maintenance of community assets.
Facilitate upkeep of residential files and records, legal documents, property deeds, construction plans, member rosters, contracts, annual reports, meeting minutes, and all other relevant records.
Facilitate and attend all Association meetings.
Effectively leverage company and vendor resources to execute board directives and achieve community goals.
Oversee service contractors to ensure cost-effective and high-quality service delivery. Negotiate service contracts and obtain bids as needed or directed by the Board of Directors.
Ensure that all procedures are being adhered to for vendors, contractors, service requests, and maintenance form logs.
Inspect exterior and common areas of each assigned project at least twice a month and prepare written recommendations for physical repairs and/or replacements as required by the Board of Directors.
Develop a building maintenance program and schedule for management of community assets.
Governance
and
Community
Standards
Maintain and uphold the community's standards as required by applicable laws, CC&Rs, and design guidelines.
Facilitate the architectural design review process.
Evaluate and oversee the CC&R compliance process.
Liability
and
Risk
Management
Ensure liability and insurance policies comply with requirements set forth by governing documents and applicable laws.
Develop and implement a comprehensive risk management program in consultation with industry experts and advisors.
Ensure proper documentation for worker's compensation, liability insurance coverage, and all executed written contracts for any contractors prior to engaging in work for any property managed by HOAMCO.
Budgeting
and
Financial
Oversight
Collaborate with and assist the Board of Directors in preparing the annual budget for each fiscal year.
Administer and monitor operating and reserve budgets.
Review monthly financial packages and prepare budget variance report for the Board of Directors.
Ongoing review of budget, evaluating ways to improve service and/or cut expenses.
Review all contractual services annually and/or as needed to ensure community objectives are met.
Timely and Accurate Communication
Ensure all association notices are accurate and distributed in a timely manner.
Process all electronic, paper, and telephone correspondence and respond to inquiries and requests in a professional and timely manner.
Create and prepare complete Board of Directors packets, agendas, and management reports.
Other
Duties
Perform other duties as assigned to support the overall success and well-being of the community.
Attend all appropriate HOAMCO training classes, meetings, and seminars as requested.
HOAMCO Employees Excel at:
Consistently projecting a positive image of the company.
Prioritizing tasks effectively in a fast-paced environment, handling interruptions seamlessly.
Being strong team players, ready to assist others as needed.
Demonstrating highly effective interpersonal skills and collaborating well with colleagues.
Providing exceptional customer service.
Maintaining an enthusiastic, professional, and positive demeanor.
Upholding integrity and credibility.
Why Join HOAMCO? Since 1991, HOAMCO (Homeowners Association Management Company) has been a leader in community association management, currently managing over 600 communities across six states-and we're still growing! At HOAMCO, we value teamwork, integrity, and exceptional service. This is an exciting opportunity to be part of a company that makes a real impact in communities.
Regional PortfolioManager (Affordable) - Sacramento, CA As a Regional PortfolioManager (Affordable) with CONAM, you will oversee many properties in a portfolio. You will make decisions in order to achieve the overall objectives of the communities in your region. You'll hire, train, mentor, lead and inspire a team of property management professionals. You'll oversee financial budgeting and reporting and you'll manage the marketing and leasing efforts for all apartment communities in the portfolio.
Who We Are: Founded in 1975, CONAM Management operates in 10 states, across 26 key metropolitan markets, supporting over 60,000 apartment units of both affordable and conventional housing. Our growing team of over 1,700 associates is dedicated to maintaining and enhancing the quality of life for our residents. At CONAM, we foster a collaborative, team-oriented culture where our associates thrive and are valued for their expertise and commitment.
If you possess a customer-focused mindset, can oversee or be a part of the daily operations and management of a multi-family residential community, and want to be a part of our company's growth, we want to hear from you!
What we're looking for: Regional PortfolioManager to support the Affordable Portfolio in the Sacramento, CA area with a strong experience in affordable properties.
This position is Full-Time | Salary |Pay Range for this position is: $100,000 - $110,000 / Yr
Requirements:
* Previous experience as a regional manager in residential multi family property management is required
* Experience with Affordable properties, Tax Credit, HUD, Lease Up is required
* State of CA Real Estate License is required.
* Experience with affordable housing/tax credit properties
* Experience in developing property budgets, as well as dealing with complex operational matters daily
* Must have a valid driver's license and proof of automobile insurance coverage
* Local travel required; occasional travel out of state on an as-needed basis
* Computer knowledge: MS Word, Excel & Outlook; MRI software knowledge is a plus
Why You'll Love Working Here:
CONAM Management Corporation is more than just a job - it's a career where you can grow and be recognized for your expertise in Property Management. We offer a competitive pay, comprehensive benefits package, that make working at CONAM even more rewarding.
Our benefits include:
* Medical, dental, vision insurance
* Pet insurance
* Life insurance and identity theft protection
* Paid sick and vacation time
* 401(k) plan with company match
* Flexible Spending Accounts (FSAs)
* Employee Assistance Program (EAP)
* Additional perks: Service award days, floating holiday, early earned wage access and more
At CONAM, we pride ourselves on our culture of excellence and commitment to fostering an inclusive, diverse, and supportive work environment.
Additional information:
* This position is contingent upon passing a background check, employment verification, pre-employment physical, drug screening, valid driver's license and auto insurance.
* CONAM will consider qualified applicants with criminal histories in a manner consistent with the requirement of the law.
* We are an Equal Opportunity Employer and encourage all qualified candidates to apply.
Ready to make an impact?
If you're excited about joining a team that values your skills and offers great benefits, click "APPLY".
Pay Bands: Pay bands are established based on geographic location, internal equity, market conditions, and candidate qualifications. We provide competitive compensation based on experience and qualifications.
$100k-110k yearly 22d ago
21R Commercial Portfolio Manager II
The Adam Corporation Group 4.2
College Station, TX jobs
COMMERCIAL PORTFOLIOMANAGER II
Provides support to commercial relationship managers which includes: preparation of credit approval packages, annual reviews, renewals of credits, credit and non-credit proposals, coordination of loan closings and non-credit account set-ups. Acts as a secondary contact on client relationships. Coordinates credit and loan portfolio administration support for several commercial relationship managers.
Job Functions:
Provides accurate financial analysis and risk assessment of new and existing clients.
Reviews and spreads financial statements and prepares comprehensive financial analysis on the creditworthiness of the borrower.
Underwriting, structuring, and risk rating of credit requests for new and existing client relationships.
Prepares FACT sheets and credit approval packages and presentation documents.
Responsible for ensuring all reviews and renewals of C&I and CRE loans are reviewed and re-documented (if necessary) timely, prior to becoming an administrative past due issue.
Responsible for monitoring of covenants, covenant compliance, borrowing base certificates and other conditions of credit.
May participate in on-site client visit with commercial relationship manager.
Interprets and evaluates consumer credit bureau reports, Dun & Bradstreet business reports and public records.
May perform other tasks and assist in projects as needed.
Position Requirements:
Bachelor's Degree in Business, Finance, Accounting or related discipline.
7+ years previous commercial portfolio experience or commercial loan and underwriting experience in a financial services environment.
Key Qualifications:
Excellent oral and written communication skills
Ability to make sound transactional decisions to ensure polices and directives are met.
Ability to promote a client-service environment responding to client concerns as well as ongoing client relationship support.
Ability to effectively interact with credit administration .
Demonstrates understanding of credit servicing.
Knowledgeable of computer systems including databases, Microsoft Office products, etc.
Experience with credit analysis software.
A PortfolioManager for Residential Real Estate (also called a real estate agent) oversees the entire real estate sale and purchase process. Real estate is a fast paced, thrilling and stimulating business that draws managers who desire a career that allows their leadership skills to flourish. A PortfolioManager for Residential Real Estate needs to excel in interpersonal skills and be able to manage an extensive portfolio of clients. This manager positon is for individuals who desire to use their leadership abilities in the areas of real estate portfoliomanagement, contract negotiations and residential real estate purchasing and selling.
Job Responsibilities
* Oversee the purchase and sale of a large residential real estate portfolio
* Manage the negotiation and contract process of a real estate transaction
* Create marketing and advertising materials for your business
* Stay informed about the current real estate market and devise strategies to better equip clients for the purchase or sale of their residential property
* Manage a team to efficiently guide a client through the real estate transaction process
About Berkshire Hathaway HomeServices Florida Network Realty
Berkshire Hathaway HomeServices Florida Network Realty was established in 1988 as Prudential Network Realty. Linda Sherrer, Founder, President and CEO, had one clear goal in mind: to raise the level of professionalism in Northeast Florida's real estate market. We knew this goal could only be achieved if key elements were in place - a well-known brand that commanded trust and respect and a select team of REALTORS and employees with a shared passion for serving the clients' needs.
Regulatory Notice. To work as a real estate agent (and be qualified for this position) you must have (or obtain) a real estate license. Like getting a driver's license, state authorized training/testing is required to get certified. Third-party educational institutions provide this fee-based training to the general
$81k-95k yearly est. 60d+ ago
Portfolio Manager
Property Management Associates 3.5
Culver City, CA jobs
Preferred Experience includes: managing, directing, and implementing operational strategies and objectives for a portfolio of Market Rate and Rent Controlled properties to ensure the achievement of property and organizational goals; developing and controlling a budget, assuring that operations are fiscally sound; assisting with the development and implementation of organizational policies and procedures related to property management; ensuring the physical assets assigned are maintained according to the organization's standards; maintaining an acceptable occupancy level established by the organization; maintaining clean buildings and grounds; recruiting, training, developing and supervising the on‐site property staff; interacting with vendors; the community, at‐large; and the residents; assisting senior management and other managers with special projects and other related work.
Essential Functions:
Financial
• Prepare annual operating and capital budgets, review financial statements/reports, and prepare monthly variance reports
• Responsible for the accurate and timely establishment of rent levels as approved by senior management, the timely collection and deposit of all rental and other payments due from residents, and the taking of corrective and/or legal action as required to obtain collections
• Responsible for ensuring implementation of annual rent increases
Maintenance
• Responsible for the implementation and reporting of all maintenance policies, plans, and procedures, including, but not limited to, work order systems, purchase order systems, preventive maintenance systems, inventory control, and the turnover process
• Work with maintenance staff to resolve maintenance issues
• Create short and long range plans for correction of deficiencies and for normal maintenance of the properties
• Conduct routine meetings (at least monthly) with the maintenance staff
Marketing
• Responsible for maintaining budgeted occupancy goals
• Responsible for the accurate and timely submission of marketing reports, and for maintaining current comparable studies
• Make recommendations to improve marketing and leasing programs
• Demonstrate a comprehensive understanding of the competition, general market area, and product knowledge
• Supervise and participate in the Leasing and Renewal Programs
• Conduct monthly meetings with the site level administrative staff
• Inspect properties in portfolio to ensure the highest standards are maintained; evaluate effectiveness and efficiency of maintenance, grounds, and housekeeping operations; conduct periodical inspection of vacant apartments for market‐ready condition
Personnel
• Participate in the hiring, promotion, termination and transfer of site personnel, including the timely submission of all required paperwork
• Ensure appropriate staff development and/or training is provided,( including his/her own) and that all staff is aware and correctly implements the fair housing/ employment laws, safety rules and regulations, and other company and governmental policies and procedures
• Hire, train, supervise, develop, and terminate the employment of those supervised in accordance with company policies and directives; perform timely performance evaluations on employees
• Assist Property Managers with site‐level employees; approve all new hires, status changes, and terminations for on‐site personnel in coordination with Human Resources and senior management
Job Requirements:
• Education- B.A/B.S. Undergraduate degree preferred but not required
• Must have at least 3-5 years of supervisory experience in the area of Property Management and Rent Control
• Proficient in Excel, MS Office and Yardi Voyager.
• Job requires oversight of multiple properties. Candidate must be willing to travel locally
• Valid driver's license and reliable transportation
• Experience in property budget preparation is required
• Demonstrated experience in problem identification, analysis, recommendation of options and development of logical and workable solutions
Competitive Salary $100,000 to $105,000k DOE, 401k, Health and Dental Benefits
$100k-179k yearly est. 21d ago
Portfolio Manager
Northmarq 4.4
Dallas, TX jobs
At Northmarq, you can be part of something special. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management. We offer you a career path with best-in-class training, and we foster inclusive teams committed to collaboration, mentoring, and growth. At Northmarq, we will help you unlock your potential - whether you are an industry veteran or you're just getting started. Your new career is waiting. Start something special today.
Northmarq was voted by Real Estate Forum as one of The Best Places to Work in Commercial Real Estate!
This position requires a deadline-driven, service-focused, and detail-oriented individual who will be responsible for financial statement and rent roll analysis, watchlist/surveillance, reserve disbursement requests, new loan audits, underwriting borrower consent requests, calculating/coordinating loan payoffs, and satisfying investor requirements. The focus will be on commercial mortgage risk management and customer service. Additional responsibilities may be added as the company grows (In line with department goals and objectives).
This position offers a flexible work environment and is available for an immediate start.
Position Responsibilities:
Plan and schedule own workload to efficiently meet benchmarks within the department.
Provide premier customer service to lenders, borrowers, other servicing staff and regional offices.
Manage a portfolio of commercial real estate loans spanning across various Life Insurance Company Lenders with varying requirements and regulations.
Analyze annual and quarterly financial statements for multifamily and commercial properties in accordance with the requirements of various Life Insurance Company Lenders, and other investors.
Follow up with borrowers and management companies regarding variances and general income and expense questions.
Review and make recommendations for releases from reserves including replacement, repair, capital expenditure, TI/LC, and insurance loss.
Monitor maturing loans and provide the required notices to borrowers.
Monitor and update monthly loan reports utilized by investors and management to analyze portfolio risk.
Audit new loan boarding and setup to ensure loan terms and covenants were accurately captured in the servicing system.
Underwrite and make recommendations for lender consent of borrower requests, including lease approvals, maturity extensions, partial releases/substitutions of collateral, easements, condemnations, ownership transfers, loan assumptions, etc.
Calculate and coordinate loan payoff requests, including yield maintenance calculations.
Monitor and collect outstanding mortgage payments, carefully documenting collection efforts.
Grow and develop strong relationships with Northmarq's Life Insurance Company Lenders.
Provide training and mentoring across the team on areas of expertise including analysis underwriting and general CRE knowledge.
Assist team members on advanced and/or complicated consent requests.
Assist Manager(s) with monitoring team tasks, reviewing write-ups/recommendations, quality control, and lender feedback.
Minimal business travel for lender visits, industry/company conferences, etc. (1-3 times per year).
Serve on procedure committees updating policies and procedures for Portfolio & Asset Management.
Perform other reasonable tasks/projects as assigned within the department.
What We're Looking For:
Bachelor's Degree, preferably in the finance, real estate, or accounting area.
4-6 years of experience in finance or accounting. Background in commercial lending or servicing preferred.
Strong skills in Microsoft Outlook, Excel, and Word
Strong knowledge of commercial real estate finance and commercial loan terminology
Demonstrated underwriting and/or lender asset management experience on multifamily & commercial properties.
Solid understanding of commercial real estate finance
Demonstrated leadership and training abilities.
Strong analytical and modeling skills
Excellent verbal and written communication skills
Passionate about customer service, providing exceptional service to all internal and external customers
Strong organizational and prioritization skills, with the ability to manage multiple assignments while meeting deadlines.
Ability to work both independently and within a team, with minimal supervision.
Demonstrated work ethic and willingness to work extended hours when necessary.
Attention to detail and accuracy required required.
Problem solving skills to reflect level of responsibilities.
Ability to maintain sensitive and confidential information.
Ability to maintain positive attitude in all situations.
Northmarq offers a highly competitive benefits package including: medical, dental, vision, paid time off, 401K match and an annual discretionary contribution based on business performance, paid parental leave and adoption assistance, education assistance, volunteer paid time off, charitable contribution match and so much more!
#LI-ES1
#LI-Onsite
#LI-Onsite
$71k-129k yearly est. Auto-Apply 60d ago
CSBB Portfolio Planning Lead
Truist Bank 4.5
Charlotte, NC jobs
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to
Accessibility
(accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America) Please review the following job description:This will be an office centric role requiring working in the office five days per week in January 2026 at one of the locations listed on the requisition.
The Portfolio Planning & Operations team is broadly responsible for designing and delivering a holistic Consumer and Small Business Banking (CSBB) portfolio of strategic initiatives and operational imperatives that ultimately deliver on our enterprise objectives. This includes managing a broad portfolio of initiatives that span a variety of work-types (strategic, operational, risk / reg., core productivity, expense, and cost management). The team is critical to driving a comprehensive and collective portfolio of change initiatives, ranging from day-to-day operational changes to large multi-year investment projects. Seated at the top of the change funnel, this team is critical to determining what change initiatives are introduced to the portfolio, recommends timing and sequencing of our work, ensures sound business rationale and rigor to pressure test as well as validate business assumptions, and partners closely with key business leaders to deliver on the growth objectives for our portfolio.
Highly-motivated and strategic CSBB Portfolio Planning Lead to oversee and guide the development, resourcing, prioritization, execution, optimization, and delivery of our Consumer and Small Business Banking portfolio strategy to deliver our long-term holistic operational and strategic objectives. The CSBB Portfolio Planning Lead will work closely with executive stakeholders, cross-functional partners, and be responsible for leading junior teammates. Role is subject to change based on shifting business needs.
Essential Job Duties:
1. Support the development and maintenance of the comprehensive CSBB portfolio strategy aligned to the enterprise's 5-year strategic vision, objectives, and financial results.
2. Support the development and publishing of the CSBB Execution Roadmap as well as the CSBB Consolidated Portfolio to the Chief Consumer Banking Officer.
3. Support the portfolio optimization strategy, to ensure strategic / operational alignment, efficient resourcing, trade-off decisions, and balance of risk.
4. Monitor and report on the ongoing health of the CSBB Execution Roadmap and CSBB Consolidated Portfolio.
5. Partner with cross-functional stakeholders to foster strong relationships and deliver impactful outcomes.
6. Lead and delegate small to medium tasks to junior teammates.
7. Effective presentation skills and adequate executive presence.
8. Comfortable working with ambiguity and tight deadlines.
Required Qualifications:
1. Bachelor's Degree from an accredited university.
2. + 5 years of combined professional experience in Consumer Banking, Financial Services, Management Consulting, Product Management, Technology or other relevant field(s).
3. Proficient in Microsoft Office Suite (PowerPoint, Excel, Word, Visio, Project).
Preferred Qualifications:
1. + 7 years of combined professional experience in Consumer Banking, Financial Services, Management Consulting, Product Management, Technology or other relevant field(s).
2. + 2 years in a Strategic discipline.
3. + 2 years' experience in Financial Analysis.
4. + 2 years' experience in Strategic Planning.
5. + 3 years' experience in Management Consulting.
6. Strategic Road Mapping and / or OKR Framework familiarity.
7. Master's degree in business administration from a top-tier University.
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law E-Verify IER Right to Work
$76k-132k yearly est. Auto-Apply 60d+ ago
Regional Portfolio Manager
The Conam Group 4.4
San Diego, CA jobs
Regional PortfolioManager (Affordable) - CalCoast Corporate Office | San Diego, CA As a Regional PortfolioManager (Affordable) with CONAM, you will oversee many properties in a portfolio. You will make decisions in order to achieve the overall objectives of the communities in your region. You'll hire, train, mentor, lead and inspire a team of property management professionals. You'll oversee financial budgeting and reporting and you'll manage the marketing and leasing efforts for all apartment communities in the portfolio.
If you possess a customer-focused mindset, can oversee or be a part of the daily operations and management of a multi-family residential community, and want to be a part of our company's growth, we want to hear from you!
Who We Are: Founded in 1975, CONAM Management operates in 10 states, across 26 key metropolitan markets, supporting over 60,000 apartment units of both affordable and conventional housing. Our growing team of over 1,700 associates is dedicated to maintaining and enhancing the quality of life for our residents. At CONAM, we foster a collaborative, team-oriented culture where our associates thrive and are valued for their expertise and commitment.
If you possess a customer-focused mindset, can oversee or be a part of the daily operations and management of a multi-family residential community, and want to be a part of our company's growth, we want to hear from you!
What we're looking for: Affordable Regional PortfolioManager to support the Affordable Portfolio in San Diego, CA area with a strong experience in affordable properties.
This position is Full-Time | Salary |Pay Range for this position is: $85,000 - 105,000 / Yr + Bonus Potential
Requirements:
* Previous experience as a regional manager in residential property management with supervisory/management experience
* Experience with affordable properties, HUD, Low Income Tax Credit (LIHTC) and Lease Up is required
* CPM designation is a plus but not required
* State of CA Real Estate License required.
* Experience with affordable housing/tax credit properties
* Experience in developing property budgets, as well as dealing with complex operational matters daily
* Must have a valid driver's license and proof of automobile insurance coverage
* Local travel required; occasional travel out of state on an as-needed basis
* Computer knowledge: MS Word, Excel & Outlook; MRI software knowledge is a plus
Why You'll Love Working Here:
CONAM Management Corporation is more than just a job - it's a career where you can grow and be recognized for your expertise in Property Management. We offer a competitive pay, comprehensive benefits package, that make working at CONAM even more rewarding.
Our benefits include:
* Medical, dental, vision insurance
* Pet insurance
* Life insurance and identity theft protection
* Paid sick and vacation time
* 401(k) plan with company match
* Flexible Spending Accounts (FSAs)
* Employee Assistance Program (EAP)
* Additional perks: Service award days, floating holiday, early earned wage access and more
At CONAM, we pride ourselves on our culture of excellence and commitment to fostering an inclusive, diverse, and supportive work environment.
Additional information:
* This position is contingent upon passing a background check, employment verification, pre-employment physical, drug screening, valid driver's license and auto insurance.
* CONAM will consider qualified applicants with criminal histories in a manner consistent with the requirement of the law.
* We are an Equal Opportunity Employer and encourage all qualified candidates to apply.
Ready to make an impact?
If you're excited about joining a team that values your skills and offers great benefits, click "APPLY".
Pay Bands: Pay bands are established based on geographic location, internal equity, market conditions, and candidate qualifications. We provide competitive compensation based on experience and qualifications.
$85k-105k yearly 38d ago
Regional Portfolio Mgr
The Conam Group 4.4
San Diego, CA jobs
Regional PortfolioManager- Regional PortfolioManager - San Diego, CA WHO WE ARE: CONAM Management Corporation is part of The CONAM Group, a multi-family property investment, and management firm established in 1975 that specializes in conventional and affordable housing. We span across 12 states with 11 regional offices that employs a team of 1500+ energetic associates... and we're growing!
We recognize the value of our office staff; we are always looking for Regional PortfolioManagers! If you possess a customer-focused mindset, can oversee or be a part of the daily operations and management of a multi-family residential community, and want to be a part of our company's growth, we want to hear from you!
WHAT WE ARE LOOKING FOR:
We are currently looking for a strategic full-time, salaried Regional PortfolioManager to support the San Diego, CA regional office with experience in Affordable multi-family properties. This position is Full-Time | Salary | Full Benefits and bonus eligible.
Pay Range: $95,000 - $105,000/Yr
To be successful in this role you must meet the following requirements:
* 5+ years as a regional manager in residential multi-family property management.
* CPM designation is a plus but not required.
* (State) Real Estate License preferred. Must be willing to obtain a license in 90 days of employment.
* Experience with Affordable properties, Tax credit, HUD, PSH, Section 8.
* Microsoft Outlook, Excel, Word, Power Point and Teams or Zoom, experience required.
* Acquisition and Disposition experience.
* 3rd Party / Fee Management experience essential.
* Experience in developing property budgets, as well as dealing with complex operational matters on a daily basis.
* Experience in overseeing large scale interior renovation projects.
* A high level of comfort with speaking in groups, public forums or extemporaneously.
* Critical writing requirements include correct grammar, structure, punctuation, and word usage.
* Local travel required; occasional travel out of state on an as-needed basis. Weekly visits to the portfolio; on-site 75% of the time.
* Knowledge of property management software platforms (Yardi, RealPage, Boston post, Gracehill, Revenue Management...etc.) preferred.
* Excellent written and verbal communication skills.
* Strong organizational skills that reflect the ability to perform and prioritize multiple tasks seamlessly with excellent attention to detail.
* Must be highly self-motivated and customer centric.
* Great analytical, critical thinking, and problem-solving abilities.
* Strong adaptability and capacity to work in fast-paced environments.
WHY YOU WANT TO WORK HERE:
CONAM Management Corporation is an experienced, full service real estate and property management firm which has been in the business for over 40 years. The company has earned its reputation as an industry leader through commitment to excellence and high ethical standards. CONAM serves clients nationwide through a network of regional offices located in key metropolitan areas.
Our benefits are designed with our associates in mind which include medical, dental, life, vision, Paid sick and vacation, identity theft protection, 401(k), Flexible Spending Accounts, Employee Assistance Program (EAP) and a generous maintenance program. Not to mention we get to surround ourselves with amazing people we enjoy working with daily.
Any offer of employment would be contingent upon: acceptable criminal background report, acceptable verification of previous employment, negative drug test, and a valid driver's license with proof of insurance coverage.
We are an Equal Opportunity Employer.
If this sounds like the right position for you, just click the "APPLY" button above. You will be given an option to submit a resume or complete an on-line application.
Please Note: Job pay bands are available upon request. Job pay bands are established based on a multi-state national range. All job offers will consider a wide range of factors to include geographic location, benefits, including discounted housing (if applicable specific to the position and location) market conditions, internal equity, as well as candidate qualifications, such as skills, education, and experience.
$95k-105k yearly 49d ago
Loan Portfolio Manager
Cahec 3.9
Raleigh, NC jobs
CAHEC is a non-profit community investment organization based in Raleigh, NC, dedicated to expanding access to affordable housing and creating life-changing opportunities across the Southeast and Mid-Atlantic. Our work spans housing and community development tax credit investments, loan programs, affordable housing development, property management services, and wellness and education initiatives for residents. Guided by a vision of thriving, vibrant communities, we strengthen neighborhoods through collaborative partnerships, innovative investments, and supportive services.
The Loan PortfolioManager is responsible for managing and servicing CAHEC s Community Capital Division s loan portfolios including affordable housing and new markets tax credits loans. This position is responsible for maintaining accurate loan records, reviewing, analyzing, and processing loan disbursements and payments, monitoring compliance with loan terms, lead loan modifications and workouts, and ensuring data integrity. The Loan PortfolioManager works closely with the lending, construction monitoring, and finance teams to support the risk management and rating of individual loans and the portfolio and reporting. Additionally, the Loan PortfolioManager is an integral participant in department and portfolio budgeting, fundraising, and maintaining organizational and portfolio compliance and serves as the subject matter expert for loan portfoliomanagement software. The position requires day-to-day portfoliomanagement, written and verbal communication, negotiation, analytical, and risk management skills. The employment classification for this position is nonexempt and hybrid remote.
Some specific functions include:
Perform individual loan and portfolio related asset management functions to identify and mitigate financial, performance, and compliance risks.
Coordinate with internal and external customers to support the closing of loans and investments that meet annual deployment objectives.
Perform loan servicing, collections, modifications, facilitate payoffs and release of collateral, and develop workouts as needed.
Review, analyze, and coordinate closing and on-going loan draw packages, prepare internal disbursement documentation including coordinating with the Finance division to determine funding sources, and facilitate disbursements.
Ensure compliance with Community Development Financial Institution ( CDFI ) Fund program and funding source requirements.
Collaborate with division director to develop, implement, and maintain loan and investment policies and procedures.
Assist with grant and funding applications, due diligence requests, and responses to other requests for information.
Maintain borrower/investee and sponsor relationships while managing the portfolio within approved loan and investment policies.
Perform investor, funder, board, and other reporting data collection and report production.
Serve as the loan software expert and program administrator. Lead the management of data collection and analysis. Lead system implementations and upgrades and collaborate with team members on process improvements as needed.
Positively promote and demonstrate CAHEC s mission and Principles and Values through performance and interactions with internal staff and external partners.
Education Requirement
Bachelor s degree in real estate, finance, business, city planning, economics, or related field; or, an equivalent combination of education and comparable work experience. Master s Degree in real estate, finance, business, city planning, economics, or related field preferred.
Work Experience
Minimum five (5) years of progressively responsible lending experience in portfolio asset management, loan servicing, and operations or similar management. Community Development Financial Institution and affordable housing finance experience preferred.
Knowledge, Skills, and Abilities
General knowledge of multifamily and commercial real estate development, construction, corporate and partnership legal and taxation issues, multifamily and commercial real estate lending, and financial management principles, including specific requirements for tax credit financed properties. Ability to gain general knowledge of community development financing tools and tax credits, and the ability to expand and effectively apply this knowledge to CAHEC s and its affiliates loan and investment programs and portfolios. Experience with and intermediate knowledge of and ability to gain and apply advanced knowledge of CDFIs and loan funds. Proven ability to navigate challenges, lead difficult conversations, and resolve conflicts with tact and diplomacy. Proven ability to manage multiple, concurrent priorities and easily adapt to changes to meet established timetables. The position requires excellent written and verbal communication, negotiation, and risk management skills.
Work Environment
This position is classified as hybrid remote and works from both the CAHEC corporate office in Raleigh, NC and a dedicated home office. Travel, typically by either commercial airline or automobile, is required for this position. Certain objectives require traveling to various locations to meet with partners, visiting properties in CAHEC s loan and investment portfolios, attending industry-related events, and professional training opportunities.
Compensation and Benefits: CAHEC is an equal-opportunity employer that offers a competitive compensation package which is based on a hiring range that is commensurate on experience, education, and level of responsibility. CAHEC also offers a very competitive benefits package.
CAHEC s Culture Statement: We are committed to uphold integrity in all our actions and strive for excellence through innovative solutions. We foster a fun and dynamic culture where creativity thrives, collaboration is key, and everyone feels welcomed, valued, and inspired.
For more information and how to apply: please visit **************
$74k-134k yearly est. 24d ago
Regional Portfolio Manager (Affordable) - Fremont / Northern California
The Conam Group 4.4
Fremont, CA jobs
As a Regional PortfolioManager (Affordable) with CONAM, you will oversee many properties in a portfolio. You will make decisions in order to achieve the overall objectives of the communities in your region. You'll hire, train, mentor, lead and inspire a team of property management professionals. You'll oversee financial budgeting and reporting and you'll manage the marketing and leasing efforts for all apartment communities in the portfolio.
Who We Are: Founded in 1975, CONAM Management operates in 10 states, across 26 key metropolitan markets, supporting over 60,000 apartment units of both affordable and conventional housing. Our growing team of over 1,700 associates is dedicated to maintaining and enhancing the quality of life for our residents. At CONAM, we foster a collaborative, team-oriented culture where our associates thrive and are valued for their expertise and commitment.
If you possess a customer-focused mindset, can oversee or be a part of the daily operations and management of a multi-family residential community, and want to be a part of our company's growth, we want to hear from you!
What we're looking for: Regional PortfolioManager to support the Affordable Portfolio in the Fremont Area in Northern, CA area with a strong experience in affordable properties. This position supports the Bay area properties.
This position is Full-Time | Salary |Pay Range for this position is: $115,000 - $130,000 / Yr + up to 12% bonus based on portfolio performance.
Requirements:
* Previous experience as a regional manager in residential multi family property management is required
* Experience with Affordable properties, Tax Credit, Lease Up is required
* State of CA Real Estate License is required or willingness to obtain CA License within first 90 days.
* Experience with affordable housing/tax credit properties
* Experience in developing property budgets, as well as dealing with complex operational matters daily
* Must have a valid driver's license and proof of automobile insurance coverage
* Local travel required; occasional travel out of state on an as-needed basis
* Computer knowledge: MS Word, Excel & Outlook; MRI software knowledge is a plus
Why You'll Love Working Here:
CONAM Management Corporation is more than just a job - it's a career where you can grow and be recognized for your expertise in Property Management. We offer a competitive pay, comprehensive benefits package, that make working at CONAM even more rewarding.
Our benefits include:
* Medical, dental, vision insurance
* Pet insurance
* Life insurance and identity theft protection
* Paid sick and vacation time
* 401(k) plan with company match
* Flexible Spending Accounts (FSAs)
* Employee Assistance Program (EAP)
* Additional perks: Service award days, floating holiday, early earned wage access and more
At CONAM, we pride ourselves on our culture of excellence and commitment to fostering an inclusive, diverse, and supportive work environment.
Additional information:
* This position is contingent upon passing a background check, employment verification, pre-employment physical, drug screening, valid driver's license and auto insurance.
* CONAM will consider qualified applicants with criminal histories in a manner consistent with the requirement of the law.
* We are an Equal Opportunity Employer and encourage all qualified candidates to apply.
Ready to make an impact?
If you're excited about joining a team that values your skills and offers great benefits, click "APPLY".
Pay Bands: Pay bands are established based on geographic location, internal equity, market conditions, and candidate qualifications. We provide competitive compensation based on experience and qualifications.
$115k-130k yearly 32d ago
Portfolio Manager
Property Management Associates 3.5
Culver City, CA jobs
Job Description
Property Management Associates is growing and looking for a PortfolioManager to manage approximately 15 properties throughout Orange County and South Bay Los Angeles with experience in Multi-Family Management, to join our team and grow in a dynamic and exciting place to work that values its employees.
Essential Functions include a deep understanding of property operations, financial aspects of multi-family property management, property maintenance and vendor management, property marketing and property leasing, team development, employee supervision, and motivation.
Job Requirements:
Education - B.A/B.S. Undergraduate degree preferred
Years of Experience - 5 years of prior supervisory experience with rent control
Computer Skills - Proficient in Excel, MS Office Suite (Word, Outlook, Excel), and Yardi Voyager
Physical Requirements -Ability to walk properties, climb stairs, bend, lift to 25lbs
Valid driver's license and reliable transportation
Well-versed in all areas of financial management, including budgeting, income & expense oversight, and variance reporting
Demonstrated experience in problem identification, analysis, recommendation of options, and development of logical and workable solutions
PMA offers a competitive benefits package to full-time employees, including:
Medical, Dental, Vision, and Life Insurance with an employer contribution
401(k) with discretionary company contribution after 1 year
Short-term & Long-term Disability
Critical Illness/Accident/Hospital Indemnity Plans
Generous Paid Time Off: Time off benefits include vacation, holidays, and sick time
Start the weekend Early (1-hour early Release on Fridays)
#IND123
Pay Range$100,000-$105,000 USD
We celebrate diversity and are committed to creating an inclusive environment for all employees. Take your career in property management to another level
About Property Management Associates
Property Management Associates (PMA) is a full service Property Management Company located near Los Angeles, California. PMA has been in business for over 30 years. We specialize in commercial and residential property management, apartments for rent in Los Angeles and greater LA County, and commercial real estate for lease. This, combined with our professional property management services, makes PMA one of the largest property management companies in Southern California. Property Management Associates encourages an entrepreneurial spirit and believes in investing in our staff. We are also a family oriented company with great opportunities to grow!
Property Management Associates encourages an entrepreneurial spirit and believes in investing in our staff.
PMA does not accept unsolicited resumes from third-party recruiters unless they were contractually engaged by PMA to provide candidates for a specified opening. Any such employment agency, person or entity that submits an unsolicited resume does so with the acknowledgement and agreement that PMA will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. At this time, we are not working with any agencies.
All job offers are contingent on completion of a background check and proof of eligibility to work in the United States.
$100k-105k yearly 26d ago
CSBB Portfolio Planning Lead
Truist 4.5
Atlanta, GA jobs
**The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.**
Need Help? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career\_site\_FAQ-17**********0.pdf)
_If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@truist.com?subject=Accommodation%20request)
_(accommodation requests only; other inquiries won't receive a response)._
**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st shift (United States of America)
**Please review the following job description:**
This will be an office centric role requiring working in the office five days per week in January 2026 at one of the locations listed on the requisition.
The Portfolio Planning & Operations team is broadly responsible for designing and delivering a holistic Consumer and Small Business Banking (CSBB) portfolio of strategic initiatives and operational imperatives that ultimately deliver on our enterprise objectives. This includes managing a broad portfolio of initiatives that span a variety of work-types (strategic, operational, risk / reg., core productivity, expense, and cost management). The team is critical to driving a comprehensive and collective portfolio of change initiatives, ranging from day-to-day operational changes to large multi-year investment projects. Seated at the top of the change funnel, this team is critical to determining what change initiatives are introduced to the portfolio, recommends timing and sequencing of our work, ensures sound business rationale and rigor to pressure test as well as validate business assumptions, and partners closely with key business leaders to deliver on the growth objectives for our portfolio.
Highly-motivated and strategic CSBB Portfolio Planning Lead to oversee and guide the development, resourcing, prioritization, execution, optimization, and delivery of our Consumer and Small Business Banking portfolio strategy to deliver our long-term holistic operational and strategic objectives. The CSBB Portfolio Planning Lead will work closely with executive stakeholders, cross-functional partners, and be responsible for leading junior teammates. Role is subject to change based on shifting business needs.
**Essential Job Duties:**
1. Support the development and maintenance of the comprehensive CSBB portfolio strategy aligned to the enterprise's 5-year strategic vision, objectives, and financial results.
2. Support the development and publishing of the CSBB Execution Roadmap as well as the CSBB Consolidated Portfolio to the Chief Consumer Banking Officer.
3. Support the portfolio optimization strategy, to ensure strategic / operational alignment, efficient resourcing, trade-off decisions, and balance of risk.
4. Monitor and report on the ongoing health of the CSBB Execution Roadmap and CSBB Consolidated Portfolio.
5. Partner with cross-functional stakeholders to foster strong relationships and deliver impactful outcomes.
6. Lead and delegate small to medium tasks to junior teammates.
7. Effective presentation skills and adequate executive presence.
8. Comfortable working with ambiguity and tight deadlines.
**Required Qualifications:**
1. Bachelor's Degree from an accredited university.
2. + 5 years of combined professional experience in Consumer Banking, Financial Services, Management Consulting, Product Management, Technology or other relevant field(s).
3. Proficient in Microsoft Office Suite (PowerPoint, Excel, Word, Visio, Project).
**Preferred Qualifications:**
1. + 7 years of combined professional experience in Consumer Banking, Financial Services, Management Consulting, Product Management, Technology or other relevant field(s).
2. + 2 years in a Strategic discipline.
3. + 2 years' experience in Financial Analysis.
4. + 2 years' experience in Strategic Planning.
5. + 3 years' experience in Management Consulting.
6. Strategic Road Mapping and / or OKR Framework familiarity.
7. Master's degree in business administration from a top-tier University.
**General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (*****************************
. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
**_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._**
EEO is the Law (**************************************************************************************************
E-Verify (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/E-Verify\_Participation\_Poster-17**********1.pdf)
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$81k-142k yearly est. 60d+ ago
CSBB Portfolio Planning Lead
Truist Financial Corporation 4.5
Atlanta, GA jobs
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
This will be an office centric role requiring working in the office five days per week in January 2026 at one of the locations listed on the requisition.
The Portfolio Planning & Operations team is broadly responsible for designing and delivering a holistic Consumer and Small Business Banking (CSBB) portfolio of strategic initiatives and operational imperatives that ultimately deliver on our enterprise objectives. This includes managing a broad portfolio of initiatives that span a variety of work-types (strategic, operational, risk / reg., core productivity, expense, and cost management). The team is critical to driving a comprehensive and collective portfolio of change initiatives, ranging from day-to-day operational changes to large multi-year investment projects. Seated at the top of the change funnel, this team is critical to determining what change initiatives are introduced to the portfolio, recommends timing and sequencing of our work, ensures sound business rationale and rigor to pressure test as well as validate business assumptions, and partners closely with key business leaders to deliver on the growth objectives for our portfolio.
Highly-motivated and strategic CSBB Portfolio Planning Lead to oversee and guide the development, resourcing, prioritization, execution, optimization, and delivery of our Consumer and Small Business Banking portfolio strategy to deliver our long-term holistic operational and strategic objectives. The CSBB Portfolio Planning Lead will work closely with executive stakeholders, cross-functional partners, and be responsible for leading junior teammates. Role is subject to change based on shifting business needs.
Essential Job Duties:
1. Support the development and maintenance of the comprehensive CSBB portfolio strategy aligned to the enterprise's 5-year strategic vision, objectives, and financial results.
2. Support the development and publishing of the CSBB Execution Roadmap as well as the CSBB Consolidated Portfolio to the Chief Consumer Banking Officer.
3. Support the portfolio optimization strategy, to ensure strategic / operational alignment, efficient resourcing, trade-off decisions, and balance of risk.
4. Monitor and report on the ongoing health of the CSBB Execution Roadmap and CSBB Consolidated Portfolio.
5. Partner with cross-functional stakeholders to foster strong relationships and deliver impactful outcomes.
6. Lead and delegate small to medium tasks to junior teammates.
7. Effective presentation skills and adequate executive presence.
8. Comfortable working with ambiguity and tight deadlines.
Required Qualifications:
1. Bachelor's Degree from an accredited university.
2. + 5 years of combined professional experience in Consumer Banking, Financial Services, Management Consulting, Product Management, Technology or other relevant field(s).
3. Proficient in Microsoft Office Suite (PowerPoint, Excel, Word, Visio, Project).
Preferred Qualifications:
1. + 7 years of combined professional experience in Consumer Banking, Financial Services, Management Consulting, Product Management, Technology or other relevant field(s).
2. + 2 years in a Strategic discipline.
3. + 2 years' experience in Financial Analysis.
4. + 2 years' experience in Strategic Planning.
5. + 3 years' experience in Management Consulting.
6. Strategic Road Mapping and / or OKR Framework familiarity.
7. Master's degree in business administration from a top-tier University.
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law E-Verify IER Right to Work
$81k-142k yearly est. 41d ago
Regional Portfolio Manager
The Conam Group 4.4
Houston, TX jobs
Regional PortfolioManager - College Station/Houston, TX As a Regional PortfolioManager with CONAM, you will oversee many properties in a portfolio. You will make decisions in order to achieve the overall objectives of the communities in your region. You'll hire, train, mentor, lead and inspire a team of property management professionals. You'll oversee financial budgeting and reporting and you'll manage the marketing and leasing efforts for all apartment communities in the portfolio.
If you possess a customer-focused mindset, can oversee or be a part of the daily operations and management of a multi-family residential community, and want to be a part of our company's growth, we want to hear from you!
Who We Are: Founded in 1975, CONAM Management operates in 10 states, across 26 key metropolitan markets, supporting over 60,000 apartment units of both affordable and conventional housing. Our growing team of over 1,700 associates is dedicated to maintaining and enhancing the quality of life for our residents. At CONAM, we foster a collaborative, team-oriented culture where our associates thrive and are valued for their expertise and commitment.
What We Are looking For: Regional PortfolioManager to support a Conventional/Student Housing Portfolio in College Station/Houston, TX area with strong experience in conventional and student housing properties.
This position is Full-Time | Salary | Full Benefits
Pay Range for this position is: $120,000 - $140,000 / Yr + Up to 12% additional compensation with bonus program.
Key Responsibilities:
Marketing & Leasing: Oversee marketing, leasing, and occupancy strategies to achieve revenue and performance goals; ensure approved and compliant community signage.
Financial & Reporting: Manage financial performance by monitoring revenue and expenses; analyze financial statements and provide timely reporting to leadership and ownership.
Supervisory: Lead and support site teams, address performance issues, ensure timely injury reporting, and conduct performance evaluations in compliance with employment laws.
Education & Training: Ensure completion of required training and provide additional coaching or development support as needed.
Recruitment: Partner with Talent Acquisition to recruit, interview, hire, and retain qualified team members.
Legal Compliance: Ensure communities operate in compliance with fair housing laws, local/state/federal regulations, and property management agreements.
Customer Service & Communication: Maintain effective communication with associates, ownership, vendors, and residents; respond to resident concerns within one business day.
Risk Management: Ensure OSHA and company safety compliance, oversee incident reporting, and maintain required employment and safety postings.
General: Maintain required real estate licensure, attend meetings, manage priorities effectively, and travel as needed to support portfolio objectives.
Driving: Ability to drive for business purposes, including bank deposits, community supplies, competitive market surveys, and other assigned duties.
Other Duties: Perform additional responsibilities as assigned.
Who You Are: (Requirements of the Position)
* 5+ years' experience as a Regional Manager in residential property management with strong supervisory and leadership responsibility.
* Extensive experience in conventional multi-family properties and strong knowledge of the College Station, TX market.
* Hands-on oversight of multi-family operations, including complex operational and financial management.
* Experience with acquisitions, dispositions, and third-party/fee management.
* Proven expertise in budgeting, financial reporting, forecasting, rent collections, market analysis, and executive-level reporting, including weekly pricing.
* Proficiency with Yardi, RealPage, revenue management platforms, and RealPage/Yardi budget templates preferred.
* Strong command of Microsoft Office (Outlook, Excel, Word, PowerPoint) and Teams/Zoom.
* Demonstrated ability to hire, train, mentor, and lead high-performing teams in a fast-paced environment.
* Excellent written, verbal, and public-speaking skills with strong analytical and organizational abilities.
* CPM preferred; State Real Estate License required or obtainable within 90 days.
* Ability to meet deadlines, travel locally (75% on-site), occasional out-of-state travel, valid driver's license, insurance, and ability to lift up to 25 lbs.
Why You'll Love Working Here:
CONAM Management Corporation is more than just a job - it's a career where you can grow and be recognized for your expertise in Property Management. We offer a competitive pay, comprehensive benefits package, that make working at CONAM even more rewarding.
Our benefits include:
* Medical, dental, vision insurance
* Pet insurance
* Life insurance and identity theft protection
* Paid sick and vacation time
* 401(k) plan with company match
* Flexible Spending Accounts (FSAs)
* Employee Assistance Program (EAP)
* Additional perks: Service award days, floating holiday, early earned wage access and more
At CONAM, we pride ourselves on our culture of excellence and commitment to fostering an inclusive, diverse, and supportive work environment.
Additional information:
* This position is contingent upon passing a background check, employment verification, pre-employment physical, drug screening, valid driver's license and auto insurance.
* CONAM will consider qualified applicants with criminal histories in a manner consistent with the requirement of the law.
* We are an Equal Opportunity Employer and encourage all qualified candidates to apply.
Ready to make an impact?
If you're excited about joining a team that values your skills and offers great benefits, click "APPLY".
Pay Bands: Pay bands are established based on geographic location, internal equity, market conditions, and candidate qualifications. We provide competitive compensation based on experience and qualifications.
$37k-57k yearly est. 12d ago
Senior Analyst, Development & Investments
Foundry Commercial 4.2
Boca Raton, FL jobs
Foundry Commercial is currently seeking a Senior Analyst to join our Development and Investments (“D&I”) team in Boca Raton, Florida. We are looking for a motivated investment professional possessing a passion for real estate, strong financial skills, business acumen and leadership. The primary focus of this role will be analyzing and executing commercial real estate acquisition and development opportunities in industrial, office, healthcare and retail product types across Florida, Texas, Nashville, Atlanta, and the Carolinas.
This is a great opportunity to develop the following:
Solid foundation in the technical skills (quantitative and qualitative) required to analyze real estate investment opportunities;
Ability to think strategically through the investment strategy and inherent risks and opportunities of an investment;
Complete understanding of our investment process (analysis/underwriting, capitalization, approvals, asset management, and portfolio/fund management) by learning, implementing, and managing it;
Deep appreciation for the level of attention to detail and organization required to successfully analyze, capitalize and execute both acquisition and development opportunities; and
Broad exposure to numerous deals and the Foundry platform - our Analyst and Associate team benefits from exposure to over 100 deals annually in multiple product types across multiple markets while working with Deal Principals, Asset Management, Project Management, Accounting, Property Management and Brokerage teams.
Essential Job Functions:
Analyze and review offering materials, leases, operating statements, development budgets, equity and debt term sheets, third party due diligence reports, etc.
Acquire and analyze key property and market information by gathering information from deal leads, brokers, property managers, etc.
Develop advanced financial models and analysis using Argus and MS Excel.
Prepare investment committee memos, equity/debt packages, presentations and reports for investors and lenders.
Direct the gathering, organizing, and presenting of demographic, economic, and real estate market research, draw objective conclusions, and make recommendations.
Execute the investment process, including underwriting, capitalization, due diligence, and closing.
Contribute in the due diligence and closing process including review and tracking of due diligence requirements, third party reports, property/tenant information, JV and debt documentation, and closing statements.
Aid on special projects and complete other duties as assigned.
Ability and desire to work both independently and collaboratively in group settings amongst the team of analysts/associates within the “Deal Hub”.
Education and Experience Requested:
Analyst - Must have an Undergraduate degree, with an emphasis in Finance or Real Estate, internship and graduate degree preferred.
Senior Analyst - Full-time commercial real estate work experience required. Undergraduate degree in finance or real estate required. Undergraduate degree in finance or real estate and graduate degree preferred.
Proficiency in Excel and Argus is required - ability to conduct data analysis and real estate financial modeling, including complex debt and equity partnership structures.
Proficiency in analytical writing - ability to effectively communicate and present well-reasoned and data-supported thoughts and ideas to a variety of audiences.
Proficiency in AI tools including ChatGPT to assist in data analysis, efficiency, and creative problem solving.
Relentless attention to detail with strong research, analytical and problem-solving skills.
Excellent organizational, interpersonal, and oral/written communication skills.
Ability to develop and maintain positive relationships with colleagues, managers, lenders, partners, and third parties.
Effective time manager - ability to consistently manage multiple projects with accuracy, set priorities, and meet deadlines.
Extremely high energy, fast-paced and driven to succeed.
$68k-116k yearly est. 60d+ ago
Senior Analyst - Multifamily Investments
Jrk Residential Group 4.6
Los Angeles, CA jobs
As a Senior Investment Analyst, you work within a highly collaborative team to help review, underwrite, and close new multifamily investments and assist with dispositions and refinances of multifamily assets in the existing portfolio.
The How…
You focus on reviewing and analyzing financial statements, cash flow projections, and other relevant property documents for underwriting potential multifamily investments to underwrite potential multifamily acquisitions by modeling projected returns in Excel and corresponding with listing brokers.
You will utilize your two-plus years in a similar analytics role in the multifamily or hotel real estate industry to conduct market research and feasibility studies to assess the viability of multifamily projects.
You are proficient with Microsoft Office Suite or related software and have advanced Excel skills, including knowledge of VBA.
The Details…
You will work full-time, Monday through Friday.
We offer many benefits to meet your needs, including medical, dental, vision, and basic life insurance options. The company provides auto-enrollment in its 401(k) plan after 60 days of employment. New employees accrue 80 vacation hours in the first year and earn paid sick leave per state or local requirements*. Eligible employees also receive paid holidays for ten holidays each year**.
About JRK…
JRK Property Holdings is a vertically integrated private equity real estate company with $6 billion in assets in 26 states. The company has been one of the country's most prolific buyers of multifamily properties, consistently ranking among the top owners and managers in the NMHC top 50 rankings. JRK's time-tested ability to identify attractive investment opportunities and reposition properties physically and operationally has helped JRK deliver outsized risk-adjusted returns to investors over the past 30 years. JRK has more than $6.5 billion in buying power through its fully discretionary multifamily and hospitality funds. Since its inception, JRK has owned and operated 13 limited, full-service, and boutique hotels in top-tier markets nationwide. With the newly raised hospitality fund, JRK is expanding its hospitality division to rival the size of our multifamily division.
We can't be an industry leader without you. Apply Now!
*The Company provides at least 40 hours of Paid Sick Leave per year in states with no state mandate. **To be eligible for holiday pay, employees must have completed 30 days of employment as of the holiday date.
Qualifications
Required Skills and Abilities
Excellent verbal and written communication skills with the ability to write and speak clearly and free of typos or grammatical mistakes
Treats everyone with respect and dignity, accepts responsibility and takes ownership of tasks, follows through on commitments, and maintains confidentiality
Excellent organizational skills and attention to detail, strong time management skills with a proven ability to meet goals and deadlines
Ability to function well in a fast-paced, high-volume environment
Proficient with Microsoft Office Suite or related software; advanced Excel skills, including knowledge of VBA, a plus
Education and Experience
A High School Degree is required; a bachelor's degree is highly preferred (all fields of study welcome, Finance, Economics, Real Estate, STEM majors a plus)
Has 2+ years of relevant financial, real estate, or hospitality experience
Adept in financial modeling and analysis
Strong knowledge of real estate valuation methods and investment metrics
Excellent communication and presentation skills
Physical Requirements
Expected work hours: 7:30 to 5:00, Monday through Friday, with occasional weekends
Travel: Occasional site visits
Work environment and physical demands: General office environment
FLSA Status: Exempt
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time, with or without notice.
JRK Property Holdings is an Equal Opportunity Employer.
We will consider all qualified Applicants, including those with Criminal Histories, for employment in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.