Chief Business Officer
Dallas, TX jobs
About Patient Capital
Patient Capital, a subsidiary of Leon Capital Group, is a technology-enabled healthcare financing platform built to empower care by simplifying financing.
We help providers deliver more accessible, affordable care by combining multi-lender flexibility, centralized analytics, and performance-driven data insights. Our goal is to bridge healthcare and fintech - modernizing the patient-payment journey while supporting providers with capital solutions that scale.
Leon Capital Group's long-term mission is to compound capital, create enduring value, and partner with extraordinary founders. Patient Capital embodies a philosophy transforming healthcare financing through innovation, partnership, and disciplined growth.
Position Overview:
The Chief Business Officer will serve as a business builder, operator, and founder-type leader, responsible for expanding and scaling this fast-growing fintech platform within Leon Capital Group's diversified investment ecosystem.
This leader will own full P&L responsibility, drive strategic partnerships with providers, lenders, and technology vendors, and spearhead the company's evolution from a high-potential platform to a category-defining healthcare fintech brand.
This is a unique opportunity for a visionary executive who thrives at the intersection of sales, technology, and capital formation - someone who can architect growth, lead teams, and execute with entrepreneurial agility.
Key Responsibilities:
Strategic Leadership & Vision:
Define and execute the strategic roadmap for Patient Capital's next phase of growth - including technology modernization, distribution expansion, and new revenue streams.
Operate with an owner's mindset, driving disciplined capital allocation and sustainable value creation in alignment with Leon Capital Group's long-term investment philosophy.
Partner with Leon Capital Group's senior leadership to integrate Patient Capital's platform capabilities across the firm's healthcare and financial services verticals.
Business Development & Partnerships:
Build and scale strategic partnerships with healthcare providers, DSOs, and lenders to expand adoption of Patient Capital's financing platform.
Lead enterprise sales efforts, develop GTM strategy, and establish national channel partnerships in healthcare and specialty care.
Represent Patient Capital externally - with partners, investors, and potential acquirers - as a thought leader in healthcare financing and fintech innovation.
Technology & Platform Innovation:
Oversee continued enhancement of the Patient Capital platform (powered by FormPiper), ensuring scalability, data accuracy, and a superior provider and patient experience.
Collaborate closely with product and engineering teams to deliver a single-application, multi-lender system with best-in-class reporting and marketing analytics.
Identify opportunities to leverage AI, data visualization, and API integrations to strengthen real-time decisioning and lender performance.
Operational Excellence & Team Leadership:
Build, mentor, and lead a cross-functional team spanning product, sales, operations, and technology.
Foster a performance-driven, entrepreneurial culture that balances execution with innovation.
Establish key KPIs and reporting frameworks that track provider growth, lending volume, and ROI performance.
Qualifications:
Bachelor's degree required; MBA or graduate degree preferred.
10 + years of progressive leadership in fintech, healthtech, or embedded finance startups; proven record of scaling technology-enabled platforms.
Founder, Co-Founder, or early executive experience - ideally in a Series A-C environment - with demonstrated success in building high-growth ventures.
Deep experience in healthcare finance, B2B SaaS, or payments, with fluency across both commercial and technology domains.
Proven ability to lead sales and partnerships, close enterprise deals, and develop distribution strategies that drive measurable revenue growth.
Strong understanding of capital formation, multi-lender models, and financial product design.
Exceptional leadership and communication skills; comfortable engaging with C-suite executives, investors, and founders alike.
Vice President, Senior Counsel Retail
Portland, OR jobs
Schnitzer Properties, a dynamic 75-year-old real estate company, is aggressively expanding its 31 million square foot portfolio of properties through $1 billion of industrial development properties and acquisitions in six Western states. Because of this growth, we are looking to add a Vice President, Senior Counsel to help build on this success. This is a fabulous opportunity to work with the best and the brightest in commercial real estate! We want all new positions to be filled with individuals who are driven by excellence and looking for a long-term career. In 75 years, Schnitzer Properties has never had a default or missed a payment to anyone!
We have offices in Seattle, Portland, San Francisco, Sacramento, Las Vegas, San Diego, Phoenix, and Tucson. Our staff of almost 270 professionals are nearly all long term and are prepared to work for a company that has a family first philosophy - meaning your family always comes first and your Schnitzer Properties family is always there to support you.
The Vice President, Senior Counsel for our Retail Department will provide legal guidance and support to the Company and its respective teams in connection with all facets of its business including but not limited to leasing, property management, development, acquisitions, and finance in connection with all retail properties in the Company's portfolio.
Essential Functions/Tasks:
Provide legal support for leasing, property management, acquisitions, finance, and other departments as needed.
Negotiate and draft letters of intent, leases, exhibits, amendments, assignments, termination agreements, licenses, SNDAs, estoppels and any other necessary legal documentation.
Assist with negotiations of leases and other agreements with tenants and vendors.
Draft and negotiate amendments to existing CCRs, easements and other recorded documents on retail properties as necessary.
Review existing leases and update lease provisions.
Assist with retail leasing matters including preparing legal abstracts, outlining and tracking critical dates, and updating leases.
Assist property managers with lease disputes with tenants.
Communicate frequently with SVP - Retail and AVP, Retail Leasing on prioritizing legal work.
Regularly update templates to improve provisions and ensure compliance with laws.
Assist with acquisitions of retail properties including reviewing leases, creating legal abstracts, and drafting memos outlining critical issues with existing leases.
Assist with Legal Department needs.
Experience, Training, Skills Required:
Minimum 10 years practicing commercial real estate law, specifically with retail properties, with thorough understanding of contract/finance law and real estate transactions (acquisitions, leasing, financing, and property management).
Experience in drafting documents and agreements related to the real estate industry.
Ability to analyze and interpret complex lease clauses.
Excellent communication skills.
Ability to handle heavy workload and shift priorities on a regular basis.
Draft complete, concise and high quality written legal documents.
License or Certificate Required:
Admission to and in good standing with the Oregon State Bar.
Education:
Juris Doctor Degree.
Bachelors Degree.
Travel Requirements:
Limited travel to properties or regional offices may be required.
Schnitzer Properties offer a full benefits package with medical, dental, vision, 401k, and FSA options as well as vacation, sick, and holiday pay.
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.
Vice President Commercial Leasing
New York, NY jobs
The Moinian Group New York, New York, United States (On-site)
Reporting to the owner of the company, this role is responsible for providing comprehensive business solutions including strategic advice on the Real Estate market and industry, leasing activity and project management for the portfolio. The successful candidate will oversee the implementation of plans with external leasing agents, property managers, and internal accounting and finance to ensure continuous full occupancy of the assigned assets at competitive rates.
Responsibilities:
• Maximize property net income through tenant retention strategies and work in collaboration with marketing, and property management
• Negotiate lease terms and approve proposals, offers to lease, lease agreements and other documents relating to incoming and existing tenancies
• Implement owners' strategy to achieve maximum income and manage expenses
• Analyze lease proposals and projects using “Pro-Calc” or Excel to determine effects on overall deal economics
• Establish and maintain a broad network of relationships within the Real Estate community through involvement in leasing related organizations and gatherings
• Generate new prospects for available space by maintaining constant contact with tenants and real estate brokers through meetings, luncheons, presentations, mailings and organized events.
• Report to and keep Senior Management informed on property performance through monthly reports and weekly meetings
• Assess and monitor monthly activity reports, broker mailings, annual leasing and income projections as well as quarterly standard market data packages including market surveys to ensure alignment with business plans
• Provide leadership, mentoring and support to the Leasing Manager and brokers on the team
• Prepare annual budgets which include leasing assumptions for the coming year, commissions, tenant and capital improvements, energy costs, etc.
• Ensure all construction projects are completed to a high quality and on schedule
• Stay abreast of comparable properties, their pricing and competitive positions, to maximize occupancy and financial performance of company's properties relative to the competition
• Work with Legal department to review draft leases, amendments, and, depending on size, become directly involved in lease negotiations
• Coordinates weekly/biweekly leasing calls and with third-party brokers and Investment teams and the distribution of leasing reports
• Participates in the acquisition due diligence process including but not limited to market data analysis, leasing rates, marketing strategy and leasing speed
• Reviews legal documents with in-house counsel
• Provides civic leadership with other property owners in the community and represents the company in the market
Requirements:
• BS/BA required
• Minimum 8-10 years of progressive New York City experience in commercial real estate and previous responsibility for leasing oversight and brokerage
• Excellent negotiation skills to close major leasing arrangements
• Possess strong marketing/sales skills and knowledge of businesses and population demographics
• Excellent interpersonal, presentation, relationship building and influencing skills
• Superior written and verbal communication
• Extensive knowledge in mentoring, coaching and training brokers
• Knowledge and understanding of space planning and tenant improvement process
• Proactive thinking with ability to create opportunities and add-value
• Property software experience a plus: Argus, Yardi, MRI.
Vice President of Accounting and Finance
Miamisburg, OH jobs
Vice President of Accounting & Finance
Does this describe you?
· Are you an energetic, forward-thinking individual with high ethical standards?
· Do you have excellent analytical and critical thinking abilities?
· Are you a roll up your sleeves leader who loves to be hands-on with a small, dedicated group of individuals?
· Are you great at accounting and teaching other people accounting skills?
· Are you highly organized and outstanding at multitasking?
· Would people describe you as having real grit and work orientation?
· Do your peers know you as an outstanding accountant with a wide range of knowledge?
If this describes you, this is your opportunity to be a part of a high growth, privately held organization. The Connor Group is a national leader in operating luxury apartment communities and is considered the best in its industry. In over 30 years, we've grown from zero to $5 billion in assets.
Key Responsibilities:
· Lead annual budgeting and forecasting, with senior leaders to ensure financial goals align with operational strategies are aligned
· Develop and maintain financial models to support business objectives and scenario planning
· Prepare financial reports, dashboards, and KPIs for executive leadership
· Deliver on-time, accurate, and effective monthly accounting close process and financial reporting
· Provides financial statement review and trending analysis for senior management
· Possesses strong technical accounting knowledge
No apartment industry experience? Great! We've grown successfully by bringing an entirely new and innovative approach to the apartment industry, carried out by a senior management team with no prior industry experience. Our leadership team consists of people from a variety of backgrounds with certain common traits: talent and proven track records of leading, motivating and managing overachieving teams.
The successful candidate will have the following opportunities:
· Partnership opportunity within 36 months with an estimated value of approximately $2 Million after 10 years of partnership ownership
· Exceptional day 1 medical benefits for you and your family with company funded Health Savings or Flex Spending Account
· 401(k) with company match up to 9%
· Opportunity to work with an elite, game-changing organization
Vice President of Client Success
Chicago, IL jobs
Westward360 is looking to add a Vice President of Client Success to join our leadership team. This is an exciting opportunity for an experienced leader to drive client retention, satisfaction, and long-term growth across our organization. If you are passionate about delivering an exceptional client experience, developing high-performing teams, and shaping the future of community association management, we want to hear from you.
Westward360 is a leader in the Community Management industry, with locations across the map. We service condo, townhome, and homeowner associations, and provide rental management services to multi-family, single-unit, and co-op properties.
What we offer:
Base salary range of $100,000 - $110,000
Target bonus opportunity up to 20% of base salary
Monthly cell phone stipend
Flex work environment: Chicagoland hybrid or remote
Medical/Dental/Vision insurance
Front loaded PTO
401k - Company match up to 4%
Long and short term disability at no cost to employee
Leadership growth opportunities within a fast-growing organization
What you'll do:
The Vice President of Client Success will lead strategic initiatives to enhance client retention, strengthen relationships, and elevate the overall client experience. This role will also oversee the Director of Training and Customer Service to align training, customer support, and retention strategies company-wide.
Client Retention & Success Strategy
Develop and execute client retention strategies to drive long-term association partnerships.
Establish KPIs and success metrics for retention, client health, and satisfaction across all communities.
Oversee retention programs, including early warning systems for at-risk clients and proactive engagement strategies.
Leverage NPS scores, surveys, and other feedback tools to identify trends, improve service delivery, and track progress.
Partner with executive leadership to align client success initiatives with company growth objectives.
Client Experience & Engagement
Build scalable programs that enhance the client journey from onboarding through renewal.
Establish best practices for proactive client communication and relationship management.
Lead periodic client review processes to ensure satisfaction, highlight performance, and reinforce value delivered.
Serve as an executive sponsor for key client accounts and escalations when needed.
Community Manager Success & Training Oversight
Collaborate with HR, Learning & Development, and Operations to design and oversee training programs for Community Managers and client-facing staff.
Provide strategic direction for professional development, tools, and resources to help Community Managers deliver exceptional service.
Foster a culture of accountability, empowerment, and continuous improvement within the client success function.
Partner with Regional Leadership to identify skill gaps, design development opportunities, and improve manager retention.
Leadership & Collaboration
Lead, mentor, and grow the Client Success team, ensuring alignment with company values and strategic goals.
Collaborate cross-functionally with Operations, Sales, Marketing, Onboarding, and Maintenance teams to ensure a seamless and consistent client experience.
Present data-driven insights and recommendations to the executive team and board of directors.
Serve as a thought leader on client retention and success in the community association management industry.
What you'll need:
10+ years of progressive leadership experience in client success, account management, or operations within the community association management industry or a related service industry.
Proven track record of developing and executing client retention strategies and programs.
Experience with NPS or other client sentiment measurement tools, with the ability to translate data into actionable insights.
Strong background in training, coaching, and developing client-facing professionals.
Excellent leadership, communication, and relationship management skills.
Ability to thrive in a fast-paced, growth-oriented environment with a strong service mindset.
Bachelor's degree in Business, Management, or related field (Master's degree preferred).
CAI designations (CMCA, AMS, or PCAM) strongly preferred or considered a plus.
About Westward360:
Westward360 is dedicated to providing exceptional community management, rental management and brokerage services. Serving multiple markets throughout the United States, we have the systems, strategies, and expertise to meet the specialized needs of even the most demanding client. With more than 50,000 homes under management, we're your all-in-one real estate solution.
*Disability Notice: Disclosure is divulging or giving out personal information about a
disability. It is important for the employee to provide information about the nature of the
disability, the limitations involved, and how the disability affects the ability to learn and
/or perform the job effectively. The employer has a right to know if a disability is involved
when an employee asks for accommodations. Deciding if, when, and how to share
disability-related information with a prospective or current employer can be
overwhelming but we ask to please request a required accommodation prior to your first
date of work. *Please note, a doctor's note may be requested by Human Resources,
depending on the accommodation being requested, on a case-by-case basis.
Vice President of Major Capital Projects
Dallas, TX jobs
AMLI Residential's Vice President of Major Capital Projects will work closely with the SVP of Building Services to evaluate and oversee critical capital improvements on a national scale. This position will document and track assets that may require significant capital investment, ensuring they align with AMLI's objectives for portfolio management.
The Vice President of Major Capital Projects can be based out Atlanta, Chicago or Dallas corporate office.
This role involves providing leadership and oversight for all large-scale capital and renovation projects, setting strategies for capital improvement, and maintaining the physical condition of our properties. The Vice President will act as the primary point of contact for senior leadership regarding capital planning, project execution, and risk management.
Essential Functions of the Job
Oversee the development and execution of capital expenditure plans, ensuring alignment with asset management and ownership strategies.
Evaluate property conditions across the region, prioritize needs, and recommend capital projects that drive long-term value.
Establish project standards, scopes, and protocols for bidding, vendor selection, and project delivery.
Manage budgets and forecasts for regional capital and major repair projects, ensuring accuracy and cost control.
Partner with Asset Management, Development, and Operations to align project priorities with company goals.
Oversee vendor and contractor relationships, including negotiation, contract compliance, and performance management.
Ensure adherence to all relevant codes, regulations, and NFPA fire safety standards for self-storage.
Monitor project execution, resolve escalated issues, and ensure projects are completed on time and within budget.
Provide regular reporting and updates to senior leadership regarding capital project status.
Stay current on industry trends, sustainability practices, and technology that could improve operational efficiency.
Oversee CapEx staff, including Directors, Project Managers, and Superintendents, accordingly.
Compensation and Benefits: Benefits of Working with AMLI Residential
$150,000 - $175,000 (based on experience) plus year-end bonuses
Medical, Dental, and Vision Coverage
401(k) Company Match
Generous rental Discount at any AMLI apartment
Tuition Reimbursement
PTO - up to 20 days of paid of time off plus 9 paid holidays. PTO increases with tenure.
QUALIFICATIONS:
Employee must have a reliable vehicle for transportation locally and will travel out of town 50% of their time.
Bachelor's degree in construction management, engineering, architecture, business, or a related field.
10+ years of experience in project management, construction, or real estate project management, with at least 5 years in a leadership role. Multi-family industry experience is preferred.
Proven success in managing multi-site capital programs.
Strong knowledge of building codes, zoning regulations, NFPA fire codes, and construction practices.
Exceptional project management, budgeting, and financial acumen.
Ability to balance strategic planning with hands-on oversight of execution.
Excellent communication, leadership, and stakeholder management skills.
Proficiency with Microsoft Office Suite and project management software.
Experience with Procore and Bluebeam.
Knowledge of the basic principles of building science and LEED.
PHYSICAL DEMANDS: Frequent use of hands and fingers is necessary for tasks involving gripping, lifting, or manipulation of materials and objects, including computer keyboards. The employee must be able to talk and hear on the telephone. The employee is required to sit for extended periods of time. The employee will be frequently required to sit; stoop, kneel, crouch, or crawl; and taste or smell. The employee may on occasion lift and/or move 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.
AMLI is a leader in sustainable LEED and ENERGY STAR-certified luxury apartment communities. Founded in 1980 as AMLI Realty Co. and now owned by PRIME Property Fund, a core, open-ended, institutional real estate fund managed by Morgan Stanley, AMLI Residential has grown to become a prominent and well-respected multifamily real estate developer and owner with $12 billion in assets.
AMLI is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
AVP or VP, GSE Underwriting
Irvine, CA jobs
Department: GSE Underwriting We are Walker & Dunlop. We are one of the largest providers of capital to the commercial real estate industry, enabling real estate owners and operators to bring their visions of communities - where people live, work, shop, and play - to life. We are committed to creating meaningful social, environmental, and economic change in our communities.
Department Overview
GSE Underwriting is responsible for pre-screening and underwriting all Fannie Mae and Freddie Mac loans.
The Impact You Will Have
This position reports to the Deputy Chief Underwriter and serves as a senior member of the Underwriting Management Team.
Primary Responsibilities
* Demonstrate an understanding of the history and function of Fannie Mae, Fannie Mae DUS, DUS Lenders, Freddie Mac and Freddie Mac Program Plus.
* Manage, oversee, train and develop members of the underwriting team and the underwriting process.
* Structure, underwrite, monitor, and perform due diligence for multifamily housing products and transactions.
* Evaluate and manage risk issues using a comprehensive risk management approach.
* Develop and manage critical business relationships, which include cultivating favorable relationships with internal and external contacts.
* Anticipate and resolve issues for customers and team members.
* Demonstrate mastery of Freddie Mac and Fannie Mae methodology for building up Proforma income and expenses.
* A high level of computer proficiency is required in Excel and Word.
* Demonstrate mastery of the Freddie Mac and Fannie Mae Guides and periodic updates on an on-going basis in order to cultivate continuous improvement.
* Conduct site visits to assess the condition and quality of multifamily projects, their management, and their marketplaces.
* Review third-party Appraisals, Engineering Reports, Seismic Reports, Phase I Environmental Assessments and Operations and Maintenance (O & M) Reports where necessary to assist the underwriting teams.
* Ensure Underwriting staff generates accurate and analytical Narratives for submission to Loan Committee.
* Work with Asset Management, Production, Closing and others as appropriate to closely monitor the performance and help develop and regularly refine benchmarks and metrics for evaluating the performance of the portfolio.
* Work closely with Freddie Mac and Fannie Mae team members on resolving deal specific issues in a timely manner.
* Frequent business travel required.
* Communicate and problem-solve daily with teammates, clients, vendors, and other stakeholders, often in combination with travel
* Other skills related to building a career in Underwriting!
* Perform other duties as assigned.
* Attendance is generally required from 8:30 am - 5:30 pm local time, Tuesday through Thursday, with the option to work remotely on Mondays and Fridays.
Education and Experience
* Bachelors preferred
* 7+ years of work experience in commercial real estate finance with strong exposure to multifamily and extensive knowledge of the Fannie Mae DUS program required
Knowledge, Skills and Abilities
* Demonstrated knowledge of and experience in underwriting. This includes but would not be limited to a strong working knowledge of the key players in the industry, the issues and trends facing the industry, the ability to identify and underwrite the key credit, sponsor related risks, and the ability to evaluate alternative risks carefully when structuring a transaction, and a demonstrated knowledge of property operations.
* Demonstrated leadership with evidence of increasing responsibility throughout career history and at least 5 years of direct supervisory responsibility.
* Demonstrated analytical skills with the ability to evaluate data quickly make decisions based on imperfect data, and take action in order to assist the team in moving its transactions forward.
* Excellent interpersonal and presentation skills and the ability to effectively communicate with all levels of management.
* Demonstrated commitment to innovation and change and willingness to take initiative to accomplish change.
* Demonstrated ability to develop and execute solutions to complex issues and transactions.
* Extensive multifamily experience across a wide range of financial and product executions.
* Demonstrated business management experience as well as a demonstrated capacity to provide leadership in closing deals.
* Knowledge of Fannie Mae's DUS and Freddie Mac's Program Plus products is required.
* Ability to show ownership of your work, take on challenges and acknowledge growth opportunities, and demonstrate patience when learning new processes.
* Courtesy, respect, and thoughtfulness in teaming with colleagues and other stakeholders.
This position has an estimated base salary of $115,000 - $175,000 plus discretionary bonus. An employment offer is based on the applicant's relevant work experience, applicable knowledge, skills, abilities, internal equity, and alignment with market data.
#LI-NA1
#LI-Hybrid
What We Offer
* The opportunity to join one of Fortune Magazine's Great Places to Work winners from 2015-2023
* Comprehensive benefit options* that have earned Walker & Dunlop the silver level of the 2022 Cigna Healthy Workforce Designation, some of which include:
* Up to 83% subsidized medical payroll deductions
* Competitive dental and vision benefits
* 401(k) + match
* Pre-tax transit and commuting benefits
* A robust health and wellness program - earn cash rewards and gain access to resources that
promote health, engagement, and balance
* Paid maternity and parental leave, as well as other family paid leave programs
* Company-paid life, short and long-term disability insurance
* Health Savings Account and Healthcare and Dependent Care Flexible Spending
* Career development opportunities
* Empowerment and encouragement to give back - volunteer hours and donation matching
* Eligibility may vary based on average number of hours worked
EEO Statement
We are committed to equity in all steps of the recruitment and employment experience. We believe in equal access to opportunities in our workplace. We do not tolerate discrimination, including harassment, based on any characteristic protected by applicable law, such as race, color, national origin, religion, gender identity, sexual orientation, sex, age, disability, veteran or military status, and genetic information, or any other characteristic protected by applicable law. We strive to be a safe place to ask questions, build professional relationships, and develop careers.
SPAM
Please be wary of recruitment scams. An indication of a scam might be a request for sensitive or bank information at the time of application or emails coming from a non walkerdunlop.com email address. Please call us at ************, if you have any concerns about information requested during or after the application process.
Fair Chance Hiring
Background checks, including any questions related to infractions, arrests, or conviction records, will not be conducted until after a conditional offer of employment has been accepted. We will consider for employment qualified applicants regardless of arrest and conviction records, in accordance with federal, state, and local laws.
Auto-ApplyAVP or VP, GSE Underwriting
Walnut Creek, CA jobs
Department:
GSE Underwriting
We are Walker & Dunlop. We are one of the largest providers of capital to the commercial real estate industry, enabling real estate owners and operators to bring their visions of communities - where people live, work, shop, and play - to life. We are committed to creating meaningful social, environmental, and economic change in our communities.
Department Overview
GSE Underwriting is responsible for pre-screening and underwriting all Fannie Mae and Freddie Mac loans.
The Impact You Will Have
This position reports to the Deputy Chief Underwriter and serves as a senior member of the Underwriting Management Team.
Primary Responsibilities
Demonstrate an understanding of the history and function of Fannie Mae, Fannie Mae DUS, DUS Lenders, Freddie Mac and Freddie Mac Program Plus.
Manage, oversee, train and develop members of the underwriting team and the underwriting process.
Structure, underwrite, monitor, and perform due diligence for multifamily housing products and transactions.
Evaluate and manage risk issues using a comprehensive risk management approach.
Develop and manage critical business relationships, which include cultivating favorable relationships with internal and external contacts.
Anticipate and resolve issues for customers and team members.
Demonstrate mastery of Freddie Mac and Fannie Mae methodology for building up Proforma income and expenses.
A high level of computer proficiency is required in Excel and Word.
Demonstrate mastery of the Freddie Mac and Fannie Mae Guides and periodic updates on an on-going basis in order to cultivate continuous improvement.
Conduct site visits to assess the condition and quality of multifamily projects, their management, and their marketplaces.
Review third-party Appraisals, Engineering Reports, Seismic Reports, Phase I Environmental Assessments and Operations and Maintenance (O & M) Reports where necessary to assist the underwriting teams.
Ensure Underwriting staff generates accurate and analytical Narratives for submission to Loan Committee.
Work with Asset Management, Production, Closing and others as appropriate to closely monitor the performance and help develop and regularly refine benchmarks and metrics for evaluating the performance of the portfolio.
Work closely with Freddie Mac and Fannie Mae team members on resolving deal specific issues in a timely manner.
Frequent business travel required.
Communicate and problem-solve daily with teammates, clients, vendors, and other stakeholders, often in combination with travel
Other skills related to building a career in Underwriting!
Perform other duties as assigned.
Attendance is generally required from 8:30 am - 5:30 pm local time, Tuesday through Thursday, with the option to work remotely on Mondays and Fridays.
Education and Experience
Bachelors preferred
7+ years of work experience in commercial real estate finance with strong exposure to multifamily and extensive knowledge of the Fannie Mae DUS program required
Knowledge, Skills and Abilities
Demonstrated knowledge of and experience in underwriting. This includes but would not be limited to a strong working knowledge of the key players in the industry, the issues and trends facing the industry, the ability to identify and underwrite the key credit, sponsor related risks, and the ability to evaluate alternative risks carefully when structuring a transaction, and a demonstrated knowledge of property operations.
Demonstrated leadership with evidence of increasing responsibility throughout career history and at least 5 years of direct supervisory responsibility.
Demonstrated analytical skills with the ability to evaluate data quickly make decisions based on imperfect data, and take action in order to assist the team in moving its transactions forward.
Excellent interpersonal and presentation skills and the ability to effectively communicate with all levels of management.
Demonstrated commitment to innovation and change and willingness to take initiative to accomplish change.
Demonstrated ability to develop and execute solutions to complex issues and transactions.
Extensive multifamily experience across a wide range of financial and product executions.
Demonstrated business management experience as well as a demonstrated capacity to provide leadership in closing deals.
Knowledge of Fannie Mae's DUS and Freddie Mac's Program Plus products is required.
Ability to show ownership of your work, take on challenges and acknowledge growth opportunities, and demonstrate patience when learning new processes.
Courtesy, respect, and thoughtfulness in teaming with colleagues and other stakeholders.
This position has an estimated base salary of $115,000 - $175,000 plus discretionary bonus. An employment offer is based on the applicant's relevant work experience, applicable knowledge, skills, abilities, internal equity, and alignment with market data.
#LI-NA1
#LI-Hybrid
What We Offer
The opportunity to join one of Fortune Magazine's Great Places to Work winners from 2015-2023
Comprehensive benefit options* that have earned Walker & Dunlop the silver level of the 2022 Cigna Healthy Workforce Designation™, some of which include:
- Up to 83% subsidized medical payroll deductions
- Competitive dental and vision benefits
- 401(k) + match
- Pre-tax transit and commuting benefits
- A robust health and wellness program - earn cash rewards and gain access to resources that
promote health, engagement, and balance
- Paid maternity and parental leave, as well as other family paid leave programs
- Company-paid life, short and long-term disability insurance
- Health Savings Account and Healthcare and Dependent Care Flexible Spending
Career development opportunities
Empowerment and encouragement to give back - volunteer hours and donation matching
*Eligibility may vary based on average number of hours worked
EEO Statement
We are committed to equity in all steps of the recruitment and employment experience. We believe in equal access to opportunities in our workplace. We do not tolerate discrimination, including harassment, based on any characteristic protected by applicable law, such as race, color, national origin, religion, gender identity, sexual orientation, sex, age, disability, veteran or military status, and genetic information, or any other characteristic protected by applicable law. We strive to be a safe place to ask questions, build professional relationships, and develop careers.
SPAM
Please be wary of recruitment scams. An indication of a scam might be a request for sensitive or bank information at the time of application or emails coming from a non walkerdunlop.com email address. Please call us at ************, if you have any concerns about information requested during or after the application process.
Fair Chance Hiring
Background checks, including any questions related to infractions, arrests, or conviction records, will not be conducted until after a conditional offer of employment has been accepted. We will consider for employment qualified applicants regardless of arrest and conviction records, in accordance with federal, state, and local laws.
Auto-ApplyAVP or VP, GSE Underwriting
Dallas, TX jobs
Department: GSE Underwriting We are Walker & Dunlop. We are one of the largest providers of capital to the commercial real estate industry, enabling real estate owners and operators to bring their visions of communities - where people live, work, shop, and play - to life. We are committed to creating meaningful social, environmental, and economic change in our communities.
Department Overview
GSE Underwriting is responsible for pre-screening and underwriting all Fannie Mae and Freddie Mac loans.
The Impact You Will Have
This position reports to the Deputy Chief Underwriter and serves as a senior member of the Underwriting Management Team.
Primary Responsibilities
* Demonstrate an understanding of the history and function of Fannie Mae, Fannie Mae DUS, DUS Lenders, Freddie Mac and Freddie Mac Program Plus.
* Manage, oversee, train and develop members of the underwriting team and the underwriting process.
* Structure, underwrite, monitor, and perform due diligence for multifamily housing products and transactions.
* Evaluate and manage risk issues using a comprehensive risk management approach.
* Develop and manage critical business relationships, which include cultivating favorable relationships with internal and external contacts.
* Anticipate and resolve issues for customers and team members.
* Demonstrate mastery of Freddie Mac and Fannie Mae methodology for building up Proforma income and expenses.
* A high level of computer proficiency is required in Excel and Word.
* Demonstrate mastery of the Freddie Mac and Fannie Mae Guides and periodic updates on an on-going basis in order to cultivate continuous improvement.
* Conduct site visits to assess the condition and quality of multifamily projects, their management, and their marketplaces.
* Review third-party Appraisals, Engineering Reports, Seismic Reports, Phase I Environmental Assessments and Operations and Maintenance (O & M) Reports where necessary to assist the underwriting teams.
* Ensure Underwriting staff generates accurate and analytical Narratives for submission to Loan Committee.
* Work with Asset Management, Production, Closing and others as appropriate to closely monitor the performance and help develop and regularly refine benchmarks and metrics for evaluating the performance of the portfolio.
* Work closely with Freddie Mac and Fannie Mae team members on resolving deal specific issues in a timely manner.
* Frequent business travel required.
* Communicate and problem-solve daily with teammates, clients, vendors, and other stakeholders, often in combination with travel
* Other skills related to building a career in Underwriting!
* Perform other duties as assigned.
* Attendance is generally required from 8:30 am - 5:30 pm local time, Tuesday through Thursday, with the option to work remotely on Mondays and Fridays.
Education and Experience
* Bachelors preferred
* 7+ years of work experience in commercial real estate finance with strong exposure to multifamily and extensive knowledge of the Fannie Mae DUS program required
Knowledge, Skills and Abilities
* Demonstrated knowledge of and experience in underwriting. This includes but would not be limited to a strong working knowledge of the key players in the industry, the issues and trends facing the industry, the ability to identify and underwrite the key credit, sponsor related risks, and the ability to evaluate alternative risks carefully when structuring a transaction, and a demonstrated knowledge of property operations.
* Demonstrated leadership with evidence of increasing responsibility throughout career history and at least 5 years of direct supervisory responsibility.
* Demonstrated analytical skills with the ability to evaluate data quickly make decisions based on imperfect data, and take action in order to assist the team in moving its transactions forward.
* Excellent interpersonal and presentation skills and the ability to effectively communicate with all levels of management.
* Demonstrated commitment to innovation and change and willingness to take initiative to accomplish change.
* Demonstrated ability to develop and execute solutions to complex issues and transactions.
* Extensive multifamily experience across a wide range of financial and product executions.
* Demonstrated business management experience as well as a demonstrated capacity to provide leadership in closing deals.
* Knowledge of Fannie Mae's DUS and Freddie Mac's Program Plus products is required.
* Ability to show ownership of your work, take on challenges and acknowledge growth opportunities, and demonstrate patience when learning new processes.
* Courtesy, respect, and thoughtfulness in teaming with colleagues and other stakeholders.
This position has an estimated base salary of $115,000 - $175,000 plus discretionary bonus. An employment offer is based on the applicant's relevant work experience, applicable knowledge, skills, abilities, internal equity, and alignment with market data.
#LI-NA1
#LI-Hybrid
What We Offer
* The opportunity to join one of Fortune Magazine's Great Places to Work winners from 2015-2023
* Comprehensive benefit options* that have earned Walker & Dunlop the silver level of the 2022 Cigna Healthy Workforce Designation, some of which include:
* Up to 83% subsidized medical payroll deductions
* Competitive dental and vision benefits
* 401(k) + match
* Pre-tax transit and commuting benefits
* A robust health and wellness program - earn cash rewards and gain access to resources that
promote health, engagement, and balance
* Paid maternity and parental leave, as well as other family paid leave programs
* Company-paid life, short and long-term disability insurance
* Health Savings Account and Healthcare and Dependent Care Flexible Spending
* Career development opportunities
* Empowerment and encouragement to give back - volunteer hours and donation matching
* Eligibility may vary based on average number of hours worked
EEO Statement
We are committed to equity in all steps of the recruitment and employment experience. We believe in equal access to opportunities in our workplace. We do not tolerate discrimination, including harassment, based on any characteristic protected by applicable law, such as race, color, national origin, religion, gender identity, sexual orientation, sex, age, disability, veteran or military status, and genetic information, or any other characteristic protected by applicable law. We strive to be a safe place to ask questions, build professional relationships, and develop careers.
SPAM
Please be wary of recruitment scams. An indication of a scam might be a request for sensitive or bank information at the time of application or emails coming from a non walkerdunlop.com email address. Please call us at ************, if you have any concerns about information requested during or after the application process.
Fair Chance Hiring
Background checks, including any questions related to infractions, arrests, or conviction records, will not be conducted until after a conditional offer of employment has been accepted. We will consider for employment qualified applicants regardless of arrest and conviction records, in accordance with federal, state, and local laws.
Auto-ApplyAVP, Asset Management Compliance
Needham, MA jobs
Department:
Servicing - Operations
We are Walker & Dunlop. We are one of the largest providers of capital to the commercial real estate industry, enabling real estate owners and operators to bring their visions of communities - where people live, work, shop, and play - to life. We are committed to creating meaningful social, environmental, and economic change in our communities.
Department Overview
The Debt Operations department encompasses the Underwriting, Closing, Servicing, and Asset Management teams, which collaborate closely to manage all credit and operational functions within W&D's GSE lending platform. These teams are dedicated to processing client business with a high degree of efficiency and meticulous attention to detail while ensuring strict adherence to credit policies as well as all lender and investor requirements. The Servicing team is highly rated with its Fitch rating of CPS1- and manages the 10th largest CRE debt portfolio in the United States.
Supporting these core functions, the Debt Operations Compliance & Analytics team provides comprehensive risk oversight, ensures process integrity, and delivers data-driven insights across the entire Debt Operations platform. This team plays a critical role in enabling Underwriting, Closing, Servicing, and Asset Management to operate effectively and maintain compliance with regulatory standards.
The Impact You Will Have
The AVP, Asset Management Compliance executes the second-line loan review program for post-close activities and provides leadership in oversight areas including Vendor Monitoring and Fraud Tracking & KYC/AML across both Servicing and Asset Management. This role also leads guide update oversight, serves as deputy audit liaison, and coordinates with compliance colleagues to ensure trackers and evidence are current and complete. This role also balances execution and leadership responsibilities to strengthen compliance controls, data quality, and agency alignment across Asset Management.
Primary Responsibilities
Loan Review Execution: Execute post-close loan reviews for Asset Management, producing clear, reproducible workpapers and findings.
Conduct thematic reviews targeting risks within Asset Management functions.
Draft findings with root-cause analysis, recommend corrective actions, and confirm remediation through evidence and re-testing.
Vendor Monitoring: Lead vendor monitoring across Servicing and Asset Management, including screenings, insurance/continuity, and information-security reviews.
Coordinate with Information Security and Legal/Procurement to ensure proper contract clauses, review scope, and repository compliance.
Maintain vendor registry, review exceptions, and oversee corrective actions.
Fraud Tracking: Manage the fraud/KYC log for post-close events; define escalation triggers and ensure enhanced due diligence as required.
Coordinate and execute KYC/AML testing aligned with enterprise AML/BSA protocols; track findings and remediation.
Guide Updates: Monitor agency guide changes impacting Servicing and Asset Management; track required actions, evidence, and implementation status.
Audits and Exams: Support audits and exams, lead Asset Management-specific responses, and ensure corrective actions meet closure criteria. Drive the documentation collection for the rating agency review.
Policies and Procedures: Partner with Compliance colleagues and Asset Management team leads to keep Asset Management procedures current, guide-aligned, and improved for control effectiveness.
Data Quality: Define critical Asset Management data elements and exception thresholds; partner with Technology/Analytics to run exception reports and reconciliations; escalate systemic issues.
Deliver dashboards and reports on key metrics (trends, repeat defects, remediation timeliness, vendor performance, fraud/KYC activity, guide updates).
Perform other duties as assigned.
Attendance is generally required from 8:30 am - 5:30 pm local time, Tuesday through Thursday, with the option to work remotely on Mondays and Fridays.
Education and Experience
Bachelor's degree in Finance, Accounting, Business Administration, or related field required.
5+ years of experience in multifamily Asset Management or Servicing, with hands-on compliance and quality control expertise.
Knowledge, Skills and Abilities
Strong knowledge of post-close obligations and agency requirements.
Excellent documentation and organizational skills; advanced Excel; familiarity with BI tools (Power BI/Tableau) preferred.
Clear written and verbal communication skills; dependable follow-through and ability to manage multiple priorities.
Ability to show ownership of your work, take on challenges and acknowledge growth opportunities, and demonstrate patience when learning new processes
Courtesy, respect, and thoughtfulness in teaming with colleagues and other stakeholders
This position has an estimated base salary of $85,000 - $100,000 plus discretionary bonus. An employment offer is based on the applicant's relevant work experience, applicable knowledge, skills, abilities, internal equity, and alignment with market data.
#LI-NA1
#LI-Hybrid
What We Offer
The opportunity to join one of Fortune Magazine's Great Places to Work winners from 2015-2023
Comprehensive benefit options* that have earned Walker & Dunlop the silver level of the 2022 Cigna Healthy Workforce Designation™, some of which include:
- Up to 83% subsidized medical payroll deductions
- Competitive dental and vision benefits
- 401(k) + match
- Pre-tax transit and commuting benefits
- A robust health and wellness program - earn cash rewards and gain access to resources that
promote health, engagement, and balance
- Paid maternity and parental leave, as well as other family paid leave programs
- Company-paid life, short and long-term disability insurance
- Health Savings Account and Healthcare and Dependent Care Flexible Spending
Career development opportunities
Empowerment and encouragement to give back - volunteer hours and donation matching
*Eligibility may vary based on average number of hours worked
EEO Statement
We are committed to equity in all steps of the recruitment and employment experience. We believe in equal access to opportunities in our workplace. We do not tolerate discrimination, including harassment, based on any characteristic protected by applicable law, such as race, color, national origin, religion, gender identity, sexual orientation, sex, age, disability, veteran or military status, and genetic information, or any other characteristic protected by applicable law. We strive to be a safe place to ask questions, build professional relationships, and develop careers.
SPAM
Please be wary of recruitment scams. An indication of a scam might be a request for sensitive or bank information at the time of application or emails coming from a non walkerdunlop.com email address. Please call us at ************, if you have any concerns about information requested during or after the application process.
Fair Chance Hiring
Background checks, including any questions related to infractions, arrests, or conviction records, will not be conducted until after a conditional offer of employment has been accepted. We will consider for employment qualified applicants regardless of arrest and conviction records, in accordance with federal, state, and local laws.
Auto-ApplyAVP, Asset Management Compliance
Bethesda, MD jobs
Department: Servicing - Operations We are Walker & Dunlop. We are one of the largest providers of capital to the commercial real estate industry, enabling real estate owners and operators to bring their visions of communities - where people live, work, shop, and play - to life. We are committed to creating meaningful social, environmental, and economic change in our communities.
Department Overview
The Debt Operations department encompasses the Underwriting, Closing, Servicing, and Asset Management teams, which collaborate closely to manage all credit and operational functions within W&D's GSE lending platform. These teams are dedicated to processing client business with a high degree of efficiency and meticulous attention to detail while ensuring strict adherence to credit policies as well as all lender and investor requirements. The Servicing team is highly rated with its Fitch rating of CPS1- and manages the 10th largest CRE debt portfolio in the United States.
Supporting these core functions, the Debt Operations Compliance & Analytics team provides comprehensive risk oversight, ensures process integrity, and delivers data-driven insights across the entire Debt Operations platform. This team plays a critical role in enabling Underwriting, Closing, Servicing, and Asset Management to operate effectively and maintain compliance with regulatory standards.
The Impact You Will Have
The AVP, Asset Management Compliance executes the second-line loan review program for post-close activities and provides leadership in oversight areas including Vendor Monitoring and Fraud Tracking & KYC/AML across both Servicing and Asset Management. This role also leads guide update oversight, serves as deputy audit liaison, and coordinates with compliance colleagues to ensure trackers and evidence are current and complete. This role also balances execution and leadership responsibilities to strengthen compliance controls, data quality, and agency alignment across Asset Management.
Primary Responsibilities
* Loan Review Execution: Execute post-close loan reviews for Asset Management, producing clear, reproducible workpapers and findings.
* Conduct thematic reviews targeting risks within Asset Management functions.
* Draft findings with root-cause analysis, recommend corrective actions, and confirm remediation through evidence and re-testing.
* Vendor Monitoring: Lead vendor monitoring across Servicing and Asset Management, including screenings, insurance/continuity, and information-security reviews.
* Coordinate with Information Security and Legal/Procurement to ensure proper contract clauses, review scope, and repository compliance.
* Maintain vendor registry, review exceptions, and oversee corrective actions.
* Fraud Tracking: Manage the fraud/KYC log for post-close events; define escalation triggers and ensure enhanced due diligence as required.
* Coordinate and execute KYC/AML testing aligned with enterprise AML/BSA protocols; track findings and remediation.
* Guide Updates: Monitor agency guide changes impacting Servicing and Asset Management; track required actions, evidence, and implementation status.
* Audits and Exams: Support audits and exams, lead Asset Management-specific responses, and ensure corrective actions meet closure criteria. Drive the documentation collection for the rating agency review.
* Policies and Procedures: Partner with Compliance colleagues and Asset Management team leads to keep Asset Management procedures current, guide-aligned, and improved for control effectiveness.
* Data Quality: Define critical Asset Management data elements and exception thresholds; partner with Technology/Analytics to run exception reports and reconciliations; escalate systemic issues.
* Deliver dashboards and reports on key metrics (trends, repeat defects, remediation timeliness, vendor performance, fraud/KYC activity, guide updates).
* Perform other duties as assigned.
* Attendance is generally required from 8:30 am - 5:30 pm local time, Tuesday through Thursday, with the option to work remotely on Mondays and Fridays.
Education and Experience
* Bachelor's degree in Finance, Accounting, Business Administration, or related field required.
* 5+ years of experience in multifamily Asset Management or Servicing, with hands-on compliance and quality control expertise.
Knowledge, Skills and Abilities
* Strong knowledge of post-close obligations and agency requirements.
* Excellent documentation and organizational skills; advanced Excel; familiarity with BI tools (Power BI/Tableau) preferred.
* Clear written and verbal communication skills; dependable follow-through and ability to manage multiple priorities.
* Ability to show ownership of your work, take on challenges and acknowledge growth opportunities, and demonstrate patience when learning new processes
* Courtesy, respect, and thoughtfulness in teaming with colleagues and other stakeholders
This position has an estimated base salary of $85,000 - $100,000 plus discretionary bonus. An employment offer is based on the applicant's relevant work experience, applicable knowledge, skills, abilities, internal equity, and alignment with market data.
#LI-NA1
#LI-Hybrid
What We Offer
* The opportunity to join one of Fortune Magazine's Great Places to Work winners from 2015-2023
* Comprehensive benefit options* that have earned Walker & Dunlop the silver level of the 2022 Cigna Healthy Workforce Designation, some of which include:
* Up to 83% subsidized medical payroll deductions
* Competitive dental and vision benefits
* 401(k) + match
* Pre-tax transit and commuting benefits
* A robust health and wellness program - earn cash rewards and gain access to resources that
promote health, engagement, and balance
* Paid maternity and parental leave, as well as other family paid leave programs
* Company-paid life, short and long-term disability insurance
* Health Savings Account and Healthcare and Dependent Care Flexible Spending
* Career development opportunities
* Empowerment and encouragement to give back - volunteer hours and donation matching
* Eligibility may vary based on average number of hours worked
EEO Statement
We are committed to equity in all steps of the recruitment and employment experience. We believe in equal access to opportunities in our workplace. We do not tolerate discrimination, including harassment, based on any characteristic protected by applicable law, such as race, color, national origin, religion, gender identity, sexual orientation, sex, age, disability, veteran or military status, and genetic information, or any other characteristic protected by applicable law. We strive to be a safe place to ask questions, build professional relationships, and develop careers.
SPAM
Please be wary of recruitment scams. An indication of a scam might be a request for sensitive or bank information at the time of application or emails coming from a non walkerdunlop.com email address. Please call us at ************, if you have any concerns about information requested during or after the application process.
Fair Chance Hiring
Background checks, including any questions related to infractions, arrests, or conviction records, will not be conducted until after a conditional offer of employment has been accepted. We will consider for employment qualified applicants regardless of arrest and conviction records, in accordance with federal, state, and local laws.
Auto-ApplyAVP, Strategic Project Manager
Pittsfield, MA jobs
Division: Corporate Strategy
Department: Enterprise PMO
Reports to: FVP, Enterprise Strategic Project Management
Status: Exempt/Officer
Grade: 10
Salary Range: $55,588 - $118,103
Actual compensation within the pay range will be decided based on factors including, but not limited to, skills, prior relevant experience, and specific work location.
Location: Hybrid within MA, CT, RI
Purpose/Objective:
The Strategic Project Manager is a key role within the Strategic Projects Management Office responsible for delivering complex and strategic projects on time, on budget, and that the original business value is realized. This role requires a project management professional with an understanding of Banking Operations and IT. The Strategic Project Manager will provide overall direction and project leadership by defining the scope, setting critical successful factors, assigning necessary resources, assessing, and controlling risk, communicating with stakeholders, executing against an agreed plan, delivering the technology, product, or service, and assessing the success of the project overall.
Key Accountabilities:
Function as a strategic partner to senior stakeholders to advance business topics pertaining to strategy.
Support strategic initiative development from ideation through implementation pertaining to key strategic initiatives, including project management responsibilities, as needed.
Facilitate the definition of project missions, goals, tasks, and resource requirements for strategic projects.
Participate in the management of the strategic project portfolio, ensuring on-time, to-budget, and to-specification delivery of prioritized IT initiatives aligned with business priorities.
Build and maintain strong relationships with business representatives and stakeholders. Understand who the client is and what their needs are. Provide realistic expectations and help establish specific customer satisfaction standards and actively monitor client satisfaction.
Enhance project management knowledge, skills, tools and techniques, including scope definition, requirements capture, plan development, risk management, effective communication, decision making, and problem solving.
Understand Corporate and Department goals and translate into effective enterprise initiatives, services and capabilities.
Establish robust performance measurement frameworks including key performance indicators, milestones, and any other relevant metrics. Monitor project progress and performance, identifying issues, and opportunities for improvement.
Prepare executive and board level presentations and project status reports to executive leadership providing recommendations for course corrections as needed.
Ensures compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by one's duties.
Education:
Minimum Bachelor's degree or equivalent work experience required
MBA or PMI-PMP preferred
Experience:
8 years' experience managing complex strategic projects or initiatives across the banking or consulting industry
Demonstrated experience and understanding of the project lifecycle, defining, planning, controlling, monitoring executing, and familiarity with established project management tools and techniques
Strong experience working with waterfall and agile methodologies
Experience working with third party vendors / implementation providers and navigating through SOW in partnership with Procurement, Legal, and Third-Party Risk Management
Ability to present complex data analysis in a simplified manner to drive action and results
Skills & Knowledge:
Process-oriented; analytical, quality-oriented thought process and execution
Excellent written, communications and presentation skills
Ability to create business cases with supporting analysis and prepare board and executive level presentations
Knowledge in analyzing and creating Business Requirements, Project Plans, Project Schedules, and associated project materials
Hands-on experience with tools relating to project management and portfolio reporting (Microsoft Project, collaboration software, etc.)
ServiceNow knowledge a plus
Project Server, Excel, PowerPoint skills required
Ability to work cooperatively and effectively with all levels of staff
Agile and amenable to change and shifting priorities
Works well under tight timelines without sacrificing quality of work
We endeavor to make this site accessible to any and all users.
Berkshire Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or would like to request alternative methods of applying, please contact us at ********************.
AVP, CRM Administrator - Investor Solutions
Chicago, IL jobs
Harrison Street Asset Management ("HSAM") is a leading global alternative investment management firm focused on real estate, infrastructure, and credit strategies across North America and Europe. Headquartered in Chicago, Toronto, and London with offices across North America, Europe, Asia and the Middle East, the firm has over $103 billion in assets under management on behalf of institutional investors and registered investment advisors globally. Founded on a culture of innovation, HSAM is an early mover in alternative real estate and mid-market infrastructure. Today, the firm's global team, consisting of more than 520 professionals, is committed to creating long-term value through deep sector expertise and forward-thinking strategies.
Harrison Street Asset Management is seeking an Assistant Vice President to serve as the dedicated CRM (Salesforce) Administrator for the Investor Solutions Group. This individual will play a pivotal role in managing the firm's investor relationship systems, ensuring data integrity, and enabling seamless coordination between ISG (capital formation, investor services, marketing), Business Technology Group (BTG), and Legal & Compliance. The AVP will be responsible for optimizing Salesforce and related systems, driving adoption across teams, ensuring consistency of investor information, and building tools and workflows that enhance fundraising, investor reporting, and client relationship management.Responsibilities:
CRM & Database Management
Serve as the primary point of contact and subject matter expert for Salesforce and related CRM systems within the Investor Solutions Group.
Oversee data governance: maintain accuracy, integrity, and completeness of investor, consultant, and prospect records.
Partner with the Business Technology Group internally and third-party vendors to implement enhancements, integrations, and new functionalities.
Execute technical enhancements to the back-end of Salesforce and Tableau with limited scope, including additions/removals of fields, tags, dashboards, reports and related items.
Develop a roadmap for cross-system enhancements, such as Salesforce to Juniper Square (Investor reporting) API; strategize about opportunities to effectively connect data systems and structures across the firm to enhance the fundraising process.
Develop, document, and enforce best practices for CRM usage across all ISG stakeholders.
Design, create, and manage dashboards, reports, and analytics to support fundraising campaigns, pipeline management, and client engagement tracking.
Project manage CRM-related projects end-to-end, including: defining scope, and managing timelines, milestones, and deliverables, ensuring alignment with ISG objectives.
Oversee periodic system integrations with external data sources (e.g., Preqin, eVestment, etc.).
Cross-Functional Liaison
Work closely with members of the Investor Services team to support fundraising and business development efforts by ensuring timely entry and tracking of prospect interactions, commitments, and capital pipelines.
Collaborate with Marketing to align CRM with event management, communication campaigns, and distribution lists.
Act as a liaison between ISG and BTG ensuring data consistency and system alignment across the firm.
Lead regular training sessions and onboarding for new CRM users across the Investor Solutions Group.
Identify opportunities to streamline workflows between teams and propose system/process improvements.
Requirements:
Bachelor's degree required; MBA or advanced degree preferred.
5-7 years of experience in investment management, private equity, real estate, infrastructure, or financial services, with the understanding of related real estate and financial terminology.
Proven track record of Salesforce/CRM management (administrator or power-user level strongly preferred).
Strong understanding of fundraising processes, investor relations, and capital formation workflows.
Exceptional project management and organizational skills, with the ability to manage multiple priorities under tight deadlines.
Effectively communicate technical concepts and requirements to both technical and non-technical stakeholders.
Excellent analytical, problem-solving, and data interpretation skills.
Strong interpersonal skills, with the ability to work collaboratively across teams and communicate effectively with senior stakeholders.
High attention to detail, accountability, and a solutions-oriented mindset.
If you require accessibility assistance applying for open positions, please contact our ADA Accessible Line at ************** or **********************. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
Harrison Street does not accept unsolicited headhunter and agency resumes. Harrison Street will not pay fees to any third-party agency or company that does not have a signed agreement with Harrison Street.
Auto-ApplyAssistant Vice President (AVP) - Regional
Amarillo, TX jobs
Job DescriptionAssistant Vice President (AVP) - Regional Reports To: Vice President (VP) Industry: Multifamily Property Management Job Type: Full-Time | Travel & occasional weekend availability required About SunRidge Management Group
SunRidge Management Group is a nationally recognized leader in multifamily property management with more than 35 years of experience managing apartment communities across the country. Our portfolio spans affordable housing, tax credit communities, and luxury lease-ups.
We take pride in our hands-on, detail-driven approach, emphasizing operational excellence, resident satisfaction, and employee development. Our corporate team, based in Dallas, supports properties coast-to-coast while fostering a culture of collaboration, accountability, and service. At SunRidge, we believe our people are our greatest strength, and we invest in their growth and success.
SunRidge is an equal-opportunity employer and promotes a drug-free workplace.Position Summary
The Assistant Vice President (AVP) - Regional is a senior leadership role responsible for the oversight and performance of multiple properties within a defined region. This position serves as the operational liaison between on-site teams and senior management, ensuring properties achieve financial, operational, and resident satisfaction goals.
The AVP will lead by example, providing guidance, coaching, and accountability to on-site property managers while driving occupancy, revenue growth, expense control, and compliance across all properties. This role is ideal for a results-oriented, hands-on leader with experience in lease-ups, multi-property management, and team development.Key Responsibilities
Operational Leadership
Provide hands-on leadership for multiple properties, ensuring operational excellence and alignment with SunRidge policies and standards.
Conduct regular property inspections to assess leasing activity, resident satisfaction, maintenance quality, and compliance with safety and regulatory standards.
Partner with on-site managers to establish and monitor measurable goals for leasing, collections, occupancy, marketing, and resident retention.
Act as a strategic problem-solver, identifying operational challenges and implementing effective solutions.
Financial Oversight & Budget Management
Prepare detailed annual budgets for assigned properties with input from on-site managers, ensuring alignment with ownership goals.
Review monthly financial statements, budget variances, and collection reports; advise on corrective actions to optimize performance.
Approve replacement expenditures, purchase orders, and vendor invoices within defined contract limits.
Ensure timely rent collection, deposit posting, and accurate financial reporting across all properties.
Conduct audits of lease renewals, delinquency reports, and operational practices to ensure revenue maximization and regulatory compliance.
Team Development & Leadership
Recruit, mentor, and develop on-site property managers and staff to foster high-performing teams.
Conduct ongoing training on leasing, operations, collections, maintenance, resident relations, and company policies.
Facilitate leadership development programs for property managers to enhance skills, motivation, and productivity.
Oversee performance evaluations, employee recognition programs, and career advancement initiatives within the region.
Marketing & Leasing Strategy
Evaluate weekly and monthly marketing reports to identify trends, opportunities, and areas for improvement.
Recommend adjustments to rent pricing, concessions, and promotional campaigns based on market analysis.
Support on-site managers with lease-up strategies, resident retention programs, and competitive marketing initiatives.
Ensure properties maintain strong market presence through signage, online listings, community events, and advertising campaigns.
Compliance & Risk Management
Ensure all properties operate in full compliance with local, state, and federal laws, including Fair Housing, ADA, and Texas Property Code requirements.
Maintain knowledge of industry best practices and regulatory updates impacting multifamily communities.
Conduct property audits, reviews, and inspections to minimize risk and ensure operational consistency.
Coordinate with corporate compliance and legal teams to address potential issues proactively.
Resident Experience & Community Engagement
Promote a culture of exceptional resident service across all properties.
Address escalated resident concerns and implement policies to improve satisfaction and retention.
Oversee community-building initiatives, including resident events, outreach programs, and social engagement activities.
Reporting & Communication
Submit detailed weekly and monthly performance reports to the Vice President, highlighting key metrics, operational insights, and action plans.
Maintain consistent, transparent communication with on-site managers, owners, and corporate leadership.
Serve as a regional representative for SunRidge Management Group, ensuring consistency in operational and financial practices across all properties.
Qualifications
3-5 years of experience in multifamily property management, with a proven record of regional or multi-property oversight.
Lease-up experience is required.
Strong knowledge of property operations, budgeting, financial reporting, and team management.
Exceptional leadership, coaching, and interpersonal skills.
Proficient in property management software (OneSite, Yardi, Bluemoon) and Microsoft Office Suite.
Strong analytical and problem-solving abilities.
Ability to travel frequently and manage multiple priorities across a region.
Bachelor's degree in Business, Real Estate, or related field preferred.
Work Environment
Regional role requiring travel to multiple on-site properties.
Full-time position with occasional evening and weekend availability for property visits, inspections, or lease-ups.
Combination of office work, remote work, and on-site property oversight.
Physical Requirements
Stand, walk, or sit as required (approx. 60% standing/walking, 40% desk work).
Occasional bending, stooping, climbing stairs, and lifting up to 25 lbs.
Frequent use of computers, phones, and office equipment.
Must possess a valid driver's license and reliable transportation.
Why Join Us?
SunRidge offers a comprehensive benefits package including:
Enjoy opportunities for professional growth and development within a supportive culture.
Access to benefits including low-cost health, dental, and vision insurance, life and disability coverage.
Voluntary wellness plans (critical illness, accident, hospital indemnity)
Employee Assistance Program
Access to Financial Planning Resources and Employer-Matched 401(k) Plan
PTO & Sick Time, Paid Holidays, Birthday Leave, Work Anniversary Leave
Join the SunRidge Team
If you are a results-driven, hands-on leader with experience managing multiple properties and a commitment to operational excellence, we want to hear from you. Apply today to join a company where people, professionalism, and performance are valued.
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Vice President/Controller - Expense Management
San Diego, CA jobs
We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed.
Role Overview
The Accounts Payable Vice President serves as a bridge between the Corporate Accounting (CA) and Fund Accounting (FA) teams. This hybrid position is responsible for processing invoices that are charged to investment funds, while ensuring that all payments are centralized and managed through the Corporate Accounting accounts payable processes. By operating at the intersection of both teams, the Accounts Payable Vice President streamlines invoice handling, maintains compliance, and supports efficient fund operations through a unified approach to payments and reporting.
Essential Job Functions
This role requires a proactive mindset, strong organizational skills, and the ability to collaborate across teams in a dynamic, evolving operational landscape. This position requires a detail-oriented professional who thrives in a high-volume, deadline-driven environment. The ideal candidate is comfortable managing multiple priorities, adapting quickly to change, and maintaining accuracy under pressure. This position will manage an AP team comprised of internal and external accountants and will work closely with CA, FA, legal teams, and external vendors both domestic and international.
Specific Activities Include:
Oversee the FA accounts payable process, including but not limited to:
Review the allocation of invoices to funds and legal entities
Ensure the proper coding of invoices, including review of limited partnership agreements
Ensure the appropriate approval for invoices
Review invoices against contracts and engagement letters from outside vendors
Report accounts payable activity to third party fund administrators
Reconcile open invoices with vendors
Resolve questions and issues as they arise
Bill funds and entities for AP expense reimbursements
Prepare invoice uploads and enter information into accounting software
Review and approve new vendor and fund name set-up requests.
Review allocation of costs by fund in the Due From Funds (DFF) process.
Perform treasury functions, including but not limited to:
Ensure completion of verbal confirmation for new vendor bank accounts
Review and approve Wire/ACH templates and transactions set up in online banking system
Ensure distribution of remittance advice
Review bank reconciliations
Ensure that vendor payments are processed in a timely manner
Review reimbursement received from Funds
Ensure the accuracy of application of fund reimbursements to open invoices
Provide bi-weekly cash receipts and disbursements projection to the CA team
Perform month-end close activities, including but not limited to:
Prepare and post journal entries as necessary
Review assigned balance sheet account reconciliations prepared by AP accountants
Review fund reimbursement invoices produced by AP Accountants and provide to FA
Other responsibilities:
Continuously evaluate workflow processes for efficiency and improvement.
Build reference tools and process documents for AP.
Train and develop team members.
Standardize reporting to meet both CA and FA team needs.
Project management and implementation of technology solutions.
Education and/or Work Experience Requirements:
Bachelor's Degree in Accounting or Finance with 7-10 years' professional accounting experience.
Experience with accounting for private equity partnership, fund of funds and/or Real Estate fund accounting.
Strong project management skills and ability to work collaboratively across teams.
Solid foundation in accounts payable procedures and strong knowledge of accounting principles.
Highly proficient in Excel, Word, and other Microsoft Office programs; PowerBI and process automation experience is a plus. NetSuite experience a plus.
Ability to multi-task and manage priorities against fast-paced key deadlines.
Must be able to work independently but contribute in a team-oriented environment.
Excellent verbal and written communication skills.
Strong problem-solving skills and ability to leverage technology.
Willingness and flexibility to learn and implement new programs and processes.
Experience training and managing junior professionals and reviewing the work of others.
Salary Range - $145,000 - $160,000
The salary range is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary range does not include any benefits or other forms of possible compensation that may be available to employees.
#LI-Hybrid
At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all.
As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law.
Developing People at StepStone
Auto-ApplyAssistant Vice President, Corporate Finance
Day, NY jobs
Headquartered in New York with a nationally-scaled platform, RXR is a 450+ person, vertically integrated investment manager with expertise in a wide array of value creation activities, including acquisitions, asset and portfolio management, property operations, development, construction, leasing, and technological innovation. RXR is an active investor in real estate credit, rental housing, commercial property, and property technology through value-added and opportunistic investment strategies.
Job Summary
The AVP, Corporate Finance is responsible for leading financial planning, analysis, and strategic support for RXR's corporate and operating businesses. This includes responsibilities as it relates to corporate finance transactions, strategic financial modeling, and business unit performance management.
The position is highly visible and works closely with senior management, including the SEVP and CAO, CFO, FVP Corporate Finance, and Asset Management teams, to deliver actionable financial insights, drive strategic decision-making, and ensure accuracy and integrity across all financial projections and models.
Responsibilities
1. Financial Planning & Performance Management
Develop and manage annual budgets, forecasts, and long-range financial plans
Provide actionable insights and recommendations to senior leadership to drive financial and operational efficiency including preparing executive-level presentations
Monitor key performance indicators (KPIs) and develop dashboards to measure business performance
Implement best practices to streamline forecasting process
2. Corporate Finance & Strategic Analysis
Assist in the execution of corporate transactions, including preparation of marketing materials and investor due diligence responses
Support cash management, corporate distributions, and internal capital allocation planning
Synthesize complex financial data into clear, concise insights and perform scenario analyses to support strategic decisions
Develop financial presentations and reports for executive leadership, investors, and board-level discussions
3. Leadership & Collaboration
Partner with senior management and department leaders to align financial outcomes with business objectives
Drive continuous improvement initiatives in collaboration with cross-functional teams including but not limited to accounting and asset management
Lead and mentor junior finance staff, promoting analytical excellence and collaboration across departments
Support ad-hoc financial analyses and special projects as required
Qualifications
Experience and Education
Education: Bachelor's degree in finance, Real Estate, Economics, Accounting, or a related field; MBA or CFA preferred.
Experience: 6-8 years of progressive experience in financial planning & analysis, corporate finance, or investment management, preferably within real estate.
Technical Skills: Advanced Excel financial modeling; strong PowerPoint presentation skills; experience with Yardi, Power BI, or Tableau preferred.
Industry Knowledge: Deep understanding of real estate transactions, joint ventures, and complex organizational and capital structures.
Analytical Skills: Strong quantitative and qualitative analysis capabilities with attention to detail.
Communication Skills: Excellent written and verbal communication skills, with the ability to present financial concepts to senior executives.
Leadership & Collaboration: Proven ability to manage cross-functional projects, lead teams, and influence key stakeholders.
Work Style: Highly organized, proactive, and able to manage multiple priorities in a fast-paced environment.
The salary range and/or hourly rate listed is a good faith determination of potential base compensation that may be offered to a successful applicant for this position at the time of this job advertisement and may be modified in the future. When determining a team member's base salary/rate, several factors may be considered as applicable (e.g. location, years of service, specialty, education, relevant experience).
Bonus eligible.
Pay Range$150,000-$170,000 USDRXR is an Equal Opportunity Employer committed to recruiting, hiring and promoting qualified people of all backgrounds regardless of gender, race, color, creed, national origin, religion, age, marital status, pregnancy, physical or mental disability, sexual orientation, gender identity, military or veteran status, or any other basis protected by federal, state, or local law. RXR is committed to the full inclusion of all qualified individuals. As part of this commitment, RXR will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact ************.
Auto-ApplyAVP, Acquisitions
Chicago, IL jobs
About Waterton Waterton has grown from very humble beginnings with one phone and two desks to the successful, nationally recognized real estate investment and management firm it is today. As Waterton has evolved and grown, one thing has remained constant - the drive to achieve results by exceeding expectations. For 30 years Waterton remains passionate about delivering an incredible Resident Experience, which we believe is made possible by offering an extraordinary experience for our talented associates. We value performance that delivers experiences that exceed expectations, coupled with an unwavering commitment to Investor, Guest, and Resident service excellence. Overall, we are a collection of people who strive daily to "find the good and leave it better".
Job Summary
The AVP, Acquisitions is responsible for originating and evaluating multifamily acquisition opportunities specifically within the West Coast region, and will also carry out due diligence, market research and financing-related activities.
Your Impact and Job Responsibilities:
* Source multifamily originations through an existing network of owners, brokers and servicers.
* Work with SVP and VP in handling acquisitions for Waterton Investment Vehicles.
* Work with SVP and VP on large portfolio and REIT acquisitions.
* Conduct due diligence including legal, accounting, engineering and financial.
* Underwrite real estate acquisition deals.
* Perform detailed market/submarket surveys.
* Analyze financial statements and rent rolls.
* Present multifamily opportunities on a regular basis to the Acquisition Team and Investment Committee.
* Participate in the negotiation of project financing, and assist in underwriting, negotiating and closing future residential investments, where opportunities warrant.
* Assist in managing Acquisitions Analysts.
What You'll Bring- Desired Skills and Experience:
* Bachelor's degree or relevant work experience in business, finance, real estate, or a related field required. Advanced degree preferred.
* Minimum of 5 years of experience in multi-family acquisitions. Familiarity with West Coast markets preferred.
* Extensive travel is required.
* Superior analytical and investigative skills, strong attention to detail, and proficiency with financial modeling.
* Highly task focused, independent critical thinker, and aptitude to spot trends in data or figure out how complex systems work.
How we will recognize and reward you:
At Waterton, we recognize that compensation and benefits are important to our associates. We offer a wide variety of benefits including:
* Competitive compensation and incentive program participation
* Full suite of benefits, including Medical, Dental, Life, Disability, and even pet insurance
* 401k + match
* Generous paid time off, volunteer time off, and paid holidays
* A commitment to life-long learning through learning plans that include internal and external trainings, as well as consideration for tuition reimbursement.
* Employee discounts and wellness initiatives, like an onsite gym.
* Hybrid work environment (based on business or position needs)
The typical base salary hiring range for this role is $125,000.00-$145,000.00 per year, plus bonus program participation.
The pay range is a base pay only and does not include any additional compensation or bonuses that this position may be eligible for. The pay range is approximate and the actual pay may vary depending on related work experience, certifications, education, and other job related factors.
Waterton welcomes all.
Waterton is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status.
Vice President, Service Operations
McLean, VA jobs
Under the direction of the Senior Vice President of Service Operations, the Vice President of Service Operations is responsible for oversight of all maintenance operations for a portfolio of assigned communities to achieve key performance metrics. The VP of Service Operations is also responsible for providing leadership and oversight of a team of Regional Service Managers to ensure successful execution of capital projects on both the Kettler-owned and the third-party portfolio. This position will assist in the development and implementation of policies and procedures to maximize the impact of KETTLER's maintenance operations including the roles and responsibilities of the RPMs and Maintenance Managers on site. This role will focus on the east cost, mainly from the DMV region to south Florida and will require approximately 20% - 25% travel.
Responsibilities
Responsibilities:
Maintenance Operations:
* Lead process of scoping, bidding, negotiating and managing centralized contracts for maintenance and projects including turnover, landscaping, pools, and HVAC
* Inform vendor selection process and assist in expanding the preferred vendor list
* Evaluate and optimize the process of evaluating candidates for all service-related positions including RMMs, service managers and technicians
* Evaluate the training needs of service personnel, scheduling or performing the necessary training including technical skill and process training to include turnover, inventory control, trade skills, safety, and developing bid specifications
* Lead program to mentor and develop service team members, performing assessments as requested or on an annual basis
* Create, implement, and monitor an inventory control system for maintenance supplies
* Support enhancement of on-going property preventative maintenance programs and rollout and training of new software platform.
* Review and optimize process for maintaining a library of material suppliers, current labor laws, equipment rental rates, and qualified subcontractors by category
* Audit and evaluate turnover procedures recommending and ensuring consistency in materials, supplies, final product, vendors and cost reduction
* Provide leadership over risk mitigation efforts including all regulatory, lender, AHJ and safety inspections with RPMs, RMMs, Property and Service Managers. Monitor and ensure proactive compliance with NSPIRE and AHJ housing inspection.
* Ensure compliance with safety policy and procedure manual and that all team members are using programs, systems, and protective equipment available
* Lead and support a team of Regional Maintenance Managers and Maintenance Managers with troubleshooting or maintenance repair if needed
* Responsible for all Performance Management activities for a team of Regional Maintenance Managers
Capital Project Execution:
* Provide leadership for capital improvement process including, anticipating and recommending capital investment and reviewing multi-year capex budget plans.
* Analyze existing condition at properties, aiding in the preparation and maintenance of a rolling 5-year capital and major project expense plan
* Oversight responsibilities for General Contractor sourcing and selection
* Will be accountable to the achievement of Asset Goals and objectives along with matrixed accountability to Asset Management
* Oversee the process to develop specifications, scopes of work and bids for major projects as needed
* Track and control project schedule while achieving completion under budgetary constraints
* Oversee the execution of all contracts and obtain necessary permits and licenses for work completed
Qualifications
Qualifications:
* Minimum of 15 years' experience in Maintenance/Engineering/Service multifamily property management including 10 years of supervisory experience is required
* Must have experience working in, or leading employees responsible for Central Plants, Water Source Heat Pumps, VRF Systems, vertical transportation and other complex mechanical systems
* Must have strong functional knowledge of all major building systems and experience with maintenance, renovations and new construction of multi-family construction.
* Bachelor's degree in a related discipline is required
* Bachelor's degree ideally in a Construction or Engineering discipline is preferred
* Excellent communication skills and project management skills
* Strong technical background with significant experience simultaneously managing multiple construction projects. Strong proven track record of bringing construction projects in on time and within budget
* Understanding of various contract delivery models including: Pre-Construction Agreements, Early Release contracts, Design Build, Design Assist, and Guaranteed Maximum Price
* Effective communication skills ranging from providing presentations to executives and clients, motivating direct reports, and inspiring line-associates through appropriate onsite field presence
* Proficiency in the Microsoft Office suite of programs, particularly Excel, as well as proficiency in other software and systems typical in the industry. Experience with Yardi, Banner and HappyCo strongly preferred
* Ability to make sound, objective decisions under tight deadlines
* Act in a manner of integrity that shows support for the company, its values, and the employees, while maintaining constant focus on meeting/exceeding requirements and expectations
Auto-ApplyVice President, Service Operations
McLean, VA jobs
Under the direction of the Senior Vice President of Service Operations, the Vice President of Service Operations is responsible for oversight of all maintenance operations for a portfolio of assigned communities to achieve key performance metrics. The VP of Service Operations is also responsible for providing leadership and oversight of a team of Regional Service Managers to ensure successful execution of capital projects on both the Kettler-owned and the third-party portfolio. This position will assist in the development and implementation of policies and procedures to maximize the impact of KETTLER's maintenance operations including the roles and responsibilities of the RPMs and Maintenance Managers on site. This role will focus on the east cost, mainly from the DMV region to south Florida and will require approximately 20% - 25% travel.
Responsibilities
Responsibilities:
Maintenance Operations:
Lead process of scoping, bidding, negotiating and managing centralized contracts for maintenance and projects including turnover, landscaping, pools, and HVAC
Inform vendor selection process and assist in expanding the preferred vendor list
Evaluate and optimize the process of evaluating candidates for all service-related positions including RMMs, service managers and technicians
Evaluate the training needs of service personnel, scheduling or performing the necessary training including technical skill and process training to include turnover, inventory control, trade skills, safety, and developing bid specifications
Lead program to mentor and develop service team members, performing assessments as requested or on an annual basis
Create, implement, and monitor an inventory control system for maintenance supplies
Support enhancement of on-going property preventative maintenance programs and rollout and training of new software platform.
Review and optimize process for maintaining a library of material suppliers, current labor laws, equipment rental rates, and qualified subcontractors by category
Audit and evaluate turnover procedures recommending and ensuring consistency in materials, supplies, final product, vendors and cost reduction
Provide leadership over risk mitigation efforts including all regulatory, lender, AHJ and safety inspections with RPMs, RMMs, Property and Service Managers. Monitor and ensure proactive compliance with NSPIRE and AHJ housing inspection.
Ensure compliance with safety policy and procedure manual and that all team members are using programs, systems, and protective equipment available
Lead and support a team of Regional Maintenance Managers and Maintenance Managers with troubleshooting or maintenance repair if needed
Responsible for all Performance Management activities for a team of Regional Maintenance Managers
Capital Project Execution:
Provide leadership for capital improvement process including, anticipating and recommending capital investment and reviewing multi-year capex budget plans.
Analyze existing condition at properties, aiding in the preparation and maintenance of a rolling 5-year capital and major project expense plan
Oversight responsibilities for General Contractor sourcing and selection
Will be accountable to the achievement of Asset Goals and objectives along with matrixed accountability to Asset Management
Oversee the process to develop specifications, scopes of work and bids for major projects as needed
Track and control project schedule while achieving completion under budgetary constraints
Oversee the execution of all contracts and obtain necessary permits and licenses for work completed
Qualifications
Qualifications:
Minimum of 15 years' experience in Maintenance/Engineering/Service multifamily property management including 10 years of supervisory experience is required
Must have experience working in, or leading employees responsible for Central Plants, Water Source Heat Pumps, VRF Systems, vertical transportation and other complex mechanical systems
Must have strong functional knowledge of all major building systems and experience with maintenance, renovations and new construction of multi-family construction.
Bachelor's degree in a related discipline is required
Bachelor's degree ideally in a Construction or Engineering discipline is preferred
Excellent communication skills and project management skills
Strong technical background with significant experience simultaneously managing multiple construction projects. Strong proven track record of bringing construction projects in on time and within budget
Understanding of various contract delivery models including: Pre-Construction Agreements, Early Release contracts, Design Build, Design Assist, and Guaranteed Maximum Price
Effective communication skills ranging from providing presentations to executives and clients, motivating direct reports, and inspiring line-associates through appropriate onsite field presence
Proficiency in the Microsoft Office suite of programs, particularly Excel, as well as proficiency in other software and systems typical in the industry. Experience with Yardi, Banner and HappyCo strongly preferred
Ability to make sound, objective decisions under tight deadlines
Act in a manner of integrity that shows support for the company, its values, and the employees, while maintaining constant focus on meeting/exceeding requirements and expectations
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Auto-ApplyVice President of Portfolio Operations
Tigard, OR jobs
About Us
Rate of Pay: $96,000-110,000
Schedule: Monday-Friday (8:00am-5:00pm)
Hours: 40 Full-Time
Benefits: Medical, Dental, Vision, Rx, PTO, 11 Paid Holidays, Short- & Long-Term Disability and Life Insurance, Employee Assistance Program. Accident/Cancer Plan, Medical and Dependent Care Flex Benefit
* Salary is typically hired between minimum and midpoint of salary
range
depending on experience and any rent benefit adjustments.
Cascade Management, Inc. and its principals began providing property and asset management services in 1974. We continue to manage the majority of properties from our original portfolio, which has grown substantially over time. Through our growth, the commitment to our properties, owners and employees remains fundamental to our values.
Cascade Management's Service Model is the foundation of everything we do and is expected to be upheld every day you come to work. Our Service Model represents the most important behaviors and actions to ensure a stakeholder interaction is positive every time. As an integral part of the Cascade team, all members are expected to carry out our Service Model of Friendly, Helpful, Knowledgeable, Respectful, and Responsive.
Essential Functions and Responsibilities
Strategic Planning
Create and administer annual operating budgets and business plans.
Provide monthly scorecard reports on regional performance, highlighting key operating metrics and client satisfaction.
Prepare and present quarterly roadmap and initiative updates, prioritizing cost/time savings, competitive advantages, performance improvements, and ancillary income opportunities.
Implement Cascade Management's best practices and brand standards across the portfolio and leasing teams.
Ensure the continued development, deployment, and maintenance of operational tools, strategies, workflows, SOPs, training deliverables, and other materials.
Optimize operational reporting standards and create new reporting mechanisms for performance comparisons and benchmarking.
Develop, maintain, and regularly update benchmarking guidance for the property management and leasing teams and leadership, focusing on expenses, revenue strategies, and business development.
Leadership & Development
Foster collaboration and productive relationships with internal teams, (including Portfolio Management, EVP of People, Accounting and Asset Management, Business Development, Marketing, Compliance and Maintenance) to drive business process improvements and portfolio performance.
Provide direction and mentorship to ensure team members' professional development and growth.
Motivate and inspire teams through positive recognition and leadership that embodies Cascade Management's standards of excellence in service.
Perform essential management functions, including hiring, training, coaching, succession management, accountability, performance reviews, and career development.
Participate in due diligence efforts for new acquisitions, overseeing operational areas during transitions.
Conduct 1-on-1 meetings covering coaching, conflict resolution, goal setting, and performance reviews.
Partners with Human Resources on people matters, including new employee onboarding, training and development, performance management and career progression strategies.
Mentor team members and hold them accountable for performance goals, aligning individual priorities with business objectives.
Implement change management strategies to foster team adaptability and engagement.
Collaborate with the Executive Leadership Team to support and implement company-wide initiatives.
Client Management
Build and maintain strong relationships with key owner clients, fostering open, ongoing communication.
Provide ethical leadership to uphold Cascade Management's core value of Service First.
Present financial analysis and comparisons to ownership, supporting business initiatives and driving performance.
Financial Management
Identify and implement new business opportunities to drive revenue growth. Oversee Leasing dept for new development opportunities.
Lead the annual budget review for each region, ensuring alignment with corporate financial goals.
Evaluate and optimize business processes to improve operational efficiency across all property management functions.
Qualifications and Physical Demands
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Education
10+ years of dynamic relevant experience in multi-family and affordable housing third-party property management, overseeing a portfolio of 5,000 units or more.
Possess a bachelor's degree (business, property management, finance etc)
Proven track record for strategic business development in company organization and growth
Ability to drive optimum solutions for all aspects of property management
Entrepreneurial spirit, self-motivated, team-player
Competency in Microsoft Suite (including Word, Excel, PowerPoint, etc.)
Personable, enthusiastic, and engaging personality
Excellent communication skills both verbal and written
Organized and able to manage multiple priorities
Certifications, Licenses, and Registrations
Valid Driver's License and insurance is required.
CPM (Certified Property Manager)
Travel Requirements:
Frequent travel is required consistently between 20%- 50% percent of the time, frequency will fluctuate depending on business needs. This position is based in our Portland/Tigard Office and travel to properties in OR, WA, ID and TX are required in addition to conference attendance in any of the contiguous United States.
Supervisory Responsibilities
May supervise between 7-12 employees.
Communication and Interpersonal Skills
Must possess exceptional communication and interpersonal skills to effectively coordinate between various departments and stakeholders. This includes clear articulation of ideas, active listening, and the ability to negotiate and persuade. Ability to speak effectively before groups of customers or employees of an organization. Ability to have development and accountability conversations which successfully communicate the required actions teams must take to be successful. These skills are crucial for building strong relationships, facilitating collaboration, and ensuring that all the parts of the organization are working in harmony towards common goals.
Financial Acumen and Budget Management
A solid grasp and history of financial principles to make sound business decisions. Skills include: budgeting, forecasting, financial reporting and roll up. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs. Ability to take business acumen and apply to the operations to successfully manage NOI, budgets, and profits.
Reasoning Ability
Ability to apply commonsense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. Must possess analytical skills to determine business solutions for complex and simple problems. Turning findings into actionable, process-driven solutions that can be replicated through the department and company where required.
Strategic Planning and Execution
Ability to show experience and skills in planning for long term success of the business through people. Ability to set operational goals, aligning them with the company's strategic objectives, and meticulously executing plans. It requires a balance of foresight and practicality, enabling Operations Managers to navigate challenges and capitalize on opportunities with a results-driven approach.
Technology and Data Analytics
In an increasingly data-driven world, Operations Managers need to harness technology and data analytics to enhance decision-making and operational visibility. Proficiency in this area involves understanding data collection methods, analytical tools, and information systems. By leveraging data, Operations Managers can make informed decisions, predict trends, and measure the effectiveness of operational strategies. Ability to operate various work systems and software in an office setting.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Auto-Apply