Director of Portfolio Management

Description

• Track all transaction activity and timeline from origination through closing.
• Establish relationship with existing Greystone borrowers to evaluate refinancing options and other financing needs.
• Assist borrowers with asset management needs and requirements.
• Quoting, preparation and execution of applications.
• Assists with due diligence, data input, and information collection efforts.
• Manage, track and ensure a smooth process from application to closing (including early rate lock, collecting DD, scheduling thirds, and. meeting the deal timeline).
• Communicate with production team and borrowers to facilitate collection of required due diligence, ensuring a smooth process from application to closing (including Index Lock, Early Rate Lock, Timeline Management, etc.).
• Review sizing's of loans and providing competitive and achievable soft /preliminary quotes for alternative loan products.
• Lead and call list generation.
• Process supplemental loans for select borrowers looking to assume existing Greystone loans.
• Initial outreach to existing Greystone clients when borrower/account reassignments are made.
• Facilitate handoff to sales desk and assist in transaction management for any debt originations.
• Coordinate with underwriters, production team, and borrowers for collection of loan due diligence materials.

Requirements

• Prior experience working with Fannie and Freddie products.
• Excellent customer service skills, verbal, and oral communication skills.
• Bachelor’s degree from an accredited college or university.
• Ability to work productively under minimal supervision.
• Proficiency in Microsoft Office, especially Excel as well as web-based applications.
• Advanced familiarity with alternative capital providers in multifamily space.
• Ability to size HUD, Fannie and Freddie loans across all product types to fit clients’ needs.
• Commercial Real Estate experience required.
• Strong time management skills and respect for deadlines.
• Detail oriented with strong organizational/project-management skills.
• Ability to communicate strategically and effectively with clients.

Benefits

• For HUD's 2025 fiscal year ending September 30, 2025. Based upon combined firm commitments received by Greystone Funding Company LLC and Greystone Servicing company LLC and excludes risk sharing and hospital loans.

Training + Development

Interview process

Visa Sponsorship

Security clearance