About the Role:
The Structured Finance Portfolio Manager position is responsible for interaction within our internal organization, as well as with borrowers, sponsors, clients, contractors, attorneys, title companies, architects, brokers, appraisers, and other deal-related parties. The position requires the demonstrated ability to independently: prepare formal written presentations analyzing a wide spectrum of issues relating to both loan- and property-level requests; deliver the highest level of customer service to both internal and external clients; prepare detailed financial analysis; perform financial and commercial mortgage underwriting tasks and the abstracting of loan and transactional documents. In addition, it requires varying levels of supervision of analysts in the department including quality control related to written presentations, financial analyses, property inspections, and other items; market and submarket research and presentation; oversight and training; and the review and amendment as appropriate of written presentations authored by others.
What You'll Do: Responsible for monitoring the performance of properties and progress of business plans related to a defined portfolio of loans and/or joint venture equity investments Serve as primary point of contact for clients, borrowers/sponsors, property managers and other parties associated with an assigned portfolio Communicate issues and updates to management and clients where appropriate Provide excellent customer service and problem resolution for clients, borrowers/partners and internal / external stakeholders Review and interpret deal documents and monitor compliance Perform construction draw reviews and coordinate funding process with inspectors, clients and borrowers Review and convey an understanding of all aspects of the deals in the assigned portfolio, included in leases for all traditional property types, franchise agreements for hotels, etc. Responsible for reviewing and analyzing third-party reports Review materials and prepare recommendations for client review and their approval following requests from borrowers or sponsors Build and maintain financial models to track capital inflows and outflows related to ground-up and major renovation commercial real estate deals, some with multiple capital partners Build and maintain financial models related to commercial real estate loans with multiple releases of collateral during the hold period Monitor borrower or sponsor completion of special-condition items required by the deal documents Closely work on each assigned investment to help facilitate successful client outcomes Demonstrate ability to identify project risks, develop risk mitigation and contingency plans, and implement action plans to reduce or eliminate project risk Be responsible for drafting, managing, updating, and/or reviewing monthly reports as well as managing any specific client requirements Conduct property inspections in coordination with clients and/or third-party inspectors Review budgets annually and monitor operating statements on a periodic basis, spreading both to industry standards upon receipt and benchmarking to the underwriting projections Train and support team members in fulfillment of activities performed on behalf of clients and customers Other duties and special projects as assigned What You Need:
Bachelor's degree from a four-year university 3 or more years of experience with underwriting or asset management of commercial real estate; or equivalent combination of education and experience. Exceptional professional writing and verbal communication skills are essential Proficient in common Microsoft applications including Excel and Word Understanding of ARGUS Enterprise asset and portfolio management software Detailed underwriting capabilities An understanding of construction and development Experience tracking construction projects for capital providers Ability to work in a fast-paced environment and simultaneously manage and effectively prioritize numerous complex transactions and issues Strong attention to detail and a dedication to accuracy Extensive Microsoft Excel experience building models, both for tracking performance and forecasting cash flows Excellent organizational skills Strong problem-resolution skills Demonstrated abilities to independently perform assigned duties Demonstrated abilities to work well in a team environment Abilities to provide guidance and direction to team members Previous work experience in commercial real estate with focus on cash flow modeling, construction loan administration, valuation and/or servicing Understanding of the principles of real estate and finance, specifically time value of money principals Ability to perform financial calculations Why CBRE?
When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values - respect, integrity, service and excellence - and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to chart your own course and realize your potential. We welcome all applicants.
Our Values in Hiring
At CBRE, we are committed to fostering a culture where everyone feels they belong. We value diverse perspectives and experiences, and we welcome all applications.
Applicant AI Use Disclosure
We value human interaction to understand each candidate's unique experience, skills and aspirations. We do not use artificial intelligence (AI) tools to make hiring decisions, and we ask that candidates disclose any use of AI in the application and interview process.
Disclaimers
Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.
About CBRE Group, Inc.
CBRE Group, Inc. (NYSE:CBRE), a Fortune 500 and S&P 500 company headquartered in Dallas, is the world's largest commercial real estate services and investment firm (based on 2024 revenue). The company has more than 140,000 employees (including Turner & Townsend employees) serving clients in more than 100 countries. CBRE serves clients through four business segments: Advisory (leasing, sales, debt origination, mortgage serving, valuations); Building Operations & Experience (facilities management, property management, flex space & experience); Project Management (program management, project management, cost consulting); Real Estate Investments (investment management, development). Please visit our website at www.cbre.com.
Equal Employment Opportunity:
CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.
Candidate Accommodations:
CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at recruitingaccommodations@cbre.com or via telephone at +1 866 225 3099 (U.S.) and +1 866 388 4346 (Canada).
The Structured Finance Portfolio Manager position is responsible for interaction within our internal organization, as well as with borrowers, sponsors, clients, contractors, attorneys, title companies, architects, brokers, appraisers, and other deal-related parties. The position requires the demonstrated ability to independently: prepare formal written presentations analyzing a wide spectrum of issues relating to both loan- and property-level requests; deliver the highest level of customer service to both internal and external clients; prepare detailed financial analysis; perform financial and commercial mortgage underwriting tasks and the abstracting of loan and transactional documents. In addition, it requires varying levels of supervision of analysts in the department including quality control related to written presentations, financial analyses, property inspections, and other items; market and submarket research and presentation; oversight and training; and the review and amendment as appropriate of written presentations authored by others.
What You'll Do: Responsible for monitoring the performance of properties and progress of business plans related to a defined portfolio of loans and/or joint venture equity investments Serve as primary point of contact for clients, borrowers/sponsors, property managers and other parties associated with an assigned portfolio Communicate issues and updates to management and clients where appropriate Provide excellent customer service and problem resolution for clients, borrowers/partners and internal / external stakeholders Review and interpret deal documents and monitor compliance Perform construction draw reviews and coordinate funding process with inspectors, clients and borrowers Review and convey an understanding of all aspects of the deals in the assigned portfolio, included in leases for all traditional property types, franchise agreements for hotels, etc. Responsible for reviewing and analyzing third-party reports Review materials and prepare recommendations for client review and their approval following requests from borrowers or sponsors Build and maintain financial models to track capital inflows and outflows related to ground-up and major renovation commercial real estate deals, some with multiple capital partners Build and maintain financial models related to commercial real estate loans with multiple releases of collateral during the hold period Monitor borrower or sponsor completion of special-condition items required by the deal documents Closely work on each assigned investment to help facilitate successful client outcomes Demonstrate ability to identify project risks, develop risk mitigation and contingency plans, and implement action plans to reduce or eliminate project risk Be responsible for drafting, managing, updating, and/or reviewing monthly reports as well as managing any specific client requirements Conduct property inspections in coordination with clients and/or third-party inspectors Review budgets annually and monitor operating statements on a periodic basis, spreading both to industry standards upon receipt and benchmarking to the underwriting projections Train and support team members in fulfillment of activities performed on behalf of clients and customers Other duties and special projects as assigned What You Need:
Bachelor's degree from a four-year university 3 or more years of experience with underwriting or asset management of commercial real estate; or equivalent combination of education and experience. Exceptional professional writing and verbal communication skills are essential Proficient in common Microsoft applications including Excel and Word Understanding of ARGUS Enterprise asset and portfolio management software Detailed underwriting capabilities An understanding of construction and development Experience tracking construction projects for capital providers Ability to work in a fast-paced environment and simultaneously manage and effectively prioritize numerous complex transactions and issues Strong attention to detail and a dedication to accuracy Extensive Microsoft Excel experience building models, both for tracking performance and forecasting cash flows Excellent organizational skills Strong problem-resolution skills Demonstrated abilities to independently perform assigned duties Demonstrated abilities to work well in a team environment Abilities to provide guidance and direction to team members Previous work experience in commercial real estate with focus on cash flow modeling, construction loan administration, valuation and/or servicing Understanding of the principles of real estate and finance, specifically time value of money principals Ability to perform financial calculations Why CBRE?
When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values - respect, integrity, service and excellence - and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to chart your own course and realize your potential. We welcome all applicants.
Our Values in Hiring
At CBRE, we are committed to fostering a culture where everyone feels they belong. We value diverse perspectives and experiences, and we welcome all applications.
Applicant AI Use Disclosure
We value human interaction to understand each candidate's unique experience, skills and aspirations. We do not use artificial intelligence (AI) tools to make hiring decisions, and we ask that candidates disclose any use of AI in the application and interview process.
Disclaimers
Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.
About CBRE Group, Inc.
CBRE Group, Inc. (NYSE:CBRE), a Fortune 500 and S&P 500 company headquartered in Dallas, is the world's largest commercial real estate services and investment firm (based on 2024 revenue). The company has more than 140,000 employees (including Turner & Townsend employees) serving clients in more than 100 countries. CBRE serves clients through four business segments: Advisory (leasing, sales, debt origination, mortgage serving, valuations); Building Operations & Experience (facilities management, property management, flex space & experience); Project Management (program management, project management, cost consulting); Real Estate Investments (investment management, development). Please visit our website at www.cbre.com.
Equal Employment Opportunity:
CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.
Candidate Accommodations:
CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at recruitingaccommodations@cbre.com or via telephone at +1 866 225 3099 (U.S.) and +1 866 388 4346 (Canada).