Senior Portfolio Manager, Robert Half

Robert Half

Location:
United States, Seattle

Category:
Finance

Contract Type:
Not provided

Salary:

80000.00 - 110000.00 USD / Year

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Job Description:

We are looking for a detail-oriented and experienced Senior Portfolio Manager to oversee the performance and management of a diverse loan portfolio. This role involves ensuring compliance with legal agreements, analyzing financial data, and conducting property inspections to maintain the health of the portfolio. The ideal candidate will work closely with senior leadership and collaborate with cross-functional teams to achieve organizational goals.

Job Responsibility:

Oversee the input and management of loan performance data in the loan management system
Collect, review, and monitor financial reports for the loan portfolio to ensure accuracy and compliance
Analyze property financial statements and track loan performance metrics regularly
Ensure all transactions adhere to the terms and conditions of legal agreements, including reporting and covenant requirements
Evaluate and recommend actions regarding property reserve requests for portfolio loans
Conduct annual on-site property inspections to assess conditions and compliance
Perform comprehensive annual reviews of borrowers, sponsors, and guarantors to evaluate their financial stability
Assist with construction loan oversight by reviewing third-party reports, budgets, and draw requests
Take on additional responsibilities as needed, leveraging prior experience and expertise

Requirements:

Proven experience in asset management, portfolio management, or loan servicing
Strong understanding of loan agreements, financial reporting, and compliance requirements
Proficiency in analyzing financial statements and monitoring portfolio performance
Experience conducting property inspections and assessing property conditions
Familiarity with construction loans, including reviewing budgets and third-party reports
Excellent organizational and analytical skills to manage multiple tasks effectively
Ability to communicate and collaborate with cross-functional teams and leadership
Bachelor's degree in finance, business, or a related field is preferred

What we offer:

M/D/V - 100% paid for employees
STD/LTD
8% contribution to IRA
2 weeks PTO
6 paid holidays
discretionary bonus
free online training
medical, vision, dental, and life and disability insurance
401(k) plan

Additional Information:

Job Posted:
October 28, 2025

Employment Type:

Fulltime

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Senior Portfolio Manager