Portfolio Manager Job Description Sample

Portfolio Manager – Industrial

Rexford Industrial Realty, Inc. (NYSE: REXR) is a leading, publicly traded industrial real estate investment and management company operating over 15 million square feet of industrial properties throughout Southern California. We are experiencing rapid growth and currently have an exciting opportunity for an experienced Portfolio Manager to join the team in our corporate office in Santa Monica.

In this position, you will provide support to the Portfolio Manager and/or Regional VP in the management of a large industrial portfolio and be responsible for managing the day-to-day activities of the properties and property staff to fulfill the objectives set each year.

Responsibilities include but are not limited to:

• Ensure Property Management services are provided in compliance with policies, procedures, regulations and lease obligations and standards for assigned portfolio.

• Bid, negotiates and manage vendor contracts.

• Conduct routine property inspections to prevent/identify problems and exposures.

• Recommend alterations, maintenance and reconditioning for Regional VP approval, as necessary.

• Assist Regional VP in the completion of quarterly and annual property inspection reporting.

• Assist in preparation of annual Budgets for operating and capital expenses.

• Complete annual Common Area Maintenance (CAM) reconciliations.

• Responsible for the review and approval of the monthly rent roll, and to ensure statements are sent out timely.

• Ensures timely rent collection, and Watch list updates and payment of property expenses.

• Ensures tenant needs are met by administrative and building technical staff to resolve problems promptly.

• Provide and foster positive relationships with tenants and internal clients.

• Oversees transfer of acquisitions/dispositions, including utilities, new vendors, tenant set-up and welcome letters.

• Assist Portfolio Manager and/or Regional VP in the coordination of tenant improvements through punch-list, interior/exterior building capital projects in cooperation with the Construction Department (as required).

• Coordinates tenant move-ins and move-outs, completion of all required paperwork including security deposit refund, within required timeframe.

• Coordinates Preventative Maintenance Programs for building systems, roof and other, as required.

• Assist Regional VP in the coordination of legal action as necessary, including unlawful detainer action, early lease terminations/settlement agreements.

• Assists in the preparation and delivery of timely, accurate and complete variance reporting and accruals on a monthly basis, and other reporting, as required.

• Assists in tracking Environmental related issues at properties, and ensuring compliance by tenants and vendors.

Qualifications:

• BA degree or equivalent to a 4-year college degree

• 3+ years property management experience managing a commercial/industrial multi-tenant portfolio

• Current Real Estate License

• Proven record of providing excellent internal and external customer service

• Experience with Budgets and CAM Reconciliations

• Strong verbal and written communication

• Excellent organizational and time management skills and a strong attention to detail

• Strong accounting skills and knowledge

• Proficient with Microsoft Excel, Word and Yardi

Rexford Industrial's compensation and benefits plan includes; highly competitive base salaries, bonus eligibility for many positions, comprehensive medical, dental, vision and life insurance; 401k with match, vacation, additional PTO and paid holidays, as well as regular company events, food, snacks, coffee, ping pong table, massage chairs, TVs and beautiful offices with 360 degree views of the ocean, mountains and city!

ADA Requirements:
The physical demands, work environment factors, and mental functions described below are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical Demands: While performing the duties of this job, the employee is required to stand; walk; sit for extended periods of time; use hands to feel, handle, or type; reach with hands and arms; climb or balance; stoop, kneel, crouch, or crawl; talk or hear. The employee must occasionally lift and/or move or carry up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus. Additionally, employee may be required to drive to a property, walk on uneven ground, walk through a construction site, be exposed to dust or fumes and work around machinery or equipment.

Job Description:

Whelan Security is looking for a talented and driven leader to manage our service in LOCATION.

Whelan Security is a performance-based company that cares deeply about maintaining our conservative business culture. The Project Manager is an operational leader of the company responsible for the personnel a larger strategic account, typically reporting into a GM or MSS. The Project Manager is responsible for the management, employee development and engagement of all personnel in the assigned client site, as well as operational support for the account to include scheduling, payroll, compliance, post order development and performance metrics tracking, and employee recruiting, discipline, recognition, training and inspections. The Project Manager role is 100% tactical and operational. The Project Manager is expected to build upon a culture of employee engagement and set the example for all employees in the assigned account of servant leadership and personal commitment to the Whelan Values.

Performance Metrics: The Project Manager is expected to achieve the following metrics within Whelan's performance-based business environment:

• Manage to 2.5% unbilled overtime or less on assigned account

• Year over year improvement in Employee Engagement Scores in the account

• Retention of the account

• Period over period improvement (usually quarterly) of performance metrics specific to the account

• Personnel inspections and training of 100% of assigned personnel each month

• Personnel recruiting to ensure full staffing levels on assigned accounts

• Personally recruit a minimum of one new supervisor for your account annually

• Develop a minimum of one supervisor for promotion annually

• Become proficient in all company software systems (on-boarding, scheduling, financial, CRM)

• 100% compliance to the Whelan Mandatory Requirements

• Lead by example of living up to the Whelan Values

Personal Characteristics: Company-Wide Culture - High Integrity (Character Beyond Reproach), Servant Leader (Never Asking Anyone to Do What You Aren't Willing to Do), Hands-On Leader, Financially Prudent, Detail-Oriented, Thick-Skinned, Fun.

Qualifications

The ideal candidate will have at least XX+ years of relevant experience. Candidates must demonstrate a stable work history and pass an extensive background screening which includes, but is not limited to, criminal background checks (local, state, and federal), drug test, aptitude tests, skills assessments, interviews, past employment verification, and a personality profile (behavioral assessment).

Military, law enforcement, security management experience

Education

Candidates must meet the following educational requirements:

• A college degree (Associate's/Bachelor's or greater) is preferred although equivalent experience will be considered

Why Whelan?

Be Supported: Whelan employees enjoy a comprehensive benefits package including health insurance, supplemental benefits (including dental, vision, short term disability, life insurance, and legal assistance plans), 401(k) retirement plan, employee assistance program, prescription discount cards, paid vacations, and more!

Be Challenged: Our extensive training program and career progression opportunities create an environment where employees can thrive, succeed, and enhance their careers.

Be Rewarded: We are proud to acknowledge and reward exceptional employees who make a difference to customers, the team, and the organization through our comprehensive Employee Recognition Program.

Be Valued: We are more than a team – we are a family! The distinctive culture of our family business sets us apart from every other contract security company in the industry.

Apply Now!

If you are looking for an outstanding opportunity to work at a family-owned, industry leading organization – APPLY NOW!

Click "Apply" to begin the application process immediately; or if you wish to expedite your application, we encourage you to visit our local branch office.

Not convinced? Listen to what our team members have to say!

Memphis, TN 38128

The Portfolio Manager will be responsible for conducting risk management reviews and monitoring the accuracy of client portfolios to establish compliance with loan approval conditions.

ESSENTIAL DUTIES AND RESPONSIBILITIES INCLUDE THE FOLLOWING:

• Collect updated borrower financial information in accordance with periodic reporting requirements and complete scheduled loan reviews.

• Connect with borrowers to coordinate line of credit advances and loan draws.

• Grade loans based on periodic review of financial or other information or data that may prompt a risk grade change.

• Track loans for delinquency and covenant compliance; report any adverse situations.

• Ensure all correspondence and updated information is maintained in credit files (i.e. approvals, financials reporting and documentation related to modifications, extensions, forbearances and waivers, etc.).

• Underwrite all loan extensions, modifications and periodic risk grade reviews for an assigned portfolio of loans.

QUALIFICATIONS:

Bachelor's degree in Business related field 3-5 years of portfolio management experience including spreading and analyzing personal and company financial statements and other documentation relative to monitoring a portfolio of loans.

Equal Employment Opportunity/Affirmative Action/Veteran/Disability Employer

Overview

For more than 40 years, East West Bank has served as a pathway to success. With over 130 locations across the U.S. and Greater China, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities. And our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, high-tech and aviation help build sustainable businesses and expand our employees' potential for career advancement.

Headquartered in California, East West Bank (Nasdaq: EWBC) is a top performing commercial bank with an exclusive focus on the U.S. and Greater China markets. With assets of $37.7 billion, we're ranked among the 30 largest banks in the United States and currently top 5 in "America's 100 Best Banks" by Forbes, a list where we've consistently been in the top 15 since 2010. With a strong foundation, an enterprising spirit and a commitment to absolute integrity, East West Bank gives people the confidence to reach further.

As a valuable East West Bank team member, your duties (not limited to) will include:

• The Elite Banking Officer will also be responsible for referring appropriate clients to the Wealth Management and Private Banking teams and Commercial Relationship Managers

• Additional requirements include gathering total deposits including Commercial DDA and Commercial Loan opportunities

• Achieving quarterly/annual goals through business generation of Commercial loans including C&I, CRE, Multifamily, SBA, total deposits including Commercial DDA, Wealth Management products and other commercial and consumer products offered through East West Bank.

• Building and deepening client relationship by identifying cross sell and referral opportunities for credit card, residential lending, treasury management, FX, Cross-Border

• Partnering with Financial Consultant/Private Bankers to generate revenue growth opportunities through financial planning

• Developing and mastering sales skills including profiling, overcoming objections, closing the sale and asking for referrals

• Perform other duties as assigned

Qualifications/Requirements:

• Bachelor's degree required

• Series 6 and 63 (or 7) licenses

• 3+ years of professional experience

#CB

Qualifications

The Portfolio Manager is 'light-touch' project owner with a responsibility for the administrative initiation and maintenance of less strategic account/projects.

The Portfolio Manager frees-up the assigned consultant(s) to focus on billable value-add activities.

The role is client-facing but acts under the direction of the Delivery Manager and/or (lead) consultant. The Portfolio Manager is not expected to undertake traditional project management.

§Project Validation, Readiness & Initiation

Review SOW against PSA Project parameters

Create assignments and manage scheduling (post-initiation)

Approve timecards & expenses

Maintain and communicate Project Status on a monthly (or as-needed) basis

Identify stale or sourcing budget

At Adobe, you will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists. You will also be surrounded by colleagues who are committed to helping each other grow through our unique Check-In approach where ongoing feedback flows freely.

If you're looking to make an impact, Adobe's the place for you. Discover what our employees are saying about their career experiences on the Adobe Life blog and explore the meaningful benefits we offer.

Adobe is an equal opportunity employer. We welcome and encourage diversity in the workplace regardless of race, gender, religion, age, sexual orientation, gender identity, disability or veteran status.

Portfolio Manager Location Novato, California Apply

BioMarin is the world leader in delivering therapeutics that provide meaningful advances to patients who live with serious and life-threatening rare genetic diseases. We target diseases that lack effective therapies and affect relatively small numbers of patients, many of whom are children. These conditions are often inherited, difficult to diagnose, progressively debilitating and have few, if any, treatment options. BioMarin will continue to focus on advancing therapies that are the first or best of their kind.

BioMarin's Technical Operations group is responsible for creating our drugs for use in clinical trials and for scaling production of those drugs for the commercial market. These engineers, technicians, scientists and support staff build and maintain BioMarin's cutting-edge manufacturing processes and sites, provide quality assurance and quality control to ensure we meet regulatory standards, and procure the needed goods and services to support manufacturing and coordinating the worldwide movement of our drugs to patients. Come join our team and make a meaningful impact on patients' lives.

PURPOSE

The Novato operations site comprises functions within Make – Assess – Release in its mission of producing therapeutics for the treatment of rare diseases. This role reports through Business Operations, a team which supports all of the site Make – Assess – Release functions. The Portfolio Manager oversees the portfolio of cross-functional projects for the Novato manufacturing site and is in a unique position, interacting with colleagues horizontally and vertically throughout the organization, so that the site can successfully execute the portfolio and meet site goals. The Portfolio Manager contributes to the development of business processes and effective communication flows including cross-portfolio venues linking local and global initiatives.

RESPONSIBILITIES

• Manage the portfolio of projects in the site portfolio, projects which are cross-functional in nature and targeted to deliver on site and organization goals.

• Manage the project intake process utilizing a common site prioritization model to understand the value of proposed projects in relation to the site, organization, and corporate drivers and goals.

• Work with a motivated group of project managers within Novato Operations to manage and communicate the time, resources, and budgets necessary to execute site projects.Assist the projects managers to provide sufficient rigor to illustrate the scope and value of projects prior to submission, and to maintain project records up to date to enable timely and effective decision making.

• Understand and provide visibility to resource allocations for the various projects and the portfolio as a whole, including Novato site resource demand from global portfolios, to ensure a balanced portfolio and enable escalation and resolution of issues.

• Report portfolio updates to site leadership and stakeholders throughout the Novato operations site; create and present presentations of portfolio dashboards, resource loading reports, etc.

• Facilitate dynamic portfolio management throughout the year as new project requests arise and as new information is received.Provide site leadership with the information needed to assess priority and resourcing, to approve and defer projects as needed to focus site efforts on highest priority work in a resource-balanced portfolio.

• Eliminate surprises within the project portfolio by identifying potential problems early in the project lifecycle. Provide visibility to take corrective actions before they impact financial and/or schedule restrictions.

• Assist with the development and implementation of new departmental and cross-functional workflows.Establish communication flows and reporting structures with the global portfolios in which Novato Operations site contributes.

• Seek opportunities to continuously improve how the Business Operations department works and supports its customers, adding value, strengthening performance, and improving results.

• Benchmark and collaborate with others in the portfolio management community to provide recommendations on current best practices that will yield a more effective project delivery.

EDUCATION

• Bachelor's or Master's degree in Engineering, Science, IT, Project Management or related field required.

• PMI / PMP certification preferred.

EXPERIENCE

Required Skills

• A minimum of 5 years' experience in portfolio management, project management, and/or project controls

• Highly efficient with Microsoft Office and Microsoft Project applications

• Excellent planning skills, able to synthesize large amounts of information

• Skilled at solving multi-dimensional problems with both quantitative and qualitative variables

• Excellent communication skills, both written and oral

• Expertise in relationship building, from peers to senior management; great customer service

• Thrives in a fast-paced collaborative environment within a rapidly evolving business environment

• Ability to lead and influence others in support of company objectives

• Experience in developing and implementing project management portfolio strategies

Preferred Skills

• 5+ years experience in the biotech/pharmaceutical industry or another regulated industry (e.g. life sciences, energy, aviation, nuclear)

• Experience using Primavera P6 and Primavera Portfolio Management tools

• Solid understanding of GMP and R&D project requirements

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Company Overview

Mosaic makes it simple to go solar by leveraging technology and financial innovation, with a goal of providing access to clean energy for everyone. We are looking to collaborate with passionate, thoughtful people who want to make a real social impact while working to solve climate change. Come join our team centrally located in beautiful downtown Oakland and help build the movement towards 100% clean energy for all.

The Opportunity

The Portfolio Manager will be a critical member of Mosaic's Risk team. This role will be instrumental in managing and proactively actioning Mosaic's loan portfolio for improved performance. You will monitor, analyze, recommend and implement enhancements to servicing, collections, and credit strategies, and lead portfolio reviews with Mosaic's executive management team and other key stakeholders.

Your day-to-day

• Develop and champion data-driven collections, servicing, and credit strategies.

• Identify performance trends, monitor risk KPI's, and conduct loan-level analysis to isolate causes for variances between risk indicators and expected performance.

• Establish and maintain an effective "feedback loop" with front-end credit policy and credit operations to drive improvements to credit quality for a growing loan portfolio while balancing impacts to loan origination volumes.

• Continually enhance Mosaic's loss forecasting and ALLL methodology and practice, including scenario analysis and outcomes, maintaining effective communication with Mosaic's Finance team and other stakeholders.

• Manage and support monthly and ad-hoc presentations to Mosaic's executive leadership team and other stakeholders to succinctly communicate portfolio performance and recommend strategies to drive asset growth and improve loan performance.

What you bring to the team

• 3+ years of consumer credit experience in a bank or fintech setting

• Solid data handling and analysis skills – SQL, Python/R/SAS, etc.

• Bachelor's degree

• Knowledge of Credit Rules Engine platforms such as FICO Blaze or equivalent is a plus

• Advanced MS Excel skills and strong working knowledge of other MS Office applications

• You are a team player with exceptional verbal and written communication skills.

• Articulate; you are able to negotiate with difficult stakeholders when needed

• Able to multi-task in a high volume, fast-paced environment.

Why Mosaic

As a customer focused and driven-to-win organization, there are many exciting reasons to join the Mosaic team. We provide competitive salaries, quality healthcare and an enjoyable, be-yourself office environment. We are deeply mission and vision driven, have unlimited vacation days, and support flexible schedules when needed. Mosaic has a dynamic, fast-paced, and entrepreneurial environment, which requires a professional, flexible, self-starter attitude. We believe in hiring the best, the brightest, and cultivating a culture of collaboration and appreciation.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Who We Are

We're America's largest mortgage lender, closing loans in all 50 states. J.D Power ranked Quicken Loans "Highest in Customer Satisfaction in Primary Mortgage Origination" for the past eight consecutive years, 2010 – 2017. The company was also ranked highest in the nation for client satisfaction among mortgage servicers by J.D. Power for four consecutive years, 2014 through 2017, each year the company was eligible. There's a simple reason we've been so successful: We care about the people we work with.

If you're tired of stuffy, bureaucratic workplaces, then you'll be delighted to find something different here. We strive to make a creative, fun and collaborative environment you simply won't find anywhere else. Quicken Loans was named #1 in ESSENCE Magazine's first ever list of "Best Places to Work for African Americans" in 2015. We've been on Computerworld's "Best Places to Work in IT" list for 13 years running, hitting #1 the last five years. We were also ranked #14 in FORTUNE Magazine's list of "100 Best Companies to Work For" in 2018, remaining in the top-30 for the past 15 years.

What You'll Do/Need

As a member of the Project Management Office, the Portfolio Manager leads the work intake process and prioritization across the enterprise. This motivated team member works with business and technology partners to define high-level work requirements and value propositions. This team member excels at communication and can work independently to address complex issues.

Responsibilities

• Apply portfolio management methodology and standards; help develop best practices and tools

• Keep business units and stakeholders informed of progress and changes through written and verbal communication

• Promote changes and gain adoption on new processes pertaining to intake and prioritization

• Define portfolio execution performance metrics

• Seek efficiency opportunities in reporting through automation

• Educate the delivery teams and business stakeholders on the portfolio intake and prioritization processes

• Understand and promote Scaled Agile Framework (SAFe) best practices

• Identify agile coaching opportunities and proactively engage coaches effectively

• Drive alignment across release trains

• Set and manage client expectations

• Maintain a solid understanding of the mortgage and technology industries

Requirements

• Bachelor's degree or significant relevant experience

• 1 year of agile experience with a firm understanding of SAFe

• 1 year of portfolio management experience

• Excellent communication and leadership skills

• Self-starter with the ability to work well individually and in a team

What You'll Get

• Excellent benefits package that includes a 401(k) match, medical/dental/vision insurance and much more

• Opportunities to participate in professional and personal development programs, including personal empowerment coaching, leadership training and ongoing personal growth training

• Other incentives, contests and rewards, including trips, event tickets, cash prizes and more

Why We're Different

Corporate politics not your strong suit? The anti-corporate culture of Quicken Loans gives our team members the initiative to build solutions together and grow both personally and professionally. At Quicken Loans, we're in the business of putting roofs over our clients' heads, but we certainly aren't putting ceilings on our team members' careers. If you're interested in working in a place with a philosophy that's truly different, apply today.

Quicken Loans is an equal opportunity employer.

Disclaimer: Quicken Loans received the highest numerical score in the proprietary J.D. Power 2010 – 2016 Primary Mortgage Origination studies and the 2014 – 2017 Primary Mortgage Servicer studies. 2016 Origination (or Sales) based on 5,182 total responses and measures the opinions of customers who originated a new mortgage or refinanced within the past 12 months, surveyed in July – August 2016. 2017 Servicing based on 7,374 total responses and measures the opinions of homeowners on their mortgage servicing company, surveyed in March – April 2017. Your experiences may vary. Visit JDPower.com.

Quicken Loans is the #1 online lender based on the ranking of Quicken Loans in comparison to online residential mortgage lenders included in the Inside Mortgage Finance "Top 50 Mortgage Lenders" report from Q2 2017.

We are seeking a Portfolio Manager at our Bellevue office located at:
532 Lincoln Avenue

Pittsburgh, PA 15202

This position is responsible for:

Partnering with lender to optimize customer relationships

Acting as a liaison with Commercial Loan Processing and Servicing Departments, Loan Review, Audit, and Crowe as required

Completing loan modifications that do not require full underwriting

Acting, along with the lender as the first line of defense for timeliness and accuracy of risk ratings

Completing criticized loan reports and participating in watch list program

Completing annual reviews for lines that are part of a total exposure of $500,000 or less

Completing annual reviews for exposure between $250,000-$500,000

Working as part of a team

Working with onsite equipment

Requirements4 years business / finance or related degree preferred; 3-5 years of relevant experience in commercial lending, commercial loan review experience preferred, and/or credit administration experience. Strong communication, organizational, and critical thinking skills. Strong computer skills, including word processing and spreadsheets, excellent interpersonal skills, and a team-oriented approach are necessary. This position also requires the ability to monitor and manage multiple projects simultaneously.

• Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.

• Please view Equal Employment Opportunity Posters provided by OFCCP here.

• The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

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