Asset & Wealth Management, Real Estate - Loan Asset Management, Vice President - Dallas, TX

Key Responsibilities

• Manage and oversee a portfolio of commercial real estate loans across multiple property types and performance profiles
• Develop a deep understanding of each loan’s capital structure, collateral, business plan, and exit strategy
• Perform ongoing credit and risk analysis, proactively identify issues, and formulate tactical and strategic recommendations
• Support active management of underperforming or distressed assets, including modifications, extensions, and resolution strategies
• Update and review property-level cash flow models and valuations on a monthly basis
• Track and analyze key performance metrics including DSCR, debt yield, LTV, occupancy, NOI, and returns
• Maintain detailed loan-level notes, action plans, and performance commentary within Asset Management systems
• Prepare loan-level and portfolio-level reporting on a monthly, quarterly, and ad-hoc basis for senior management
• Assist in the preparation and presentation of quarterly business plans, dashboards, and management materials
• Partner with senior team members on special situations, process enhancements, and reporting improvements

Qualifications

• Bachelor’s degree in finance, real estate, accounting, economics, or a related field
• 5+ years of experience in real estate loan asset management, servicing, or real estate credit
• Strong understanding of commercial real estate valuation, underwriting, and lending fundamentals
• Proven financial modeling skills with advanced proficiency in Microsoft Excel
• Strong written and verbal communication skills, including borrower and internal stakeholder interaction
• High attention to detail, sound judgment, and strong organizational skills