Portfolio Manager – Corporate Channel

Genesis Capital LLC

. Monitor, report on, manage risk for, and administer a real estate loan portfolio .

Posted 9/17/2026full-timeSherman Oaks • Arizona • United StatesMid-LevelSenior💰 $100,000 - $130,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing real estate loan portfolios, including risk assessment, covenant compliance, and financial analysis. Proficient in developing automated reporting capabilities and conducting comprehensive portfolio reviews to identify trends and recommend mitigation strategies.

Highest-signal resume keywords

Portfolio ManagementCredit Underwriting PoliciesComplex Commercial LendingExcel ProficiencyRisk Identification

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Portfolio AnalysisFinancial Deal StructuringCovenant Compliance MonitoringCredit Risk ManagementLoan MonitoringData AnalysisReporting CapabilitiesDocumentationCollateral ValuationRegulatory Compliance

Soft Skills

Attention to DetailMultitaskingPressure ManagementCollaborationQuick Learning

Tools & Technologies

ExcelWordPowerPointDatabase Applications

Industry Keywords

Real Estate LoansPrivate Money LendingHard Money LendingBank OperationsCovenant Testing

About the role

Key responsibilities & impact

Monitor, report on, manage risk for, and administer a real estate loan portfolio
Oversee large borrower relationships, covenant compliance, sponsor oversight, construction monitoring, and proactive credit-risk identification
Partner with Lending Team Managers, Relationship Managers, Relationship Associates, Credit, and Portfolio Risk teams on portfolio management and escalations
Establish and maintain quarterly reporting, monitoring, and risk-review processes for relationships with commitments exceeding $20MM
Develop automated monitoring and reporting capabilities with Technology and reporting teams
Conduct quarterly portfolio review meetings and discuss performance, emerging risks, exceptions, and action plans
Identify adverse trends and recommend mitigation strategies
Monitor loan maturities, extension requests, extension limits, and refinancing opportunities
Oversee quarterly covenant testing and compliance monitoring, including DSCR, occupancy requirements, and other financial and operational covenants
Manage liquidity covenant monitoring and testing; identify breaches and coordinate remediation
Monitor sponsor reviews and renewal requirements; assist with sponsor renewals, interim updates, and limit increase memorandums
Assist with Top 20 Sponsor reporting and provide portfolio-level analysis to senior leadership
Monitor delinquent payments, assist with borrower outreach and resolution strategies, and analyze delinquency trends

Requirements

What you’ll need

Bachelor’s degree in business or related field
4+ years working experience as a portfolio analyst/associate
Knowledge of bank operations/systems and compliance/regulatory issues
Experience in private money or hard money preferred
Expert knowledge in complex commercial lending and financial deal structuring
Expert knowledge of credit underwriting policies, procedures, processes, collateral valuation, and documentation
Highly proficient/advanced in Excel, Word, PowerPoint, and database applications
Strong attention to detail and ability to multitask, respond well to pressure and deadlines, and work well individually and collaboratively
Ability to learn quickly and thrive in a fast-paced environment
Ability to lead and manage multiple concurrent tasks and self-prioritize workload to meet deadlines