Portfolio Manager

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Posted May 4, 2026

Remote · US · ask about Worldwide Full Time

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Overview

This remote position is for a Portfolio Manager responsible for overseeing a community development loan portfolio that supports affordable housing, education, healthcare, and other real estate transactions. The role focuses on maintaining financial performance and mission outcomes through proactive portfolio monitoring, borrower engagement, compliance management, and early identification of credit risks. Collaboration with investment teams, loan operations, finance, external partners, and leadership is essential to ensure disciplined credit management aligned with community development goals.

Responsibilities

Portfolio Monitoring & Risk Management

Manage an active loan portfolio across sectors such as education, affordable housing, healthcare, intermediary lending, and community facilities.
Monitor loan performance, covenant compliance, and repayment activity.
Conduct periodic borrower financial analysis, risk assessments, and portfolio reviews.
Identify early warning signs of credit risk and recommend corrective actions including borrower engagement and risk mitigation.
Prepare credit memos and recommendations for loan modifications, extensions, waivers, renewals, and restructures.
Generate periodic portfolio reports for senior leadership, investors, and board committees covering risk trends, covenant compliance, delinquencies, and concentrations.
Support delinquency management and workout strategies, including borrower engagement and repayment plans.
Ensure compliance with internal lending policies, loan documentation, and applicable CDFI Fund reporting requirements.
Assist in developing and implementing credit administration frameworks, including policies, processes, and documentation.
Partner with Finance on portfolio analytics, cash flow forecasting, and reserve/allowance for credit loss support.
Train and mentor junior analysts in financial analysis, covenant compliance, and underwriting best practices.

Loan Servicing & Relationship Management

Collaborate with Investment Professionals to ensure smooth transitions from loan origination to asset management and servicing.
Provide support in underwriting and portfolio management.
Validate credit or portfolio information required by funding sources, auditors, or examiners.
Work with Loan Administration to resolve servicing issues and maintain accurate records.

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Requirements

Required Qualifications

Bachelor’s degree in finance, business, economics, public policy, community development, or related field.
Minimum 5 years of experience in real estate lending, portfolio management, credit analysis, community development, or related financial services.
Strong financial and analytical skills, including reviewing financial statements, credit underwriting reports, and credit risk assessment.
Knowledge of loan documentation, servicing systems, and risk management practices.
Understanding of community development finance, CDFI business models, and mission-driven lending.
Excellent written and verbal communication skills with the ability to manage borrower relationships professionally and empathetically.
Strong organizational skills and attention to detail.

Preferred Qualifications

Experience with real estate, charter school, affordable housing, healthcare, small business, intermediary, and nonprofit lending.
Experience in construction oversight and monitoring.
Knowledge of federal community development programs such as Low Income Housing Tax Credits (LIHTC), CDFI Fund, SBA, New Market Tax Credit (NMTC), HOME/CDBG.
Familiarity with loan management systems (e.g., Fiscal, Portfol).
Previous loan approval authority.
Ability to balance credit discipline with mission-driven flexibility.