Portfolio Manager, Surveillance & Analytics
About The Position
Anchor Loans is seeking an analytical and detail-oriented Portfolio Manager to join its Servicing team. This role will support the ongoing surveillance and performance management of the construction loan portfolio by providing portfolio-level visibility through data analysis and reporting. The Portfolio Manager will identify emerging risks and trends, ensure appropriate follow-up and action across servicing and management teams, and serve as a central point of oversight within Servicing. The role involves monitoring portfolio performance, identifying areas needing attention, and tracking key deliverables through resolution. Collaboration with Construction Monitoring, Asset Management, Special Servicing, and other cross-functional partners is essential to drive accountability, ensure timely action on portfolio issues, and provide leadership with clear visibility into the health and performance of the portfolio.
Requirements
- 4+ years of experience in portfolio management, construction lending, credit, underwriting, asset management, surveillance, or a related real estate lending function.
- Strong analytical skills with the ability to identify trends, exceptions, and risks across a portfolio.
- Proficient in leveraging AI large language models, including building custom agents and AI-driven projects/workflows.
- Experience analyzing loan, borrower, construction, or real estate performance data.
- Strong understanding of credit and the real estate development/construction lifecycle.
- Ability to independently manage portfolio reporting and follow issues through resolution.
- Strong Excel and data analysis skills; experience working with dashboards or business intelligence tools preferred.
- Strong communication skills with the ability to drive accountability across teams without direct reporting authority.
- Highly organized with the ability to manage multiple priorities, deadlines, and stakeholders.
Responsibilities
- Analyze loan and portfolio-level performance to identify trends, exceptions, emerging risks, and areas requiring additional attention.
- Monitor key performance indicators across the portfolio, including construction progress, loan maturity, covenant compliance, borrower performance, sell-out/lease-up activity, and other credit or project-level metrics.
- Maintain portfolio reporting, dashboards, risk ratings, and watchlist information to ensure accurate and timely visibility into portfolio performance.
- Identify loans or trends that require escalation and provide clear analysis and recommendations to senior leadership.
- Prepare recurring and ad hoc portfolio analysis for internal stakeholders and leadership.
- Track key action items, deliverables, and remediation plans across the portfolio and ensure responsible teams are following through within established timelines.
- Identify gaps, delays, or inconsistencies in portfolio management activities and work with the appropriate teams to drive resolution.
- Facilitate regular portfolio and watchlist reviews, ensuring open items have clear owners, next steps, and timelines.
- Monitor higher-risk or underperforming loans and ensure appropriate escalation and intervention occurs when necessary.
- Provide visibility to leadership and investors on outstanding issues, recurring trends, and areas where additional attention is required.
- Work closely with Originations, Underwriting, Construction Monitoring, Capital Markets, Asset Management, and Special Servicing to maintain end-to-end visibility into loan performance.
- Partner with functional teams to improve the quality, consistency, and timeliness of portfolio data and reporting.
- Support enhancements to surveillance processes, reporting, policies, and procedures.
Benefits
- Comprehensive health insurance options including Medical, Dental, Vision, Basic Life/AD&D insurance
- Generous sick leave & vacation benefits
- Highly competitive performance bonus
- 401(k) retirement program with employer match
- Tuition reimbursement toward professional development
- Workplace Celebrations, Team Building, Charity Drives, and Food Truck luncheons
- Onsite gym (Thousand Oaks only)
- 12 Paid Holidays
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
