Portfolio Manager, Surveillance & Analytics

Anchor Loans • Thousand Oaks, CA

66d • Hybrid

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 is occurring across servicing and management teams, and serve as a central point of oversight within Servicing. This role will collaborate closely with Construction Monitoring, Asset Management, Special Servicing, and other cross-functional partners 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed