Senior Associate, Commercial Real Estate Asset Management
About The Position
As a member of National Life Group’s Commercial Real Estate team, the Senior Associate supports management of a diversified, multi-billion-dollar commercial mortgage portfolio. The role contributes to asset performance, credit analysis and risk management, portfolio monitoring, and investment outcomes. It spans asset management, analytics, borrower relationships, and operational support, and partners with senior team members on portfolio performance insights, investment analysis, portfolio construction, and risk management. The associate also participates in cross-functional initiatives to improve platform scalability, reporting, and operational effectiveness. The position currently follows an onsite schedule of four days per week, with core onsite days Monday through Thursday. The schedule and core days may change with advance notice and manager discretion. The role does not offer visa sponsorship. The position includes mentoring junior professionals, supporting hiring and onboarding, and helping develop scalable team processes. Applicants are expected to use approved AI tools appropriately, validate AI-generated content, remain accountable for their work, and follow company policies on confidentiality, privacy, security, compliance, retention, and intellectual property.
Requirements
- Bachelor’s degree and 4–6 years of related experience; the posting also states a minimum of 8 years of combined post-secondary education and relevant work experience.
- 3–5 years of experience in commercial real estate asset management, lending, or credit.
- Proven ability to make meaningful contributions to a large CRE loan portfolio, underwriting, or financial analysis.
- Strong skills in DCF modeling, valuation, and real estate credit analysis.
- Experience with portfolio analytics, stress testing, or risk modeling.
- Proven ability to work cross-functionally and drive initiatives to completion.
- Advanced Excel skills, including financial modeling and scenario analysis.
- Use approved AI tools where appropriate, review and validate AI-generated content, and exercise sound judgment and accountability for work products.
- Follow company AI policies related to confidentiality, data privacy, security, compliance, retention, and intellectual property.
- Visa sponsorship is not offered for this position.
Nice To Haves
- Experience with loan workouts, bridge lending, or transitional assets.
- Familiarity with commercial loan servicing or asset management platforms.
- Argus Enterprise certification or equivalent experience.
- Experience presenting to investment committees or senior leadership.
- MBA or advanced degree in real estate, finance, or a related field.
Responsibilities
- Support management of a large-scale commercial real estate loan portfolio across asset classes.
- Monitor loan performance, including funding approvals, leasing activity, covenant compliance, and borrower requests.
- Serve as a primary contact for loan servicers, mortgage bankers, and borrowers; manage relationships and identify opportunities to improve asset performance.
- Monitor watchlist and REO assets and contribute to asset-level strategies to maximize recovery and value.
- Perform financial analysis, re-underwriting, and stress testing to identify potential risks.
- Contribute to quarterly reporting and valuation processes, including DCF modeling and market analysis.
- Assist with evaluating loan modifications, extensions, restructurings, and workouts, including foreclosures and note sales.
- Partner with legal, accounting, and servicing teams on credit- and risk-related activities.
- Design and maintain portfolio analytics, including stress models, KPIs, and performance dashboards.
- Provide insights on credit trends, risk exposure, and portfolio performance.
- Improve reporting processes, automation, and data quality.
- Partner with originations to evaluate new investments, including underwriting, structuring, and investment committee memo preparation.
- Provide market intelligence and peer benchmarking to support investment decisions.
- Support borrower-request execution with third-party loan servicers, including lease approvals, reserve disbursements, ownership transfers, and collateral modifications.
- Maintain accurate loan data across internal systems and reporting platforms.
- Participate in cross-functional initiatives across servicing, IT, accounting, and asset management.
- Identify and implement efficiency improvements, including reporting automation, system enhancements, and vendor optimization.
- Mentor and develop junior asset management professionals, providing guidance, training, and oversight of analytical work.
- Support hiring and onboarding of analysts and associates.
- Help build scalable processes and best practices to support team growth.
- Perform other duties as assigned.
Benefits
- Benefits begin on the first day and are described as flexible and customizable.
- Medical benefits.
- 401(k) eligibility.
- Paid time off, including vacation and sick time.
- Parental leave.
- Potential eligibility for discretionary annual incentive programs.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
