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Rockbridge Search & Recruitment 04/08/2025

CRE Portfolio Manager

Ref #: 100
Location: Texas Texas 77001
2025-11-04
Salary: 100,000 USD - 140,000 USD
Sector: Banking
Type: Permanent

Location: Houston, TX
Salary Range: $100,000 – $140,000 (commensurate with experience)
Industry: Banking / Commercial Real Estate Lending


About Us

We are a dynamic, client-focused financial institution with a strong presence in the Houston market and an unwavering commitment to excellence in commercial real estate financing. Our team thrives on collaboration, innovation, and integrity—delivering tailored solutions and building long-term relationships across a robust portfolio of clients. We believe in empowering our team to take ownership, drive growth, and contribute meaningfully to the local real estate landscape.


Position Summary

As our CRE Portfolio Manager, you’ll be at the heart of the credit lifecycle—managing a diverse and dynamic book of commercial real estate loans while playing a pivotal role in risk assessment, client relationship management, and credit quality. You'll partner closely with Relationship Managers, Credit Officers, and Executive Leadership to ensure the health and performance of the loan portfolio, while supporting strategic growth initiatives across the CRE platform.

This role is ideal for a highly analytical, proactive, and relationship-savvy professional who thrives in a fast-paced, high-performance environment and has a keen eye for both numbers and nuance.


Key Responsibilities

  • Portfolio Management: Oversee and monitor a portfolio of commercial real estate loans, ensuring compliance with internal policies, regulatory requirements, and risk tolerances.

  • Credit Analysis & Risk Assessment: Conduct in-depth credit reviews, assess borrower financials, perform property-level analysis, and identify early warning signs to mitigate risk.

  • Relationship Support: Collaborate with Relationship Managers to support client needs, renewals, restructures, and growth strategies—serving as a key point of contact for credit matters.

  • Underwriting: Assist in the underwriting of new and renewal loan requests, including financial modeling, cash flow analysis, rent rolls, and valuation reviews.

  • Documentation Review: Work with legal and compliance teams to ensure proper documentation, covenant structures, and closing conditions are met.

  • Reporting: Provide regular updates and insights on portfolio trends, performance metrics, and risk concentrations to internal stakeholders.

  • Market Awareness: Stay informed on CRE market dynamics in Houston and surrounding regions, including asset performance trends, cap rates, and supply/demand metrics.


Qualifications

  • Bachelor’s degree in finance, real estate, accounting, or related field (MBA or advanced certifications a plus)

  • 5+ years of experience in commercial real estate portfolio management, underwriting, or credit analysis

  • Strong understanding of real estate cash flow modeling, property valuations, and loan structuring

  • Excellent communication skills with a client-first mindset and ability to present findings clearly

  • Demonstrated ability to work independently while managing competing priorities and deadlines

  • Proficiency in Excel, financial modeling software, and loan origination platforms


Why Join Us?

  • Impactful Work: Be an integral part of shaping the Houston skyline by supporting impactful real estate projects across multifamily, industrial, office, and retail sectors.

  • Collaborative Culture: Join a team where your voice is heard, your expertise is valued, and your growth is supported.

  • Local Presence, Big Vision: Work for a bank that’s deeply invested in the Houston community with the resources and ambition to scale.

  • Compensation & Benefits: Competitive salary, performance-based bonus opportunities, comprehensive benefits package, and flexible work options.


Let’s build Houston’s future—one property, one partnership, and one relationship at a time.

Apply today to join our team of CRE professionals and make your mark.

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