Multifamily Agency Asset Manager (Agency Servicing)The Asset Management group oversees loans from closing through repayment, serving as the primary interface between borrowers, the agencies, and internal stakeholders. The platform supports a growing portfolio of multifamily loans and is focused on operational rigor, proactive risk management, and responsive client service.
Role Summary:The Multifamily Agency Loan Asset Manager will focus on transactional asset management and borrower requests, supporting the administration of a multifamily loan portfolio. This role is ideal for a professional with agency experience who is comfortable managing detailed workflows, interpreting loan documents, and coordinating across stakeholders.
As a member of a growing platform, this position also offers exposure to process development and platform scaling initiatives, with a clear path toward increased responsibility over time.
Key Responsibilities:- Transaction Management
- Evaluate and execute borrower-driven requests in accordance with loan agreements and the applicable GSE standards
- Manage transactions from initial request through final resolution, ensuring accuracy, completeness, and timely execution
- Review a variety of requests, including but not limited to:
- Ownership changes and equity transfers
- Property management updates
- Loan assumptions
- Collateral releases and easement requests
- Lease approvals and property-level consents
- Loan modifications, extensions, and restructurings
- Insurance-related claims and disbursements
- Assess transaction risk and ensure consistency with agency guidelines and firm credit standards
- Escalate complex issues appropriately and contribute to solution development
Portfolio Oversight & Asset Management Support:- Maintain ongoing awareness of borrower performance and compliance with loan covenants
- Work with Subservicers on certain requests and approvals
- Identify emerging risks or performance issues
- Respond to borrower inquiries and provide clear guidance on GSE requirements and the transaction processes
- Support portfolio-level initiatives, including reporting, data integrity, and operational improvements
- Participate in broader asset management activities when needed, such as financial reviews, inspections, or watchlist discussions
Platform Development & Collaboration:- Work closely with internal teams including originations, underwriting, servicing/asset management operations, and capital markets
- Contribute to process refinement, documentation standards, and workflow enhancements as the platform scales
- Support initiatives related to automation, data quality, and reporting infrastructure
- Maintain strong working relationships with borrowers, legal counsel, third-party vendors, and agency contacts
Qualifications:- Bachelor's degree in finance, real estate, economics, or a related field
- Approximately 3+ years of relevant experience in commercial real estate asset management, servicing, or underwriting
- Prior experience working with agency loan servicing (Fannie Mae and/or Freddie Mac) preferred
- Demonstrated exposure to borrower consent processing or transactional asset management
Core Competencies:- Ability to analyze loan structures and interpret legal documentation in a practical, transaction-oriented context
- Strong quantitative and analytical skills, including comfort with financial statements and property-level performance metrics
- High attention to detail and the ability to manage multiple concurrent requests in a deadline-driven environment
- Effective written communication skills, particularly in preparing clear and concise transaction summaries
- Strong interpersonal skills with a client-focused mindset
- Proactive approach to problem-solving, with the ability to navigate ambiguity and develop practical solutions
- Team-oriented, with the ability to collaborate across functions and contribute to a growing platform
- Demonstrated ownership, accountability, and commitment to continuous improvement
Location: Dallas, TX
Short-term: remote
Long-term: in-office
Benefits:- Medical, Dental, and Vision Insurance - START DAY ONE!
- Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance
- Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts
- Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays
- 401(k) plan with company match and Profit Sharing
- Mental health benefits, including coaching and therapy sessions
- Tuition Reimbursement for qualifying employees
- Employee Ambassador preferred banking products
