Job Description
Greystone is a private national commercial real estate finance company with an established reputation as a leader in multifamily and healthcare finance, with over $12 billion in loan originations in 2024. The firm consistently ranks in the Top 10 for Fannie Mae & Freddie Mac multifamily loan originations and is the #1 Overall HUD Multifamily and Healthcare Lender in the country. Greystone also ranks nationally as a top affordable housing, seniors housing, and small balance loan lender. At Greystone, charity is at the heart of who we are and what we do.
At Greystone, everything we do is driven by our purpose of improving others’ lives. As we work hard to maintain our ranking as a top national commercial real estate lender, our culture of caring and support is just as important. We don’t just say “Where People Matter” – we lead with this mantra every day to guide our actions and behaviors. Greystone is committed to fostering and preserving a culture of inclusion. Belonging is at the heart of our culture of caring, integrity and excellence and is a driving force behind our entrepreneurial spirit and creativity.
We are seeking a Director of Portfolio Management based out of our New York office. The Director of Portfolio Management is responsible for maintaining relationships with Greystone Clients and establishing relationships with existing Greystone borrowers to manage and evaluate refinancing and financing needs. The Director of Portfolio Management is a driven, innovative team player with strong experience in the commercial real estate industry.
Primary Duties and Responsibilities: - Initial outreach to existing Greystone clients when borrower/account reassignments are made.
- Establish relationship with existing Greystone borrowers to evaluate refinancing options and other financing needs.
- Facilitate handoff to sales desk and assist in transaction management for any debt originations.
- Process supplemental loans for select borrowers looking to assume existing Greystone loans.
- Assist borrowers with asset management needs and requirements.
- Selectively prospect for new borrower relationships.
- Quoting, preparation and execution of applications.
- Coordinate with underwriters, production team, and borrowers for collection of loan due diligence materials.
- Communicate with production team and borrowers to facilitate collection of required due diligence, ensuring a smooth process from application to closing (including Index Lock, Early Rate Lock, Timeline Management, etc.).
- Review sizing's of loans and providing competitive and achievable soft /preliminary quotes for alternative loan products.
- Manage, track and ensure a smooth process from application to closing (including early rate lock, collecting DD, scheduling thirds, and. meeting the deal timeline).
- Assists with due diligence, data input, and information collection efforts.
- Track all transaction activity and timeline from origination through closing.
- Lead and call list generation.
Experience, Skills, and Abilities Required: - Bachelor’s degree from an accredited college or university.
- Prior experience working with Fannie and Freddie products.
- Commercial Real Estate experience required.
- Detail oriented with strong organizational/project-management skills.
- Strong time management skills and respect for deadlines.
- Driven, innovative, team player who is focused on results and strives to deliver a superior work product.
- Ability to size HUD, Fannie and Freddie loans across all product types to fit clients’ needs.
- Ability to communicate strategically and effectively with clients.
- Advanced familiarity with alternative capital providers in multifamily space.
- Excellent customer service skills, verbal, and oral communication skills.
- Proficiency in Microsoft Office, especially Excel as well as web-based applications.
- Ability to work productively under minimal supervision.
At Greystone, we believe that finding creative solutions for our clients comes from the collaboration of people with diverse backgrounds and perspectives. We strive to build an inclusive work environment that celebrates differences and empowers all individuals with opportunities to channel their entrepreneurial spirit. Greystone is an EEO employer.
Greystone offers a competitive base salary and bonus. The base salary range for this position is $90,000 - $100,000/year. The specific compensation that will be offered is based on an understanding of the hired candidates' qualifications at the time of hire. Employees are eligible for a discretionary bonus based on employee work performance reviewed during the annual review process.
*The firm is the #1* overall HUD multifamily and healthcare lender by firm commitments, and a top 10 Fannie Mae and Freddie Mac multifamily real estate lender.*
*For HUD's 2025 fiscal year ending September 30, 2025. Based upon combined firm commitments received by Greystone Funding Company LLC and Greystone Servicing company LLC and excludes risk sharing and hospital loans.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.
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