Portfolio Manager

Job Description

Who We Are:
Dominion Financial Services (DFS) is a nationally recognized private lender dedicated to supporting real estate investors. With a focus on Short-Term Bridge Loans and Long-Term Rental Loans, DFS empowers clients to scale their businesses and build lasting generational wealth. DFS stands out as a leader, consistently achieving strong, measurable growth quarter after quarter.

We are seeking a Portfolio Manager to serve as a strategic partner to our investor clients — driving portfolio performance, strengthening long-term relationships, and ensuring a best-in-class servicing experience.

Your Impact:
As a Portfolio Manager, you will own the client experience across an assigned portfolio of real estate investors. You will act as a strategic advisor, balancing relationship development, portfolio performance, and operational alignment to ensure mutual success.

You will proactively engage borrowers to:
• Strengthen long-term partnerships
• Anticipate needs before issues arise
• Improve portfolio performance
• Protect company risk position while preserving client trust

In This Role You Will:
Client Partnership & Relationship Ownership
• Serve as the primary point of contact for assigned borrowers and investor groups.
• Build trusted advisor relationships with real estate investors.
• Conduct proactive portfolio review conversations with clients.
• Identify growth opportunities and collaborate with Originations when appropriate.
• Navigate difficult conversations while preserving long-term relationships.

Portfolio Oversight & Performance
• Monitor assigned loan portfolios to ensure health and compliance.
• Identify potential risks early and work collaboratively toward resolution.
• Recommend strategic solutions aligned with both borrower goals and company standards.
• Support retention efforts through proactive communication and transparency.

Cross-Functional Leadership
• Coordinate internally with internal departments to advocate for client needs.
• Align internal teams around client-specific strategies.
• Escalate issues appropriately while maintaining professionalism and ownership.
• Provide clear summaries and actionable insights to leadership.

Risk & Governance Alignment
• Ensure adherence to company policies and regulatory requirements.
• Balance relationship advocacy with disciplined risk management.
• Support structured loss mitigation efforts when necessary, maintaining professionalism and empathy.

Requirements:
• Bachelor’s Degree required.
• 5+ years in commercial servicing, asset management, underwriting, or client relationship management.
• Strong interpersonal communication and executive presence.
• Ability to influence without direct authority.
• Financial literacy, including ability to interpret borrower financials and property performance.
• Advanced Excel proficiency.

Additional Qualifications:
• Strong relationship-building skills with professional boundaries
• Confident, solution-oriented communication
• Analytical thinking balanced with client empathy
• Proactive outreach mindset
• Ability to manage high-stakes conversations calmly
• Structured, organized work habits

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• 401(k)
• 401(k) matching
• Paid time off

While At Dominion You Will Enjoy

• Company outings & social events
• Virtual events
• Companywide competitions and raffles
• Personal financial workshops
• Orioles season tickets

Originally posted on Himalayas