Agency Asset Manager I

Discover Financial
Charlotte, Houston, Plano
Workplace: OnsiteFull timeUSD 119,400 - 136,200 annuallyFunction: Solutions Engineering & Sales EngineeringExperience: 4+ yearsEducation: bachelorsSkills: ["Customer service","Risk analysis","Analytical thinking","Written communication","Oral communication"]

Manage all aspects of a multifamily agency loan portfolio, focusing on risk monitoring and exceptional customer service. Analyze financial and operating statements, review reserves and lender consent requests, and maintain strong client relationships while enforcing loan requirements. Conduct inspections, perform ongoing risk analysis (including CREFC watchlist triggers), and produce loan and portfolio status reports to meet investor monitoring obligations.

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Discover Financial
Discover Financial
1 month ago

Agency Asset Manager I

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Job Summary

Manage all aspects of a multifamily agency loan portfolio, focusing on risk monitoring and exceptional customer service. Analyze financial and operating statements, review reserves and lender consent requests, and maintain strong client relationships while enforcing loan requirements. Conduct inspections, perform ongoing risk analysis (including CREFC watchlist triggers), and produce loan and portfolio status reports to meet investor monitoring obligations.
Location: Charlotte, Houston, Plano
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Analyze financial statements and property operating statements.
  • •Conduct property inspections and process reserve draws.
  • •Review lender consent requests, including loan documents and related agreements.
  • •Perform ongoing risk analysis, including CREFC watchlist trigger identification and monitoring preparation.
  • •Prepare loan and portfolio status reports and comply with investor monitoring and reporting requirements.

Pay and Benefits

Salary: USD 119,400 - 136,200 annually

Key Requirements

  • •Bachelor’s Degree or military experience.
  • •At least 4 years of experience in commercial real estate.
  • •At least 3 years of GSE experience (Fannie Mae or Freddie Mac) or CMBS experience.
  • •Highly developed analytical skills, including creating complex spreadsheets and financial analyses.
  • •Proficiency analyzing property operating statements, rent rolls, and borrower financial statements, with ability to model complex financial scenarios.
Experience:4+ yearsCommercial real estateGSECMBSFreddie Mac
Education:Bachelor's
Skills:Customer serviceRisk analysisAnalytical thinkingWritten communicationOral communication
Certifications:Freddie Mac Certified Inspector StatusMortgage Banker’s Association (MBA) Multifamily Property Inspections Certification
Tech Stack:ExcelWordPowerPointGoogle Suite

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Discover Financial
Provides consumer banking products, credit cards, personal loans, and payment services through the Discover brand. It operates a major U.S. financial network and serves individuals and merchants with lending and digital payment solutions.
Industry: Retail Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 10M to 25M
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Riverwoods, United States
Founded: 1985
WebsiteLinkedIn