Greystone
Director of Portfolio Management – Greystone
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 and Freddie Mac multifamily loan originations and is the #1 overall HUD multifamily and healthcare lender in the country.
At Greystone, everything we do is driven by our purpose of improving others’ lives. Our culture of caring, inclusion, and integrity guides our actions and behaviors. We are committed to fostering an environment where belonging, entrepreneurial spirit, and creativity thrive.
Responsibilities
Initial outreach to existing Greystone clients when borrower/account reassignments are made.
Establish relationships with existing Greystone borrowers to evaluate refinancing options and other financing needs.
Facilitate handoff to the 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.
Quote, prepare, and execute applications.
Coordinate with underwriters, production team, and borrowers for the collection of loan due‑diligence materials.
Communicate with the production team and borrowers to facilitate the collection of required due diligence, ensuring a smooth process from application to closing (including index lock, early rate lock, timeline management, etc.).
Review loan sizing and provide 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 third‑party services, and meeting the deal timeline).
Assist with due diligence, data input, and information collection efforts.
Track all transaction activity and timeline from origination through closing.
Lead and generate call lists.
Qualifications
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 and project‑management skills.
Strong time‑management skills and respect for deadlines.
Driven, innovative team player focused on results and delivering 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 the 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.
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 per year, with discretionary annual bonuses based on performance.
Seniority level Director
Employment type Full‑time
Job function Finance and Sales
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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 and Freddie Mac multifamily loan originations and is the #1 overall HUD multifamily and healthcare lender in the country.
At Greystone, everything we do is driven by our purpose of improving others’ lives. Our culture of caring, inclusion, and integrity guides our actions and behaviors. We are committed to fostering an environment where belonging, entrepreneurial spirit, and creativity thrive.
Responsibilities
Initial outreach to existing Greystone clients when borrower/account reassignments are made.
Establish relationships with existing Greystone borrowers to evaluate refinancing options and other financing needs.
Facilitate handoff to the 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.
Quote, prepare, and execute applications.
Coordinate with underwriters, production team, and borrowers for the collection of loan due‑diligence materials.
Communicate with the production team and borrowers to facilitate the collection of required due diligence, ensuring a smooth process from application to closing (including index lock, early rate lock, timeline management, etc.).
Review loan sizing and provide 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 third‑party services, and meeting the deal timeline).
Assist with due diligence, data input, and information collection efforts.
Track all transaction activity and timeline from origination through closing.
Lead and generate call lists.
Qualifications
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 and project‑management skills.
Strong time‑management skills and respect for deadlines.
Driven, innovative team player focused on results and delivering 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 the 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.
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 per year, with discretionary annual bonuses based on performance.
Seniority level Director
Employment type Full‑time
Job function Finance and Sales
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