5+ years in commercial servicing, asset management, underwriting, or client relationship management.
Strong interpersonal communication and executive presence.
Ability to influence without direct authority.
Requirements:
Own the client experience for an assigned portfolio of real estate investors, acting as a strategic advisor to drive portfolio performance and long-term relationships.
Monitor loan portfolios for health and compliance, identify risks early, and propose strategic solutions aligned with borrower goals and company standards.
Coordinate cross-functional internal teams to advocate for client needs, align efforts around client-specific strategies, and provide leadership with clear summaries and actionable insights.
Ensure adherence to company policies and regulatory requirements while balancing relationship advocacy with disciplined risk management and supporting loss mitigation when necessary.
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
From: United States, Arizona (USA), California (USA), Georgia (USA), Idaho (USA), North Carolina (USA), Oregon (USA), South Carolina (USA), Texas (USA), Virginia (USA), Washington (USA) (Full Remote)
