Director of Portfolio Management

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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 & 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. We lead with the mantra “Where People Matter” every day, fostering a culture of inclusion, belonging, integrity, and excellence.

• 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 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, the production team, and borrowers for collection of loan due‑diligence materials.
• Communicate with the 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, and timeline management).
• Review loan sizing and provide competitive, 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 parties, and meeting deal timelines).
• Assist with due‑diligence data entry and information collection efforts.
• Track all transaction activity and timeline from origination through closing.
• Lead call‑list generation.

• 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 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, verbal, and oral communication skills.
• Proficiency in Microsoft Office, especially Excel, and 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 per year. Employees are eligible for a discretionary bonus based on performance reviewed during the annual review process.

Seniority Level: Director

Employment Type:

Full‑time

Job Function:
Finance and Sales