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Dominion Financial Services

Portfolio Manager

WorldwideWorldwide$80,000 - $90,000Full TimeSenior
gorustscala
Health Insurance

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

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