Posted at: 10 March
Portfolio Manager
Company
Dominion Financial
Dominion Financial Services is a Baltimore-based B2B lender specializing in private lending solutions for real estate investors, offering products like fix-and-flip and rental loans across all 50 U.S. states.
Remote Hiring Policy:
Dominion Financial Services embraces a flexible remote work environment, hiring from various locations across the United States, allowing team members to work without a central office.
Job Type
Full-time
Full-timeAllowed Applicant Locations
United States
United StatesJob 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
Benefits
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
- Company outings & social events
- Virtual events
- Companywide competitions and raffles
- Personal financial workshops
- Orioles season tickets