Multifamily Agency Asset Manager - Dallas, TX

Posted 11 days ago

enterprise servicesDallas (TX)

Property, Real Estate, and Community Association Managers Other Activities Related to Real Estate

SENIORITY

Senior

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About the role

Multifamily Agency Asset Manager (Agency Servicing) Zions Capital Markets is developing a leading agency lending and asset management platform as a bank-sponsored dual GSE license holder with Fannie Mae and Freddie Mac. As part of this buildout, we are establishing a high-quality and asset management function designed to deliver institutional execution, strong portfolio performance, and best-in-class borrower experience.

Team Overview: The Asset Management group oversees loans from closing through repayment, serving as the primary interface between borrowers, the agencies, and internal stakeholders. The platform supports a growing portfolio of multifamily loans and is focused on operational rigor, proactive risk management, and responsive client service.

Role Summary: The Multifamily Agency Loan Asset Manager will focus on transactional asset management and borrower requests, supporting the administration of a multifamily loan portfolio. This role is ideal for a professional with agency experience who is comfortable managing detailed workflows, interpreting loan documents, and coordinating across stakeholders. As a member of a growing platform, this position also offers exposure to process development and platform scaling initiatives, with a clear path toward increased responsibility over time.

Key Responsibilities:

Transaction Management
Evaluate and execute borrower-driven requests in accordance with loan agreements and the applicable GSE standards
Manage transactions from initial request through final resolution, ensuring accuracy, completeness, and timely execution
Review a variety of requests, including but not limited to: Ownership changes and equity transfers
Property management updates
Loan assumptions
Collateral releases and easement requests
Lease approvals and property-level consents
Loan modifications, extensions, and restructurings
Insurance-related claims and disbursements
Assess transaction risk and ensure consistency with agency guidelines and firm credit standards
Escalate complex issues appropriately and contribute to solution development
Portfolio Oversight & Asset Management Support: Maintain ongoing awareness of borrower performance and compliance with loan covenants
Work with Subservicers on certain requests and approvals
Identify emerging risks or performance issues
Respond to borrower inquiries and provide clear guidance on GSE requirements and the transaction processes
Support portfolio-level initiatives, including reporting, data integrity, and operational improvements
Participate in broader asset management activities when needed, such as financial reviews, inspections, or watchlist discussions
Platform Development & Collaboration: Work closely with internal teams including originations, underwriting, servicing/asset management operations, and capital markets
Contribute to process refinement, documentation standards, and workflow enhancements as the platform scales
Support initiatives related to automation, data quality, and reporting infrastructure
Maintain strong working relationships with borrowers, legal counsel, third-party vendors, and agency contacts

Qualifications:

Bachelor's degree in finance, real estate, economics, or a related field
Approximately 3+ years of relevant experience in commercial real estate asset management, servicing, or underwriting
Prior experience working with agency loan servicing (Fannie Mae and/or Freddie Mac) preferred
Demonstrated exposure to borrower consent processing or transactional asset management

Core Competencies:

Ability to analyze loan structures and interpret legal documentation in a practical, transaction-oriented context
Strong quantitative and analytical skills, including comfort with financial statements and property-level performance metrics
High attention to detail and the ability to manage multiple concurrent requests in a deadline-driven environment
Effective written communication skills, particularly in preparing clear and concise transaction summaries
Strong interpersonal skills with a client-focused mindset
Proactive approach to problem-solving, with the ability to navigate ambiguity and develop practical solutions
Team-oriented, with the ability to collaborate across functions and contribute to a growing platform
Demonstrated ownership, accountability, and commitment to continuous improvement

Location: Dallas, TXShort-term: remote

Long-term: in-office Benefits: Medical, Dental, and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays 401(k) plan with company match and Profit Sharing Mental health benefits, including coaching and therapy sessions Tuition Reimbursement for qualifying employees Employee Ambassador preferred banking products

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