Multifamily Agency Asset Manager Dallas, TX

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:

• Bachelors 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 TX

Short-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