Portfolio Manager

Dominion Financial ServicesBaltimore, MD
1d

About The Position

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. 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

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.

Nice To Haves

  • 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

Responsibilities

  • 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.
  • 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.
  • 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.
  • 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.

Benefits

  • Health insurance
  • Dental insurance
  • Vision insurance
  • 401(k)
  • 401(k) matching
  • Paid time off
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