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\:

• 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, 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

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, 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