Talent.com
Portfolio Transaction Manager
Portfolio Transaction ManagerTruehold • Cleveland, OH, US
Portfolio Transaction Manager

Portfolio Transaction Manager

Truehold • Cleveland, OH, US
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Job Description

Job Description

The Portfolio Transaction Manager oversees and executes all real estate transactions across an established property portfolio, ensuring accuracy, compliance, risk mitigation, and operational excellence at scale.

Key Responsibilities

  • Own end-to-end execution of portfolio-related real estate transactions, maintaining precision, timeliness, and legal compliance
  • Coordinate with internal teams (legal, finance, underwriting, operations, asset management) to manage transaction workflows and align on key requirements
  • Manage external partners including title companies, brokers, attorneys, appraisers, and vendor networks to ensure consistent performance and SLA adherence
  • Maintain accurate transaction records, documentation, and system-of-record updates across all portfolio assets
  • Identify portfolio-level risks (title issues, lien concerns, missing documents, valuation discrepancies) and drive resolution strategies
  • Lead diligence review for each transaction, ensuring data accuracy and identifying gaps before closing
  • Drive continuous improvement initiatives based on transaction patterns, bottlenecks, and operational insights
  • Ensure transactions comply with all regulatory, contractual, and internal policy requirements
  • Serve as the primary point of contact for escalation and problem-solving on complex or time-sensitive portfolio transactions

Required Qualifications

  • 3–7+ years of experience in real estate transactions, portfolio operations, title / escrow, acquisitions / dispositions, or asset management
  • Strong understanding of real estate contracts, title reports, closing processes, and standard due diligence requirements
  • Demonstrated ability to manage a high volume of concurrent transactions with accuracy and urgency
  • Experience coordinating with cross-functional teams and external vendors
  • Exceptional attention to detail and strong organizational skills
  • Strong analytical and problem-solving skills, especially for recurring or systemic transaction issues
  • Excellent communication and documentation abilities
  • Proven ability to build and refine operational processes

    • Preferred Qualifications

  • Experience in single-family rental, institutional real estate, or multi-market portfolios
  • Familiarity with transaction management systems, CRMs, title platforms, or workflow tools
  • Knowledge of regulatory and compliance requirements related to property transactions
  • Experience scaling operational workflows in a fast-paced or high-growth environment

    • We provide

  • A collaborative, people-first culture with a passion for doing good and enjoying doing it
  • A unique opportunity to build our brand in the early stages
  • Competitive benefits and compensation, including 401(k) w / match
  • Choice between hybrid and fully remote work
  • Flexible PTO (with a 3-week minimum)
  • 9 paid holidays
    • [job_alerts.create_a_job]

    Transaction Manager • Cleveland, OH, US

    [internal_linking.similar_jobs]
    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Data Annotation • Cleveland Heights, Ohio
    [filters.remote]
    [job_card.full_time] +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Associate Actuary

    Associate Actuary

    Munich RE • Akron, OH, United States
    [job_card.full_time]
    Amelia, United States; Akron, United States; Ann Arbor, United States; Athens, United States; Atlanta, United States; Augusta, United States. Bremen, United States; Carmel, United States; Cary, Uni...[show_more]
    [last_updated.last_updated_30] • [promoted]
    VP, Portfolio Management (Utilities, Power and Renewables)

    VP, Portfolio Management (Utilities, Power and Renewables)

    KeyBank • Cleveland, OH, United States
    [job_card.full_time]
    VP, Portfolio Management (Utilities, Power and Renewables).VP, Portfolio Management (Utilities, Power and Renewables).Perform financial analysis and prepare underwriting documents to support comple...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Portfolio Manager

    Portfolio Manager

    Farmers National Bank of Canfield • Beachwood, OH, United States
    [job_card.full_time]
    Work directly with the Commercial Banking Team Leader, Regional Commercial Management, and Regional Credit Officer in all aspects of assigned relationship management (a defined "Portfolio"), which ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Key Private Bank Senior Portfolio Strategist

    Key Private Bank Senior Portfolio Strategist

    KeyCorp • Cleveland, OH, US
    [job_card.full_time]
    Manages and constructs investment portfolios in accordance with client investment goals and objectives.Advises clients on appropriate strategies and constructs and customizes portfolios according t...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel Board Certified Behavioral Analyst - School (BCBA) in Euclid, OH

    Travel Board Certified Behavioral Analyst - School (BCBA) in Euclid, OH

    AlliedTravelCareers • Euclid, OH, US
    [job_card.full_time]
    AlliedTravelCareers is working with Aequor to find a qualified BCBA - School in Euclid, Ohio, 44117!.Aequor is now hiring a full-time Board Certified Behavior Analyst (BCBA) for the 2023-2024 schoo...[show_more]
    [last_updated.last_updated_30] • [promoted]
    VP, Treasury Management, Cleveland

    VP, Treasury Management, Cleveland

    Dollar Bank, FSB • Cleveland, OH, United States
    [job_card.full_time]
    Are you a proactive cash management sales professional with a strong network and the ambition to drive your own success? Join our innovative team as a Vice President of Treasury Management, where y...[show_more]
    [last_updated.last_updated_30] • [promoted]
    CRE Portfolio Manager III

    CRE Portfolio Manager III

    Huntington • Cleveland, OH, US
    [job_card.full_time]
    The CRE Portfolio Manager III services, deepens, and retains assigned profitable customer relationships by proactively evaluating and mitigating associated business risks and opportunities, per est...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Commercial Underwriting / Credit Team Leader

    Commercial Underwriting / Credit Team Leader

    First Mutual Holding Company • Lakewood, OH, United States
    [job_card.full_time]
    Apply Job Type Full-time Description The Commercial Underwriting / Credit Team Leader is responsible for supervising the commercial credit de...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Premium Audit Manager - Dispute Team

    Premium Audit Manager - Dispute Team

    AmTrust Financial • Cleveland, OH, United States
    [job_card.full_time]
    Premium Audit Manager - Dispute Team.The Premium Audit Dispute Manager is responsible for leading and managing a Premium Audit team who conduct virtual and some physical audits across various lines...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Associate, Investment Banking - Industrials

    Associate, Investment Banking - Industrials

    Stout • Cleveland, OH, United States
    [job_card.full_time]
    At Stout, we're dedicated to exceeding expectations in all we do - we call it Relentless Excellence.Both our client service and culture are second to none, stemming from our firmwide embrace of our...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Territory Sales Manager - Refrigeration

    Territory Sales Manager - Refrigeration

    Heritage Distribution • Euclid, OH, US
    [job_card.full_time]
    We are seeking a dynamic and entrepreneurial Commercial Refrigeration Territory Sales Manager to drive growth and strengthen our market presence. This role is focused on acquiring new business, cult...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Portfolio Management Team Leader

    Portfolio Management Team Leader

    Northwest Bank • Independence, OH, United States
    [job_card.full_time]
    The Portfolio Management Team Leader is responsible for leading, managing, and coaching a team of Portfolio Managers while assisting with the strategic implementation and execution of ongoing portf...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Portfolio Loan Associate

    Portfolio Loan Associate

    VirtualVocations • Cleveland, Ohio, United States
    [job_card.full_time]
    A company is looking for a Portfolio Loan Associate.Key Responsibilities Support Portfolio Loan Officers with asset management duties including annual loan reviews and financial analysis Complet...[show_more]
    [last_updated.last_updated_less] • [promoted] • [new]
    Key Private Bank Senior Portfolio Strategist

    Key Private Bank Senior Portfolio Strategist

    USA Jobs • Cleveland, OH, US
    [job_card.full_time]
    Location : 30100 Chagrin Blvd - Pepper Pike, Ohio 44124.Manages and constructs investment portfolios in accordance with client investment goals and objectives. Advises clients on appropriate strategi...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Reverse Mortgage Originator Development Program

    Reverse Mortgage Originator Development Program

    Mutual of Omaha Mortgage • Akron, OH, US
    [job_card.full_time]
    This is a great opportunity to launch your career into the reverse mortgage industry with our 12-month development program. Come join the winning team, with over 100 years of success and stability.W...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Portfolio Manager, WEX Venture Capital

    Portfolio Manager, WEX Venture Capital

    WEX • Euclid, OH, US
    [job_card.full_time]
    Portfolio Operations Manager, WEX Venture Capital.WEX Venture Capital is the global venture capital arm of WEX Inc.The mission of WEX Venture Capital is to position WEX to succeed in the most compe...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Investment Banker (Remote)

    Investment Banker (Remote)

    Scale AI • Cleveland, Ohio, United States
    [filters.remote]
    [job_card.full_time]
    Join a global community of talented professionals to shape the future of AI.Earn up to $15 USD / hr and additional rewards based on quality of submission. Outlier is committed to improving the intelli...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]