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]
    C&I Portfolio Manager

    C&I Portfolio Manager

    Northwest Bank • Independence, OH, United States
    [job_card.temporary]
    The Commercial Portfolio Manager is responsible for the ongoing monitoring process for the Bank's commercial loans to ensure timely and accurate risk ratings and compliance with credit policy, loan...[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]
    Collections Specialist

    Collections Specialist

    CFS • Akron, OH, US
    [job_card.full_time]
    Growing, team-oriented company with a strong reputation in the industry.Supportive leadership that values your ideas and encourages professional growth. Opportunity to build meaningful client relati...[show_more]
    [last_updated.last_updated_30] • [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]
    Locum Nurse Practitioner (NP) - Neurology - General / Other in Ohio

    Locum Nurse Practitioner (NP) - Neurology - General / Other in Ohio

    LocumJobsOnline • All Cities, OH, US
    [job_card.full_time]
    Nurse Practitioner | Neurology - General / Other.Competitive weekly pay (inquire for details) .LocumJobsOnline is working with Lancesoft Inc to find a qualified Neurology NP in Ohio!.Accepting Locum ...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    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]
    Mortgage Loan Sales

    Mortgage Loan Sales

    First National Bank of Pennsylvania • Cleveland, OH, United States
    [job_card.full_time]
    Make a difference - for us and for your future.This position is primarily responsible for originating residential mortgage loans through internal and external referral sources.Responsible for build...[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]
    Foundation Repair Pro Needed (Akron)

    Foundation Repair Pro Needed (Akron)

    Lula • Akron, OH, US
    [job_card.full_time]
    We are seeking individuals who have experience in the rental property industry and has an eager attitude.Lula is a service designed for property managers to eliminate the hassle of managing and coo...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Mortgage Account Manager

    Mortgage Account Manager

    Lendz Financial • Akron, OH, US
    [job_card.full_time]
    Lendz Financial offers a full-service direct wholesale residential mortgage lending platform, focused on helping mortgage brokers grow their loan origination volume with simplified processes and in...[show_more]
    [last_updated.last_updated_variable_days] • [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]
    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]
    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]
    Nurse Practitioner (PRN) - Health Risk Assessments

    Nurse Practitioner (PRN) - Health Risk Assessments

    Hueman Risk Adjustment • Euclid, OH, US
    [job_card.full_time]
    Hueman is actively hiring Nurse Practitioners to complete in-home Health Risk Assessments (HRAs) for Medicare and Medicaid members in and around Euclid, OH. This unique opportunity adapts to your li...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Portfolio Manager CRE

    Portfolio Manager CRE

    Raymond James Financial • Cleveland, OH, US
    [job_card.full_time]
    Commercial Real Estate Credit Portfolio Manager.The Commercial Real Estate (CRE) Credit Portfolio Manager assists the relationship managers with the underwriting of new and existing relationships t...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    VP, Portfolio Management (Diversified)

    VP, Portfolio Management (Diversified)

    KeyBank • Cleveland, OH, United States
    [job_card.full_time]
    VP, Portfolio Management (Diversified).The VP, Portfolio Management is an individual contributor who performs financial analysis and prepares underwriting documents to support multimillion‑dollar c...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Tax Senior Manager- Real Estate Tax Credits

    Tax Senior Manager- Real Estate Tax Credits

    Plante Moran • Cleveland, OH, United States
    [job_card.full_time]
    Our "we-care" culture is more than just a motto; it's a promise.From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achi...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Nurse Practitioner - PRN

    Nurse Practitioner - PRN

    Matrix Medical Network • Euclid, OH, US
    [job_card.full_time]
    Matrix Medical Network pioneered the first national in-home clinical network, and today we’re an independent provider of comprehensive health assessments serving people across the nation.We d...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]