Insurance Asset Management Jobs in Pennsylvania (NOW HIRING)

This role is responsible for the overall management of a client’s portfolio once acquired, acting as a primary point of contact for all portfolio management, servicing oversight, servicing transfer, and asset strategy deployed by the company on behalf of a client. The position will oversee multiple servicers, trusts, and strategic portfolio initiatives simultaneously across all asset classes. Responsibilities include coordinating servicing transfer, conducting operational reviews, performing remittance and data reconciliations, rendering workout decisions, identifying servicing performance irregularities or exceptions, and driving enhanced performance by the client’s servicer. The role coordinates with the company’s diligence and collateral services teams to define asset‑level strategies and curative effort post settlement, recognizing the results of loan‑level due diligence performed. This includes quantitative and qualitative analysis, reviews of loan documentation and reporting, and assessing compliance with GSE and regulatory guidelines.

This role is also responsible for meeting client objectives established. Development of portfolio campaign strategies, customized reporting, and project management functions are core expectations. Overall quality and performance of the Asset Management Team is also the responsibility of this position.

This role plays an integral part in supporting the management and value within a client’s portfolio. Regular client collaboration, servicer engagement, and reporting of portfolio performance are expected in conjunction with the other Asset Manager(s) under this role’s leadership.

• Maintain visibility into the status of every deal by ensuring the reviews are performed appropriately in the system.
• Work with Excel performing VLOOKUP, pivot, and other functions to understand and reconcile data.
• Raise potential issues (performance, timeline, etc.) to management attention (VP, SVP, etc.).
• Verify, where appropriate, that critical exceptions are correctly applied.
• Identify performance trends and potential enhancements so that such items can be analyzed and potentially incorporated into servicer process or internal system changes (servicing workflow enhancements, QC workflow enhancements, exceptions, processes, etc.).
• Perform other activities as may be assigned by the manager.

• College degree or training in finance/mortgage banking preferred or equivalent combination of education and experience.
• Minimum of 8+ years of industry and/or relevant experience, typically with 2+ years in an AVP level role or external equivalent.
• Mortgage/secondary market experience or equivalent preferred.
• Commercial real estate asset management experience is required.
• Demonstrated ability to work well with staff clients if needed.
• Strong Excel skills.
• Team oriented.
• Ability to multitask.
• Excellent PC skills and high proficiency in Microsoft products.
• Strong communication (written and oral) skills.
• Strong analytical ability, good judgment, strategic and multidimensional thinker.
• Detail oriented and organized.
• Demonstrate professional behavior, teamwork, punctuality, dependability.

• The employee may be required to report to a different local office as a normal, contemplated, and mandated incident of employment.

• Office environment with frequent computer, mouse, keyboard use.
• Alternating between sitting or standing as needed.
• Hearing, talking, reaching, grasping.

The annual full‑time base salary range for this role is $104,000.00 – $140,000.00. Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and senior management approval.

SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies. All full‑time employees are also eligible to participate in benefit plans, including medical, dental, vision, life, disability insurance and 401(k), in accordance with the applicable plan terms.

Pay Transparency Nondiscrimination Provision

Know Your Rights: Workplace Discrimination is Illegal

SitusAMC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.