Mortgage Portfolio / Relationship Manager

Insight Global is seeking a senior Warehouse Portfolio Manager for a growing mortgage lending and warehouse finance team. This individual will serve as a strong in-office leader and subject matter expert across warehouse lending, mortgage banking operations, loan closing/funding, loan sale processes, and portfolio management. The ideal candidate will bring a well-rounded understanding of how mortgage bankers, brokers, investors, and warehouse lenders operate, including the steps required for brokers to transition into mortgage banking and the broader funding lifecycle.
This person will work closely with executive leadership, relationship managers, sales teams, client services, loan operations, investors, and referral sources to support existing portfolio activity while helping drive incremental business growth tied to volume increases. They will assist with credit opportunities, term sheets, customer requests, portfolio monitoring, reporting, and relationship development, while also traveling to meet with investors and referral partners to maintain and expand loan flow. The best fit will be someone who is knowledgeable, polished, relationship-driven, and comfortable acting as both a portfolio expert and business development resource. Pay for this role is $100,000 annually.

Day-to-Day Responsibilities
Assist the President of Warehouse Lending with credit opportunities, term sheets, and portfolio strategy
Collaborate with relationship managers and sales teams to develop account strategies and execute on client needs
Support new and existing customer requests by gathering, tracking, and reviewing required documents
Prepare materials and assist with presentations for credit approval of new opportunities
Monitor existing portfolio performance, covenant compliance, aged loans, exceptions, bulge requests, and other audit/control needs
Ensure client credit opportunities and approvals align with internal policies and procedures
Identify and escalate credit risk, funding issues, or performance concerns to management
Serve as a liaison between sales, relationship managers, client services, loan operations, investors, and leadership
Travel to meet with investors, referral sources, and business partners to maintain and grow loan production volume
Cultivate and develop sales relationships that support the broader sales team’s pipeline
Research market trends, identify new opportunities, and support business growth initiatives
Participate in department projects and process improvements as assigned
Provide day-to-day customer service and operational support for warehouse lending relationships

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

10+ years of experience in mortgage banking, mortgage warehouse lending, portfolio management, capital markets, loan operations, or a closely related field
Extensive knowledge of mortgage banking origination, warehouse lending, loan closing, loan funding, underwriting, and loan sale processes
Strong understanding of the end-to-end loan lifecycle, especially the closing/funding stage and how loans move from lender to investor
Experience working with mortgage bankers, brokers, referral sources, investors, or warehouse lending relationships
Ability to explain and support the process of brokers converting into mortgage bankers
Understanding of key funding models, including bank-funded lending and table funding structures
Strong relationship management and business development skills, especially with investors and referral sources
Ability to support credit opportunities, term sheets, customer documentation requests, and internal credit presentations
Experience monitoring portfolio risk, covenant compliance, loan performance, exceptions, aged loans, bulge requests, and audit/control items
Strong communication skills with the ability to work cross-functionally with sales, relationship management, client services, operations, and leadership
Must be local to the Frisco, Texas area and able to work in-office
Comfortable with 25–50% travel

Prior leadership presence or reputation as a strong contributor within an office environment
Existing relationships with mortgage investors, referral sources, warehouse lending clients, or mortgage banking contacts
Experience helping sales teams cultivate lead-source and referral-source relationships
Bachelor’s degree in business, finance, accounting, economics, or a related field
Prior experience supporting executive leadership within warehouse lending or mortgage finance
Strong market knowledge and ability to identify new opportunities, industry trends, and competitive activity

Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.