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Portfolio Manager

Company: First American
Location: Santa Ana
Posted on: November 21, 2020

Job Description:


Join our team! As a global leader in providing title insurance, settlement services and risk solutions for real estate transactions, First American (NYSE: FAF) is an ideal place to build your career. We have been entrusted with helping our customers achieve and protect their dream of homeownership since 1889. We believe that our people are the key to the company s continued success, and we invest in diverse talents and backgrounds and empower our teams to achieve more than they could anywhere else. First American has created an award-winning culture and has been named to the Fortune 100 Best Companies to Work For list for the fifth consecutive year and to more than 50 regional Best Places to Work lists. For more information, please visit


Responsible for the day-to-day transaction and project management of one or more National and/or Global Corporate Services accounts involving a large client and multiple service deliveries.


* Overall management for transaction and project management service delivery

* Coordinate and manage national team of outsourced transaction and project managers

* Process management development and implementation

* Implement standardized forms and procedures

* Develop performance measurement for internal benchmarking

* Develop and implement account operations manual

* Able to lead all aspects of transaction and project management account relationship and ensure overall service delivery

* Responsible for portfolio optimization and workplace strategy

* Coordinate service and/or resources delivered to the client and client departmental leads

* Manage the flow of key documentation and client communication

* Responsible for working with customers operation groups at all levels and identifying real estate needs and introduces appropriate C&W resources

* Responsible for budgeting, revenue, and profit tracking of all tractions

* Report profitability results to senior management

* Design reporting products to meet the clients unique requirements and ensures accuracy

* Ensure accuracy of all client materials

* Lead and/or facilitate client meetings


* Excellent oral and written communication skills required

* Strong competency in transaction Management, Project Management, and Strategic Planning and execution

* Excellent real estate financial analysis skills and familiarity with accounting concepts required

* Managing multiple resources

* Expert level presentation skills

* Competency in Resource Allocation and Implementation

* Accomplished relationship management and interpersonal skills

* Excellent organizational abilities required

* Experience in running meetings in a professional and efficient manner

* Team strategic development and leadership experience

* Competency in Strategic Planning and Real Estate Market Analysis

* Competency in program management with multiple projects and/or accounts


* Bachelor s degree or equivalent required

* Advanced degree strongly preferred


* 10+ years Real Estate experience, project management, & business development

* High level, complex transaction management including experience in contract management/compliance


* Real Estate Salesperson License preferred

First American invests in its employees' development and well-being, empowers them to provide superior customer service and encourages them to serve the communities where they live and work. First American is committed to diversity and inclusion. We are an equal opportunity employer. For more information about our Company and our dedication to putting People First, check out

Keywords: First American, Santa Ana , Portfolio Manager, Executive , Santa Ana, California

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