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
Top Skills
What We Do
Truehold is the nation's leading provider of residential sale-leasebacks, the preferred choice for homeowners who want to unlock their equity without taking on debt or moving. A BBB-accredited American company, Truehold has brought together industry-leading experts to unlock over $100 million in home equity to hundreds of residents in 6 cities across the Midwest. Our mission is to create a new type of senior living that enables people to enjoy their health and wealth as they age, without giving up their homes.
Truehold was founded in 2021 where we built our first community of residents in St. Louis. We are a well-capitalized, venture-backed, and New York City-based company with employees all across the US.
Why Work With Us
90% of America's seniors dream of living at home for life—but for many, health and financial challenges will get in the way. We are a mission-driven company founded on the belief that seniors deserve a better option as they age. Our employees (Truepers!) feel a strong connection to our mission and have a real hand in shaping and scaling our company
Gallery
