CRE & C&I Portfolio Manager, Private Client Team

Bankwell; New Canaan (CT); On-site; USD 110,000 - 150,000; Full time

Job summary

Bankwell, a Connecticut-based commercial bank, seeks a Portfolio Manager to support the Private Client Team in managing and growing CRE and C&I client relationships. The role oversees the loan portfolio and depository relationships while delivering exceptional client service on behalf of the Private Client Team.

The successful candidate has at least 5 years of CRE banking experience, strong analytical skills, and proficiency with Microsoft Excel.

Qualifications

• Minimum of 5 years of CRE commercial banking experience.
• Excel and Word proficiency.
• Experience with credit products and regulatory requirements.
• Strong analytical and client interface skills.
• Ability to work in a team and meet deadlines.
• Bachelor’s degree preferred.

Responsibilities

• Support the Private Client Team with managing loan and depository relationships.
• Analyze and review financial information; spread financial statements and build financial models.
• Monitor credit performance and remediate as needed.
• Prepare credit/loan documentation and organize data.
• Collect monthly/quarterly/annual financial statements from borrowers.
• Track covenants and non-performing or delinquent loans.
• Review loan files for risk ratings and documentation.
• Participate in client meetings and cross-sell bank products.
• Engage in special projects as needed.

Skills

CRE banking

C&I experience

Excel

Analytical skills

Attention to detail

Team player

Education

Bachelor’s degree preferred

Tools

Abrigo

Hubspot

Klarivis

Microsoft Copilot 365

Job description

Bankwell, a Connecticut-based commercial bank, seeks a Portfolio Manager to support the Private Client Team in managing and growing CRE and C&I client relationships. The role oversees the loan portfolio and depository relationships while delivering exceptional client service on behalf of the Private Client Team.

The successful candidate has at least 5 years of CRE banking experience, strong analytical skills, and proficiency with Microsoft Excel.