CRE Portfolio Manager & Credit Underwriter

TriState Capital Bank; Pittsburgh, Northern (Allegheny County, KY); Hybrid; USD 110,000 - 150,000; Full time

Job summary

TriState Capital Bank is seeking a Commercial Real Estate (CRE) Portfolio Manager in Pittsburgh to support underwriting, credit analysis, and ongoing administration of loan portfolios. The role helps relationship managers focus on generating new business while maintaining high credit quality.

The position requires a Bachelor’s degree in Finance/Accounting or related field and at least 5 years of credit analysis experience, with strong CRE knowledge across income-producing properties and related

Qualifications

• Bachelor’s degree in Finance, Accounting, or related field.
• Minimum of 5 years of credit analysis and underwriting experience.
• Experience analyzing commercial / residential real estate projects (income producing properties incl. retail, office, industrial & multi-family; land development & construction loans) strongly preferred.

Responsibilities

• Underwrites credit extensions for new and existing clients.
• Performs detailed financial analysis for CRE and personal lending opportunities.
• Prepares Credit Approval Requests (CAR) and modifications for Senior Loan Committee.
• Assesses loan performance and real estate sponsorship; ensures risk rating & reporting accuracy.
• Ensures initial set-up of credit facilities on Baker Hill and other systems per loan covenants.
• Prepares monthly special asset reports and periodic financial reviews.
• Accompanies relationship managers on prospect/client calls when appropriate.

Skills

CRE finance knowledge

Strong communication

Organizational skills

Teamwork & independence

Excel/Spreadsheets

Education

Bachelor’s Degree in Finance/Accounting/related field

Tools

Baker Hill

Credit reporting tools

Job description

TriState Capital Bank is seeking a Commercial Real Estate (CRE) Portfolio Manager in Pittsburgh to support underwriting, credit analysis, and ongoing administration of loan portfolios. The role helps relationship managers focus on generating new business while maintaining high credit quality.

The position requires a Bachelor’s degree in Finance/Accounting or related field and at least 5 years of credit analysis experience, with strong CRE knowledge across income-producing properties and related