CRE Portfolio Manager II

WSFS Bank; Dover (DE); On-site; USD 64,000 - 106,000; Full time

Benefits offered by this job

Medical, dental, and vision

401(k) plan

Life, disability insurance

FSAs and HSAs

Wellness programs

Paid parental leave

Vacation and other paid time off

Sick leave

Paid holidays

Job summary

WSFS Bank in Dover, Delaware, seeks a Commercial Real Estate Portfolio Manager to oversee a diverse CRE loan portfolio, assess risk, and ensure credit quality while supporting growth. You will review loan structures, analyze financials and collateral, coordinate with internal teams, travel for site visits, and deliver exceptional client service to strengthen relationships within the bank's footprint.

This role requires strong analytical skills and expertise in CRE underwriting to drive customer

Qualifications

• Bachelor’s degree in business, finance, or related field (or equivalent experience).
• Minimum 3 years of experience in commercial real estate banking, with underwriting and portfolio management.
• Strong understanding of commercial loan products and deposit solutions.
• Proficiency in banking systems and tools for portfolio monitoring and reporting.
• Excellent written and verbal communication, including presentations and negotiations.
• Advanced Excel skills for financial analysis and reporting.
• Ability to travel within the bank’s footprint for client meetings and site visits.

Responsibilities

• Partner with the Team Leader or Department Manager to support credit administration and portfolio management for assigned commercial real estate relationships.
• Conduct detailed reviews of commercial products and loan structures to ensure compliance with credit policy and risk standards.
• Utilize underwriting experience to analyze financial statements, property performance, and borrower creditworthiness for renewals, modifications, and ongoing monitoring.
• Serve as a primary liaison to clients, gathering insights into business operations, financial condition, and future financing needs.
• Manage daily servicing of loan and deposit accounts, ensuring accuracy and timely execution within bank systems.
• Perform site visits to customer projects and business locations within the bank’s footprint to assess collateral and strengthen client relationships.
• Collaborate with internal teams to resolve complex issues and deliver superior customer experience.

Skills

Relationship management

Communication skills

Independent work

Sales ability

Education

Bachelor’s degree in business or finance

Tools

Banking systems

Portfolio monitoring tools

Excel (Advanced)

Job description

Job Description

At WSFS Bank, we empower our Associates to grow their careers, guide our Clients to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose.

The Commercial Real Estate Portfolio Manager plays a critical role in managing and servicing a portfolio of commercial real estate banking relationships. This position requires strong analytical skills, deep knowledge of CRE underwriting, and expertise in commercial banking products and systems. The incumbent will ensure exceptional customer service while maintaining credit quality and supporting growth within the bank’s footprint.

Job Responsibilities

• Partner with the Team Leader or Department Manager to support credit administration and portfolio management for assigned commercial real estate relationships.
• Conduct detailed reviews of commercial products and loan structures to ensure compliance with credit policy and risk standards.
• Utilize underwriting experience to analyze financial statements, property performance, and borrower creditworthiness for renewals, modifications, and ongoing monitoring.
• Serve as a primary liaison to clients, gathering insights into business operations, financial condition, and future financing needs.
• Manage daily servicing of loan and deposit accounts, ensuring accuracy and timely execution within bank systems.
• Perform site visits to customer projects and business locations within the bank’s footprint to assess collateral and strengthen client relationships.
• Collaborate with internal teams to resolve complex issues and deliver superior customer experience.

Minimum Qualifications

• Bachelor’s degree in business, finance, or related field (or equivalent experience).
• Minimum 3 years of experience in commercial real estate banking, with a focus on underwriting and portfolio management.
• Strong understanding of commercial loan products, deposit solutions, and credit administration processes.
• Proficiency in banking systems and tools for portfolio monitoring and reporting.
• Effective sales and relationship management skills with a customer-first mindset.
• Excellent written and verbal communication skills, including presentation and negotiation abilities.
• Advanced Microsoft Excel skills and attention to detail for financial analysis and reporting.
• Ability to work independently, prioritize tasks, and travel within the bank’s footprint for client meetings and site inspections.

Salary Range

$64,491.00 - $105,949.50

Individual base pay may vary on additional factors such as the candidate’s experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs.

• medical, dental, and vision coverage
• a 401(k) plan
• life, accident, and disability insurance
• flexible spending accounts (FSAs) and health savings accounts (HSAs)
• wellness programs
• paid parental leave
• military leave
• vacation and other paid time off
• sick leave in accordance with applicable state laws
• paid holidays

Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate’s location and employment status. For more information about Associate benefits, please visit https://www.wsfsbank.com/about/careers/

WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at [e-mail].

WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.