CRE Portfolio Manager II

WSFS Bank; Durham (NC); On-site; USD 64,000 - 106,000; Full time

Job summary

WSFS Bank in Durham, NC seeks a Commercial Real Estate Portfolio Manager to oversee a CRE lending relationship portfolio, applying underwriting expertise and strong credit analysis to support growth while preserving credit quality.

You will partner with team leaders, review loan structures for policy compliance, analyze financial statements, perform site visits, and coordinate with internal teams to deliver excellent client service.

Qualifications

• Bachelor's degree in business, finance, or related field.
• Minimum 3 years of experience in commercial real estate banking, with 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.
• Advanced Microsoft Excel skills and attention to detail for financial analysis and reporting.

Responsibilities

• Partner with the Team Leader or Department Manager to support credit administration and portfolio management for assigned CRE relationships.
• Conduct detailed reviews of commercial products and loan structures to ensure compliance with policy and risk standards.
• 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 and 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 to assess collateral and strengthen client relationships.
• Collaborate with internal teams to resolve complex issues and deliver superior customer experience.

Skills

Credit analysis

Underwriting

Portfolio management

Relationship management

Financial statement analysis

Education

Bachelor's degree in business/finance

Tools

Excel

Banking systems

Portfolio monitoring tools

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.

WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States.

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. In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards.

WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and 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/

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.

At WSFS Bank we empower our Associates to forge the careers of their dreams, we guide our Customers to secure their financial futures, and we actively support our Communities so they can fully thrive. We know that when we work together and move forward with purpose a brighter path to the future lies ahead for our Associates, our Customers, and the Communities we serve.

WSFS Financial Corporation (WSFS) is a multibillion-dollar financial services company. Its primary subsidiary, WSFS Bank, is the oldest and largest locally-headquartered bank and trust company in the Greater Philadelphia and Delaware region. As of March 31, 2023, WSFS Financial Corporation had $20.3 billion in assets on its balance sheet and $65.6 billion in assets under management and administration. WSFS operates from 119 offices, 92 of which are banking offices, located in Pennsylvania (61), Delaware (39), New Jersey (17), Virginia (1) and Nevada (1) and provides comprehensive financial services including commercial banking, retail banking, cash management and trust and wealth management. Other subsidiaries or divisions include Arrow Land Transfer, Bryn Mawr Capital Management, LLC, Bryn Mawr Trust, The Bryn Mawr Trust Company of Delaware, Cash Connect, NewLane Finance, Powdermill Financial Solutions, WSFS Institutional Services, WSFS Mortgage, and WSFS Wealth Investments. Serving the Greater Delaware Valley since 1832, WSFS Bank is one of the ten oldest banks in the United States continuously operating under the same name.