CRE Portfolio Manager II: Client Relations & Credit

WSFS Bank; Dover (DE); In loco; USD 64.000 - 106.000; Tempo pieno

Vantaggi offerti da questo lavoro

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

Descrizione del lavoro

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

Competenze

• 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.

Mansioni

• 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.

Conoscenze

Relationship management

Communication skills

Independent work

Sales ability

Formazione

Bachelor’s degree in business or finance

Strumenti

Banking systems

Portfolio monitoring tools

Excel (Advanced)

Descrizione del lavoro

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