CRE Portfolio Manager: Underwriting & Credit Analysis

TriState Capital Bank; Pittsburgh, Northern (Allegheny County, KY); Hybrid; USD 90,000 - 140,000; Full time

Job summary

TriState Capital Bank is seeking a Commercial Real Estate Portfolio Manager to support relationship managers in underwriting and ongoing loan portfolio administration, ensuring high credit quality while allowing more time for new business opportunities.

Responsibilities include underwriting credit extensions, performing CRE and select personal lending analyses, preparing materials for Senior Loan Committee, monitoring loan performance, and ensuring compliance with credit policies.

Qualifications

• Bachelor’s Degree in Finance, Accounting, or related field.
• Minimum of 5 years of credit analysis and underwriting experience.
• Completion of a bank commercial credit training program preferred.

Responsibilities

• Underwrites credit extensions for new and existing clients.
• Performs detailed financial analysis for CRE and select personal lending opportunities.
• Prepares materials for Senior Loan Committee: CARs, modifications, sponsorship assessments, loan performance and risk reviews.
• Monitors loan performance and ensures accurate risk ratings and required financial reporting.
• Ensures credit policy compliance and proper setup of facilities in Baker Hill and other systems.
• Prepares periodic financial reviews and monthly special asset reports.
• Accompanies relationship managers on prospect/client calls when appropriate.

Skills

Credit analysis

Underwriting

Financial analysis

Communication

Education

Bachelor's in Finance/Accounting

5+ years credit underwriting

Bank commercial credit training (preferred)

Job description

TriState Capital Bank is seeking a Commercial Real Estate Portfolio Manager to support relationship managers in underwriting and ongoing loan portfolio administration, ensuring high credit quality while allowing more time for new business opportunities.

Responsibilities include underwriting credit extensions, performing CRE and select personal lending analyses, preparing materials for Senior Loan Committee, monitoring loan performance, and ensuring compliance with credit policies.