Strategic CRE Portfolio Manager

WSFS Bank; Durham (NC); In loco; USD 64.000 - 106.000; Tempo pieno

Descrizione del lavoro

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.

Competenze

• 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.

Mansioni

• 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.

Conoscenze

Credit analysis

Underwriting

Portfolio management

Relationship management

Financial statement analysis

Formazione

Bachelor's degree in business/finance

Strumenti

Excel

Banking systems

Portfolio monitoring tools

Descrizione del lavoro

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.