Commercial Real Estate Portfolio Manager Team Lead
- Manage and underwrite a portfolio of complex Commercial Real Estate relationships, supporting Relationship Managers and Credit Administration.
- Independently structure and underwrite CRE loans in accordance with Bank policy, risk appetite, and regulatory standards.
- Prepare, review, and present accurate, timely credit approval packages.
- Monitor maturing and expiring loans, annual reviews, and renewal activity, driving timely completion through nCino.
- Participate in client and prospect meetings to assess financing needs and identify risks and opportunities.
- Lead day-to-day team performance management, including goal setting, ongoing coaching and feedback, mid-year and annual performance reviews, and development planning.
- Provide guidance, review, and quality control for credit work produced by Portfolio Managers, ensuring consistency and adherence to policy.
- Support workflow management and prioritization to meet business, audit, and regulatory deadlines.
- Identify and escalate emerging portfolio risks and recommend appropriate actions.
- Partner with Relationship Managers to collect financial information, coordinate client outreach, and prioritize renewals, modifications, and new credit requests.
- Conduct periodic site visits to maintain familiarity with collateral, properties, and client operations.
- Bachelor's degree in Finance, Accounting, Business, or related field is required.
- Formal credit training is strongly preferred.
- Must have a minimum of 10 years of experience in Commercial Real Estate portfolio management and underwriting.
- Prior experience leading a team is strongly preferred.
- Proven ability to independently underwrite complex CRE transactions.
- Strong knowledge of credit policy, regulatory requirements, and CRE risk management.
- Must have strong knowledge of commercial and consumer loan and deposit products.
- Proficiency in Microsoft Office and credit systems (experience with nCino preferred).
- Excellent communication, organizational, and relationship management skills.
$92,869.00 - $152,569.00 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 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 [email protected]. 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.
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