Commercial Real Estate Portfolio Manager
About The Position
At WSFS Bank, we empower our Associates to grow their careers, guide our customers 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 will support the Commercial Real Estate (CRE) lending team through proactive credit management, underwriting, and portfolio oversight. This role partners closely with Relationship Managers to ensure timely renewals, sound credit structures, and a high-quality client experience aligned with the Bank's risk tolerance and growth objectives.
Requirements
- Must have a Bachelor's degree, in Finance, Accounting, or related field; formal credit training preferred.
- Must have 2-4 years of relevant banking or commercial real estate experience in underwriting or portfolio management
- Strong customer service, analytical and credit skills with ability to manage multiple complex relationships.
- 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.
Responsibilities
- Support assigned Relationship Managers and credit administration for a defined CRE portfolio.
- Independently underwrite and structure complex CRE loans in accordance with Bank policy and risk appetite.
- Prepare and present high-quality credit packages for approval, ensuring accuracy and timeliness.
- Monitor maturing or expiring loans, identify relationships due for annual review, and drive timely completion using nCino.
- Partner with RMs to collect financial information, coordinate customer outreach, and prioritize renewals and new money requests.
- Participate in customer and prospect meetings to assess financing needs and gather market insights.
- Manage approval and documentation workflows to prevent delays and ensure smooth loan execution.
- Conduct periodic site visits within the Bank's footprint to maintain familiarity with collateral and client operations.
- Identify and escalate emerging portfolio risks and maintain adherence to all regulatory and policy standards.
Benefits
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Industry
Management of Companies and Enterprises
Number of Employees
1,001-5,000 employees
