CRE Portfolio Manager II

WSFS Bank•Wilmington, DE
•$64,491 - $105,950•Onsite

About The Position

The Commercial Real Estate Portfolio Manager plays a critical role in managing and servicing a portfolio of commercial real estate banking relationships. This position requires strong analytical skills, deep knowledge of CRE underwriting, and expertise in commercial banking products and systems. The incumbent will ensure exceptional customer service while maintaining credit quality and supporting growth within the bank’s footprint.

Requirements

  • Bachelor’s degree in business, finance, or related field (or equivalent experience).
  • Minimum 3 years of experience in commercial real estate banking, with a focus on 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.
  • Effective sales and relationship management skills with a customer-first mindset.
  • Excellent written and verbal communication skills, including presentation and negotiation abilities.
  • Advanced Microsoft Excel skills and attention to detail for financial analysis and reporting.
  • Ability to work independently, prioritize tasks, and travel within the bank’s footprint for client meetings and site inspections.
  • Presently authorized to work for any employer in the United States and will not require work visa sponsorship.

Responsibilities

  • 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.

Benefits

  • medical coverage
  • dental coverage
  • vision coverage
  • 401(k) plan
  • life insurance
  • accident insurance
  • disability insurance
  • flexible spending accounts (FSAs)
  • health savings accounts (HSAs)
  • wellness programs
  • paid parental leave
  • military leave
  • vacation and other paid time off
  • sick leave in accordance with applicable state laws
  • paid holidays
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