Commercial Real Estate Portfolio Manager Team Lead
Wsfs Financial

Job Description

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 Management Team Lead is a working leader responsible for managing a complex CRE loan portfolio while providing day-to-day guidance and oversight to a team of Portfolio Managers. This role partners closely with Relationship Managers, Credit Administration, and Risk to ensure high-quality underwriting, timely execution, strong credit quality, and compliance with Bank policies and regulatory requirements.

Job Responsibilities:

• 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.

Minimum Qualifications:

• Bachelor's degree, in Finance, Accounting, Business, or related field; formal credit training preferred.
• Extensive experience in Commercial Real Estate portfolio management and underwriting.
• 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.

Salary Range:
$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 https://www.wsfsbank.com/about/careers/

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 careers@wsfsbank.com.

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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