Responsible for financial analysis, risk assessment, credit structure recommendation, underwriting, and portfolio management for Commercial Real Estate clients.
Responsibilities
Lead diligence and underwriting documentation for complex credit relationships
Prepare credit presentations and coordinate legal documentation
Analyze financial statements and client performance
Oversee credit relationship and portfolio performance
Ensure compliance with credit process metrics
Requirements
Bachelor's degree in Finance, Accounting, Economics or Business
The Commercial Real Estate (CRE) Portfolio Manager supports the management and ongoing monitoring of a portfolio of commercial real estate loans to ensure strong credit quality, compliance with approved credit terms, and sound portfolio performance.
Locations (8)
Chicago, Illinois, United States
St. Louis, United States
New York, United States
San Francisco, United States
Baltimore, United States
VP - Real Estate Corporate Banking - Credit Delivery
Lead and coordinate credit analysis, underwriting, and portfolio management for commercial real estate clients within the institutional segment.
Responsibilities
Lead and coordinate due diligence and underwriting documentation for complex credit relationships
Prepare and present credit proposals to Credit Officers and final approvers
Review and oversee loan documentation and legal efforts through closing
Monitor portfolio performance and industry trends
Serve as secondary client contact and conduct site visits
Requirements
Bachelor's degree in Finance, Accounting, Economics or Business
Nice to have: 5+ years of portfolio management and client relationship experience with pension funds, life insurance companies, or private equity firms
Nice to have: Advanced knowledge of ARGUS software
Nice to have: High level Excel modeling
Nice to have: Experience with commercial real estate industry and loan servicing operations
Lead and manage appraisal and consulting services for multifamily and other real estate markets, driving client relationships and operational excellence.
Locations (2)
Salt Lake City, Utah, United States
United States
Compensation
This position has an estimated base salary of 110,000-150,000 plus commissions. An employment offer is based on the applicant’s relevant work experience, applicable knowledge, skills, abilities, internal equity, and alignment with market data.
Responsibilities
Assist in the production and review of appraisal and consulting assignments across multiple markets.
Manage client relationships throughout the appraisal lifecycle, including engagement, due diligence, report delivery, and revision requests.
Coordinate the procurement of due diligence materials required to complete appraisal assignments.
Conduct property inspections, market research, and competitive analyses.
Train, mentor, and review the work of team members, as needed.
Support the management and ongoing monitoring of a commercial real estate loan portfolio to ensure compliance with approved credit terms, internal policies, and established standards
Partner with Relationship Managers and Credit Officers to support underwriting of new loan requests, renewals, and modifications
Perform financial analysis including global cash flow analysis, covenant testing, collateral monitoring, and risk rating assessments to support underwriting and credit decisioning for new and existing loans
Assist in the preparation of prescreen and credit approval memoranda for new loan requests, renewals, and modifications
Partner with Credit Analysts to facilitate timely and accurate financial analysis and credit memo preparation
Requirements
Bachelor’s degree in Finance, Accounting, Business, Real Estate, or a related field
Nice to have: Analyzing borrower and guarantor financial statements
Nice to have: Global cash flow analysis
Nice to have: Working knowledge of CRE loan structures, covenants, documentation, and credit approval processes
Nice to have: Experience analyzing financial statements, cash flow, and real estate collateral within a banking or institutional environment
Portfolio Manager - Commercial Real Estate Credit DeliveryNewTruist Bank · Atlanta, US+1 more
Commercial Real Estate Portfolio ManagerStifel · Chicago, US+7 more