WSFS Bank · 4 hours ago
Commercial Real Estate Portfolio Manager
WSFS Bank is a locally headquartered bank and wealth management company committed to empowering its associates and supporting the community. The Commercial Real Estate Portfolio Manager will support the CRE lending team through proactive credit management, underwriting, and portfolio oversight, ensuring timely renewals and maintaining a high-quality client experience.
BankingFinanceFinancial Services
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
Qualification
Required
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
Preferred
formal credit training preferred
experience with nCino preferred
Benefits
Medical, dental, and vision coverage
A 401(k) plan
Life, accident, and disability insurance
Flexible spending accounts (FSAs) and 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
Company
WSFS Bank
WSFS Bank is the seventh oldest, continuously-operating bank in the United States.
Funding
Current Stage
Public CompanyTotal Funding
$200M2025-12-09Post Ipo Debt· $200M
1986-12-05IPO
Leadership Team
Recent News
2025-11-05
2025-11-03
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