Director Portfolio Management CRE

Responsibilities

• Primary responsibilities involve managing portfolio account relationships for lending and deposit customers for portfolio customers.
• Manage an assigned portfolio of loan accounts and maintain deep understanding of clients’ business, industry trends and markets, proactively monitor financial performance to assess risk profile and credit risk rating, respond to client credit requests, advocate appropriate actions to BU Head and PM Team Leader;
• Cook up an assigned portfolio of loan accounts and maintain deep understanding of clients’ business, industry trends and markets, proactively monitor financial performance to assess risk profile and credit risk rating, respond to client credit requests, advocate appropriate actions to BU Head and PM Team Leader;
• Coordinate with BU Head and Origination Team (Relationship Managers and Underwriters) with all facets of underwriting and closing senior debt financings and related credit requests for existing portfolio relationships;
• Prepare high quality, detailed credit approval documents containing an in-depth quantitative and qualitative analysis and understanding of the customer, borrowers’ operating performance, healthcare market trends/fundamentals, and identify key business issues and risks;
• Support Origination Team on transaction process and underwriting diligence including financial modeling, preparation of credit approval documents in accordance with the bank’s credit policies and procedures; participate in credit committee approval discussions, coordinate loan closing with product partners (Treasury, Operations, Loan Syndication);
• Demonstrate in-depth knowledge of Webster’s full suite of credit products and services to deliver appropriate solutions to customers and demonstrate an ability to form trusted, consultative relationships with customers.

Requirements

• Bachelor's degree in Accounting or Finance; MBA a plus
• 5-10 years of experience in commercial banking, commercial finance, private credit
• Formal bank credit training and experience in PM and Underwriter role
• Strong corporate finance, credit analytical skills, and proficiency in financial statement analysis
• Healthcare Industry and Commercial Real Estate experience strongly preferred
• Great interpersonal skills with ability to interface with Relationship Managers, Underwriters and Portfolio Managers, Senior Credit Officers, clients, and executive management
• Proven ability to manage and cultivate client relationships
• Well organized and ability to work independently in a fast-paced environment
• Strong written and verbal communication skills
• Proficient in MS Office: Word, Excel, PowerPoint

Qualifications

• None specified

Skills

• None specified

Benefits

• None specified

Pay

The estimated base salary range for this position is $135,000 to $150,000 annually. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation.

Schedule

Not specified