Associated Bank

CRE Portfolio Manager - AVP

Associated Bank$63K — $108K *
Real Estate & Construction
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Accounting, or related field, or equivalent experience.
  • 3+ years in commercial real estate lending, underwriting, credit analysis, or approval.
  • Strong skills in financial analysis and portfolio management.
  • Reliable transportation and ability to travel as required.
  • Preferred: 3+ years analyzing complex commercial credit relationships.
  • Preferred: Experience in business development and client relationship activities.
  • Preferred: Chartered Financial Analyst (CFA) designation.

Responsibilities

  • Analyze borrower, guarantor, property, and market data for loan evaluations.
  • Prepare comprehensive credit analyses to guide lending decisions.
  • Monitor portfolio performance and manage credit risk effectively.
  • Maintain compliance with lending policies and regulatory standards.
  • Partner with Relationship Managers to enhance client service and portfolio growth.
  • Conduct due diligence on new business opportunities and assist with credit presentations.
  • Collaborate with internal partners to manage client relationships and needs.

Benefits

  • Retirement savings with 401(k) and Pension plans.
  • Paid time off for community volunteering.
  • Access to diversity-focused Colleague Resource Groups.
  • Opportunities for professional development and advancement.
  • Bonus benefits including well-being programs and parental leave.
  • Personal banking and investment benefits.
Full Job Description
As a Commercial Real Estate Portfolio Manager, you'll play a key role in managing and growing a diverse commercial real estate portfolio. You'll partner with Relationship Managers to evaluate lending opportunities, monitor portfolio performance, and deliver sound credit recommendations that support both client success and responsible growth. This role offers opportunities to deepen your commercial banking expertise and build strong client relationships.

Key Accountabilities
  • Analyze borrower, guarantor, property, and market information to evaluate new loan requests, renewals, modifications, and annual reviews.
  • Prepare comprehensive credit analyses and recommendations to support informed lending decisions.
  • Monitor portfolio performance, loan repayment activity, and financial trends to identify and manage risk.
  • Maintain accurate risk ratings and ensure compliance with lending policies, procedures, and regulatory requirements.
  • Partner with Relationship Managers to support client retention, portfolio growth, and outstanding client service.
  • Conduct due diligence on new business opportunities and assist with opportunity memos and credit presentations.
  • Collaborate with Credit, Operations, and internal partners to effectively manage client relationships and portfolio needs.
  • Contribute to special projects, loan approval activities, and community engagement efforts that support business objectives.

Education & Experience
Required
  • Bachelor's degree in Finance, Accounting, or a related field, or an equivalent combination of education and experience.
  • 3+ years of commercial real estate lending, underwriting, credit analysis, or credit approval experience.
  • Strong financial analysis and portfolio management skills.
  • Reliable transportation and the ability to travel as needed.
Preferred
  • 3+ years of experience analyzing complex commercial credit relationships.
  • Experience supporting business development and client relationship activities.
  • Formal credit training.
  • Chartered Financial Analyst (CFA) designation.


Why You'll Love Working Here

At Associated Bank, you'll join a collaborative team that values relationship building, sound decision-making, and professional growth. You'll gain exposure to complex commercial real estate transactions while working alongside experienced banking professionals committed to your development and success. Apply today to make an impact.

In addition to core traditional benefits, we take pride in offering benefits for every stage of life.
  • Retirement savings including both 401(k) and Pension plans.
  • Paid time off to volunteer in your community.
  • Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
  • Competitive salaries with professional development and advancement opportunities.
  • Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.
  • Personal banking, loan, investment and insurance benefits.


$63,000.00 - $108,000.00 per year

About Associated Bank

Associated Bank is a regional bank that provides a wide range of financial products and services to individuals, businesses, and organizations. The bank offers personal and business banking, wealth management, and insurance services, and operates more than 200 locations throughout Wisconsin, Illinois, and Minnesota. Associated Bank was founded in 1861 and has a long history of serving its communities and customers. The bank is committed to providing exceptional customer service and building strong relationships with its customers.
Learn more about Associated Bank
Size
4,900 employees
Industry
Founded
1874

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