Webster Bank

Director Portfolio Management CRE

Webster Bank$135K — $150K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting or Finance; MBA a plus
  • 5-10 years of experience in commercial banking or related fields
  • Formal bank credit training and experience as a Portfolio Manager or Underwriter
  • Strong skills in corporate finance and credit analysis
  • Preferably experienced in healthcare and commercial real estate
  • Excellent interpersonal skills for diverse interaction
  • Proficient in MS Office Suite, especially Excel and PowerPoint

Responsibilities

  • Manage portfolio relationships for lending and deposit customers
  • Monitor financial performance of clients to assess risk profile and credit rating
  • Coordinate with internal teams for underwriting and closing processes
  • Prepare detailed credit approval documents with financial analysis
  • Support the Origination Team with transaction processes and due diligence
  • Participate in credit committee discussions and coordinate loan closings
  • Deliver tailored solutions to clients using the full suite of credit products

Benefits

  • Work in a dynamic, growth-oriented environment
  • Join a collegial and transaction-focused specialty group
  • Opportunity to cultivate trusted relationships in a fast-paced setting
  • Engage with a variety of stakeholders from clients to executive management
Full Job Description
Responsible for managing portfolio relationships for the Healthcare CRE and Middle Market industry vertical. Dynamic career opportunity to join a growth-oriented and transaction-focused specialty industry group working in a collegial environment. 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, pro-actively 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. Education, Skills & Experience • 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 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. #LI-SJ1

About Webster Bank

Webster Bank is a regional bank that provides personal and business banking services to customers in Connecticut, Massachusetts, Rhode Island, and New York. The bank was founded in 1935 and is headquartered in Waterbury, Connecticut. Webster Bank has over 3,400 employees and operates over 150 branches. The bank offers a range of financial products and services, including checking and savings accounts, loans, mortgages, and investment services. Webster Bank is committed to supporting the communities it serves and has a strong focus on corporate social responsibility.
Learn more about Webster Bank
Size
3,245 employees
Market Cap
$8 billion
Industry
Net Income
$220.6 million
5 Year Trend
+2.8%
NASDAQ

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