Raymond James - Villanova, PA
posted about 2 months ago
Full-time - Mid Level
Villanova, PA
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
About the position
The Portfolio Manager - CRE Credit Risk at TriState Capital Bank plays a crucial role in managing and monitoring loan portfolios within the Commercial Real Estate sector. This position supports relationship managers by ensuring high credit quality through effective underwriting and administration of existing loans, allowing managers to focus on generating new business opportunities.
Responsibilities
- Prepare Credit Approval Requests (CAR) for Senior Loan Committee
- Manage and monitor assigned portfolio for loan performance and risk rating
- Ensure compliance with the Bank's credit policies and procedures
- Set up credit facilities on internal systems consistent with loan documents
- Review and update construction monitoring and leasing status
- Ensure timely spreading of financial statements provided by clients
- Conduct site inspections as needed
- Review loan documents and third-party reports related to CRE
Requirements
- Bachelor's Degree in Finance, Accounting, or related field preferred
- Minimum of 3-5 years of credit analysis and underwriting experience
- Completion of a bank commercial credit training program
- Experience analyzing commercial/residential real estate projects
Nice-to-haves
- Demonstrated knowledge of investment commercial real estate finance
- Strong written and verbal communication skills
- Excellent organization skills and attention to detail
- Proficient in spreadsheet and word processing applications
