Director Portfolio Management CRE

Reposted 4 Days Ago
Be an Early Applicant
Lexington, NY, USA
In-Office
135K-150K Annually
Senior level
Fintech • Consulting • Financial Services
The Role
Manage portfolio relationships for Healthcare CRE and Middle Market, oversee account relationships, coordinate underwriting, and support origination teams in transaction processes.
Summary Generated by Built In

If you’re looking for a meaningful career, you’ll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster’s values, these set us apart as a bank and as an employer.  

Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work!

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

Webster Financial Corporation and its subsidiaries (“Webster”) are equal opportunity employers that are committed to sustaining an inclusive environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, marital status, national origin, ancestry, citizenship, sex, sexual orientation, gender identity and/or expression, physical or mental disability, protected veteran status, or any other characteristic protected by law.

Skills Required

  • Bachelor's degree in Accounting or Finance
  • 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 and credit analytical skills
  • Healthcare Industry and Commercial Real Estate experience
  • Proficient in MS Office: Word, Excel, PowerPoint

Webster Bank Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Webster Bank and has not been reviewed or approved by Webster Bank.

  • Leave & Time Off Breadth PTO, holidays, and volunteer days are generous, with paid parental leave included to support time away needs. Flexibility such as hybrid/telecommuting options further strengthens time-off usability.
  • Healthcare Strength Health coverage spans medical, dental, and vision with HSA/FSA options, telemedicine, wellness incentives, health coaching, and an EAP. The offering is positioned as comprehensive within a broader Total Rewards framework.
  • Retirement Support Retirement programs include a company 401(k) match and an employee stock purchase plan. Financial education and employee banking discounts add to long‑term financial support.

Webster Bank Insights

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The Company
HQ: Stamford, CT
4,708 Employees
Year Founded: 1935

What We Do

Webster is a leading commercial bank that delivers financial solutions to business, individuals, families and partners. With more than $60 billion in assets, we offer digital and traditional service delivery through our differentiated lines of business: Commercial Banking, Consumer Banking and HSA Bank, one of the country’s largest providers of employee benefits solutions. Webster Financial Corporation and its subsidiaries ("Webster") are equal opportunity and affirmative action employers M/F/D/V. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, marital status, national origin, ancestry, citizenship, sex, sexual orientation, gender identity and/or expression, physical or mental disability, protected veteran status, or any other characteristic protected by law. © 2021 Webster Financial Corporation. All rights reserved. Webster Bank, the Webster Bank logo and the W symbol are trademarks of Webster Financial Corporation and Registered in the U.S. Patent and Trademark Office.

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