Director Portfolio Management CRE
Core
Managing portfolio account relationships for lending and deposit customers in the Healthcare CRE and Middle Market industry verticals.
Role type
Director, Portfolio Management
Builds
Maintains deep understanding of clients' business and industry trends; proactively monitors financial performance to assess risk profile and credit risk rating.
Domain
Commercial Banking / Healthcare Commercial Real Estate
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
credit analytical skills, financial statement analysis, corporate finance knowledge, risk assessment, client relationship management, financial modeling
Preferred skills
healthcare industry experience, commercial real estate experience, MBA
Technologies
MS Office (Word, Excel, PowerPoint)
Responsibilities
Manage assigned portfolio of loan accounts; coordinate with Origination Team on underwriting and closing senior debt financings; prepare detailed credit approval documents with quantitative and qualitative analysis; participate in credit committee approval discussions; support transaction process and underwriting diligence.
Seniority
Director, transaction-focused specialty industry group
