Back

Director Portfolio Management CRE

Webster BankWebster Bank·Banking

Compensation

$135,000 - $150,000/year

Apply effort

<60 sec

via Aplyr Quick Apply

Posted

29 days

01

About the role

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.

02

Aplyr's read

Webster Bank, a regional financial institution, attracts talent seeking roles in banking, technology, and management, with a focus on relationship-driven services.

Synthesized from recent postings & public sources

What's promising

  • Webster Bank is expanding its business banking services, indicating growth opportunities.
  • The bank offers diverse roles, from technology to portfolio management, attracting varied skill sets.
  • Webster Bank's regional focus allows for personalized customer service and community engagement.

What to watch

  • Regional banks like Webster face competition from larger national banks.
  • Limited public information about Webster Bank's long-term digital transformation strategy.
  • Economic downturns could impact regional banks' growth and stability.

Why Webster Bank

  • Webster Bank emphasizes relationship banking, fostering strong client connections.
  • The bank's regional presence allows for localized decision-making and community involvement.
  • Webster Bank's diverse role offerings suggest a commitment to comprehensive financial services.

Aplyr’s read is generated by AI from public sources. Was it useful?

03

About Webster Bank

Webster Bank is a regional bank providing a range of financial services including personal banking, business banking, and wealth management.

04

Similar roles