Commercial Team Lead - Portfolio Manager CRE

FinTrust Connect
Birmingham, AL
Category Finance
Job Description
Role Overview

Lead a team of Commercial Real Estate Portfolio Managers, overseeing complex CRE underwriting, portfolio performance, credit quality, and relationship management. Collaborative, high-performing environment focused on sound credit practices, leadership development, operational excellence, and prudent risk management.

What You Will Do

Lead, mentor, and develop a team of Commercial Real Estate Portfolio Managers, review underwriting packages, analyze and structure complex commercial real estate lending relationships, and monitor portfolio quality.

Why It Might Be a Fit

8+ years of commercial real estate underwriting and portfolio management experience with prior people management experience, or 10+ years of CRE underwriting and portfolio management experience without formal management responsibilities, strong knowledge of financial statement analysis, cash flow analysis, valuation methodologies, and commercial credit structuring.

Requirements

  • Bachelor's degree or equivalent professional experience
  • 8+ years of commercial real estate underwriting and portfolio management experience with prior people management experience, or 10+ years of CRE underwriting and portfolio management experience without formal management responsibilities
  • Extensive experience underwriting commercial real estate transactions across multiple asset classes
  • Strong knowledge of financial statement analysis, cash flow analysis, valuation methodologies, and commercial credit structuring
  • Experience evaluating appraisals, leases, legal documentation, market studies, and borrower financial information
  • Advanced proficiency with Excel financial modeling, Microsoft Office Suite, and commercial credit systems
  • Strong understanding of portfolio risk management, covenant monitoring, loan review processes, and regulatory expectations
  • Excellent communication, coaching, organizational, and leadership skills
  • Ability to manage competing priorities within a deadline-driven lending environment
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