Job Description

CRE Portfolio Manager Team Lead –Birmingham, AL

FinTrust Connect has partnered with a well-capitalized regional banking institution to identify top talent for a CRE Portfolio Manager Team Lead opportunity within Commercial Real Estate Lending. This role is ideal for a seasoned commercial real estate credit professional who thrives in a leadership capacity while remaining actively involved in underwriting, portfolio management, and strategic credit decision-making.

Why this opportunity?

• Culture: Collaborative, high-performing environment focused on sound credit practices, leadership development, operational excellence, and prudent risk management.

• Workplace: On-site 5 days a week in Birmingham, AL

• Function: Lead a team of Commercial Real Estate Portfolio Managers while overseeing complex CRE underwriting, portfolio performance, credit quality, and relationship management across multiple property types.

Requirements:

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  Bachelor's degree or equivalent professional experience
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  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
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  Extensive experience underwriting commercial real estate transactions across multiple asset classes
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  Strong knowledge of financial statement analysis, cash flow analysis, valuation methodologies, and commercial credit structuring
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  Experience evaluating appraisals, leases, legal documentation, market studies, and borrower financial information
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  Advanced proficiency with Excel financial modeling, Microsoft Office Suite, and commercial credit systems
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  Strong understanding of portfolio risk management, covenant monitoring, loan review processes, and regulatory expectations
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  Excellent communication, coaching, organizational, and leadership skills
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  Ability to manage competing priorities within a deadline-driven lending environment

• Lead, mentor, and develop a team of Commercial Real Estate Portfolio Managers through coaching, performance management, onboarding, and professional development
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  Review underwriting packages, annual credit reviews, and portfolio documentation to ensure consistency, accuracy, and adherence to credit standards
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  Analyze, structure, underwrite, and manage complex commercial real estate lending relationships
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  Monitor portfolio quality, covenant compliance, financial reporting requirements, and credit risk ratings
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  Coordinate portfolio assignments and balance team workload to meet production deadlines and service expectations
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  Lead recurring portfolio management meetings and collaborate with credit leadership on asset quality initiatives
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  Support implementation of updated credit policies, procedures, and operational improvements
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  Assist with regulatory examinations, internal audits, and remediation efforts as needed
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  Build strong partnerships with lending teams and credit professionals to support sound credit decisions and responsive client service
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  Maintain market knowledge through ongoing portfolio oversight and regional market engagement
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  Ensure timely completion of portfolio reviews, exception management, reporting requirements, and internal documentation
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  Promote disciplined portfolio management practices while identifying emerging credit risks and recommending appropriate mitigation strategies