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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in commercial real estate banking, focusing on underwriting, portfolio management, and credit administration. Proficient in financial analysis, client relationship management, and effective communication to support business operations and financing needs.
Highest-signal resume keywords
Commercial Real Estate BankingUnderwritingPortfolio ManagementFinancial AnalysisClient Relationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Credit AdministrationCommercial Loan ProductsDeposit SolutionsFinancial Statement AnalysisRisk Standards ComplianceAdvanced Microsoft ExcelPortfolio MonitoringReporting Tools
Soft Skills
Effective Sales SkillsRelationship ManagementExcellent Communication SkillsNegotiation AbilitiesAttention to Detail
Tools & Technologies
Banking Systems
Industry Keywords
Commercial Real EstateCredit PolicyLoan StructuresCustomer ExperienceSite Visits
About the role
Key responsibilities & impact- Partner with the Team Leader or Department Manager to support credit administration and portfolio management for assigned commercial real estate relationships
- Conduct detailed reviews of commercial products and loan structures for compliance with credit policy and risk standards
- Analyze financial statements, property performance, and borrower creditworthiness for renewals, modifications, and ongoing monitoring
- Serve as a primary liaison to clients, gathering insights into business operations, financial condition, and future financing needs
- Manage daily servicing of loan and deposit accounts within bank systems
- Perform site visits to customer projects and business locations within the bank’s footprint
- Collaborate with internal teams to resolve complex issues and deliver superior customer experience
Requirements
What you’ll need- Bachelor’s degree in business, finance, or related field (or equivalent experience)
- Minimum 3 years of experience in commercial real estate banking, with a focus on underwriting and portfolio management
- Strong understanding of commercial loan products, deposit solutions, and credit administration processes
- Proficiency in banking systems and tools for portfolio monitoring and reporting
- Effective sales and relationship management skills with a customer-first mindset
- Excellent written and verbal communication skills, including presentation and negotiation abilities
- Advanced Microsoft Excel skills and attention to detail for financial analysis and reporting
- Ability to work independently and prioritize tasks
- Ability to travel within the bank’s footprint for client meetings and site inspections
- Presently authorized to work for any employer in the United States
- Must not require work visa sponsorship from WSFS Bank now or in the future
Benefits
Comp & perks- Competitive salaries
- Advancement opportunities
- Medical, dental, and vision coverage
- 401(k) plan
- Life, accident, and disability insurance
- Flexible spending accounts (FSAs)
- Health savings accounts (HSAs)
- Wellness programs
- Paid parental leave
- Military leave
- Vacation and other paid time off
- Sick leave in accordance with applicable state laws
- Paid holidays
- Reasonable accommodations for physical or other impairments