Director Portfolio Management - Health Care CRE & Middle Market Banking

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 leading the credit origination and underwriting of new loans for portfolio clients and manage 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 and underwriting new financings for portfolio customers and new clients.
• Coordinate with BU Head and Relationship Managers with all facets of underwriting and closing senior debt financings and related credit requests for new and existing client relationships;
• Partner with Relationship Managers in recommending loan structure and credit terms, preparation of financing proposals, and negotiation of financing terms with clients;
• Prepare high quality, detailed credit approval documents containing an in-depth quantitative and qualitative analysis and understanding of the transaction, customer, industry, market trends/fundamentals, and identify key issues and risks;
• Support transaction process and lead diligence activities, prepare financial models, pre-screen and final credit approval documents in accordance with the bank’s credit policies and procedures; present and be a vocal participant in leading lead credit committee discussion, manage all facets of transaction closing with product partners (Treasury, Portfolio, Operations, Loan Syndication);
• Support PM Team Lead in managing an assigned portfolio of loan accounts and maintain deep understanding of clients’ business, industry trends and markets, and 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;
• 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 roles
• Strong corporate finance, analytical skills, and proficiency in financial statement analysis
• Healthcare Industry experience
• Great interpersonal skills with ability to interface with Relationship Managers, 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

#LI-RS1

The estimated salary range for this position is $150,000.00 to $185,000.00. 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.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.