Commercial Team Lead -Portfolio Manager CRE

Job Description

Job Description

CRE Portfolio Manager Team Lead –Atlanta, GA

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.

• 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 Atlanta, GA

• 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.

• 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

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