Director, Portfolio Management

Webster Bank

Director of Portfolio Management in Commercial Banking at Webster, leading underwriting and portfolio management efforts. Collaborating with relationship managers and stakeholders to achieve financial goals.

Posted 7/24/2026full-timeNew Haven • Connecticut • 🇺🇸 United StatesLead💰 $140,000 - $175,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in underwriting due diligence, financial modeling, and risk assessment while effectively communicating with clients and stakeholders. Proficient in managing loan processes and ensuring compliance with regulations and policies.

Highest-signal resume keywords

Underwriting Due DiligenceFinancial ModelingRisk AssessmentMicrosoft ExcelCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisSensitivity AnalysisCredit Risk GradingLoan Closing ProcessDocument DraftingData Integrity ManagementCompliance MonitoringFinancial Statement ReviewPortfolio ManagementProcess Improvement

Soft Skills

Analytic SkillsAttention to DetailInterpersonal SkillsIndependent WorkProblem Solving

Tools & Technologies

Webster's Credit Management PlatformSageworksMicrosoft Office SuitePowerPoint

Industry Keywords

BankingFinanceAccountingCommercial LendingRisk Management

About the role

Key responsibilities & impact

Lead underwriting due diligence and partner with relationship managers and junior deal team members to produce deal screen and underwriting documents
Interface with clients and other stakeholders to facilitate underwriting process
Detail debt financings and company financials utilizing Excel and Webster’s credit management platform, Sageworks
Perform sensitivity analysis and modeling of projected cash flows
Draft approval document narrative, thoroughly identify all risks and mitigating factors, document variances to policy/procedures, and assign accurate risk grade
Responsible for presenting underwriting memos to credit committee
Support legal documentation drafting and negotiations
Facilitate loan closing process with commercial loan operations
Review, spread, and maintain periodic financial statements, compliance certificates and borrowing base reports
Engage with borrowers' CFOs (or similar position) to get qualitative updates on performance
Listen to annual or other interim lender update calls and ask questions, when appropriate
Ensure the timely completion of renewals, annual reviews, and interim analyses.
Ensure borrower is assigned an appropriate risk rating
Present internal portfolio review memos to senior credit executives at periodic meetings
Execute all amendments/waivers for existing borrowers
Maintain ticklers, covenants, and borrower credit files
Maintain customer information and data integrity on bank systems
Ensure compliance with all regulations, policies, and procedures
Generate new ideas and recommendations for continuous process improvement
Represent Webster Bank as a brand ambassador at business and charitable events
Participate in special projects on an as-needed basis.

Requirements

What you’ll need

Bachelor’s degree; courses in accounting and finance field preferred
4-7 years of prior professional experience or equivalent
Professional experience in Accounting/Finance/Banking-related position is preferred
Excellent analytic skills and attention to detail
Strong written and verbal communication skills
Strong competency in Microsoft Office suite – including Excel and PowerPoint; experience with financial modeling is required
Good interpersonal skills with the ability to interface with relationship managers, portfolio managers, credit officers, clients, and senior management
The ability to answer unstructured business questions and work independently to drive tasks to completion.

Benefits

Comp & perks

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