Commercial Real Estate Portfolio Manager

Why Stifel

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.

Let’s talk about how you can find your place here at Stifel, where success meets success.

What You'll Be Doing

The Commercial Real Estate (CRE) Portfolio Manager supports the management and ongoing monitoring of a portfolio of commercial real estate loans to ensure strong credit quality, compliance with approved credit terms, and sound portfolio performance. The role provides underwriting support, credit analysis, risk assessment, and ongoing portfolio monitoring for new and existing CRE relationships within the Commercial Real Estate Lending group.

Working closely with Relationship Managers, Credit Officers, Credit Analysts, and other internal partners, the CRE Portfolio Manager contributes to the structuring, documentation, and administration of CRE loans while helping identify and mitigate credit risk. The position plays an important role in maintaining alignment with internal credit standards, regulatory requirements, and bank objectives, while supporting client relationships and overall portfolio profitability.

What We're Looking For

Support the management and ongoing monitoring of a commercial real estate loan portfolio to ensure compliance with approved credit terms, internal policies, and established standards.

Partner with Relationship Managers and Credit Officers to support underwriting of new loan requests, renewals, and modifications.

Perform financial analysis including global cash flow analysis, covenant testing, collateral monitoring, and risk rating assessments to support underwriting and credit decisioning for new and existing loans.

Assist in the preparation of prescreen and credit approval memoranda for new loan requests, renewals, and modifications, including financial spreads, risk assessments, and summary analyses.

Partner with Credit Analysts to facilitate timely and accurate financial analysis and credit memo preparation, while reinforcing established credit standards, analytical consistency, and documentation quality.

Support annual and periodic credit reviews, including analysis of loan performance, borrower financial results, and covenant compliance.

Monitor loan maturities, risk ratings, and required reporting to identify potential issues, exceptions, or emerging credit risks.

Ensure loan documentation and credit structures align with approved credit terms and established standards.

Track and assist in the resolution of documentation, covenant, and reporting exceptions in coordination with Credit, Legal, and other internal partners.

Maintain awareness of market conditions and real estate trends impacting the CRE portfolio.

Provide analytical and portfolio support to Relationship Managers for client engagement and business development efforts.

Assist with portfolio reporting, analysis, and ad hoc credit‑related requests.

Maintain accurate and complete loan files and documentation throughout the credit lifecycle.

What You'll Bring

Foundational knowledge of commercial real estate lending, including credit analysis, underwriting principles, and risk assessment concepts.

Ability to analyze borrower and guarantor financial statements, global cash flow, and real estate collateral with limited supervision.

Working knowledge of CRE loan structures, covenants, documentation, and credit approval processes.

Strong written and verbal communication skills, with the ability to collaborate effectively with Relationship Managers, Credit Officers, Credit Analysts, and other internal partners.

Strong organizational skills and attention to detail in a…