Private Banking Portfolio Manager
- Assist with the collection of financials statements and borrower information.
- Complete annual reviews, renew maturing loan facilities, monitor covenant compliance, and underwrite new lending opportunities.
- Attend in-person/virtual calls to help assess the needs of prospective and existing bank clients.
- Assist Relationship Managers with the structuring of proposed deals and term sheets that conform with the bank's Credit Policy.
- Work with Relationship Managers, Lead Portfolio Managers, and Credit Officer in obtaining loan approvals in a timely manner.
- Coordinate loan closings with the bank's Loan Operations group.
- Collection and organization of relevant legal documents from the borrower.
- Assist other Portfolio Managers with workflow as time allows.
- Must have a bachelor's degree, preferably in a business-related field, or equivalent experience in retail and commercial banking divisions.
- 3-5 years of experience working in a loan servicing environment is required.
- Must have a minimum of 2 years of commercial loan underwriting experience.
- Must have strong knowledge of commercial and consumer loan and deposit products.
- Must have thorough understanding of commercial lending and accounting standard practices.
- Must be self-motivated and able to work with minimal supervision.
- Must have the ability to thoroughly interpret financial data and use sound business judgment.
- Must have excellent written and oral communication skills, as well as excellent listening ability and presentation skills.
- Must have the ability to learn from the experience of others, both inside and outside the organization.
- Must have strong skills using Microsoft Excel, Word and Outlook.
$77,390.00 - $127,139.75 Individual base pay may vary on additional factors such as the candidate's experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs. In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate's location and employment status. For more information about Associate benefits, please visit WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at [email protected]. WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Recommended Jobs
President
About Notre Dame Academy Founded in 1904 by the Sisters of Notre Dame, Notre Dame Academy in Toledo, Ohio, is a premier Catholic, all-girls, college-preparatory school dedicated to forming young women…
Wedding Photographer
About the Wedding Photographer position We are in search of a talented, experienced wedding photographer who can create imagery that can tell a couple's wedding day story beautifully. The truth is…
Production Operator
Job Title: Production Operator - 1st or 3rd - 22/hr + Bonus Job Description This role involves operating overhead cranes, annealing furnaces, and various production machines to safely move, pro…
Counter/Inside Sales (Indy Equipment and Supply)
Inside/Counter Sales Indy Equipment & Supply is looking for an ambitious, driven, and reliable customer service focused individual to fill the position of Inside / Counter Sales in our Independe…
Housekeeper
Location: Lee Memorial Hospital -2776 Cleveland Ave Fort Myers FL 33901 Department: Environmental Services Work Type: Full Time Shift: Shift 2/5:00:00PM to 1:30:00AM Minimum to Midpoi…
Class A CDL Local Home Daily No Touch Freight, Perrysburg, OH Job
Class A CDL Local Home Daily No Touch Freight, Perrysburg, OH Job CDL A Drivers for Perrysburg / Ciny linehaul – pre trip start time in Perrysburg 2:30 drop & hook in Ciny, driver will start and end…
Driver Lube- Massillon, OH
Job Description Job Description POSITION SUMMARY: The position is based in Massillon, OH and delivers lubrication and chemical supplies to customers within our geographic region. ESSENTIAL …
2e Cuisinier
Description We are looking for our next best team member to join our Culinary team. We are committed to providing you with: ~ Highly competitive wages ~ An exceptional benefit plan for eligib…
CNC Lathe Machinist
Job Description Job Description We are seeking an experienced CNC Lathe Machinist to join our team. The ideal candidate will have a minimum of 5 years of experience setting up and operating CNC l…
Marketing Coordinator(Independence Excavating)
Marketing Coordinator The Marketing Coordinator supports the execution of marketing and communications initiatives across Independence Excavating, Independence Demolition, and other DiGeronimo C…