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.
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