Private Banking Portfolio Manager Job at WSFS Bank, Greenville, DE

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  • WSFS Bank
  • Greenville, DE

Job Description

Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive
Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more
We are the region's locally headquartered bank and wealth management company
We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve
We Stand For Service® is more than part of our name, it’s our mission and our purpose
The Portfolio Manager will work closely with Relationship Managers and Portfolio Administrators to monitor the ongoing performance of an assigned client portfolio
These duties will include completing annual reviews, renewing maturing loan facilities, monitoring covenant compliance, and underwriting new lending opportunities
Job Responsibilities: 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
Coordinate loan closings with the bank’s Loan Operations group
Collection and organization of relevant legal documents from the borrower
Minimum Qualifications: Bachelor’s Degree or equivalent work experience is required
3-5 years of experience in a loan servicing environment required
Must have the ability to learn from the experience of others, both inside and outside the organization
Must have thorough understanding of commercial lending and accounting standard practices
Must have experience in processing and servicing loans
Must have strong skills using Microsoft Excel, Word and Outlook
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

careers@wsfsbank.com

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
At WSFS Bank we empower our Associates to forge the careers of their dreams, we guide our Customers to secure their financial futures, and we actively support our Communities so they can fully thrive
We know that when we work together and move forward with purpose a brighter path to the future lies ahead for our Associates, our Customers, and the Communities we serve
WSFS Financial Corporation (WSFS) is a multibillion-dollar financial services company
Its primary subsidiary, WSFS Bank, is the oldest and largest locally-headquartered bank and trust company in the Greater Philadelphia and Delaware region
As of March 31, 2023, WSFS Financial Corporation had $20.3 billion in assets on its balance sheet and $65.6 billion in assets under management and administration
WSFS operates from 119 offices, 92 of which are banking offices, located in Pennsylvania (61), Delaware (39), New Jersey (17), Virginia (1) and Nevada (1) and provides comprehensive financial services including commercial banking, retail banking, cash management and trust and wealth management
Other subsidiaries or divisions include Arrow Land Transfer, Bryn Mawr Capital Management, LLC, Bryn Mawr Trust®, The Bryn Mawr Trust Company of Delaware, Cash Connect®, NewLane Finance®, Powdermill® Financial Solutions, WSFS Institutional Services®, WSFS Mortgage®, and WSFS Wealth® Investments
Serving the Greater Delaware Valley since 1832, WSFS Bank is one of the ten oldest banks in the United States continuously operating under the same name.

Job Tags

Work experience placement, Remote job,

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