Portfolio Manager

2 weeks ago

Philadelphia, United States WSFS Bank Full time
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 assist the Asset Recovery Relationship Managers in managing their portfolio of C&I and CRE loans. The candidate will have overall responsibility for the daily servicing of these commercial relationships, which may involve the management of existing loan and deposit accounts.

Job Requirements:
  • Work closely with the ARRMs to support the credit administration needs of the ARRMs' customer portfolio as well as speak to customers to develop information concerning their business, financial condition, and operating performance.
  • The work experience and training of the individual would dictate the complexity of the customer relationships managed, any credit authority extended, and the designation level of the Portfolio Manager.
  • Responsible for preparing credit memorandums for approval of workout strategies.
  • Assist the ARRMs in preparing reports submitted to management including Problem Loan Reports, presenting problem credits to management, analyzing cash flows and financial reports.
Minimum Qualifications:
  • Must have a bachelor's degree, preferably in a business-related field but will accept equivalent experience in commercial banking lending divisions.
  • Must have at least 4-5 years of relevant banking experience.
  • Total relevant banking experience may be in the areas of Commercial Credit Administration, Commercial Real Estate, Middle Market, Business Banking, and/or Small Business Banking.
  • Must have strong knowledge of commercial loan and deposit products.
  • Must be self-motivated and able to work with minimal supervision.
  • Must have excellent written and oral communication skills, as well as excellent listening ability and presentation skills.
  • Must have extensive PC abilities, good working knowledge of Microsoft Office Suites, NCino and other Data Applications and Platform programs required in managing the daily tasks assigned.


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.

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