Private Banking Portfolio Manager Team Lead
1 week ago
Private Banking Portfolio Manager Team Lead page is loaded
Private Banking Portfolio Manager Team Lead
Apply
locations
Berwyn, PA
Greenville, DE
time type
Full time
posted on
Posted 5 Days Ago
job requisition id
R-101457
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 Team Lead will ensure there is effective and efficient underwriting of all Private Banking loans and utilize said underwriting as a basis to make credit decisions, as designated by policy, that are within the spirit of the Bank’s loan policy and in alignment with the Bank’s credit risk tolerance. The incumbent will also make structure and risk rating recommendations.
Job Responsibilities:
Manage credit quality within the Bank’s expected credit metrics (losses, delinquency, criticized loan levels) and assure “Excellent” or “Good” loan review scores are maintained.
Complete assignments efficiently in order to meet the expectations of both internal and external customers.
Meet with clients, and their financial representatives, to evaluate the risks and rewards of using credit to enhance personal and family wealth plans, business plans, financial results and forecasts.
Manage a team of Portfolio Managers and approve loans within authority granted in loan policy.
Provide recommendations related to risk rating grades and improvements to the underwriting process, underwriting tools/templates, and credit policy.
Assist in underwriting of loans to professional organizations such as: medical/dental groups, bridge loans to high net-worth individuals, loans secured by marketable securities, and provide analysis of industry, market, management, collateral, financial position, cash flow, performance, guarantor, and other risks.
Manage, coach and develop credit analysts including conducting performance reviews and career development plans and will assure all reporting and financial loan covenants within Private Banking are monitored and past due violations are reported to management.
Minimum Requirements:
Bachelor's degree in Finance, Accounting or other business related field is required.
Minimum of 5-7 years of experience in lending or underwriting of loans to the following; Professional Practices, i.e. medical/dental and law firms; loans to individuals with complicated financial structures, i.e. ownership in multiple businesses.
Preferred experience underwriting marketable securities based loans and underwriting consumer loans.
Must have the ability to thoroughly interpret financial data and use sound business judgment.
Must possess mentoring skills, advance financial analysis skills and have thorough knowledge of commercial loan structuring and understand creative loan structures and innovative products.
Must have excellent written and oral communication skills and must have innovative presentative skills to reflect important and complex information in a concise and understandable style.
Previous supervisory experience is strongly preferred.
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.
Notice to Third-Party Recruiters
Third-party recruiters and agencies should not contact Associates of WSFS Financial Corporation, WSFS Bank, or its subsidiaries directly. WSFS does not accept unsolicited candidate submissions from third-party recruiters and agencies.
#J-18808-Ljbffr
-
Senior Private Banking Relationship Manager
Found in: Talent US C2 - 1 week ago
Greenville, United States WSFS Bank Full timeDescription 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...
-
Greenville, United States Van Lanschot Kempen Full timeVanuit ons kantoor op de Zuidas zorgt het Team Business Professionals voor private banking dienstverlening aan equity partners van advocaten-, private equity- en advieskantoren. Deze rol biedt ons team een diversiteit aan boeiende casussen en waardevolle professionele relaties. Het adviseren van equity partners is uitdagend en intellectueel stimulerend werk,...
-
Associate - Credit and Risk
7 days ago
Greenville, United States CareerBuilder Full timeGet notified about new Senior Credit Risk Manager jobs in United States . 382 Senior Credit Risk Manager Jobs in United States VP / Manager, Enterprise Credit Risk - Credit North America Director Structured Credit Risk, Private Equity Senior Audit Manager - Credit Risk Portfolio Reviews Senior Audit Manager - Credit Risk Portfolio Reviews Senior Audit...
-
Investment Banking Analyst
1 week ago
Greenville, United States Van Lanschot Kempen Full timeAs an Analyst at Van Lanschot Kempen Investment Banking you are ready to be part of a dynamic international team, take a high degree of responsibility, and make an impact from day one. You are looking to fuel your career in a boutique investment bank, advising clients on M&A, debt, and equity capital markets solutions across a number of growing sectors. You...
-
Commercial/Ag Loan Officer
1 week ago
Greenville, United States BANK OF HILLSBORO NA Full timeJob DetailsJob Location Greenville Branch - Greenville, IL Job Shift Day Description Job Title: Commercial/ Ag Loan Officer Category: Banking / Finance Location: Greenville, IL Experience: 5+ years banking, finance or accounting background. At Bank of Hillsboro, we strive to separate ourselves by providing industry-leading customer service. As we continue to...
-
Precast Revit Team Lead
Found in: Appcast Linkedin GBL C2 - 2 weeks ago
Greenville, United States DEVITA Inc Full timeDEVITA is currently accepting resumes for Revit Precast Team Leads. Due to increasing workload, we are seeking new valuable team members. If you have experience, a passion for excellence, a take-charge attitude and the desire to join a full-service engineering firm with solid opportunities for growth, send us your resume today for immediate...
-
Precast Revit Team Lead
1 week ago
Greenville, United States DeVita & Associates, Inc. Full timeJob DescriptionJob DescriptionDEVITA is currently accepting resumes for Revit Precast Team Leads. Due to increasing workload, we are seeking new valuable team members. If you have experience, a passion for excellence, a take-charge attitude and the desire to join a full-service engineering firm with solid opportunities for growth, send us your resume today...
-
Precast Revit Team Lead
2 days ago
Greenville, United States DeVita & Associates, Inc. Full timeJob DescriptionJob DescriptionDEVITA is currently accepting resumes for Revit Precast Team Leads. Due to increasing workload, we are seeking new valuable team members. If you have experience, a passion for excellence, a take-charge attitude and the desire to join a full-service engineering firm with solid opportunities for growth, send us your resume today...
-
Credit Analyst II
3 days ago
Greenville, United States Fifth Third Full timeMake banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Credit Analyst II is primarily responsible for partnering with Portfolio Managers, supporting the daily duties of underwriting and monitoring credit while performing...
-
Greenville, United States American Neighborhood Mortgage Acceptance Company LLC Full timeJob DetailsJob Location 4180 Greenville NC - Greenville, NC Position Type Full Time Education Level High School Travel Percentage Road Warrior Job Category Sales Description AnnieMac Home Mortgage is looking to hire a Full Time Team Mortgage Loan Originator to partner with a veteran Branch Manager while continuing to grow their own book of business....
-
Armed security agent team lead
2 weeks ago
Greenville, United States Fortified Risk Group Full timeJob DescriptionJob DescriptionArmed Security Agent Team Lead provides protection and surveillance for a person, group, organization, or asset. Duties include patrolling a specific area, providing protection when needed, and maintaining incident reports in a corporate setting while also maintaining a professional team for their...
-
Credit Analyst II
2 days ago
Greenville, United States Fifth Third Bank Full timeMake banking a Fifth Third betterWe connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.GENERAL FUNCTION:The Credit Analyst II is primarily responsible for partnering with Portfolio Managers, supporting the daily duties of underwriting and monitoring credit while performing...
-
DevOps Engineer/Lead
1 week ago
Greenville, United States The Dignify Solutions LLC Full timeDevOps Engineer/Lead: Experience of 10 years : •Kubarnates •Azure Cloud - VNET, Storage Account, Identify & Access Management (IAM), Service End Point, Private End Point, Active Directory, Key vault, DNS, Network Security Group, AKS (Azure Kubernetes), App Insights/monitoring •Azure DevOps - Pipeline creation, managing - repos, permissions & branches...
-
Manager (Accounting Solutions Team)
1 week ago
Greenville, United States CareerBuilder Full timeDescription As a key member of our Accounting Solutions Team, this Manager position will participate in building our advisory services practice in addition to having a strategic role in providing a variety of to our business, governmental, and non-profit clients, and training and supporting internal staff. The primary day-to-day responsibilities will involve...
-
Vendor Management Officer
1 week ago
Greenville, United States Laravel LLC Full timeESSENTIAL RESPONSIBILITIES Work closely with Business Units to ensure vendor contracts are structured with the appropriate risk provisions and mechanisms to ensure the suppliers’ performance is meeting the Bank’s business objectives within the agreed costs and schedules. Expected to incorporate improved supplier service, savings, and to minimize...
-
Vendor Management Officer
5 days ago
Greenville, United States BankTalent HQ Full timeESSENTIAL RESPONSIBILITIES Work closely with Business Units to ensure vendor contracts are structured with the appropriate risk provisions and mechanisms to ensure the suppliers' performance is meeting the Bank's business objectives within the agreed costs and schedules. Expected to incorporate improved supplier service, savings, and to minimize contractual...
-
Project Management and Execution Lead
1 week ago
Greenville, United States Fluor Full timeJob Description Fluor is seeking a Project Management and Execution Lead for the Greenville, SC office. This position will oversee ATLS projects for North America, with responsibility for risk and prime contract management, construction and fabrication, commissioning and validation, OSR/Compliance, and the Multi Projects Group. It will serve as a critical...
-
Site Project Manager
Found in: Appcast Linkedin GBL C2 - 3 days ago
Greenville, United States KnowHireMatch Full timeJob Title: Site Project ManagerLocation: Offers RelocationCompensation: Competitive salary with bonus and comprehensive benefits packageCompany Overview: Join a forward-thinking global manufacturing leader as their Site Project Manager. This role is central to spearheading strategic engineering and maintenance projects that enhance operational efficiency and...
-
Site Project Manager
2 weeks ago
Greenville, United States Knowhirematch Full timeJob DescriptionJob DescriptionJob Title: Site Project ManagerLocation: Offers RelocationCompensation: Competitive salary with bonus and comprehensive benefits packageCompany Overview: Join a forward-thinking global manufacturing leader as their Site Project Manager. This role is central to spearheading strategic engineering and maintenance projects that...
-
Marketing Specialist
1 week ago
Greenville, United States CareerBuilder Full timeAt 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...