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Portfolio Manager

3 months 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, its 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 bachelors 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
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.