Commercial Portfolio Manager
Commercial Portfolio Manager
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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 regions 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 Commercial Portfolio Manager will manage a portfolio of existing commercial banking customer relationships as assigned by the C&I team leader or department manager.
Job Responsibilities:
- Work closely with the Team Manager or Department Manager to support the credit administration and servicing needs of that Managers customer portfolio.
- Manage a portfolio of existing loans including annual reviews modifications renewals/extensions etc.
- Overall responsibility for ensuring the effective and efficient underwriting of commercial loans in alignment with the Banks risk tolerance.
- Join prospect/customer calls with the lending team.
- Interview customers and their consultants to gather information concerning their business financial condition and operating performance to evaluate financing needs.
- Acts as a liaison to internal business partners and thirdparty professionals.
- Assist corporate banking trainees and credit analysts in the development analysis and preparation of financial background for Business Banking Clients.
- Complexity of the customer relationships managed any credit authority extended and the designation of the Portfolio Manager is determined by the candidates work experience and training.
Minimum Qualifications:
- Must have a bachelors degree preferably in a businessrelated field or equivalent experience in retail and commercial banking divisions.
- Must have at least 4 years of prior credit underwriting and/or portfolio management related experience.
- Must have strong knowledge of commercial and consumer loan and deposit products.
- Experience using nCino and Moodys is preferred.
- Must be selfmotivated 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 excellent attention to detail and proficiency in Microsoft Excel.
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
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.
Required Experience:
Manager
Employment Type
Full-Time
