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WSFS Bank · 3 days ago

Commercial Portfolio Manager

Wilmington, DE

Full-time

Onsite

Mid Level

$52K/yr - $86K/yr

4+ years exp

WSFS Bank is a locally headquartered bank and wealth management company committed to empowering its Associates and supporting the communities it serves. The Commercial Portfolio Manager will manage a portfolio of existing commercial banking customer relationships, ensuring effective underwriting of commercial loans and supporting credit administration and servicing needs.

BankingFinanceFinancial Services

Responsibilities

Work closely with the Team Manager or Department Manager to support the credit administration and servicing needs of that Manager’s 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 Bank’s 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 third-party 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 candidate’s work experience and training

Qualification

Credit underwritingPortfolio managementCommercial loan productsNCinoMoodysFinancial data interpretationListening skillsMicrosoft ExcelWritten communicationOral communicationPresentation skillsAttention to detail