Jobs
>
Berwyn

    Private Banking Portfolio Manager Team Lead - Berwyn, PA, United States - WSFS Bank

    WSFS Bank
    WSFS Bank Berwyn, PA, United States

    3 weeks ago

    Default job background
    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 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
    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
    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
    Bachelor's degree in Finance, Accounting or other business related field is required
    medical/dental and law firms; loans to individuals with complicated financial structures, i.
    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
    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 .

    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.

  • Worldwide Insurance Services

    Team Lead

    1 week ago

    Worldwide Insurance Services King of Prussia, United States

    Job Description · Job DescriptionWe are seeking a Team Lead - Provider Finance The Team Lead – Provider Finance balances provider support with team coordination and oversight. The Team Lead is responsible for assisting management in providing quality and efficient service to cont ...

  • Worldwide Insurance Services

    Team Lead

    2 weeks ago

    Worldwide Insurance Services King of Prussia, United States

    Job Description · Job DescriptionWe are seeking a Team Lead - Provider Finance The Team Lead – Provider Finance balances provider support with team coordination and oversight. The Team Lead is responsible for assisting management in providing quality and efficient service to cont ...

  • Follett Corporation

    Team Lead

    2 weeks ago

    Follett Corporation Villanova, United States Full time

    This position works closely with the Department Manager(s) or Store Manager to receive, price, stock merchandise to meet the needs of the store's customers, drive sales and profits. Assist Team Members with completing the work within the store. Ensur Team Lead, Lead, Store Manage ...

  • Chick-fil-A - W Dekalb Pike

    Restaurant Team Lead

    2 weeks ago

    Chick-fil-A - W Dekalb Pike King of Prussia, United States

    Job Description · Job DescriptionThank you for your interest at a great career opportunity with Chick-fil-A. Here, you are taking the first step towards a very rewarding career. Every job at Chick-fil-A will prepare you to be the best you can be. That is our promise to you. · Her ...

  • Worldwide Insurance Services

    Team Lead

    2 weeks ago

    Worldwide Insurance Services King of Prussia, United States

    Job Description · Job DescriptionWe are seeking a Team Lead - Provider Relations The Team Lead – Provider Relations balances provider support with team coordination and oversight. The Team Lead is responsible for assisting management in providing quality and efficient service to ...

  • Worldwide Insurance Services

    Team Lead

    1 week ago

    Worldwide Insurance Services King of Prussia, United States

    Job Description · Job DescriptionWe are seeking a Team Lead - Provider Relations The Team Lead – Provider Relations balances provider support with team coordination and oversight. The Team Lead is responsible for assisting management in providing quality and efficient service to ...

  • Motion Recruitment

    System Engineering Team Lead

    1 day ago

    Motion Recruitment King of Prussia, United States

    A well known, stable company in Montgomery County is looking to hire a System Engineering Team Lead to join their Infrastructure team. They are looking for a "do-er" who can do hands on engineering and architecture as well as lead a team in projects and day to day tasks. This rol ...

  • Dice

    System Engineering Team Lead

    35 minutes ago

    Dice King of Prussia, United States

    Posted 58 days ago | Updated 4 hours ago · Overview · On Site · 140k - 150k · Full Time · Skills · Team leadership · Directory Services · Project planning · Microsoft Windows Server · Leadership · Servers · Storage · Backup administration · A well known, stable company in Montgom ...

  • Motion Recruitment Partners LLC

    System Engineering Team Lead

    1 day ago

    Motion Recruitment Partners LLC King of Prussia, United States

    A well known, stable company in Montgomery County is looking to hire a System Engineering Team Lead to join their Infrastructure team. They are looking for a "do-er" who can do hands on engineering and architecture as well as lead a team in projects and day to day tasks. This rol ...

  • Motion Recruitment Partners LLC

    System Engineer, Team Lead

    3 weeks ago

    Motion Recruitment Partners LLC King of Prussia, United States

    A reputable Montgomery County manufacturing company is seeking to add a System Engineering Team Lead. They are searching for a "do-er" who can oversee a team in daily maintenance and projects, as well as perform hands-on engineering and architectural work. Specifically, this posi ...

  • WSFS Financial

    Private Banking Portfolio Manager Team Lead

    1 week ago

    WSFS Financial Berwyn, United States

    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 sal ...

  • EDI Staffing

    SAP Solution Delivery Team Lead

    3 weeks ago

    EDI Staffing King of Prussia, United States

    Position Summary · As the SAP Solution Delivery Team Lead for Order-to-Cash and Procure-to-Pay streams, you will manage, improve and govern SAP SD, LE, MM solutions within our entire global organization. You will act both as technical and people leader, ensuring successful delive ...

  • EDI Staffing

    SAP Solution Delivery Team Lead

    1 week ago

    EDI Staffing King of Prussia, United States

    Position Summary · As the SAP Solution Delivery Team Lead for Forecast-to-Produce and Warehouse & Transport Management streams, you will manage, improve and govern SAP WM, EWM, PP, SAP-PPPI and PPDS solutions within our entire global organization. You will act both as technical ...

  • EDI Specialists, Inc.

    SAP Solution Delivery Team Lead

    1 week ago

    EDI Specialists, Inc. San Francisco, United States Permanent

    Position Summary As the SAP Solution Delivery Team Lead for Record-to-Report streams, you will manage, improve and govern SAP FI, CO, IM, PS and Group Reporting solutions within our entire global organization. You will act both as technical and people leader, ensuring successful ...

  • Lovullo

    Payables Team Lead

    4 weeks ago

    Lovullo Media, United States Full time

    Ryan Specialty is looking for a Payables Team Lead to join our team. We are a fast paced, energetic and rapidly growing organization that offers a great opportunity for someone interested in further developing their career. Ryan Specialty has been named one of America's Most Love ...

  • YPrime

    Senior Software Tester, Team Lead

    4 weeks ago

    YPrime Malvern, United States

    Is your career in its prime? It could be · YPrime's eCOA Project Delivery team is looking for a Senior Software Tester, Team Lead to help build, test, and deliver software to our clients working on clinical trials. You'll be based out of our Malvern, PA or Raleigh, NC office. · H ...

  • Canada Goose Holdings Inc.

    Retail Team Lead

    2 weeks ago

    Canada Goose Holdings Inc. King of Prussia, United States

    Canada Goose isn't like anything else. We've built something great, something special - an iconic lifestyle brand with an inspirational and authentic story. At the heart of it is our promise to inspire and enable all people to thrive in the world outside. To Live in the Open. At ...

  • Canada Goose

    Retail Team Lead

    3 weeks ago

    Canada Goose King of Prussia, United States

    Company Description · Canada Goose isn't like anything else. We've built something great, something special - an iconic lifestyle brand with an inspirational and authentic story. At the heart of it is our promise to inspire and enable all people to thrive in the world outside. T ...

  • Tierpoint

    EOC Team Lead

    2 weeks ago

    Tierpoint Norristown, United States

    US-PA-Norristown | US-MO-St. LouisID · CategoryEOC · TypeRegular Full-Time · Overview · The EOC Team Lead is responsible for both providing a quality customer experience to TierPoint clients and guiding our employees to provide those same clients an overwhelmingly positive suppo ...

  • Saint-Gobain Glass Corporation

    Team Lead Development

    4 days ago

    Saint-Gobain Glass Corporation Malvern, PA, United States

    Tesla Global Engineering Leader needed by Saint-Gobain Glass Corporation to lead all technical engineering aspects during the development and launch of automotive glass products to be produced globally. Oversee activities from design concepts to production ramp-up. Align products ...