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Berwyn

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

    WSFS Financial
    WSFS Financial Berwyn, United States

    4 weeks ago

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    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.
    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
    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.

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