Private Banking Portfolio Manager

WSFS Bank

Private Banking Portfolio Manager overseeing loan performance and client interactions for commercial banking. Collaborating with Relationship Managers and teams to ensure compliance and approvals.

Posted 7/17/2026full-timeWilmington • Pennsylvania • 🇺🇸 United StatesMid-LevelSenior💰 $77,390 - $127,139 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in commercial loan underwriting, financial data interpretation, and compliance with banking standards. Proficient in collaborating with Relationship Managers and Portfolio Managers to structure deals and ensure timely loan approvals.

Highest-signal resume keywords

Commercial Loan UnderwritingFinancial Data InterpretationCovenant Compliance MonitoringMicrosoft Excel ProficiencyCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Loan ServicingCommercial LendingAccounting Standard PracticesFinancial Statement CollectionDeal Structuring

Soft Skills

Self-MotivatedExcellent Listening AbilityPresentation Skills

Tools & Technologies

Microsoft WordMicrosoft Outlook

Industry Keywords

Retail BankingCommercial BankingLoan OperationsBorrower InformationTerm Sheets

About the role

Key responsibilities & impact

Assist with the collection of financials statements and borrower information.
Complete annual reviews, renew maturing loan facilities, monitor covenant compliance, and underwrite new lending opportunities.
Attend in-person/virtual calls to help assess the needs of prospective and existing bank clients.
Assist Relationship Managers with the structuring of proposed deals and term sheets that conform with the bank’s Credit Policy.
Work with Relationship Managers, Lead Portfolio Managers, and Credit Officer in obtaining loan approvals in a timely manner.
Coordinate loan closings with the bank’s Loan Operations group.
Collection and organization of relevant legal documents from the borrower.
Assist other Portfolio Managers with workflow as time allows.

Requirements

What you’ll need

Must have a bachelor’s degree, preferably in a business-related field, or equivalent experience in retail and commercial banking divisions.
3-5 years of experience working in a loan servicing environment is required.
Must have a minimum of 2 years of commercial loan underwriting experience.
Must have strong knowledge of commercial and consumer loan and deposit products.
Must have thorough understanding of commercial lending and accounting standard practices.
Must be self-motivated 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 the ability to learn from the experience of others, both inside and outside the organization.
Must have strong skills using Microsoft Excel, Word and Outlook.

Benefits

Comp & perks

medical, dental, and vision coverage
a 401(k) plan
life, accident, and disability insurance
flexible spending accounts (FSAs) and health savings accounts (HSAs)
wellness programs
paid parental leave
military leave
vacation and other paid time off
sick leave in accordance with applicable state laws
paid holidays