Private Banking Portfolio Manager - Wealth & Credit
Job in
Bellevue, King County, Washington, 98009, USA
Listed on 2026-07-21
Listing for:
WSFS Bank
Full Time
position Listed on 2026-07-21
Job specializations:
-
Finance & Banking
Risk Manager/Analyst, Credit Analyst, Portfolio & Asset Management, Loan Servicing
Job Description & How to Apply Below
WSFS Bank is seeking a Private Banking Portfolio Manager to work with Relationship Managers and Portfolio Administrators to monitor a client portfolio, complete annual reviews, renew loans, and underwrite new lending opportunities. The role includes reviewing financial statements, coordinating loan closings, and ensuring compliance with the bank's Credit Policy.
Candidates should have a bachelor’s degree, 3–5 years in loan servicing, at least 2 years underwriting commercial loans, and strong
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