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Private Banking Portfolio Manager - Wealth & Credit

Job in Bellevue, King County, Washington, 98009, USA
Listing for: WSFS Bank
Full Time position
Listed on 2026-07-23
Job specializations:
  • Finance & Banking
    Risk Manager/Analyst, Credit Analyst, Portfolio & Asset Management, Loan Servicing
Salary/Wage Range or Industry Benchmark: 76284 - 127140 USD Yearly USD 76284.00 127140.00 YEAR
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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