Talent.com
WSFS Bank
CLO Relationship ManagerWSFS Bank • Wilmington, DE, United States
CLO Relationship Manager

CLO Relationship Manager

WSFS Bank • Wilmington, DE, United States
3 days ago
Job type
  • Full-time
Job 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 CLO Relationship Manager will be responsible for administering a complex book of existing accounts, onboarding of new accounts functions while ensuring compliance with all Bank and Corporate Trust policies and procedures. The Relationship Manager is expected to be a subject matter expert for a variety of processes, products and services. Some of the responsibilities include closing new transactions, managing complex accounts, client interface, and overseeing debt service payments, reporting, waterfalls and compliance collection. The incumbent will work closely with other Relationship Manager's, analysts, administrators, support areas, and external clients.

Job Responsibilities:

  • Work with CLO analysts and CLO operations to ensure the collection of payments, investor waterfall distributions, hypothetical trade testing, monthly and quarterly reconciliations, and various reporting requirements.
  • Daily administration of a book of complex accounts.
  • Follow all Bank and Department policies and procedures.
  • Timely responses to internal and external inquiries.
  • Maintain client relationships.
  • Onboarding of new transactions.
  • Working knowledge of accounts and governing documents.
  • Liaise with operations, compliance, managers, investors, underwriters, auditors, CLO managers, management and vendors.

Minimum Qualifications:

  • Bachelor degree preferably in finance or accounting.
  • Minimum of 5 + years of corporate trust or financial services experience preferably at CLO Manager, CLO Trustee or Loan Agent.
  • Experience reviewing, commenting on and interpreting complex legal documents.
  • Experience with Solvas/CDO Suite and SEI.
  • Advanced Microsoft Excel and Access skills.
  • Strong written and oral communication skills.
  • General knowledge of regulatory rules that apply to communication with customers.
  • Strong analytical skills with the ability to organize workflow and high attention to detail.
  • Ability to work independently, as a part of a team and to exercise sound judgment.
  • Ability to write reports, memorandums, business correspondence and draft procedure manuals.
  • Ability to effectively present information and respond to questions from managers, investors, underwriters, auditors, CLO managers, and others clearly and concisely.

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 careers@wsfsbank.com.

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.

Create a job alert for this search

CLO Relationship Manager • Wilmington, DE, United States

Similar jobs

Business Banking Regional Team Leader

S&T Bancorp IncWest Chester, PA, United States
Full-time

Location: 2 North Church Street, West Chester, PA 19380.Hours: Monday-Friday 8:00AM-5:00PM (Additional hours as necessary to meet the objectives of the department).Function: Responsible for the dev... Show more

 • Promoted

F&I Manager (Dealership experience required)

Jeff DAmbrosio Auto GroupDowningtown, PA, United States
Full-time

Automotive Finance Manager Opportunity.Are you an experienced automotive finance manager who is ready for a better opportunity, a stronger pay plan, and a team that actually enjoys winning together... Show more

 • Promoted

Commercial Relationship Manager

Fulton BankWilmington, DE, United States
Full-time

C&I Career Opportunity In Commercial Banking.This is a full-time, hybrid or onsite C&I career opportunity in Commercial Banking supporting one of our following regions:.Lancaster County, Pennsylvan... Show more

 • Promoted

Portfolio Manager - Structured Assets

VenerableWest Chester, PA, United States
Full-time

As a Portfolio Manager you will contribute to and support the management of the investment strategies and portfolios of Venerable.This includes understanding all aspects of the investment portfolio... Show more

 • Promoted

AVP, Commercial Relationship Manager

Ephrata National BankElkton, MD, United States
Full-time

Commercial Relationship Manager.This position is responsible for the sales, service, and retention of commercial relationships.Incumbents are responsible for new business development, portfolio man... Show more

 • Promoted

Head of Risk - Personal Loans, Director (Hybrid)

CitigroupWilmington, DE, United States
Full-time

Head Of Risk - Personal Loans, Director (Hybrid).The Head Of Risk - Personal Loans is a senior management-level position responsible for setting the strategic direction for credit policies in align... Show more

 • Promoted

Commercial Banking Portfolio Manager III

S&T Bancorp IncWest Chester, PA, United States
Full-time

Commercial Banking Portfolio Manager.Location: 205 Granite Run Drive, Lancaster, PA 17601 or 2 North Church Street, West Chester, PA 19380.Hours: Monday - Friday (8:00 AM - 5:00 PM) (Additional hou... Show more

 • Promoted

CRM Manager (Remote)

Forbes AdvisorWilmington, DE, United States
Remote
Full-time

At Forbes Advisor, our mission is to help readers turn their aspirations into reality.We arm people with trusted advice and guidance so they can make informed decisions they feel confident in and g... Show more

 • Promoted

Mortgage Loan Officer

KeyCorpWest Chester, PA, United States
Full-time

Location: 601 North Pottstown Pike - Exton, Pennsylvania 19341.The Mortgage Loan Officer (MLO) assists clients with the origination of residential mortgage loans, including providing analysis and a... Show more

 • Promoted

Regional Sales Leader

PentairMalvern, PA, United States
Full-time

At Pentair, you will work alongside passionate problem-solvers who are committed to the future of our planet.We put our mission into practice, helping the world sustainably move, improve, and enjoy... Show more

 • Promoted

Relationship Manager II

S&T BancorpExton, PA, United States
Full-time

Location:701 East Pittsburgh St.Greensburg, PA 15601or:410 Exton Square PkwyExton, PA 19341or:2 North Church StreetWest Chester, PA 19380Hours:Monday - Friday (8:00 AM - 5:00 PM)(Additional hours a... Show more

 • Promoted

Senior Commercial Relationship Manager

Fulton BankWilmington, DE, United States
Full-time

Our values define us and our culture inspires us to change lives for the better.Our employees are the heart and soul of our company, and every success we experience begins with them.Together we are... Show more

 • Promoted

Acquisition Credit Strategy and New Deals Evaluation

BarclaysWilmington, DE, United States
Full-time

Acquisition Credit Strategy And New Deals Evaluation.Step into the role of Acquisition Credit Strategy and New Deals Evaluation at Barclays, where you will focus on the evaluation of new deals and ... Show more

 • Promoted

Field Sales Manager - Law Enforcement

Witmer Public Safety Group, IncCoatesville, PA, United States
Full-time

Independence Way, Coatesville, PA, 19320, United States.Outside Sales Management, Sales Strategies.Law Enforcement, First Responder. Show more

 • Promoted

Director of Community Relations

Fieldstone at Chester SpringsMiddletown, DE, United States
Full-time

Director of Community Relations.Meadowcrest at Middletown is currently looking for a caring, motivated, goal-oriented individual for the role of Director of Community Relations.Do you enjoy buildin... Show more

 • Promoted

CLO Relationship Manager

WSFS BankWilmington, DE, United States
Full-time

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... Show more

 • Promoted

Sr. Relationship Advisor

Northern TrustWilmington, DE, United States
Full-time

Senior Relationship/Trust Advisor.The Senior Relationship /Trust Advisor manages complex fiduciary relationships and is responsible for collaborating with the regional Northern Trust service teams ... Show more

 • Promoted

Relationship Manager II

First Citizens Community BankWilmington, DE, United States
Full-time

Utilize relationship management skills and techniques to service and expand current business relationships by proactive, ongoing contact with the customers to determine their financial needs and de... Show more

 • Promoted

Relationship Manager- Wealth Management

VanguardMalvern, PA, United States
Full-time

Are you ready to take the next step in your financial services relationship management career? Vanguard is seeking passionate and driven individuals to join our growing Advice & Wealth Management d... Show more

 • Promoted

Regional Sales Manager, Northeast

Digital Monitoring Products, Inc.New Castle, DE, United States
Full-time

Location Remote - DE, United States. Show more