GCM Relationship Manager III
- Perform 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.
- High School Diploma or equivalent; Bachelor's Degree preferred.
- Must have at least 2 years of commercial lending, banking, and/or customer service experience.
- Must have previous administrative experience as well as experience using Microsoft Office.
- Must have limited knowledge of different areas of banking that provide in-depth experience in Bank products, services, and the marketplace.
- Must have experience with banking systems and loan documentation.
- Must have basic knowledge of accounting.
- Must have strong verbal and written communication skills, as well as strong listening skills.
- Must have superior customer service skills.
- Fast-paced sales environment experience supporting a seasoned commercial loan sales force with a proven record of accomplishment is preferred.
$92,869.00 - $152,569.00 Individual base pay may vary on additional factors such as the candidate's experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs. In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate's location and employment status. For more information about Associate benefits, please visit 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 [email protected]. 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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