Trade Finance Solutions Analyst
- Perform detailed financial statement analysis to support credit underwriting, including cash flow analysis, working capital metrics, leverage, liquidity, and borrower performance trends.
- Support underwriting of working capital loans, structured loans, and trade-related credit facilities, in partnership with senior Trade Finance, relationship, and credit professionals.
- Prepare and contribute to credit memoranda, underwriting packages, and industry write-ups supporting Accounts Receivable financing structures; Supply Chain Finance and payables finance solutions; and Trade-related lending and contingent liability facilities.
- Assist in sizing, structuring, and documenting transactions to balance client needs, risk parameters, and Bank policy.
- Assist with internal approval processes by preparing materials for Credit Risk, Compliance, Legal, and senior management review.
- Coordinate with internal stakeholders to ensure accuracy, completeness, and consistency of transaction documentation.
- Participate selectively in client meetings and internal discussions as a supporting, analytical resource.
- Assist with data collection and analysis related to Trade Finance and working capital solutions.
- Support post-closing reviews, renewals, and portfolio monitoring activities as required.
- Bachelor's degree in Finance, Accounting, Business, Economics, or a related field.
- Master's degree, CFA coursework, or relevant certifications a plus.
- A minimum of 2 years of experience underwriting working capital loans and/or structured lending transactions within a bank, investment bank, or similar financial institution is required.
- Must have experience preparing financial statement analysis, credit memoranda, and underwriting write-ups.
- Familiarity with working capital optimization solutions, including Accounts Receivable financing and/or Supply Chain Finance structures is required.
- Prior experience working with Trade Finance products such as Commercial Letters of Credit, Stand By Letters of Credit, Collections and SCG/Open Account is preferred.
- Strong analytical, quantitative, and problem-solving skills with attention to detail in a fast-paced, transaction-oriented environment.
- Proficiency in Excel and PowerPoint with the ability to present complex financial concepts clearly.
- Strong written communication skills and the ability to support formal credit and business documentation.
$53,744.00 - $88,290.50 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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