Trade Finance Solutions Analyst
About The Position
The Trade Finance Solutions Analyst will support the development and execution of the Trade Finance line of business as a core component of the Bank’s international services and working capital solutions platform. This role is designed for a credit-focused professional with prior experience underwriting working capital and structured lending transactions who is seeking to deepen analytical expertise while developing Trade Finance product knowledge. The Solutions Analyst serves as a strong analytical and structuring foundation for progression into more senior Trade Finance roles, by providing hands-on exposure to transaction analysis, credit underwriting, business proposals, and deal structuring across Trade Finance and working capital optimization solutions.
Requirements
- Bachelor’s degree in Finance, Accounting, Business, Economics, or a related field.
- 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.
- 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.
- Presently authorized to work for any employer in the United States and will not require work visa sponsorship from WSFS Bank now or in the future.
Nice To Haves
- Master’s degree, CFA coursework, or relevant certifications a plus.
- 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.
Responsibilities
- 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.
Benefits
- medical, dental, and vision coverage
- a 401(k) plan
- life, accident, and disability insurance
- flexible spending accounts (FSAs) and health savings accounts (HSAs)
- wellness programs
- paid parental leave
- military leave
- vacation and other paid time off
- sick leave in accordance with applicable state laws
- paid holidays
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
