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.
- WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States.
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
