Business Banking Portfolio Administrator
- Create opportunities to cross-sell Bank products where appropriate as well as coordinate account openings, closings, and modifications as directed by Client or RM.
- Process commercial loan advances, internal transfers, wire transfers, payments, stop payments, payoff requests and refunds.
- Process all "special handling", preparing appropriate e-mails, communicating with RM for decision as required.
- Monitor loan payment delinquencies.
- Facilitate timely billing and collection of all fees as well as assist Credit and Loan Quality Control departments with timely collection of financial statements and assist RM with sales and marketing functions by compiling Client/relationship profiles (from the system) and by preparing presentation materials to support sales calls.
- Monitor documentation exceptions and take appropriate action to rectify them as well as prepare daily teller work for filming, assist RM with loan requests by ordering lien searches and creating and maintaining credit files.
- Perform general administrative duties, process invoices for payment including those for appraisals, inspections, legal and other miscellaneous payments, and also complete and submit check requests.
- Primary point of contact for Business Banking Relationship Managers, customers, title companies, and insurance agents.
- Effectively communicate to include but not limited to closing status, checklist deliver, timelines, and efficient internal and external communication touchpoints.
- Develop cooperative working relationships with Clients & Associates and act as a liaison for business banking loan packages.
- Must have a bachelor's degree in a business-related field, or equivalent experience.
- Must have 5 to 8 Years of direct Business Banking Loan Closing Experience.
- Must have proven superior customer service skills be self-motivated and able to work with minimal supervision.
- Must have excellent written and oral communication skills, as well as excellent listening ability and presentation skills.
- Experience in lending operational support.
- Must have a working knowledge of Banking rules, regulations, and standard operating procedures and have a working knowledge of the lending approval process.
$48,416.00 - $79,541.75 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.
Recommended Jobs
Facilities Coordinator
Job Description Job Description RESPONSIBILITIES : On call 24/7 to respond to all emergency and non-emergency issues at the facility. Responsible for effective cost management associated w…
Service Technician
Job Description Job Description Education and Experience High School Diploma Industry experience in the use and understanding of stamping/diecutting equipment. Apprenticeship as packag…
Hand/Upper Extremity Orthopaedic Surgeon (Pinehurst)
Description: Hand/Upper extremity Orthopaedic Surgery practice opportunity with one of the leading health care providers in North Carolina as part of a private practice multispecialty surgical clinic…
Regional Dry Van Company Driver W2 Job in Winston-Salem, NC by American Trucking Group
Regional Dry Van Company Driver W2 - Winston-Salem, NC Are you a CDL-A driver eager for an OTR role that guarantees weekly home time with minimal physical effort? American Trucking Group offers …
Maintenance Technician - Heritage Apartments
ABOUT GREYSTAR Greystar is a leading, fully integrated global real estate platform offering expertise in property management, investment management, development, and construction services in ins…
Jr. Specialist, IT Operations
Come Build Your Career at Aecon! As a North American leader in infrastructure development, Aecon is safely and sustainably building what matters for future generations to thrive! We lead some…
Full Time Associate Veterinarian
Live Your Best Life at Lap of Love Veterinary Hospice! Join Lap of Love as an In-Home, Associate Veterinarian in Winston-Salem, NC and surrounding areas. Imagine a veterinary role that honors yo…
In Home Design Sales Consultant Fayetteville
Job Description Job Description Benefits: Benefits from dedicated administrative, technical, and design support Unlock advancement opportunities Participate in our referral program Ta…
Entry Level Transportation Engineer - May 2026
Job Description Job Description AMT is growing and is seeking a highly motivated Entry Level Transportation Engineer to join our growing Transportation team of design professionals in our Rale…
Senior Client Relations Manager
: : Dewberry is currently seeking a Senior Client Relations Manager to further develop our existing relationships with industrial clients as well are grow our presence in the industrial market. The…