Commercial Portfolio Coordinator
$53.74k - $88.29kFull-time
WSFS Bank
Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our Clients to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it's our mission and our purpose. The Commercial Banking Portfolio Coordinator will support assigned Portfolio Managers (PMs) and Relationship Managers (RMs) with certain loan activities related to the processing and closing of commercial loans. This role is responsible for an assigned pipeline of all commercial loan types related to the line of business supported and will act as the Pre-Closing Liaison to an assigned team within the Commercial Division, acting in tandem with the Loan Operations team. The Portfolio Coordinator will ensure all due diligence requirements are satisfied, compliance with WSFS policies, procedures, government regulations, and loan data is accurately reflected in required company operating systems as outlined in final credit approval. Job Responsibilities:
$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 View email address on aplitrak.com. 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.
- Determine due diligence required for each deal. Communicate requirements to relationship team, client, and attorney (as applicable) and plan accordingly to meet scheduled closing date. Act as an escalation point for involved parties to resolve issues and provide training around loan documentation and due diligence.
- Based on preliminary review of loan documents, identify needed modifications to the loan documents or the approval.
- Work with Loan Operations Closers and Flood Specialist to perform validation and confirm due diligence requirements for specific Borrower structures. Validate the KYC status of the customer along based on entity documents to ensure customers are in good standing/registered properly.
- Lend support to the RM in engaging approved external legal counsel and coordinating the closing date, ensuring that date is indicated (and modified when appropriate) on closing calendar, and complete preliminary review of loan documents.
- For all assigned loan closings, work with Portfolio Administrators to ensure that all associated loan fees are reflected accurately. Fees must be processed/collected prescribed timeframes by the PAs, with follow-up performed when needed.
- Communicate and partner effectively with other departments in the Bank and work as a team player to establish exemplary partnerships with all co-workers to create a positive team environment. Demonstrate the ability to communicate effectively with third party vendors, customers, RMs, and other internal partners to address discrepancies/issues found during due diligence/loan closing/ongoing review process.
- Possess the ability to meet deadlines by working with multiple RMs on concurrent loan requests, including making 'last minute' modifications.
- Support the closing process by confirming loan closing package is ready for funding, ensuring that the package complies with the associated credit approval.
- Assist the RM with the clearance of delinquent documents and other exceptions with appropriate areas post-closing.
- Actively participate in departmental projects and committees as needed.
- Maintain WSFS internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
- Deliver high-quality service, while ensuring accuracy and timeliness of delivery.
- Must have a Bachelor's degree in accounting, finance, or business-related field; or commensurate experience in the commercial banking lending field.
- Minimum of 2 years in Commercial Loan Operations or Commercial Banking loan support is required.
- Must possess knowledge of legal documentation and loan structure. Paralegal experience is a plus.
- Knowledge of banking products and services is required.
- Prior experience with Commercial nCino platform is preferred.
- Proficiency with personal computers as well as pertinent software packages.
- Must possess a strong attention to detail, with the ability to thoroughly interpret financial data and use sound business judgement.
- Must have excellent written and oral communication skills, as well as excellent listening ability and presentation skills.
- Must be self-motivated and able to work with minimal supervision, as well as collaborating apart of a team.
- Ability to work under time constraints and handle multiple tasks in support of various assignments.
- Must have the ability to interact and establish good rapport with both internal and external customers.
$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 View email address on aplitrak.com. 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.
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Commercial Portfolio Coordinator in Berwyn, PA vacancy
- ...The Contracting Coordinator provides administrative support for payer and provider contracting activities. This role is responsible for... ...Support the processing of Single Case Agreements (SCAs) with commercial and government payers. Maintain and update contract files,...CommercialContract workWork at office
Basic Home Infusion
Wayne, PA4 days ago $24 per hour
...Experience handling, processing, or coordinating biological, chemical, or research samples... ...verify shipment documentation, including commercial invoices, customs paperwork, and other... ...technologies & applied materials industries. Our portfolio is used in virtually every stage of the...CommercialHourly payTemporary workFor contractorsWork at officeLocal areaMonday to FridayFlexible hoursShift workAvantor
Spring House, PA5 days ago- ...Behring is seeking a strategic forecasting leader to drive global long-range planning for Hematology and related portfolios. You will partner with Commercial Development, R&D, and Finance to build robust models and actionable insights. You will direct forecasting...Commercial
CSL
King of Prussia, PA1 day ago - Univest is seeking a detail-oriented Portfolio Manager to support our Commercial Lending team in Souderton and West Chester. You will manage portfolios, analyze financial information, and ensure regulatory compliance while collaborating with Relationship Managers and internal...Commercial
- ..., WI! We have openings available on 3rd shift for a Shipping Coordinator with a growing company that offers excellent job stability and... ...documents, including bills of lading, packing slips, commercial invoices, shipping labels and advance shipping notices - Coordinate...CommercialWork at officeNight shift
QPS
Chester, PA1 day ago - ...decision analytics for the CSL Hematology portfolio.This position will lead forecasting... ...point of contact for forecasting needs for commercial development and Brand/Marketing leads... ...of long range-plan which entails coordinating with the short-term forecast team/regions...CommercialFull timeTemporary workFor contractorsLocal area
CSL
Valley Forge, Montgomery County, PA2 days ago - Groundworks, LLC is seeking a Centralized Permit Coordinator in our Philadelphia area office to manage residential and commercial permit duties from submission through closeout. You will liaise with municipalities, inspectors, engineers, and internal teams to secure approvals...CommercialWork at office
- ...hiring a Permit Clerk in Ridley Township, Pennsylvania. The Permit Clerk will be responsible for coordinating and tracking permit applications for residential and commercial projects, working closely with municipalities to streamline processes. The ideal candidate will...CommercialWork at office
$21.5 per hour
...foundation for your success. **Apply today!****Job Purpose**The Centralized Permit Coordinator is responsible for coordinating and executing permitting activities for residential and commercial projects throughout the project lifecycle. This role ensures permits,...CommercialFull timeWork at office- ...and quality construction. We are currently looking for a full-time, in-house Legal Leasing Coordinator at our Corporate office in Dresher, PA to support the legal and commercial leasing departments by managing administrative tasks, overseeing third party brokers, advancing...CommercialFull timeContract workWork at officeLocal area
$23 - $35 per hour
Worker Type Regular Job Description Summary The Shipping Coordinator III performs activities related to the packaging, labeling, and shipping... ...to meet customer requirements Coordinate shipments for commercial, DoD and international conveyance including all necessary...CommercialPermanent employmentContract workWork experience placement- ...Description: We are searching for the best talent for an Immunology Portfolio Partner - GI to be located in Horsham, PA. About Immunology:... ..., and Autoantibody) and support content creation for commercial field teams. Working closely with business leaders, subject matter...Commercial
Johnson Johnson
Horsham, PA1 day ago - LexisNexis is seeking a Director, Product Portfolio - Life Sciences to lead portfolio strategy, investment planning, and product execution... ...role connects customer outcomes, platform strategy, and commercial impact, unifying fragmented products into a scalable, #J-1880...Commercial
$50k - $55k
...and reliable professional to join our team as a Saver Services Coordinator. Successful candidates will be responsible for answering... ...skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful...Work at officeLocal areaFlexible hours$136.1k - $252.8k
Director, Product Portfolio - Life SciencesRole SummaryLexisNexis is seeking a Director, Product Portfolio - Life Sciences to lead portfolio... ...customer outcomes, portfolio choices, platform strategy, and commercial impact. The Director will help drive the transformation of a...CommercialFull timeLocal areaRELX Group
Horsham, PA3 days ago- ...products at speed whilst turbo-charging delivery across our entire portfolio through our relentless focus on quality, safety, and service.... ...employment businesses/agencies are required to contact GSK's commercial and general procurement/human resources department to obtain...CommercialLocal areaShift work
$153.75k - $256.25k
.... Job Purpose The Director of US Portfolio Delivery (“US Local Delivery Lead Director... ...of internal staff, identifies and coordinates implementation of personal development... ...agencies are required to contact GSK's commercial and general procurement/human resources...CommercialLocal areaGSK
Upper Providence, PA1 day ago- ...100% on-site at the Wayne, PA office** As an Agent Experience Coordinator, you are the first person our customers see when they walk into... ..., and escalating facilities issues Manage a small customer portfolio by fielding questions and resolving issues via phone calls, emails...Work at officeFlexible hours
- ...Portfolio Data Science Director Business IntroductionGSK remains committed to achieving bold commercial ambitions for the future. By 2031, we aim to deliver 40 billion in annual sales, leveraging our existing strong performance momentum to significantly increase our positive...CommercialLocal areaRemote work
GlaxoSmithKline
Mont Clare, PA7 hours ago $72k - $141k
...prioritized geographies, aligning activity to portfolio goalsConduct regular in-person and... ...with internal stakeholders to coordinate onboarding and ensure early and sustained... ...national leadershipQualifications5+ years in commercial insurance distribution, agency...CommercialFull timeWork experience placementLocal areaCNA Financial
Radnor, PA1 day ago$136k - $226.6k
Overview:The Commercial Credit Lead plays a vital role in assessing and managing credit risk... ...sound credit decisions and maintain portfolio quality.Primary Responsibilities:Facilitate... ...or additional information, and coordinate gathering of such information.Analyze financial...CommercialFull timeWork experience placementInterim roleWork at officeM&T Bank
Villanova, PA2 days ago- ...and visionary Senior Director of Cardiovascular & Renal Global Commercial Development to join our team. This pivotal role will serve as... ...strategy and execution to maximize long-term asset value, optimize portfolio balance, and identify opportunities for inorganic growth....Commercial
CSL
King of Prussia, PA1 day ago - ...primary contact for a mass affluent client portfolio, delivering TD’s model of convenience,... ...requires nurturing relationships and coordinating with internal specialists to meet... ...conversations, and collaboration with Wealth, Commercial, Small Business, and Lending teams,...Commercial
TD Bank N.A
King of Prussia, PA1 day ago $113.3k - $188.8k
Overview:The Commercial Credit Senior Associate plays a pivotal role in assessing and managing... ...financial statements, monitoring loan portfolio, and ensuring compliance with credit... ...or additional information, and coordinate gathering of such information.Analyze financial...CommercialFull timeWork experience placementInterim roleWork at officeM&T Bank
Villanova, PA2 days ago- ...Associate to assist Relationship Managers and Commercial Credit staff in servicing commercial client portfolios. The role involves supporting pipeline accuracy... ...with loan processing, portfolio management, and coordinating with RM/IRM partners to identify client needs and...Commercial
- ...Patient and Nurse Marketing, Bladder Cancer Portfolio, located in Horsham, PA. About... ...translating patient and nurse strategies into coordinated, insight-driven execution. The Product... ...professional, sales leadership and/or commercial insight strategy experience, and/or...CommercialWork experience placementLocal areaNight shift
6014-Janssen Biotech, Inc. Legal Entity
Horsham, PA3 days ago $190.8k - $300.3k
...currently recruiting for a Director, US Oncology Marketing Portfolio Strategy (Customer Engagement). This position will be responsible... ...a portfolio of oncology products at varying stages of commercialization. The ideal candidate will have experience in creating portfolio...CommercialFor contractorsLocal areaRemote workRelocationVisa sponsorshipFlexible hoursShift workMSD
North Wales, PA2 days ago- ...GSK remains committed to achieving bold commercial ambitions for the future. By 2031, we... ...supporting healthcare systems. Our diverse portfolio consists of vaccines, specialty... ...expedited project delivery; including coordination and planning, fostering teamwork, and thinking...CommercialTemporary workLocal areaRemote work
GlaxoSmithKline
Mont Clare, PA2 days ago $132.2k - $257.1k
...Property, Casualty and professional lines. The Program Strategy & Portfolio Development Lead plays a critical role in shaping the... ...decision-making Ability to synthesize complex underwriting and commercial factors into clear recommendations Outstanding commercial judgment...CommercialFlexible hoursAXA
Exton, PA4 days ago- ...marketing initiatives within the Bioprocessing business, leading commercial strategies that differentiate us from competitors. You will... ...build, and lead holistic go-to-market plans for high priority portfolios, collaborate on marketing collateral, and drive cross-functional...CommercialRemote work
Ecolab
King of Prussia, PA1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Commercial Portfolio Coordinator. Be the first to apply!
