Business Banking Portfolio Administrator

Job Description

At WSFS Bank, we empower our Associates to grow their careers, guide our customers 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.

WSFS Bank is currently seeking a Business Banking Portfolio Administrator. This position will assist assigned Relationship Managers (RM) with the administrative activities linked to Business Banking Relationships Managers. The incumbent will ensure that all customer service-related goals for the period measured are achieved. In addition, this role provides high-quality service to Clients in a timely and accurate manner.


Job Responsibilities:

• 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.

Minimum Qualifications:

• 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.

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.

Salary Range:

$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


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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.