Portfolio Administrator
Wsfs Financial

Job Description

At WSFS Bank, we empower our Associates to grow their careers, we guide our customers to secure their financial futures, and we actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, opportunities to advance, and more. We are the premiere, locally headquartered bank and wealth management company in the region and 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 Portfolio Administrator will assist assigned Relationship Managers (RM) with the administrative activities linked to commercial lending relationships with business owners and real estate investors/developers as well as their agencies, representatives, and contractors. The incumbent will ensure that all customer service related goals for the period measured are achieved.

Job Responsibilities:

• Provide high-quality service to customers in a timely and accurate manner and will assist the RM with specific administrative responsibilities and special projects from time to time.
• Create opportunities to cross-sell Bank products where appropriate as well as coordinate account openings, closings, and modifications as directed by customer 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.
• Assist RM with sales and marketing functions by compiling customer/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.
• Perform general administrative duties, process invoices for payment including those for appraisals, inspections, legal and other miscellaneous payments, and complete and submit check requests.

Minimum Qualifications:

• High School Diploma or equivalent; Bachelor's Degree preferred.
• Must have at least 2 years of commercial lending, banking and/or customer service experience.
• Bilingual in Korean is required.
• Must have previous administrative experience as well as experience using Microsoft Office.
• Must have limited knowledge of different areas of banking that provide in-depth experience in Bank products, services and the marketplace.
• Must have experience with banking systems and loan documentation.
• Must have basic knowledge of accounting.
• Must have strong verbal and written communication skills, as well as, strong listening skills.
• Must have superior customer service skills.
• Must have fast-paced sales environment experience supporting a seasoned commercial loan sales force with a proven record of accomplishment is preferred.

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 careers@wsfsbank.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.

This job has expired.