Commercial Portfolio Administrator

7 days ago


Bryn Mawr, United States WSFS Bank Full time
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\

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