Commercial Lending Specialist

1 week ago


Annandale, Minnesota, United States WSFS Bank Full time
About the Role

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.

Job Responsibilities
  • Originate SBA Loans: Develop strategies to originate SBA loans in the marketplace, partnering with Retail branches and the Commercial lending network to develop strategies relating to referrals from internal sources.
  • Build Referral Network: Call on and develop a referral network with commercial real estate brokers, business brokers, business/professional associations, accountants, lawyers, etc. to solicit SBA loan opportunities.
  • Structure SBA Loan Proposals: Responsible for structuring SBA loan proposals and preparing credit packages.
  • Grow Sales Territory: Responsible for the success and growth of the assigned sales territory.
  • Customer Servicing: Be the face of WSFS Bank for existing WSFS SBA portfolio customers with servicing needs.
Requirements
  • Bachelor's Degree: Must have a Bachelor's degree, preferably in a business-related field, or equivalent experience.
  • Financial Services Experience: Must have at least 5 years of financial services industry experience.
  • SBA Lending Experience: Must have at least 5 years of experience in Small Business Administration (SBA) lending, including 7(a) and 504 loans.
  • Sales Experience: Must have at least 5 years of experience selling business-related financial services products.
  • Customer Service Skills: Must possess superior customer service, sales, and business development skills.
  • Commercial and Consumer Loan Knowledge: Must have strong knowledge of commercial and consumer loan and deposit products.
  • Travel Ability: Must have the ability to travel to WSFS Bank's various locations throughout our footprint.
  • Communication Skills: Must have excellent oral and written communication skills, as well as excellent listening ability and presentation skills.
  • Self-Motivation: Must be self-motivated and able to work with minimal supervision.
  • Microsoft Office Skills: Must have an intermediate skill level using Microsoft Office.
  • Underwriting Knowledge: Some knowledge and understanding of underwriting and evaluation commercial credit is preferred.


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