Business Banking Quality Control Specialist

WSFS Bank • Wilmington, DE

13d

About The Position

The Business Banking Quality Control Specialist acts as a gatekeeper for quality standards in Business Banking new loan and modification processes. The role identifies and tracks missing documentation, performs lien perfection activities—including recordation and lien releases—and participates in customer engagement for each transaction in the assigned portfolio from inception.

The specialist reviews new and modified loan transactions before and after closing, checks executed documents for accuracy and completeness, identifies closing errors and missing items, validates boarding data, and coordinates with Relationship Managers, Support Staff, Commercial Loan Services, and other areas to help ensure accurate loan servicing data. In conjunction with Loan Administrators and other loan team members, the specialist may perfect or amend security interests and release collateral before loan payoff.

Requirements

• Bachelor’s degree or equivalent work experience.
• At least 5 years of experience in a processing, document preparation, or post-closing environment.
• Experience in operational support in a fast-paced, high-volume loan department.
• Extensive knowledge of Business Banking loan products.
• Thorough understanding of laws, regulations, and procedures applicable to perfection of security interests, with the ability to perform the work accurately in high-volume, time-sensitive situations.
• Strong skills using Windows and Microsoft software products.
• Excellent oral and written communication skills.
• Must be presently authorized to work for any employer in the United States and not require work visa sponsorship from WSFS Bank now or in the future.

Nice To Haves

• Paralegal certificate.
• Experience with Laser Pro.

Responsibilities

• Perform pre-closing and post-closing reviews of new and modified Business Banking loan transactions.
• Analyze executed documents for accuracy and completeness and identify closing errors or missing items on the E&O tracking log.
• Communicate with Relationship Managers and Support Staff when additional information is required.
• Validate boarding data sheets to ensure data is correct and ready for entry into the Bank’s servicing system.
• Forward completed packages to Commercial Loan Services.
• Collaborate with other areas to maintain the integrity of system data.
• Work with Loan Administrators and other loan team members to perfect or amend security interests, including releasing collateral before loan payoff.
• Identify and track missing documentation and perform lien perfection activities, including recordation and lien releases.
• Participate in customer engagement for transactions within the assigned portfolio from inception.

Benefits

• Medical coverage
• Dental coverage
• Vision coverage
• 401(k) plan
• Life, accident, and disability insurance
• Flexible spending accounts (FSAs) and health savings accounts (HSAs)
• Wellness programs
• Paid parental leave
• Military leave
• Vacation and other paid time off
• Sick leave in accordance with applicable state laws
• Paid holidays
• Eligible Associates may receive discretionary and formula-based incentive and retention awards

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level