Commercial Portfolio Coordinator

WSFS Bank•Berwyn, PA

20h

About The Position

The Commercial Banking Portfolio Coordinator supports assigned Portfolio Managers and Relationship Managers with commercial loan processing and closing activities. The role manages an assigned pipeline across commercial loan types for its supported line of business and serves as the pre-closing liaison to an assigned Commercial Division team, working in tandem with Loan Operations. The Coordinator ensures due diligence requirements are satisfied, follows WSFS policies and procedures and applicable government regulations, and ensures loan data is accurately reflected in required operating systems as outlined in final credit approval. The position coordinates due diligence, documentation, and closing readiness with internal teams, clients, attorneys, and third-party vendors. It reviews preliminary loan documents, helps resolve discrepancies, supports funding and post-closing exception clearance, and contributes to internal controls, audit responses, and departmental projects. Success requires attention to detail, effective communication, sound judgment, and the ability to manage multiple concurrent requests and deadlines.

Requirements

Bachelor’s degree in accounting, finance, or a business-related field, or commensurate experience in commercial banking lending.
At least 2 years of experience in Commercial Loan Operations or Commercial Banking loan support.
Knowledge of legal documentation and loan structure.
Knowledge of banking products and services.
Proficiency with personal computers and pertinent software packages.
Strong attention to detail and ability to interpret financial data thoroughly and use sound business judgment.
Excellent written and oral communication, listening, and presentation skills.
Self-motivation and ability to work with minimal supervision as well as collaborate as part of a team.
Ability to work under time constraints and handle multiple tasks across various assignments.
Ability to interact with and establish good rapport with internal and external customers.
Must be authorized to work for any employer in the United States and not require current or future work visa sponsorship from WSFS Bank.

Nice To Haves

Paralegal experience.
Prior experience with the Commercial nCino platform.

Responsibilities

Determine due diligence requirements for each deal, communicate requirements to the relationship team, client, and attorney as applicable, and plan to meet the scheduled closing date.
Act as an escalation point for involved parties to resolve issues and provide training on loan documentation and due diligence.
Review preliminary loan documents and identify needed modifications to the documents or credit approval.
Work with Loan Operations Closers and the Flood Specialist to validate requirements for specific borrower structures.
Validate customer KYC status using entity documents to confirm customers are in good standing and properly registered.
Support Relationship Managers in engaging approved external legal counsel, coordinating closing dates, updating the closing calendar, and conducting preliminary loan document reviews.
Coordinate with Portfolio Administrators to ensure loan fees are accurately reflected and processed or collected within prescribed timeframes, following up as needed.
Partner effectively with other bank departments and co-workers to foster a positive team environment.
Communicate with third-party vendors, customers, Relationship Managers, and internal partners to address discrepancies or issues during due diligence, closing, and ongoing review.
Manage multiple concurrent loan requests and deadlines, including last-minute modifications.
Confirm loan closing packages are ready for funding and comply with the associated credit approval.
Assist Relationship Managers with clearing delinquent documents and other post-closing exceptions with appropriate areas.
Participate in departmental projects and committees as needed.
Maintain WSFS internal control standards and timely implementation of internal and external audit points and applicable issues raised by external regulators.
Deliver high-quality service while ensuring accuracy and timely delivery.

Benefits

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