File Management Specialist I

WSFS Bank

3d • Onsite

About The Position

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. We Stand For Service® is more than part of our name, it’s our mission and our purpose. The File Management Specialist will be responsible for supporting the Commercial division. The incumbent will be responsible for maintaining collateral files associated with Commercial loans. These functions will include but not limited to, receiving and accurately scanning loan files post-closing as well as uploading of files into online filing application, responses to file requests which may include delivering of physical file to onsite Associates or research of files and delivering requests via electronically. In addition, the incumbent will contribute to the maintenance of onsite storage room including accurate filing of loans, movement of files and pulling and shipping of loan files as required. The incumbent will have a good working knowledge of Commercial loan documentation. The File Room Specialist will need to perform research as needed and escalate issues in a timely manner. Other duties or special projects assigned.

Requirements

• College degree or equivalent experience in banking
• Must have working knowledge of legal documents as it pertains to loans
• Must have the proven ability to communicate professionally and diplomatically with internal Associates
• Must have the ability to research and resolve problems quickly
• Must be able to make decisions and recommendations within their level of authority
• Excellent oral and written communications skills
• Excellent organizational skills

Nice To Haves

• Experience in Commercial Loan Banking preferred
• FIS Image Center, Excel and nCino experience preferred
• Provide analysis and recommendation for improvement and efficiencies

Responsibilities

• Maintaining collateral files associated with Commercial loans
• Receiving and accurately scanning loan files post-closing
• Uploading of files into online filing application
• Responses to file requests which may include delivering of physical file to onsite Associates or research of files and delivering requests via electronically
• Maintenance of onsite storage room including accurate filing of loans, movement of files and pulling and shipping of loan files as required
• Perform research as needed and escalate issues in a timely manner
• Other duties or special projects assigned

Benefits

• WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs.
• Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays.
• Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate’s location and employment status.

What This Job Offers

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