Business Banking Quality Control Specialist

Job Description

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 regions 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 its our mission and our purpose.

The Business Banking Quality Control Specialist acts as a first line of defense to mitigate unnecessary exposure to risk and to ensure that the highest quality standards are maintained throughout the Business Banking new loan and modification process. The incumbent will be responsible for post-closing review of all new renewed and modified Business Banking loans to ensure they have been documented in accordance with the approved terms including identification and tracking of missing documentation (E&O). In addition the incumbent will also perform lien perfection including recordation and lien releases.

Job Responsibilities:

• Complete quality control post loan closing by reviewing and confirming loan documents are all present and correctly executed.
• Identify and enter any exceptions into the Banks tracking system.
• Ensure timely and proper filing of various collateral documents including mortgages UCCs motor vehicle titles life insurance policies (as applicable).
• Responsible for meeting service level expectations in addition to team and individual goals.
• Accurately evaluate and upload data into the systems of record to ensure compliance with all bank policies procedures and regulatory requirements specific to HMDA and CRA.
• Ensure that proper policy procedural and compliance requirements have been met.
• Will be trained on Loan Documentation process and procedures. Tasks include but are not limited to analyze executed documents for accuracy and completeness identify any closing errors or missing items on the E&O tracking report be responsible and take ownership of E&O tracking report perform a monthly review of E&Os to ensure collateral is properly secured and communicate with internal partners Vendors and Clients when additional information is required.
• Review and track insurance documentation.
• Scan and index documents to Banks origination system in a timely manner.
• Create and maintain legal files.

Minimum Qualifications:

• Must have some college or 5 years banking experience.
• Must have extensive knowledge of Commercial and/or Business Banking loan products.
• Must be proficient in the review of Laser Pro documentation.
• This position requires a strong degree of flexibility and the ability to adapt to an ever-changing list of priorities in a fast-paced environment.
• This position requires excellent oral and written communication skills and the ability to work in a fast-paced environment.
• Proficient use of MS Office products.
• Experience with LaserPro Salesforce and nCino software a plus.
• Thorough understanding of laws regulations and procedures applicable to perfection of security interests and ability to perform the function with a high degree of accuracy in high volume time-sensitive situations required
• Ability to organize and prioritize work and handle multiple tasks concurrently in a metrics driven environment
• Understands the importance of details and seeks to understand their impacts; methodical approach to tasks; procedure/process oriented
• Must be familiar with loan documentation as transactions can be complex with multiple borrowers and guarantors mixed collateral and varying repayment and rate structures.
• Must be proficient in banking regulations specifically HMDA and CRA.

Salary Range:

Individual base pay may vary on additional factors such as the candidates experience job-related skills relevant education geographic location and other specific business and organizational needs.

In addition to base salary WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. 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 Associates location and employment status. For more information about Associate benefits please visit Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation including technical assistance with the WSFS Bank Careers website or submission process please contact us via email at

WSFS is an equal opportunity employer. We do not discriminate based upon race religion color national origin gender (including pregnancy childbirth or related medical conditions) sexual orientation gender identity gender expression age status as a protected veteran status as an individual with a disability or other applicable legally protected characteristics.