Business Banking Quality Control Specialist jobs in United States
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WSFS Bank · 2 hours ago

Business Banking Quality Control Specialist

WSFS Bank is a locally headquartered bank and wealth management company that empowers its Associates to grow their careers and support their communities. The Business Banking Quality Control Specialist is responsible for ensuring quality standards are maintained in the Business Banking loan process, performing post-closing reviews, and managing documentation compliance.

BankingFinanceFinancial Services

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 Bank’s 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&O’s to ensure collateral is properly secured, and communicate with internal partners, Vendors and Client’s when additional information is required
Review and track insurance documentation
Scan and index documents to Bank’s origination system in a timely manner
Create and maintain legal files

Qualification

Commercial Banking knowledgeLaser Pro documentationBanking regulations knowledgeMS Office proficiencyLoan documentation familiarityOral communication skillsWritten communication skillsOrganizational skillsAdaptability

Required

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
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

Preferred

Experience with LaserPro, Salesforce, and nCino software a plus

Benefits

Medical, dental, and vision coverage
A 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

Company

WSFS Bank

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WSFS Bank is the seventh oldest, continuously-operating bank in the United States.

Funding

Current Stage
Public Company
Total Funding
$200M
2025-12-09Post Ipo Debt· $200M
1986-12-05IPO

Leadership Team

A
Alyson Beasley Bradley
SVP/Chief Auditor
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Brooke Moyer
SVP & Director of Loan Syndications
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Company data provided by crunchbase