Commercial Documentation Support Specialist

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2 Locations
In-Office
Financial Services
The Role

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 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 Commercial Documentation Support Specialist will administrate, oversee and perform all activities required to manage the electronic agreements process for the Commercial Division including managing the electronic signature vendor account DocuSign.

Job Responsibilities:

  • Coordinate with the Loan Documentation team to prepare documents to be sent out for digital signature.
  • Ensure only bank approved documents are being digitally executed.
  • Manage the digital documentation platform for the Commercial Division.
  • Manage the legal risks of loan documentation by following appropriate procedures and controls.
  • Ensure the digital platform procedures are kept current.
  • Liaison with external partners to assist with DocuSign questions and concerns.
  • Provide training and guidance as needed.

Minimum Qualifications:

  • High school Diploma or equivalent is required.
  • At least 1-2 years banking experience with relevant Commercial Banking and Digital Platform experience required.
  • Previous experience with loan documentation preferred.
  • Must be able to work under pressure and multi-task with a sense of urgency.
  • Must have the ability to collaborate with team members within and outside of own team.
  • Must have strong skills using Windows and Microsoft software products.
  • Must have excellent oral and written communications skills.
  • Must be proactive to escalate issues and drive change on process.
  • Must have the ability in critical situations to communicate clearly and act in a professional manner with both internal and external customers.
  • Must have analytical skills to point out issues and isolate problems.
  • Must have the ability to work with the product team when needed for fixes and or issues with DocuSign.

WSFS 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 [email protected].

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.

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The Company
HQ: Wilmington, DE
2,187 Employees
Year Founded: 1832

What We Do

WSFS Financial Corporation is a multibillion-dollar financial services company. Its primary subsidiary, WSFS Bank, is the oldest and largest locally headquartered bank and trust company in the Greater Philadelphia and Delaware region. As of June 30, 2024, WSFS Financial Corporation had $20.7 billion in assets on its balance sheet and $84.9 billion in assets under management and administration. WSFS operates from 114 offices, 88 of which are banking offices, located in Pennsylvania (57), Delaware (39), New Jersey (14), Florida (2), Nevada (1) and Virginia (1) and provides comprehensive financial services including commercial banking, consumer banking, treasury management and trust and wealth management. Other subsidiaries or divisions include Arrow Land Transfer, Bryn Mawr Capital Management, LLC, Bryn Mawr Trust®, The Bryn Mawr Trust Company of Delaware, Cash Connect®, NewLane Finance®, Powdermill® Financial Solutions, WSFS Institutional Services®, WSFS Mortgage®, and WSFS Wealth® Investments. Serving the Greater Delaware Valley since 1832, WSFS Bank is one of the ten oldest banks in the United States continuously operating under the same name. Member FDIC | Equal Housing Lender | NMLS #417673

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