Loan Agency Specialist

Job Description

At WSFS Bank, we empower our Associates to grow their careers, we guide our customers to secure their financial futures, and we actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, opportunities to advance, and more. We are the premiere, locally headquartered bank and wealth management company in the region and 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 Loan Agency Specialist is a part of the Global Capital Markets ("GCM") team at WSFS Bank. The Loan Agency Specialist, will play a crucial role in administering the ongoing processing of loan agency deals. The incumbent will be responsible for loan agency operations, client service, compliance, technical expertise and collaboration.

Job Responsibilities

• Efficiently manage a portfolio of loan agency accounts, ensuring accurate processing and timely execution of transactions.
•  Build strong relationships with clients, providing exceptional service and support throughout the loan lifecycle.
• Adhere to strict regulatory guidelines and internal policies, safeguarding the bank's reputation and protecting client interests.
•  Leverage your proficiency in loan agency software (Solvas Agent, Clearpar) to streamline workflows and drive efficiency.
• Work closely with a team of specialists to ensure seamless loan administration and meet client needs.

Job Requirements:

• Bachelor's degree in business or a related field.
• Minimum of one year of experience, preferably within the syndicated loan market.
• Must be proficient in loan agency software (e.g., Solvas Agent, Clearpar) and have a strong understanding of loan agency agreements, financial instruments, and regulatory requirements.
• Must have strong analytical and problem-solving abilities to identify and resolve complex issues related to loan agency transactions.
• Must have excellent written and verbal communication skills to effectively interact with clients, colleagues, and external stakeholders.
• Must have meticulous attention to detail and accuracy in processing transactions.
• Must have the ability to collaborate effectively with a team of specialists to achieve shared goals.

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

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.