Loan Agency Specialist

WSFS Bank; Wilmington (DE); On-site; USD 48,000 - 80,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k) plan

Life insurance

Disability insurance

FSAs/HSAs

Wellness programs

Paid time off

Paid holidays

Parental leave

Job summary

WSFS Bank in Wilmington, DE is seeking a Middle Office Specialist for the Global Capital Markets team. The role focuses on administering wire payments and bond deals with strong emphasis on accuracy and compliance.

The candidate will manage bond accounts, build client relationships, and ensure regulatory adherence while leveraging Solvas Agent and DTCC to optimize workflows.

Qualifications

• Bachelor’s degree in business or related field.
• Minimum of one year of experience, preferably with a wire team.
• Proficiency with software and strong understanding of financial instruments and regulatory requirements.

Responsibilities

• Efficiently manage a portfolio of bond accounts with accurate processing and timely execution.
• Build strong client relationships and provide exceptional service throughout the bond lifecycle.
• Adhere to regulatory guidelines and internal policies to safeguard reputation and client interests.
• Leverage bond software (Solvas Agent, DTCC) to streamline workflows and drive efficiency.
• Collaborate with a team of specialists to meet client needs.

Skills

Analytical skills

Communication

Attention to detail

Team collaboration

Regulatory knowledge

Financial instruments knowledge

Education

Bachelor’s degree in business

Tools

Solvas Agent

DTCC

Job description

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 Middle Office Specialist is a part of the Global Capital Markets (“GCM”) team at WSFS Bank. The Middle Office Specialist will play a crucial role in administering the ongoing processing of wire payments and bond deals. The incumbent will be responsible for wire operations, client service, compliance, technical expertise and collaboration.

Job Responsibilities:

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

Minimum Qualifications:

• Bachelor’s degree in business or a related field.
• Minimum of one year of experience, preferably with a wire team.
• Must be proficient with software and have a strong understanding of financial instruments, and regulatory requirements.
• Must have strong analytical and problem-solving abilities to identify and resolve complex issues related to wire transactions and bonds.
• 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 will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States.

Salary Range:

$48,416.00 - $79,541.75

Individual base pay may vary on additional factors such as the candidate’s 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 Associate’s location and employment status. For more information about Associate benefits, please visit https://www.wsfsbank.com/about/careers/

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 [e-mail].

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.