Univest provides a full range of banking, insurance & investment solutions. Browse our online banking services or find a location near you.

Finance

Univest

The Souderton office focuses on financial services, mortgage operations, and human resources support.

Souderton

Univest's headquarters in Douglassville, PA, United States

Jeffrey M. Schweitzer

Patrick McCormick

Mike Keim

Briana Doña

Ryan Crouthamel

Eric W. Conner

Megan D. Santana

Brian J. Richardson

Michael S. Keim

William S. Aichele

Roger H. Ballou

Michael L. Turner

Robert C. Wonderling

Charles H. Zimmerman III

Natalye Paquin

Suzanne Keenan

Joseph P. Beebe

Martin P. Connor

Todd S. Benning

Glenn E. Moyer

Thomas M. Petro

This department oversees the processes and systems involved in mortgage underwriting and optimization to enhance efficiency and customer experience.

Mortgage Operations

The Financial Operations team at Univest is responsible for overseeing and streamlining the bank's deposit, loan, and financial reporting processes. This team ensures efficient transaction handling, maintains regulatory compliance, and provides analytical support to enhance operational effectiveness and profitability across various financial services. They work collaboratively to manage risks, optimize workflows, and deliver exceptional service to clients and stakeholders.

Financial Operations

This department focuses on fostering growth opportunities and managing relationships to drive revenue and enhance market presence.

Business Development

This department is responsible for providing assistance and enhancing the overall sales processes and customer service experiences.

Sales Support

The Commercial Banking & Lending team at Univest specializes in providing tailored financial solutions to businesses and organizations. This team, which includes a diverse group of portfolio managers, relationship managers, credit analysts, and underwriting experts, focuses on developing and managing commercial loan portfolios, fostering client relationships, and offering strategic advice for growth. Their efforts are aimed at ensuring clients have access to the necessary capital and banking services to achieve their business objectives.

Commercial Banking & Lending

This department focuses on identifying, assessing, and mitigating risks to ensure the organization's stability and compliance.

Univest

Org chart

Board & advisors

Teams

Mortgage Operations

Financial Operations

Business Development

Sales Support

Commercial Banking & Lending

Business Risk Management

Offices

Univest

Org chart

Board & advisors

Teams

Mortgage Operations

Financial Operations

Business Development

Sales Support

Commercial Banking & Lending

Business Risk Management

Offices

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