דרושים Senior Loan Documentation Processor– Certoc Certificate Compliance ב-Wells Fargo ב-United States, Roanoke

About this role:

The position is responsible for collecting, preparing, coordinate, and reviewing loan documents.

In this role, you will:

• Provide support in performing loan documentation duties on the most complex loan packages to ensure compliance with company's policies and government regulations
• Process or close loans and act as a main point of contact for internal or external customers during the loan process
• Perform administrative, operational, or customer support tasks related to complex loan packages
• Manage an assigned pipeline of all loan types relative to business line
• Provide subject matter expertise and interpretation of procedures to the team of Loan Documentation specialists to ensure timely completion of work
• Interact with immediate Loan Documentation team, functional area, and internal peers outside work group on information related to the routine loan documentation process

Required Qualification:

• 4+ years of customer service, loan administration, collections, or sales environment experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Experience reviewing complex Commercial Banking Loan Documents
• Advance Microsoft Excel skills (i.e. experience creating formulas, ability to identify data elements)
• Experience with Loan Covenants
• Experience with loan documentation
• Exposure to Wells Fargo Commercial Banking Operations systems such as: ICMP, AFS, Loan IQ, and ETRAC
• Ability to work both independently and with a team
• Sound analytical skills with high attention to detail and accuracy
• Excellent verbal, written, and interpersonal communication skills

Job Expectations:

• Hybrid schedule, requirement to be in office 3 days a week

Job Location:

• 7711 Plantation Rd., Roanoke, VA

Required location listed above.Relocation assistance is not available for this position.

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Develop, retain, and grow complex to highly complex client relationships through the art of relationship management, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing expectations, and soliciting feedback; act as an advisor to guide and influence others in growing relationships
• Act as an advisor to senior leadership to develop, influence, or lead the structuring, modification, and renewal of highly complex cash flow, real estate loans, and certain other industry specific solutions across groups and functions by analyzing financials, presenting to clients, and coordinating with internal stakeholders
• Lead the strategy and resolution for full suite of highly complex solutions offered by Wells Fargo to commercial clients to meet highly complex and unique needs that require an in-depth evaluation across multiple areas of the enterprise, by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions
• Provide vision, direction, and expertise to senior leadership on implementing innovative and significant business solutions within the Commercial Banking Relationship Management group that are cross functional and companywide strategies
• Strategically engage with all levels across the enterprise to improve processes and risk control, resolve client issues while achieving Wells Fargo’s business objectives, and represent the company externally; serve as an expert advisor to leadership and a mentor for less experienced colleagues
• Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines by keeping information current in relevant systems
• Strategically support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks
• Partner with Commercial Lending Product Management to provide vision, direction, and expertise to leadership on client and market needs to enable the innovation, design, and delivery of credit solutions more effectively, including large-scale, cross-functional, or company-wide strategies

Required Qualifications:

• 7+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management
• Completion of formal credit training program
• Demonstrated experience working collaboratively to deliver the organization to clients and prospects
• Demonstrated experience generating new client relationships, building and retaining long-term client relationships
• Experience developing and maintaining external and internal partnerships
• Experience identifying and mitigating risk, ensuring compliance with processes and procedures
• Excellent verbal, written, and interpersonal communication skills

Job Expectations:

• This position is not eligible for Visa sponsorship
• Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

About this role:

Commercial Banking Flood Operations is seeking a Commercial Loan Closing Specialistas part of the Commercial Banking Operations Division. The Commercial Loan Closing Specialist will need to thrive in a fast-paced environment, understands FDPA (Flood Disaster Protection Act) regulation, adheres to policy and procedures requirements while putting the customer first.

In this role, you will:

• Work life of loan flood monitoring events for moderately complex to complex commercial loans.
• Coordinate all aspects of post close flood monitoring details.
• Perform customer, loan and regulatory diligence.
• Accurately evaluate and upload data into the systems of record.
• Ensure compliance with all bank policies, procedures and regulatory requirements.
• Review complex loan documents.
• Coordinate with manager and business partners for more complex items when required.
• Work collaboratively with Credit and Sales regarding proper procedures and documentation requirements necessary to ensure accuracy with regulatory and enterprise policy requirements in relation to the Flood Disaster Protection Act.
• Review complex legal documentation, evaluate risks, and identifying procedural modifications.
• Provide guidance and training to peers.
• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals.
• Interact with internal customers.
• Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements.

Required Qualification:

• 2+ years of Commercial Loan Closing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.

Desired Qualifications:

• Understanding of FEMA (Federal Emergency Management Agency) Guidelines, NFIP (National Flood Insurance Program), FDPA (Flood Disaster Protection Act) Requirements and/or Flood regulations.
• Experience working in CCM (Credit Bridge Collateral Management)
• Experience in partnering with multiple business lines.
• Experience in managing complex pipelines.
• Ability to navigate multiple computer systems, applications, and utilize search tools to find information.
• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment.
• Sound analytical skills with high attention to detail and accuracy.
• Exceptional verbal, written, and interpersonal communication skills.
• Ability to work in a fast-paced deadline driven environment.
• Excellent critical thinking and problem-solving skills, as well as the ability to embrace and adapt to change.
• Effective organizational, multi-tasking, and prioritization skills.
• Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important.

Job Expectations:

• Ability to work a hybrid schedule, at least 3 days a week working in office.
• This position is not eligible for visa sponsorship.

Location:

• 7711 Plantation Rd, Roanoke, VA 24019

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Support Operations in completing larger and more complex business, operational, and customer support initiatives and overall effectiveness of team performance
• Use technical expertise in the designated area and resolve escalated issues
• Provide feedback and present ideas for improving or implementing processes and customer support
• Perform complex operational and customer support initiatives within Operations functional area
• Assist staff, managers, and colleagues and provide guidance and interpretation of policies and procedures
• Apply technical knowledge and expertise to perform work and action requests
• Provide subject matter expertise and interpretation of procedures to staff
• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
• Interact with internal customers
• Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

Required Qualifications:

• 4+ years of operations support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Banking or financial operations experience
• Experience using Hogan to process transactions
• Ability to achieve high production and quality standards
• Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
• Intermediate Microsoft Office skills
• Ability to research and correspond with customers, responding to their questions and concerns with detailed information
• Effective organizational, multi-tasking, and prioritizing skills
• Excellent verbal, written, and interpersonal communication skills
• Ability to follow policies, procedures, and regulations

Schedule:

• Monday-Friday 8am – 5pm EST with a hybrid schedule
• Opportunities for Overtime based on business need

Training:

• You will receive in-depth on-the-job training, and coaching to learn about Wells Fargo banking products, procedures, and services.
• Training will be for 4-8 weeks. Training hours are 10:30am - 7pm EST Monday – Friday. You are required to attend the full duration of this paid 4-8 weeks of training.

Job Expectations:

• This position is not eligible for Visa sponsorship

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.