דרושים Office Support ב-United States, Minnesota, Minneapolis

In this role, you will:

• Provide Deal Team middle office support throughout the deal/loan life cycle including: managing document collection, completion of on-boarding and compliance, loan closing, and booking and funding processes
• Liaise with Portfolio Managers, Credit Analysts, Internal Risk Management, Relationship teams, Operations, Markets and various internal and external partners
• Coordinate loan closing activities from the initiation and credit approval throughout the closing, booking, and funding process to ensure consistent, timely and accurate credit delivery and funding to our clients
• Analyze and problem solve complex problems with efficient and logical solutions
• Work in a fast-paced environment while managing risk, controls and booking accuracy
• Utilize loan documentation knowledge and analyze and extract pertinent data elements
• Understand trading limit structure and exposure management and booking on the applicable systems of record
• Develop expertise in bank policies, procedures and compliance requirements confirming adherence
• Evaluate and ensure accurate new and existing data in the systems of record
• Collaborate with managers and peers on initiatives, projects, and complex control resolutions, implementing efficiencies across teams
• Exercise independent judgment while developing the knowledge to understand functions, policies, procedures, and compliance requirements

Required Qualifications:

• 2+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Experience working within or supporting middle office functions
• Comprehension of internal credit underwriting documents and loan closing documentation
• Knowledge of credit systems of record and origination such as nCino, LIQ, CoRS, and Treasury management systems
• Understanding of the credit underwriting and customer due diligence processes
• Strong attention to detail
• Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
• Ability to effectively prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
• Outstanding problem solving and independent decision-making skills
• Excellent communication skills both verbal and written
• Intermediate Microsoft Office (Word, Excel, Outlook and PowerPoint) skills

Job Expectations:

• This position currently offers a hybrid work schedule
• This position is not eligible for Visa sponsorship

Posting Locations:

• 90 South 7th Street, Minneapolis, Minnesota 55402
• 550 South Tryon Street, Charlotte, North Carolina 28202

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

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

• 2+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Call center customer service experience in the financial services industry
• Strong telephone etiquette skills
• Knowledge and understanding of treasury management products and services
• Excellent customer service experience with previous client contact
• Excellent verbal, written, and interpersonal communication skills
• Ability to work in a fast paced, deadline driven environment
• Proven problem solving and decision-making skills
• Strong organizational, multi-tasking, and prioritizing skills
• Intermediate Microsoft Office, including Excel, Word and Power Point
• Proven ability to partner with internal and external partners to meet the needs of the customer
• Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important
• Ability to work in a fast-paced deadline driven environment

Job Expectations:

• Position work hours are Monday - Friday 9:00 AM - 6:00 PM
• This position offers a hybrid work schedule
• Specific compliance policies may apply regarding outside activities and/or personalinvesting; affectedemployees 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

Location:

• 600 S 4th Street - Minneapolis, MN

Salary Range:

• $21.63 - $28.37 Hourly range

Pay Range

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:

• Provide credit deal team support responsible for proper initiation and accuracy of loan documentation and pre-closing/closing tasks for direct and operating exposure
• Coordinate loan booking and closing activities to ensure consistent, timely and accurate credit delivery to our clients
• Develop expertise in bank policies, procedures, and compliance requirements and ensure adherence
• Book all operating exposure onto the applicable systems of record
• Evaluate and ensure accurate new and existing data in the systems of record
• Partner with managers to resolve issues and provide status updates on implementations
• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
• Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

Required Qualifications:

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

Desired Qualifications:

• Knowledge of credit systems, including LIQ, nCino, SalesForce, TRE, CoRS, WCIS, ICMP, ART, RCS, E-TRAC
• Knowledge of booking and closing processes
• Understanding of the credit underwriting and customer due diligence processes
• Understanding and navigation of credit documents
• Experience applying compliance and regulatory requirements, including Reg U, Reg W, Volker, QFC, CRR, Flood
• Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
• Strong attention to detail and accuracy skills
• Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
• Outstanding problem solving and decision-making skills
• Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills

Pay Range

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:

• Be accountable for a complex portfolio of customers
• Share leadership role with managers to oversee a portfolio of accounts
• Identify opportunity for process improvements within the portfolio
• Review and analyze the decision process for customer accounts and evaluate the profitability and risk of designated portfolio
• Verify compliance and report identified issues for resolution
• Make decisions on complex customer issues
• Partner with managers to resolve issues and provides status updates on implementations
• Develop expertise in the policies, procedures, and compliance requirements
• Handle complex customer issues which include escalation and resolution
• Lead team and serve as a subject matter expert for the department
• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
• Interact with internal customers
• Receive direction from leaders
• Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

Required Qualifications:

• 2+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Knowledge and understanding of Small Business Administration (SBA) Standard Operating Procedures (SOP) and Policies
• Small Business Administration (SBA) 7a and 504 Lending experience
• Excellent verbal, written and interpersonal communication skills
• Advanced Microsoft Office skills
• Ability to quickly learn business operations and processes
• Knowledge and understanding of Anti Money Laundering (AML) and Bank Secrecy Act (BSA)
• Commercial banking experience
• Commercial credit experience
• Ability to work effectively, as well as independently, in a team environment
• Customer service focus with the ability to listen to customer needs and recommend solutions
• Strong organizational, multi-tasking, and prioritizing skills
• Strong attention to detail and accuracy skills
• Ability to manage client relationships
• A BS/BA degree or higher
• Ability to identify cross-sell opportunities and participate in moderately complex customer transactions
• Extensive knowledge and understanding of commercial or specialty group servicing operations
• Knowledge of various systems used to support Commercial Banking clients including Hogan, AFS, Cornerstone, TM Legal Wizard, Relationship View and Service View

Job Expectations:

• Must be able to work on-site 4 days a week
• This position does not offer Visa Sponsorship
• Specific compliance policies may apply regarding outside activities and/or personalinvesting; affectedemployees 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.

Job Locations:

• 600 S 4th St., Minneapolis, MN
• 550 S Tryon St., Charlotte, NC
• 1150 W Washington St., Tempe, AZ

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

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