In this role, you will:
- Provide Deal Team middle office support throughout the deal/loan life cycle. Manage document collection, confirmation of on-boarding and compliance, loan closing, booking and funding process.
- Liaising 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.
- Ability to analyze and problem solve complex problems with efficient and logical solutions. Work in a fast-paced environment while managing risk, controls and booking accuracy.
- Knowledge of loan documentation and the ability to analyze and extract pertinent data elements.
- Experience with counterparty exposure and products. Understanding of 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 function, policies, procedures, and compliance requirements
Required Qualifications:
- 2+ years of Business Support or Middle office experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- Knowledge of credit systems of record and origination such as nCino, LIQ, CoRS, Treasury management systems
- Comprehension of internal credit underwriting documents and loan closing documentation
- Understanding of the credit underwriting and customer due diligence processes
- 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
- Excellent time management skills and ability to meet deadlines
- Outstanding problem solving and independent decision-making skills
Charlotte, NC & Minneapolis, MN
Pay Range
$55,300.00 - $98,300.00
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit for an overview of the following benefit plans and programs offered to employees.
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
15 Apr 2025
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.