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Wells Fargo Business Relationship Support Specialist – 
United States, North Carolina, Charlotte 
195436617

10.04.2025

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.