In this role, you will:
- Lead a variety of pre-close activities for moderately complex to complex commercial loans, including coordinating all aspects of loan closings.
- Review and negotiate complex legal documentation, evaluate risks, develop strategies to mitigate documentation risk and identify procedural modifications.
- Facilitate the closing and funding of new loan transactions including participations and loan restructures.
- Serve as a liaison to business divisions, underwriters, prospective clients, insurance brokers, attorneys, banks, letter of credit contacts and cash management contacts.
- Organize legal documents, internal documents and post-closing items.
- Coordinate funding logistics for new financings, participations and complex restructures.
- Review cash management arrangements; modify cash management structures, including preparation and negotiation of cash management agreements and set-up of accounts.
- Collect, review and negotiate acceptable insurance certificates and endorsements.
- Facilitate the issuance of letters of credit.
Required Qualifications:
- 4+ 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:
- Asset Based Lending experience
- Degree in Finance, Business, Economics or Law preferred
- Paralegal and/or finance experience
- Excellent verbal, written, and interpersonal communication skills
- Knowledge of Deposit Account Control Agreements (DACAs) and cash management systems
- Proficient in reading and understanding complex loan documentation
- Commercial Insurance knowledge
- Ability to work effectively, as well as independently, in a team environment
- Ability to work in a fast-paced deadline driven environment
- Effective organizational, multi-tasking, and prioritization skills
- Sound knowledge of Microsoft Office (Word, Excel, & Outlook)
Job Expectations:
- Ability to work at one of our approved job posting locations
- Ability to work a hybrid schedule, at least 3 days a week working in office
- 1525 W W T Harris Blvd, Charlotte, NC 28262
20 Mar 2025
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.