Wells Fargo Lead Commercial Loan Closing Representative Customer 

Philippines, Caloocan 

278738550

Lead Commercial Loan Closing Representative.This job is responsible for assembling, preparing and reviewing commercial closing documents for loans/transactions; the initial boarding and funding ofonto accounting systems of record. This may include in depth review of collateral, legal agreements and credit approvals to ensure final executed details are captured accurately and regulatory and company requirements are met.

In this role, you will:

• Support performance and overall effectiveness of team, as well as cross-group pre-close and post-close documents for the most complex commercial real estate loans
• Provide feedback and present ideas for improving or implementing processes and tools within Commercial Loan Closing
• Perform or guide others on complex business and operational decisions that require planning, evaluation, and interpretation
• Review and prepare loan related documents
• Independently prioritize work and provide day-to-day-work leadership and mentorship to Commercial Loan Closing team
• Lead or contribute to implementation of new or revised processes and procedures that require coordination among various work groups
• Provide guidance and subject matter expertise to peers, colleagues and managers on the functions, policies, procedures and compliance requirements

Required Qualifications:

• 6+ 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:

• Bachelor’s degree in Finance and Accounting
• More than 5 years relevant working experience in the field of Accounting/Finance preferably in General Accounting, Accounts Receivable accounting, Loan accounting, Bookkeeping.
• 1 to 2 years experience in banking industry – Wholesale, Commercial Banking or Corporate Investment Banking or Shared Service organization
• Business and accounting Skills (concept of Debit and Credit)
• Excellent English comprehension, written and verbal communication skills, and interpersonal skills
• Good problem solving and analytical skills & ability to accurately process high volumes of work within established deadlines
• Strong Organizations skills - detail oriented
• Sound risk management mindset and good understanding of compliance
• Proficient in MS Office especially MS Excel
• Able to perform work and report on PH public holidays if falling on Mondays to Fridays including Christmas and New Year's eve
• Amenable to work on US shift: 9PM to 6AM/10PM to 7AM

Job Expectations:

• Knowledge GAAPAccounting
• Quick learner
• Highly motivated individual who is able to work well independently and in a team environment
• Ability to recognize and escalate issues to management for any process breaches
• Ability to multitask to accomplish tasks and meet deadlines effectively
• Ability to work quickly & accurately while maintaining acceptable standards of workmanship
• Flexibility to stretch to accomplish projects timely
• MBA, CPA, CMA, CFA is an advantage

17 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.