In this role, you will:- Support the Loan Documentation team in reviewing, documenting, closing, and disbursing loans
- Review the most complex legal, appraisal, and title information
- Prepare loan documentation, coordinate loan closings, and initiate loan disbursements
- Monitor the loan disbursement process
- Perform or guide others on complex loans that require planning, evaluation, and interpretation
- Ensure compliance with company's policies and procedures
- Identify and mitigate Loan Documentation risks in accomplishing business goals
- Prioritize work and provide day to day work leadership and mentorship to the Loan Documentation team
- Provide guidance and subject matter expertise to the immediate Loan Documentation team on generating loans, as well as technical and legal guidance within matters related to loan documentation
Academic Qualifications:- 6+ years of customer service, loan administration, collections, or sales environment experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:- Preferred Mortgage experience
- Understanding of US Mortgage process related TRID regulations
- Experience in US Mortgage Closing process is a must
- MS Office Proficient
- Experience in Customer Telecommunication Contact within a Financial Services Environment, Financial Services Operations, Underwriting, Closing and Quality Assurance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, & education
Job Expectations:- Provide support in performing loan documentation closing duties on complex loan packages to ensure compliance with company's policies and government regulations
- Process or close loans. Interact with 3rd Party Settlement agents to prepare and deliver closing documents.
- Perform administrative, operational, or customer support tasks related to complex loan packages
- Manage an assigned pipeline of all loan types relative to business line
- Provide subject matter expertise and interpretation of procedures to the team of Senior Loan Documentation specialists to ensure timely completion of work
- Interact with immediate Loan Documentation team, functional area, and internal peers outside work group on information related to the routine loan documentation process
- Excellent Spoken and written communication skills
- Proactively engage with internal bank stakeholders, third parties, settlement agents via telephone, email to gather necessary information, documentation, clarify information & resolve mortgage closing conditions
- Ability to conduct clear and customer centric telephone conversations to explain underwriting decisions, documentation requirements and next steps in the mortgage process
- Effectively handle both inbound and outbound calls maintaining high levels of responsiveness and timely follow ups
- Demonstrate active listening skills to accurately capture information and address concerns.
- Maintain accurate call logs, documenting key points and outcomes of the telephonic conversations for audit purposes
- Collaborate cross functionally with Processing & Sales teams for seamless communication, queue management and customer satisfaction
- The candidate must be willing to work within US hours typically between 09:00PM- 06:00AM Manila
29 Sep 2025
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.