Wells Fargo Transaction Management Director 

United States, North Carolina, Charlotte 

560743470

In this role, you will:

• Manage and develop teams that direct the administration of policies and procedures which govern the documentation and transaction closing process for RESCM and CMLSF transactions.
• Provide strategic vision and direction to ensure final negotiated agreements are documented accurately and adhere to corporate policies and procedures
• Direct the administration of policies and procedures which govern the documentation process
• Ensure adherence to controls and risk mitigation measures applicable to transaction management and documentation
• Use industry documentation standards and best practices to influence our internal processes
• Manage projects impacting documentation group including identifying and driving technology solutions, providing real-time insight to deal teams regarding transaction specifics and coordinating various transaction aspects to ensure adherence to closing deadlines
• Lead team by making strategic decisions to resolve highly complex issues to meet industry standards and best practices
• Collaborate and influence all levels of professionals including more experienced managers
• Lead team to achieve objectives Work closely with Front Office, Legal, Credit and Operations to ensure a excellent working relationship with business partners
• Manage allocation of people and financial resources for Transaction Management and Closing’s RESCM/CMLSF vertical
• Develop and guide a culture of talent development to meet business objectives and strategy
• Act as a subject matter expert to design policies and procedures in alignment with risk mitigation objectives
• Ensure equitable distribution of workload and ongoing training opportunities for team members

Required Qualifications:

• 8+ years of Capital Markets Document Negotiation experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education
• 4+ years of management or leadership experience

Desired Qualifications:

• Law degree
• Transformational leadership: ability to affect and influence change.
• Strong understanding of RESCM and CMLSF transaction lifecycles, industry best practices, understanding of applicable documentation, funding mechanics, deal structure, funds flows, etc.; deal team experience required.
• Process and execution-focused while building strategic client and internal relationships; prior experience working with clients to collect and review loan documentation ahead of closing large transactions preferred.
• Proven track record of prioritizing and proactively identifying and resolving problems under tight deadlines, ability to operate in a challenging and rapidly changing environment with a desire to accept new assignments with ability to learn new principles and dynamic systems quickly.
• Ability to collaborate with team members and senior management across and within the lines of business with a keen attention to detail, strong oral and written communication skills, and strong analytical capability.
• Adaptability and flexibility to accommodate for fluctuating deal flow volumes, as needed, including working extra hours as workflow dictates;.
• Experience with RCSA and issues management
• Ability to review processes and procedures with an eye toward business-specific nuances
• Ability to independently identify areas for process improvement and provide solutions to management
• Project management experience

Job Expectations:

• Ability to travel up to 10% of the time
• Ability to work additional hours as needed

• This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.

$173,300.00 - $359,900.00

15 May 2025

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.