In this role, you will:
- Work pre-close documents for moderately complex to complex commercial loans
- Coordinate all aspects of loan closings
- Perform customer, loan and regulatory diligence
- Accurately evaluate and upload data into the systems of record
- Ensure compliance with all bank policies, procedures and regulatory requirements
- Review and prepare complex loan documents
- Coordinate legal activities for loan documentation that may include
- Document purchased from third party sources, with internal staff and the Corporate Legal group
- Serve as primary liaison between Credit, Sales, and Legal departments
- Work collaboratively with Credit, Sales and Legal regarding proper procedures and documentation requirements necessary to ensure accuracy with negotiated terms and ensure alignment with appropriate compliance standards
- Review and negotiate complex legal documentation, evaluate risks, devise strategies to mitigate documentation risk and identifying procedural modifications
- Provide guidance and training to peers
- Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
- Interact with internal customers
- Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
Required Qualifications:
- 2+ years of Commercial Loan Closing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Loan IQ Experience
Desired Qualifications:
- Excellent knowledge of syndicated loans
- BA or BS Degree
- 2+ years of banking related experience; with a specific focus in large corporate lending
- Commercial loan documentation, preparation, or review experience
- Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
- Ability to navigate multiple computer systems, applications and utilize search tools to find information
- Exceptional verbal, written, and interpersonal communication skills
- Ability to work effectively, as well as independently, in a team environment
- Ability to work in a fast-paced deadline driven environment
- Excellent critical thinking and problem-solving skills, as well as the ability to embrace and adapt to change
- Effective organizational, multi-tasking, and prioritization skills
- Sound knowledge of Microsoft Office (Work, Excel, & Outlook)
Job Expectations:
- Work schedule: Monday - Friday 8:30am - 5:30pm
- Ability to work additional hours as needed
Primary Posting Location:
- 1525 W WT Harris Boulevard, Charlotte, North Carolina 28262-8522
Additional Posting Location:
- 7711 Plantation Road, Roanoke, Virginia 24019
Posting Locations:
- 1525 W WT Harris Boulevard, Charlotte, North Carolina 28262-8522
- 7711 Plantation Road, Roanoke, Virginia 24019
11 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.