In this role, you will:
- Lead a variety of servicing activities for moderately complex commercial products, including coordinating all aspects to ensure customer resolution
- Evaluate and upload data into the systems of record to ensure compliance with all bank policies, procedures, and regulatory requirements
- Coordinate all aspects of resolving open customer service issues; interact with internal and external customers
- Serve as primary liaison and work collaboratively with Sales, Legal, Control and Risk, Technology, and various Operations and company teams as necessary to progress customer-focused needs
- Review and negotiate moderately complex loan servicing transactions, evaluate risks, and devise strategies to mitigate risks and identify procedural modifications
- Serve as an escalation point in the resolution of client issues
- Conduct quality reviews and monitor key performance metrics as related to efficiencies and effective processes
- Identify activities of the team to ensure conformity with established procedures
- Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
- May lead projects, teams, or serve as a mentor for lower-level staff; may contribute to strategic initiatives
- Independently resolve moderately complex issues and lead team to meet deliverables while leveraging solid understanding of the function, policies, procedures, and compliance requirements
Required Qualifications:
- 4+ years of Commercial Loan Servicing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- Experience in Commercial Loan Servicing, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Candidate should have minimum 7 years of overall Loan IQ experience with minimum 3+ years of SME level /Training Expertise.
- Should have knowledge of all loan life cycle events in Loan IQ.
- Should be aware of Loan IQ environments (Production and Lower Environment) and their functionalities.
- Able to perform and deliver complex tasks in all product areas in Loan IQ.
- Expert Level SQL skills to provide reporting and insights to leaders.
- Candidates with advanced knowledge in Loan IQ system architecture will be preferred.
- Training Development and Delivery:
- Desing and implement training programs tailored to various user levels, covering topics such as Loan documentation, Syndication loan functionality, processing and system functionality.
- Material Creation:
Develop comprehensive training materials, including manuals and presentations to facilitate effective learning experiences.
- Performance Assessment:
Evaluate the effectiveness of training programs through assessments and feedback, making necessary adjustments to improve outcomes.
- Ongoing support:
Provides continuous support and guidance to users post training, addressing queries and ensuring the practical application of learned skills.
- Analytical skills to assess training effectiveness and implement improvements, Familiarity with Loan IQ platforms and instructional design principals.
- User Adoption and engagement:
Provides onboarding training for new users or LOBS, ensuring they understand how to use Loan IQ from the start.
Ensure users are engaged and encourage continuous learning through follow-up sessions and refresher courses.
Should have trained at least the batch of 20 team members and delivered positive results post training.
- Candidate should have minimum 7 years of overall Loan IQ experience with minimum 3+ years of SME level /Training Expertise.
- Should have knowledge of all loan life cycle events in Loan IQ.
- Should be aware of Loan IQ environments (Production and Lower Environment) and their functionalities.
27 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.