In this role, you will:
- Lead a variety of pre-close activities for moderately complex to complex commercial loans, including coordinating all aspects of loan closings
- Accurately evaluate and upload data into the systems of record to ensure compliance with all bank policies, procedures and regulatory requirements
- Document and coordinate legal activities for loan documentation that may also include documentation purchased from third party sources, with internal staff and the Corporate Legal group
- 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, develop strategies to mitigate documentation risk 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
- 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:
- 4+ 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:
- Experience with drafting procedures and process change management
- RCSA and/or experience working with control documentation
- 2+ years of Commercial Banking experience
- 2+ years of quality control and/or audit experience
- Demonstrated experience working with testing teams including experience crafting risk-based responses for any findings
- Ability to interpret insurance policies, legal contracts, and loan docs with a critical lens to risk assess and ensure compliance to regulatory policy
- Understanding of FEMA Guidelines, FDPA (Flood Disaster Protection Act) Requirements
- Ability to execute in a fast paced, high demand, environment while balancing multiple priorities
- Ability to take initiative and work independently with minimal supervision in a structured environment
- Ability to develop partnerships and collaborate with other business and functional areas
- Exceptional organization, analysis, decision making, and problem resolution skills
- Excellent verbal, written, and interpersonal communication skill
- Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
3 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.