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Wells Fargo Lead Loan Documentation Processor Mortgage Closing 
Philippines, Maypajo 
518272309

Yesterday

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.