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In this role, you will:
Lead and oversee post-transaction processes for complex corporate credit facilities, ensuring data accuracy, timeliness, and compliance with internal standards
Review and validate legal and credit approval documentation, ensuring alignment with systems of record and regulatory requirements
Serve as a key liaison between deal teams, credit execution, operations, and risk partners to ensure seamless data flow and issue resolution
Identify and resolve high-impact issues, manage escalations, and implement sustainable solution
Provide strategic input on policy interpretation, process improvements, and system enhancements
Maintain deep expertise in bank policies, procedures, regulatory frameworks, and data governance practices
Mentor and coach junior and mid-level team members, fostering a culture of continuous learning and operational excellence
Represent the CDA group in cross-functional initiatives and governance forums
Required Qualifications:
5+ years of experience in business relationship support, credit operations or a related field demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Expert level knowledge of credit documentation and corporate loan structures.
Advanced proficiency with credit systems such as LIQ, nCino, CoRS, ICMP, WCIS, ART, TRE, RCS, and E-TRAC.
Proven ability to lead initiatives, manage complex workflows and influence cross-functional teams.
Strong analytical and decision-making skills with a focus on risk mitigation and data integrity.
Exceptional attention to detail and ability to manage competing priorities in a fast-paced, dynamic and complex environment.
Excellent communication and interpersonal skills, with the ability to present to senior leadership.
Advanced proficiency in Microsoft Office Suite, particularly Excel, Word, Outlook, and PowerPoint.
Job Expectations:
This position offers a hybrid work schedule
This position is not eligible for Visa sponsorship
Job Locations:
4101 Wiseman Blvd – San Antonio, TX 78251
550 S Tryon Street – Charlotte, NC 28202
90 S 7th Street – Minneapolis, MN 55402
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit for an overview of the following benefit plans and programs offered to employees.
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
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