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Wells Fargo Central Asset Based Lending Portfolio Support 
United States, North Carolina, Charlotte 
843324297

17.04.2025


In this role, you will:

  • Review highly complex loan documentation
  • Onboard new Capital Finance Asset Based Lending (ABL) clients on the LUCAS loan system and process loan modifications for existing ABL clients
  • Process access requests in the Wells Fargo CEO portal
  • Interact with cross-functional teams including our underwriting, portfolio, legal (in-house and external), collateral analysts, deal closing, letters of credit, tax reporting, operational risk, and loan servicing teams
  • Assist in efforts to create, update, and/or certify team procedures, job aids, and user guides
  • Participate in UAT and BCP testing events
  • Become subject matter expert on all lines of business and provide guidance to other team members
  • Support reduction of outstanding regulatory deliverables by executing against milestones and continue to strengthen risk and control infrastructure
  • Complete monthly metrics reporting
  • Identify themes and trends in metrics to improve team accuracy and identify subjects for refresher training
  • Partner with upstream and downstream stakeholders to ensure requests are completed timely and accurately
  • Assist with operational adjustment research and reporting, including identification of prevention measures


Required Qualifications:

  • 5+ 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:

  • Asset Based Lending experience
  • Degree in Finance, Business, Economics or Law preferred
  • Paralegal and/or finance experience
  • Strong understanding of LUCAS (Loan Underwriting Collateral Analysis System) and CLIC (Client Loan Information Criteria) application or similar systems
  • Excellent verbal, written, and interpersonal communication skills
  • Proficient in reading and understanding complex loan documentation and/or credit agreements
  • Ability to work effectively, as well as independently, in a team environment
  • Ability to work in a fast-paced deadline driven environment
  • Effective organizational, multi-tasking, and prioritization skills
  • Sound knowledge of Microsoft Office (Word, Excel, & Outlook)


Job Expectations:

  • This position will work standard business hours, Monday through Friday, 8:00am - 5:00pm
  • This position may be located at one of the posted locations listed below and relocation benefits are not available for this role
  • Visa sponsorship is not available for this position

Location:

  • 1525 W WT Harris Blvd Charlotte, NC
  • 5000 Riverside Rd Irving, TX

Other Information:

**You should be aware that specific compliance policies may apply regarding outside activities and/or personal investing. Requirements may include pre-clearing outside activities, transferring brokerage accounts to a designated broker, trade pre-clearance, minimum holding period, monitoring of trading activity, etc. Affected employees will be expected to provide information to the Personal Account Dealing Team and abide by applicable policy requirements. If you would like additional information to help assess impact, please discuss with your hiring manager or contact the Personal Account Dealing Team at . Otherwise, more detailed information will be provided after you join Wells Fargo.

20 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.