Associate Loan Documentation Processor

Wells FargoCharlotte, NC
187dHybrid

About The Position

Wells Fargo is seeking a Loan Documentation Processor as part of Commercial Banking Operations. In this role, you will support in preparing loan documents for review, reviewing completed loan packages against system data and correcting errors in loan packages. You will identify ways to improve individual work processes within established procedures, receive direction from the Loan Documentation supervisor, and escalate questions and issues to more experienced individuals. Additionally, you will interact with the immediate Loan Documentation team on basic information related to the routine loan documents review process.

Requirements

  • 6+ months of customer service, loan administration, collections, or sales environment experience, or equivalent demonstrated through one or a combination of work experience, training, military experience, education.

Nice To Haves

  • Experience with one or a combination of the following systems: Business Lending and Sales Tracking (BLAST), Automated Financial Systems (AFS) commercial loan system, and ICMP (Imagining and Content Management Platform).
  • Commercial Banking Experience.
  • Basic Microsoft Office (Word, Excel, and Outlook) skills.
  • Good analytical skills with high attention to detail and accuracy.
  • Ability to prioritize work, meet deadlines, achieve goals, and work well under pressure in a dynamic and complex environment.
  • Excellent verbal, written, and interpersonal communication skills.

Responsibilities

  • Support in preparing loan documents for review.
  • Review completed loan packages against system data and correct errors in loan packages.
  • Identify ways to improve individual work processes within established procedures.
  • Receive direction from Loan Documentation supervisor and escalate questions and issues to more experienced individuals.
  • Interact with immediate Loan Documentation team on basic information related to the routine loan documents review process.
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