Wells Fargo is seeking a Business Relationship Support Specialist to assist the SPG Banking deal teams with deal execution responsibilities (including pre and post-closing activities), the closing/settlement process for both securitization and lending activity, and pipeline management. In this role, you will execute deal execution responsibilities across securitization and lending transactions, manage deal pipeline, fee tracking, legal documentation status, and system updates (SalesForce, B&D Forms, nCino, TRACS, Documentum, ART, etc.). You will liaise with origination bankers, middle office, operations, and compliance teams, ensuring AML/KYC processes are completed for new borrowers/issuers and maintained for ongoing relationships. You will be responsible for data capture/data integrity in coordination with other data specialists in SPG, assist in complex initiatives or large projects that impact the SPG Banking lending portfolio, support audit functions for closed, withdrawn, or lost deals, and ensure compliance with all applicable Risk programs (Credit, Market, Financial Crimes, Operational, Regulatory, etc.). Additionally, you will manage post-closing check lists and documentation, and be responsible for the end-to-end customer experience including onboarding and extensive problem-solving. You will also assist with customer due diligence operations which may include proper initiation and accuracy of loan documentation process and implementation of treasury products, adhering to all policy and regulatory requirements.
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Number of Employees
1,001-5,000 employees