CIB Lending Operations Administration Specialist

Wells Fargo•Chandler, AZ

3d•Hybrid

About The Position

Wells Fargo is seeking a CIB Lending Operations Administration Specialist to join the Commercial Mortgage Servicing (CMS) team within Corporate Investment Banking Lending Operations (CIBLO). The specialist owns a set of accounts and works from primary and secondary task lists. Day-to-day work centers on reconciling general ledger and demand deposit accounts, investigating discrepancies and monetary breaks down to the line-item level, and submitting requests to resolve issues when needed. The role also completes month-end reporting for assigned accounts, with a focus on account reconciliation rather than interest-bearing calculations. The position supports loan administration and post-transaction processing for corporate credit facilities. It involves processing and analyzing routine to moderately complex transactions, reviewing legal and credit documents, validating data, supporting loan approval documentation, monitoring portfolios and documentation exceptions, and maintaining regulatory, risk, and control standards. The role participates in initiatives and process improvements and collaborates with colleagues, internal partners, and stakeholders. The position requires working in the office at a posted location for at least three days per week, with additional hours as needed. The role is not eligible for visa sponsorship or transfer of visa sponsorship.

Requirements

At least 2 years of credit operations, loan operations, or deal experience, or equivalent demonstrated through work experience, training, military experience, or education.
Ability to work in the office at a posted location for a minimum of three days per week.
Ability to work additional hours as needed.

Nice To Haves

Degree in accounting, or recent and relevant work experience in accounting or a directly related accounting field.
Ability to identify and evaluate trends, isolate root causes, and provide swift, thorough resolutions.
Commercial real estate mortgage servicing experience.
Accounting and reconciliation background and experience.
Ability to evaluate moderately complex business, operational, or technical challenges requiring in-depth evaluation, planning, and direction to resolve complex business problems.
Advanced Excel skills.
Analytical, reporting, and leadership skills.
Ability to work independently and multitask across other areas of the team.
Effective communication skills.

Responsibilities

Reconcile general ledger and demand deposit accounts associated with the loan portfolio.
Analyze and resolve loan accounting and reporting issues and discrepancies.
Maintain the accuracy, completeness, and control integrity of data and documentation across the lending lifecycle.
Participate in loan administration initiatives and day-to-day operational processes, data reconciliations, and adherence to established risk and control standards.
Participate in low- to moderately complex initiatives and identify process improvement opportunities within the middle-office lending operations function.
Process transactions independently with moderate risk analysis, including preparing documentation, executing services, improving process efficiency, and validating credit data and regulatory and documentation controls.
Process and analyze routine to moderately complex loan administration transactions.
Conduct site inspections and portfolio reviews and prepare and support loan approval documentation.
Identify and recommend procedural improvements; review legal and credit documents and validate data using protocols and internal systems.
Perform quarterly regulatory data reviews, execute manual controls, monitor documentation exceptions, and follow up with stakeholders.
Support portfolio monitoring controls, escalate issues as needed, and execute post-transaction processing for corporate credit facilities.
Present recommendations to resolve low- to moderately complex situations.
Use independent judgment to support medium-risk deliverables and apply functional policies, procedures, and compliance requirements.
Collaborate with functional colleagues, internal partners, and stakeholders.
Complete month-end reporting for assigned accounts, focusing on account reconciliation.