CIB Lending Operations Administration Specialist

Wells Fargo Bank•Charlotte, NC

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 associated with the loan portfolio, investigating discrepancies and monetary breaks down to the line-item level, and submitting requests to resolve them when needed. The role also completes month-end reporting for assigned accounts, focusing on account reconciliation rather than interest-bearing calculations. The position supports loan administration and post-transaction processing for corporate credit facilities. It includes processing and analyzing routine to moderately complex transactions, maintaining accurate loan accounting and reporting, reviewing documentation and data, performing regulatory and portfolio controls, and collaborating with internal partners and stakeholders. The role is expected to work in the office at the posted location at least three days per week and additional hours as needed.

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 identify and evaluate trends, isolate root causes, and provide swift, thorough resolutions.
Ability to evaluate moderately complex business, operational, or technical challenges that require in-depth evaluation, planning, and direction.
Advanced Excel skills.
Analytical, reporting, and leadership skills.
Ability to work independently and multitask across other areas of the team.
Effective communication skills.
Ability to work in the office at the 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.
Commercial real estate mortgage servicing experience.
Accounting and reconciliation background and experience.

Responsibilities

Reconcile general ledger and demand deposit accounts associated with the loan portfolio.
Analyze and resolve loan accounting and reporting issues and discrepancies, investigating monetary breaks to the line-item level and requesting resolution when needed.
Complete month-end reporting for assigned accounts, with a focus on account reconciliation rather than interest-bearing calculations.
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.
Independently process transactions involving moderate risk analysis, including preparing documentation, servicing execution, post-transaction processing, credit data validation, and regulatory and documentation controls.
Process and analyze routine to moderately complex loan administration transactions; conduct site inspections and portfolio reviews; and prepare or 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 and 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 and exercise independent judgment in support of medium-risk deliverables.
Collaborate with functional colleagues, internal partners, and stakeholders.
Work in the office at the posted location a minimum of three days per week and additional hours as needed.