CIB Lending Operations Middle Office Specialist

Wells Fargo•Charlotte, NC

17h•Hybrid

About The Position

Wells Fargo is hiring a CIB Lending Operations Middle Office Specialist to join the Business Execution team within Corporate Investment Banking Lending Operations (CIBLO). The role supports Debt Capital Markets (DCM) deal teams throughout the transaction closing and settlement process, including pre- and post-closing activities. It manages deal-related operational items so deal teams can focus on transaction work, and develops, implements, and executes business initiatives and programs while advocating for Wells Fargo’s vision and business plans across business groups. The position provides high-quality execution and client support for technical DCM transactions and amendments. It coordinates with front-office partners, relationship and portfolio managers, and back-office teams; organizes bank meetings and closing calls; supports diligence, funds flow, borrowing and payment requirements, and wiring instructions; and completes reconciliation, documentation, system updates, post-closing, and reporting tasks. The Specialist also contributes to process-improvement project documentation and builds product knowledge to support internal and external partners. The position is based at 550 S Tryon St, Charlotte, North Carolina, and requires working in the office at least three days per week. Additional hours may be needed. The position is not eligible for visa sponsorship or transfer of visa sponsorship.

Requirements

At least 2 years of credit operations, loan operations, or deal support experience, or equivalent demonstrated through work experience, training, military experience, or education.
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.
Position is not eligible for visa sponsorship or transfer of visa sponsorship.

Nice To Haves

Experience supporting Debt Capital Markets (DCM) deal teams.
At least 1 year of financial services industry experience.
Proficiency with Salesforce, Documentum, and/or nCino.
Lending experience.
Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment.
Ability to work effectively in a team environment and across organizational levels, with flexibility, collaboration, and adaptability.
Ability to work in a fast-paced environment.
Attention to detail and accuracy.

Responsibilities

Coordinate with front-office partners, including Investment Bankers, Origination and Structuring, and Sales and Distribution, as well as Relationship and Portfolio Managers and back-office teams.
Provide high-quality execution and client support to DCM teams on technical transactions and amendments.
Set up bank meetings, coordinate logistics, create transaction memorandums, and prepare bank meeting materials.
Manage client closing conference calls with clients, closing attorneys, and deal teams to review due diligence, closing precedents, funds flow, borrowing and payment requirements, and wiring instructions.
Reconcile funds, gather out-of-pocket expenses, and coordinate vendor invoices.
Synchronize post-bank meeting and pre-closing activities to support a smooth closing process.
Complete post-closing requirements, including preparing closed deal files, and support audits related to closed deal files.
Update systems such as Salesforce, Documentum, and nCino as needed.
Monitor the deal pipeline for internal and regulatory reporting, track transaction fees and recent issuances, and assist with administrative support tasks.
Build product knowledge and use it to provide useful information to internal and external partners.
Assist the Deal Execution Team manager with documentation to evaluate and implement process-improvement projects as needed.
Execute applicable risk programs and follow relevant Wells Fargo policies and procedures; fulfill risk and compliance obligations, escalate and remediate issues, and make sound risk decisions.