CIB Lending Operations Middle Office Specialist

Wells Fargo•Irving, TX

5d•$29 - $48•Hybrid

About The Position

Wells Fargo is seeking a CIB Lending Operations Middle Office Specialist to join our FIG & Banks Middle Office Team as a part of Corporate Investment Banking Lending Operations (CIBLO). In this role, you will serve as a critical intermediary between the front office and back office during the lending origination and trading process. You will participate in low- to moderately complex initiatives and identify process improvement opportunities within Corporate & Investment Banking Lending Operations in the middle office function. Your responsibilities will include executing credit requests and entering data across loan and operating exposure products; onboarding clients and setting up legal entities in applicable systems; reviewing documentation and completing checklists; and coordinating booking, funding, and collateral requirements. You will also review credit approvals and legal documentation to support system setup, and complete regulatory and compliance steps (e.g., screenings and KYC confirmation). Partnering with loan operations to support closing and funding, and identifying and escalating issues and exceptions as appropriate will be key. You will review and analyze basic business, operational, or technical assignments requiring research and evaluation of alternatives, and present recommendations to resolve low- to moderately complex situations. This role requires exercising independent judgment to support medium-risk deliverables and applying growing expertise in functional policies, procedures, and compliance requirements, while collaborating with functional colleagues, internal partners, and stakeholders.

Requirements

2+ years of credit operations, loan operations, or deal support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education

Nice To Haves

Experience supporting lending operations, transaction processing, or workflow coordination
Corporate & Investment Banking or commercial lending operations experience
Experience in Middle Office, Loan Closing, Loan Servicing, Agency Services, or Syndicated Lending
Experience reviewing credit agreements, loan documentation, or related legal documents
Experience working with front office, credit, risk, legal, compliance, or operations partners
Experience researching operational issues, resolving routine exceptions, and escalating when appropriate
Experience with Loan IQ (LIQ), nCino, or similar lending platforms
Working knowledge of lending processes, operational risk, controls, or regulatory requirements
Effective analytical, organizational, and problem-solving skills
Attention to detail, data accuracy, and effective communication skills

Responsibilities

Serve as a critical intermediary between the front office and back office during the lending origination and trading process
Participate in low‑ to moderately complex initiatives and identify process improvement opportunities within Corporate & Investment Banking Lending Operations in middle office function
Execute credit requests and enter data across loan and operating exposure products; onboard clients and set up legal entities in applicable systems; review documentation and complete checklists; and coordinate booking, funding, and collateral requirements
Review credit approvals and legal documentation to support system setup; complete regulatory and compliance steps (e.g., screenings and KYC confirmation)
Partner with loan operations to support closing and funding; identify issues and escalate exceptions as appropriate
Review and analyze basic business, operational, or technical assignments requiring research and evaluation of alternatives
Present recommendations to resolve low‑ to moderately complex situations
Exercise independent judgment to support medium‑risk deliverables
Apply growing expertise in functional policies, procedures, and compliance requirements
Collaborate with functional colleagues, internal partners, and stakeholders