Commercial Loan Closing Specialist

Wells Fargo Bank•Charlotte, NC

1d•Hybrid

About The Position

Wells Fargo is seeking a Commercial Loan Closing Specialist as part of our Commercial Banking Operations Division. In this role, you will work pre-close documents for moderately complex to complex commercial loans, coordinate all aspects of loan closings, perform customer, loan and regulatory diligence, and accurately evaluate and upload data into the systems of record. You will ensure compliance with all bank policies, procedures and regulatory requirements. You will also review and prepare complex loan documents, coordinate legal activities for loan documentation, and serve as the primary liaison between Credit, Sales, and Legal departments. You will work collaboratively with Credit, Sales and Legal regarding proper procedures and documentation requirements necessary to ensure accuracy with negotiated terms and ensure alignment with appropriate compliance standards. Additionally, you will review and negotiate complex legal documentation, evaluate risks, devise strategies to mitigate documentation risk, and identify procedural modifications. You will also provide guidance and training to peers and collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals. You will interact with internal customers and receive direction from leaders while exercising independent judgment and developing the knowledge to understand function, policies, procedures, and compliance requirements.

Requirements

2+ years of Commercial Loan Closing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Nice To Haves

6+ months of experience with Siebel Originations and InfoLease System
6+ months of experience working with Lexis Nexis
Knowledge and understanding of equipment finance and/or secured leasing finance experience
Documentation creation and/or documentation review and funding experience
Ability to develop and manage business relationships
Excellent verbal, written, and interpersonal communication skills
Ability to provide strong customer service while actively listening and responding in an appropriate manner
Effective organizational, multi-tasking, and prioritizing skills
Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
Ability to navigate multiple computer systems, applications, and utilize search tools to find information
Strong analytical skills with high attention to detail and accuracy
Experience meeting high production and quality standards in a fast paced, development and production support environment

Responsibilities

Work pre-close documents for moderately complex to complex commercial loans
Coordinate all aspects of loan closings
Perform customer, loan and regulatory diligence
Accurately evaluate and upload data into the systems of record
Ensure compliance with all bank policies, procedures and regulatory requirements
Review and prepare complex loan documents
Coordinate legal activities for loan documentation
Serve as primary liaison between Credit, Sales, and Legal departments
Work collaboratively with Credit, Sales and Legal regarding proper procedures and documentation requirements necessary to ensure accuracy with negotiated terms and ensure alignment with appropriate compliance standards
Review and negotiate complex legal documentation, evaluate risks, devise strategies to mitigate documentation risk and identifying procedural modifications
Provide guidance and training to peers
Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
Interact with internal customers
Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements