Fund Finance Middle Office Senior Manager

Wells Fargo & Company•Charlotte, NC

7d•Hybrid

About The Position

Wells Fargo is seeking a Business Relationship Support Senior Manager with Fund Finance Middle Office. This role will provide leadership support of Corporate & Investment Banking’s middle office and loan closing teams supporting the Fund Finance line of business. The position provides support to relationship management teams and other internal business partners in coordination of the loan closing process. The Senior Manager acts as the primary point of contact for operational and product questions and escalation items. This role partners across line of business industries to ensure consistency in process and control management. Duties may include proactively handling client account and/or product issues, money movement transactions and approvals, confirming source of funds, and partnering with internal teams to resolve office management on ad-hoc client inquiries. The role coordinates customer onboarding, due diligence, proactive outreach, and other associated risk management matters to ensure regulatory and company requirements are met. The Senior Manager will manage and develop teams of individual contributors or managers handling moderate-complexity and moderate-risk work while driving functional strategy and performance. In this role, you will manage and develop teams of individual contributors and/or managers in roles with moderate complexity and risk within Corporate & Investment Banking Lending Operations in middle office function. Areas of focus may include the following: Middle Office, Credit Execution, Middle Office Credit Services, Middle Office Structured Lending or other Middle Office specialty group. You will engage and influence stakeholders, internal partners, and peers impacted by functional outcomes. You will determine strategies and actions required to meet moderate to high risk deliverables. You will interpret and develop policies and procedures for functions with moderate complexity. You will identify and recommend process improvement and risk control initiatives. You will manage allocation of people and financial resources to meet commitments and strategic objectives. You will develop and promote a culture of continuous talent development and performance. You will collaborate with and influence professionals and leaders, including senior managers; interact with external customers. You will manage the end-to-end customer experience including onboarding and extensive problem-solving. You will participate in the identification and maximization of growth opportunities and on-site calls with Relationship Managers. You will oversee customer operations which may include initiation and accuracy of loan documentation. You will oversee a compliance monitoring program and evaluate the results, ensuring achievement of a satisfactory rating on all audits, working with business management to resolve issues, and address deficiencies. You will complete all required assessments, exercises, training, and affirmations in accordance with Bank Policies and Audit requirements, including Business Continuity Planning. You will determine appropriate strategy and actions to meet objectives and lead the team to achieve objectives.

Requirements

7+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
3+ years of management or leadership experience

Nice To Haves

Experience with Fund Finance
Experience with nCino and LoanIQ
Leadership experience including; coaching, training, and mentoring including leading other managers and complex professional teams
Experience identifying inefficiencies, finding opportunities to streamline business processes, and implementing change
Ability to motivate staff to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
Ability to interact with all levels of an organization, including management
Proven organizational, multi-tasking, and prioritizing skills, as well as the ability to influence and negotiate across functional teams
Strong strategic thinking and decision-making skills
Proven analytical and problem-solving skills

Responsibilities

Manage and develop teams of individual contributors and/or managers in roles with moderate complexity and risk within Corporate & Investment Banking Lending Operations in middle office function.
Engage and influence stakeholders, internal partners, and peers impacted by functional outcomes.
Determine strategies and actions required to meet moderate to high risk deliverables.
Interpret and develop policies and procedures for functions with moderate complexity.
Identify and recommend process improvement and risk control initiatives.
Manage allocation of people and financial resources to meet commitments and strategic objectives.
Develop and promote a culture of continuous talent development and performance.
Collaborate with and influence professionals and leaders, including senior managers; interact with external customers.
Manage the end-to-end customer experience including onboarding and extensive problem-solving.
Participate in the identification and maximization of growth opportunities and on-site calls with Relationship Managers.
Oversee customer operations which may include initiation and accuracy of loan documentation.
Oversee a compliance monitoring program and evaluate the results, ensuring achievement of a satisfactory rating on all audits, working with business management to resolve issues, and address deficiencies.
Complete all required assessments, exercises, training, and affirmations in accordance with Bank Policies and Audit requirements, including Business Continuity Planning.
Determine appropriate strategy and actions to meet objectives.
Lead team to achieve objectives.