Lead Commercial Loan Servicing Specialist - LoanIQ Trainer
About The Position
Wells Fargo is seeking a LoanIQ Trainer – Commercial Loan Servicing professional to support operational excellence by combining deep system expertise, hands-on servicing knowledge, and structured training delivery for commercial loan servicing teams. In this role, you will lead and support training, coaching, and knowledge transfer activities related to LoanIQ for complex commercial loan products, with a focus on bilateral loan structures. You will serve as a subject matter expert and trainer for LoanIQ functionality, servicing workflows, and best practices across the commercial loan lifecycle. You will develop, facilitate, and maintain LoanIQ training materials, job aids, and process documentation aligned to policies, procedures, and regulatory requirements. You will also lead a variety of servicing activities for complex commercial products, leveraging LoanIQ expertise to ensure accurate setup, maintenance, and servicing. As a primary liaison, you will work collaboratively with Sales, Legal, Control, Risk, Technology, and Operations teams to support customer-focused servicing and training needs. You will review and support complex loan servicing transactions, evaluate risks, and identify procedural or system-related enhancements to improve accuracy and efficiency. You will act as an escalation point for LoanIQ‑related servicing or training issues, providing guidance and solutions to frontline teams. Additionally, you will conduct quality reviews and monitor key performance metrics to identify training gaps and opportunities for process improvement. You will coordinate servicing and training activities to resolve open customer issues, support regulatory diligence, and ensure ongoing portfolio maintenance. You will research complex business and operational issues and translate findings into clear, actionable training guidance. You will ensure compliance with all applicable policies, procedures, and regulatory requirements within servicing and training activities. You will strategically collaborate and consult with peers, colleagues, and managers to support operational readiness, system upgrades, and broader training initiatives. You will make decisions in complex, multi‑faceted situations requiring a strong understanding of commercial loan servicing, LoanIQ functionality, and compliance requirements.
Requirements
- 5+ years of Commercial Loan Servicing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 5+ years of experience using LoanIQ, including setup, servicing, maintenance, and lifecycle management of commercial loans
- 3+ years of commercial loan servicing experience with bilateral loan structures
- Demonstrated experience delivering training, coaching, or operational support for LoanIQ or commercial loan servicing teams
- Solid understanding of commercial loan servicing policies, procedures, and regulatory requirements
- Ability to translate complex system and servicing concepts into clear, practical training content
- Excellent attention to detail, organizational, and problem-solving skills
- Strong communication skills and ability to work collaboratively across teams
- Intermediate Microsoft Office skills
Responsibilities
- Lead and support training, coaching, and knowledge transfer activities related to LoanIQ for complex commercial loan products, with a focus on bilateral loan structures
- Serve as a subject matter expert and trainer for LoanIQ functionality, servicing workflows, and best practices across the commercial loan lifecycle
- Develop, facilitate, and maintain LoanIQ training materials, job aids, and process documentation aligned to policies, procedures, and regulatory requirements
- Lead a variety of servicing activities for complex commercial products, leveraging LoanIQ expertise to ensure accurate setup, maintenance, and servicing
- Serve as a primary liaison and work collaboratively with Sales, Legal, Control, Risk, Technology, and Operations teams to support customer-focused servicing and training needs
- Review and support complex loan servicing transactions, evaluate risks, and identify procedural or system-related enhancements to improve accuracy and efficiency
- Act as an escalation point for LoanIQ‑related servicing or training issues, providing guidance and solutions to frontline teams
- Conduct quality reviews and monitor key performance metrics to identify training gaps and opportunities for process improvement
- Coordinate servicing and training activities to resolve open customer issues, support regulatory diligence, and ensure ongoing portfolio maintenance
- Research complex business and operational issues and translate findings into clear, actionable training guidance
- Ensure compliance with all applicable policies, procedures, and regulatory requirements within servicing and training activities
- Strategically collaborate and consult with peers, colleagues, and managers to support operational readiness, system upgrades, and broader training initiatives
- Make decisions in complex, multi‑faceted situations requiring a strong understanding of commercial loan servicing, LoanIQ functionality, and compliance requirements
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
