SBA Business Relationship Support Specialist

$55,300 - $98,300/Yr

Wells Fargo - Charlotte, NC

Full-time - Mid Level

Charlotte, NC

10,001+ employees

Credit Intermediation and Related Activities

About the position

The Senior Business Relationship Support Specialist at Wells Fargo plays a crucial role in the Commercial Middle Market Banking SBA Division. This position is responsible for managing a complex portfolio of customers, ensuring compliance, and identifying opportunities for process improvements. The specialist will collaborate with managers and peers to resolve customer issues, develop expertise in policies and procedures, and lead the team as a subject matter expert.

Responsibilities

• Be accountable for a complex portfolio of customers.
• Share leadership role with managers to oversee a portfolio of accounts.
• Identify opportunity for process improvements within the portfolio.
• Review and analyze the decision process for customer accounts and evaluate the profitability and risk of designated portfolio.
• Verify compliance and report identified issues for resolution.
• Make decisions on complex customer issues.
• Partner with managers to resolve issues and provide status updates on implementations.
• Develop expertise in the policies, procedures, and compliance requirements.
• Handle complex customer issues which include escalation and resolution.
• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals.
• Interact with internal customers.
• Receive direction from leaders.
• Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements.

Requirements

• 2+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
• A BS/BA degree or higher.

Nice-to-haves

• Knowledge and understanding of Small Business Administration (SBA) Standard Operating Procedures (SOP) and Policies.
• Small Business Administration (SBA) 7a and 504 Lending experience.
• Excellent verbal, written and interpersonal communication skills.
• Advanced Microsoft Office skills.
• Ability to quickly learn business operations and processes.
• Knowledge and understanding of Anti Money Laundering (AML) and Bank Secrecy Act (BSA).
• Commercial banking experience.
• Commercial credit experience.
• Ability to work effectively, as well as independently, in a team environment.
• Customer service focus with the ability to listen to customer needs and recommend solutions.
• Strong organizational, multi-tasking, and prioritizing skills.
• Strong attention to detail and accuracy skills.
• Ability to manage client relationships.
• Ability to identify cross-sell opportunities and participate in moderately complex customer transactions.
• Extensive knowledge and understanding of commercial or specialty group servicing operations.
• Knowledge of various systems used to support Commercial Banking clients including Hogan, AFS, Cornerstone, TM Legal Wizard, Relationship View and Service View.

Benefits

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement