Senior Business Relationship Support Specialist - SPG

Wells Fargo•Charlotte, NC

73d

About The Position

Corporate and Investment Banking (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo. The Structured Products Group within CIB is a fully aligned end-to-end global platform combining structured product origination, structuring, securitization, syndication, distribution and secondary market trading for CIB's clients. Integrated into one team, SPG is arranged by asset class across the three main verticals of Mortgage Finance, Corporate Debt Finance and Asset Backed Securitization. Wells Fargo is seeking a Senior Business Relationship Support Specialist to assist the SPG Banking deal teams with deal execution responsibilities (including pre and post-closing activities), the closing/settlement process for both securitization and lending activity, and pipeline management. In this role, you will:

Requirements

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

Nice To Haves

Exceptional attention to detail and organizational skills
Excellent written and verbal communication
Strong interpersonal skills and ability to engage stakeholders
Ability to thrive in a high-pressure, deadline-driven environment
Proficiency in Excel, Word, PowerPoint
Bachelor's degree in business, finance, or related field
Experience in either CIB back office, middle office or Financial Crimes

Responsibilities

Execute deal execution responsibilities across securitization and lending transactions
Manage deal pipeline, fee tracking, legal documentation status, and system updates (SalesForce, B&D Forms, nCino, TRACS, Documentum, ART, etc.)
Liaise with origination bankers, middle office, operations, and compliance teams
Ensure AML/KYC processes are completed for new borrowers/issuers and maintained for ongoing relationships
Be responsible for data capture/ data integrity in coordination with other data specialists in SPG
Assist in complex initiatives or large projects that impact the SPG Banking lending portfolio
Support audit functions for closed, withdrawn, or lost deals
Ensure compliance with all applicable Risk programs (Credit, Market, Financial Crimes, Operational, Regulatory, etc.)
Managed post-closing check lists and documentation
Responsible for the end-to-end customer experience including onboarding and extensive problem-solving
Assist with customer due diligence operations which may include proper initiation and accuracy of loan documentation process and implementation of treasury products, adhering to all policy and regulatory requirements