Senior Commercial Lending Servicing Specialist - Loan Trade Support

Wells Fargo•Charlotte, NC

3d•Hybrid

About The Position

Wells Fargo is seeking a Senior Commercial Lending Servicing Specialist to join the Loan Trade Support team within the Corporate Investment Banking Lending Operations (CIBLO) division. The role supports syndicated loan trading and servicing activities, including trade settlements, review and validation of loan trade assignments, transaction research and reconciliation, and accurate processing in applicable lending systems. The specialist partners with Loan Trading, Agency Servicing, Member Servicing, and other internal stakeholders to support timely trade execution, accurate money movement, and effective risk and control management. The position also includes analyzing moderately complex transaction exceptions, performing quality-control or approval activities when applicable, supporting operational risk management, contributing to process improvement and automation initiatives, and providing guidance and training to less experienced team members. Employees are accountable for following applicable risk and compliance policies, escalating and remediating issues, and making sound risk decisions. The role requires working in the office at the posted location at least three days per week, with stated hours of 8:30 a.m. to 5:30 p.m. The position is not eligible for visa sponsorship or transfer of visa sponsorship.

Requirements

At least 4 years of Commercial Loan Servicing experience, or equivalent demonstrated through work experience, training, military experience, education.
Ability to work in the office at the posted location a minimum of three days per week.
Ability to work from 8:30 a.m. to 5:30 p.m.

Nice To Haves

Syndicated loan operations, loan trading, or loan servicing experience.
Loan trade settlement or secondary loan market experience.
Loan IQ experience.
Experience supporting Agency or Member loan servicing.
Experience reviewing and processing loan assignments or trade-related documentation.
Experience researching and reconciling principal, interest, fees, settlements, or other loan transaction activity.
Knowledge of syndicated lending structures and the commercial loan lifecycle.
Experience identifying and resolving transaction exceptions or reconciliation breaks.
Experience partnering with loan trading, agency servicing, lenders, or other lending operations stakeholders.
Experience performing quality-control, maker/checker, or transaction approval activities.
Ability to manage multiple priorities in a deadline-driven transaction environment.
Advanced analytical, research, problem-solving, and communication skills.

Responsibilities

Support daily syndicated loan trade settlement activities and operational processing for loan trading transactions.
Review and validate trade assignments, transaction amounts, counterparty information, and supporting documentation before execution.
Research, reconcile, and resolve exceptions related to loan trade activity and associated servicing transactions.
Process or support principal, interest, settlement, and other money movement activities associated with syndicated loan positions.
Maintain accurate transaction and position information in applicable lending systems and process activity according to established procedures and controls.
Partner with Loan Trading, Agency Servicing, Member Servicing, and other stakeholders to resolve trade settlement discrepancies and operational issues.
Analyze moderately complex transaction exceptions, identify root causes, and recommend resolutions.
Perform quality-control or approval activities for loan trade transactions, as applicable.
Identify discrepancies, escalate issues, and ensure appropriate documentation and control execution to support operational risk management.
Participate in process improvement, automation, procedure development, and initiatives to improve trade settlement and servicing efficiency.
Provide guidance and subject matter support to less experienced team members and assist with training on loan trade support processes.
Follow applicable risk and compliance programs, policies, and procedures; escalate and remediate issues and make sound risk decisions.