Senior Commercial Loan Closing Specialist

Wells Fargo Bank•Charlotte, NC

About The Position

Wells Fargo is seeking a Senior Commercial Loan Closing Specialist to support the Financial Institutions & Banks (FIG) Middle Office team in the Corporate Investment Banking Lending Operations (CIBLO) organization at Wells Fargo. The FIG team supports Insurance, Asset Managers, Market Structure and U.S. and International Banks lines of business within Corporate Investment Banking. The FIG closing team partners with the Portfolio Management and Credit Execution teams to book and fund the credit exposure approved for their clients on system of record. In this role, you will: Lead a variety of pre-close activities for moderately complex to complex commercial loans, including coordinating all aspects of loan closings Accurately evaluate and upload data into the systems of record to ensure compliance with all bank policies, procedures and regulatory requirements Document and coordinate legal activities for loan documentation that may also include documentation purchased from third party sources, with internal staff and the Corporate Legal group Work collaboratively with Credit, Sales and Legal regarding proper procedures and documentation requirements necessary to ensure accuracy with negotiated terms and ensure alignment with appropriate compliance standards Review and negotiate complex legal documentation, evaluate risks, develop strategies to mitigate documentation risk and identify procedural modifications Serve as an escalation point in the resolution of client issues Conduct quality reviews and monitor key performance metrics as related to efficiencies and effective processes Identify activities of the team to ensure conformity with established procedures Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals Interact with internal customers Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

Requirements

4+ years of Commercial Loan Closing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Direct booking and funding experience in LIQ.
Knowledge of lending systems, primarily nCino and LIQ.
Knowledge of corporate banking booking and funding processes.
Understanding of corporate loan structures and navigation of credit documents, specifically outside counsel prepared credit, guarantee, and security agreements.
Ability to working in a fast-paced and results-driven environment.
Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment.
Strong attention to detail and ability to compete high quality work product.
Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important.
Strong written and verbal communication skills.

Responsibilities

Lead a variety of pre-close activities for moderately complex to complex commercial loans, including coordinating all aspects of loan closings
Accurately evaluate and upload data into the systems of record to ensure compliance with all bank policies, procedures and regulatory requirements
Document and coordinate legal activities for loan documentation that may also include documentation purchased from third party sources, with internal staff and the Corporate Legal group
Work collaboratively with Credit, Sales and Legal regarding proper procedures and documentation requirements necessary to ensure accuracy with negotiated terms and ensure alignment with appropriate compliance standards
Review and negotiate complex legal documentation, evaluate risks, develop strategies to mitigate documentation risk and identify procedural modifications
Serve as an escalation point in the resolution of client issues
Conduct quality reviews and monitor key performance metrics as related to efficiencies and effective processes
Identify activities of the team to ensure conformity with established procedures
Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
Interact with internal customers
Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements