Syndicated Loan Closing Specialist (Commercial)

Wells Fargo Bank•Charlotte, NC

15h•Hybrid

About The Position

Why Wells Fargo Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It’s about finding all the elements that help you thrive, in one place. #LivingTheWellLife means you’re supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces “to grow your career” in the U.S. Learn more about the career areas and business divisions at wellsfargojobs.com . About this role: Commercial Banking Operations (CBO) delivers a world-class experience to wholesale banking clients through flawless execution and a robust risk management framework —enabling seamless lending, servicing, and specialized financial solutions across U.S. and global markets. As a Syndicated Loan Closing Specialist , you’ll play a critical role in bringing moderately complex to complex commercial loans across the finish line—owning pre-close coordination, diligence, and document readiness while ensuring accuracy in systems of record and alignment to policy and regulatory requirements. You’ll partner closely with Credit, Sales, and Legal as the connective tissue that keeps negotiated terms, documentation, and compliance standards aligned—while also helping strengthen controls, reduce documentation risk, and elevate the team through peer guidance. In this role, you will: Work pre-close documents for moderately complex to complex commercial loans Coordinate all aspects of loan closings Perform customer, loan and regulatory diligence Accurately evaluate and upload data into the systems of record Ensure compliance with all bank policies, procedures and regulatory requirements Review and prepare complex loan documents Coordinate legal activities for loan documentation that may include Document purchased from third party sources, with internal staff and the Corporate Legal group Serve as primary liaison between Credit, Sales, and Legal departments 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, devise strategies to mitigate documentation risk and identifying procedural modifications Provide guidance and training to peers 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

2+ years of Commercial Loan Closing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Nice To Haves

Experience servicing syndicated commercial loans
Familiarity with LoanIQ loan processing
Ability to review and interpret complex commercial loan documentation
Working knowledge of debits and credits
Strong analytical skills with high attention to detail and accuracy
Experience resolving escalated and complex customer issues
Ability to prioritize work, meet deadlines, and perform under pressure in a dynamic environment
Strong verbal, written, and interpersonal communication skills
Willingness to work on-site at stated location on the job opening

Responsibilities

Work pre-close documents for moderately complex to complex commercial loans
Coordinate all aspects of loan closings
Perform customer, loan and regulatory diligence
Accurately evaluate and upload data into the systems of record
Ensure compliance with all bank policies, procedures and regulatory requirements
Review and prepare complex loan documents
Coordinate legal activities for loan documentation that may include Document purchased from third party sources, with internal staff and the Corporate Legal group
Serve as primary liaison between Credit, Sales, and Legal departments
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, devise strategies to mitigate documentation risk and identifying procedural modifications
Provide guidance and training to peers
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