About the position
Wells Fargo is seeking a Commercial Real Estate (CRE) Lead Transaction Management Director to oversee transaction management, closing coordination and document negotiation for its loan repo and CMBS origination businesses. In this role, you will manage and develop teams that direct the administration of policies and procedures which govern the documentation and transaction closing process for RESCM and CMLSF transactions. You will provide strategic vision and direction to ensure final negotiated agreements are documented accurately and adhere to corporate policies and procedures. Additionally, you will direct the administration of policies and procedures which govern the documentation process and ensure adherence to controls and risk mitigation measures applicable to transaction management and documentation. You will use industry documentation standards and best practices to influence our internal processes and manage projects impacting the documentation group, including identifying and driving technology solutions, providing real-time insight to deal teams regarding transaction specifics, and coordinating various transaction aspects to ensure adherence to closing deadlines. You will lead the team by making strategic decisions to resolve highly complex issues to meet industry standards and best practices, collaborate and influence all levels of professionals including more experienced managers, and work closely with Front Office, Legal, Credit, and Operations to ensure an excellent working relationship with business partners. Furthermore, you will manage the allocation of people and financial resources for Transaction Management and Closing's RESCM/CMLSF vertical, develop and guide a culture of talent development to meet business objectives and strategy, act as a subject matter expert to design policies and procedures in alignment with risk mitigation objectives, and ensure equitable distribution of workload and ongoing training opportunities for team members.
Responsibilities
- Manage and develop teams that direct the administration of policies and procedures governing the documentation and transaction closing process.
- Provide strategic vision and direction to ensure final negotiated agreements are documented accurately.
- Direct the administration of policies and procedures governing the documentation process.
- Ensure adherence to controls and risk mitigation measures applicable to transaction management and documentation.
- Use industry documentation standards and best practices to influence internal processes.
- Manage projects impacting the documentation group, including identifying and driving technology solutions.
- Provide real-time insight to deal teams regarding transaction specifics.
- Coordinate various transaction aspects to ensure adherence to closing deadlines.
- Lead the team to resolve highly complex issues to meet industry standards and best practices.
- Collaborate and influence all levels of professionals including more experienced managers.
- Manage allocation of people and financial resources for Transaction Management and Closing's RESCM/CMLSF vertical.
- Develop and guide a culture of talent development to meet business objectives and strategy.
- Act as a subject matter expert to design policies and procedures in alignment with risk mitigation objectives.
- Ensure equitable distribution of workload and ongoing training opportunities for team members.
Requirements
- 8+ years of Capital Markets Document Negotiation experience, or equivalent experience.
- 4+ years of management or leadership experience.
Nice-to-haves
- Law degree.
- Transformational leadership ability to affect and influence change.
- Strong understanding of RESCM and CMLSF transaction lifecycles and industry best practices.
- Prior experience working with clients to collect and review loan documentation ahead of closing large transactions.
- Proven track record of prioritizing and proactively identifying and resolving problems under tight deadlines.
- Ability to collaborate with team members and senior management across and within the lines of business.
- Adaptability and flexibility to accommodate fluctuating deal flow volumes.
- Experience with RCSA and issues management.
- Ability to review processes and procedures with an eye toward business-specific nuances.
- Ability to independently identify areas for process improvement and provide solutions to management.
- Project management experience.
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
