Vice President, Lending Committee Coordination & Reporting

Wells Fargo•Charlotte, NC

2d•$119,000 - $187,000•Onsite

About The Position

Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services. A trusted partner to our clients, we provide corporate and transactional banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients across the globe. Banking is responsible for the origination, execution, and portfolio management of all corporate banking products and services, including credit, treasury management, and deposits; providing coverage and execution for all investment banking solutions, including capital raising, subscription finance, and mergers & acquisitions (M&A). About this role: Wells Fargo is seeking a Vice President within the Corporate & Investment Banking (CIB) division, leading the coordination of workflows across CIB’s strategic capital committees in support of Capital Management, Leveraged Finance, Leveraged Underwriting, Financial Sponsors, and Independent Risk Management (IRM). This is a high-visibility role, sitting at the center of deal flow for some of CIB’s most significant transactions. The Vice President will own and oversee the coordination of multiple capital and credit committees – including the Capital Commitment & Distribution Committee (CCDC), Direct Lending, Sponsors, and Pre-IPO Committees – while serving as a strategic partner to senior CIB leadership across reporting, analytics, and lending initiatives. The ideal candidate combines strong governance and organizational discipline with sound judgment and a solid understanding of leveraged finance credit.

Requirements

5+ years of Experience in CIB Portfolio Management, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
5+ years of Experience with Capital Markets, Investment Banking, Corporate Banking, Leveraged Finance, Reporting, Governance or Credit Risk

Nice To Haves

Knowledge and understanding of leveraged finance, leveraged underwriting, and credit risk, including underwritten financing structures and distribution risk
Demonstrated ability to manage governance / committee processes and steward cross-functional stakeholders end-to-end
Proven ability to partner with, present to, and influence senior leadership
Experience designing and producing executive-level reporting and portfolio / pipeline analytics
Strong project management and organizational skills with high attention to detail and accuracy
High level of initiative and accountability, with strong written and verbal communication skills
Ability to mentor and provide guidance to junior team members
Proficiency in Microsoft Excel and PowerPoint; familiarity with PrecisionLender or capital allocation tools a plus
Ability to handle highly confidential information (including MNPI) with discretion

Responsibilities

Own and oversee the Committee Coordinator function across multiple CIB committees – including CCDC, Direct Lending, Sponsors, and Pre-IPO Committees – serving as the senior point of accountability for scheduling, governance, and process discipline, and partnering with committee co-chairs on calendar management and exception requests
Govern and enforce material distribution timelines and meeting / attendee discipline across committee
Oversee preparation and distribution of post-meeting summaries and the end-to-end tracking of approvals, conditions, and open action items, proactively escalating delays or emerging risks to senior leadership
Lead the development, maintenance, and distribution of several weekly and bi-weekly reports actively used by senior CIB leadership to stay informed with the most up-to-date transaction details and statuses for some of CIB’s most significant deals
Maintain and quality-control detailed call reports for all transactions in the pipeline, capturing comprehensive information on pricing, fees, financing milestones, financing structures, and key transaction metrics to promote robust pipeline visibility for senior management
Meet weekly with senior leaders across Capital & Portfolio Management, Leveraged Finance, and IRM to discuss in detail the most recent status of the bank’s largest transactions from inception through closing, synthesizing key themes and decisions for leadership
Leverage analytics to identify emerging trends in the portfolio and translate them into actionable insights, helping ensure deal teams’ business development efforts align with CIB’s goals and priorities for the franchise while maintaining strong institutional capital, risk, and return discipline
Assist with the development of policies, procedures and presentations
Provide guidance to junior coordinator