Senior Business Relationship Support Specialist - Credit Execution & Admini at Wells Fargo
Charlotte, North Carolina, USA -
Full Time


Start Date

Immediate

Expiry Date

11 Jul, 25

Salary

0.0

Posted On

12 Apr, 25

Experience

4 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Management Skills, Training, Middle Office

Industry

Financial Services

Description

The position is a Credit Execution Specialist supporting the Financial Institutions Group, Banks, and Consumer & Retail lines of business within Wells Fargo Corporate & Investment Banking.

In this role, you will:

  • Provide Deal Team middle office support throughout the deal/loan life cycle. Manage document collection, confirmation of on-boarding and compliance, loan closing, booking and funding process.
  • Liaising with Portfolio Managers, Credit Analysts, Internal Risk Management, Relationship teams, Operations, Markets and various internal and external partners.
  • Coordinate loan closing activities from the initiation and credit approval throughout the closing, booking, and funding process to ensure consistent, timely and accurate credit delivery and funding to our clients.
  • Ability to analyze and problem solve complex problems with efficient and logical solutions. Work in a fast-paced environment while managing risk, controls and booking accuracy.
  • Knowledge of loan documentation and the ability to analyze and extract pertinent data elements.
  • Experience with counterparty exposure and products. Understanding of trading limit structure and exposure management and booking on the applicable systems of record.
  • Develop expertise in bank policies, procedures and compliance requirements confirming adherence
  • Evaluate and ensure accurate new and existing data in the systems of record
  • Collaborate with managers and peers on initiatives, projects, and complex control resolutions, implementing efficiencies across teams. Ability to communicate meaningful change to team leadership.
  • Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements. Partner with control partners on procedure and control reviews and process improvements.
  • Work with CEA leadership on streamlining and implementing and documenting efficient processes across teams.

Required Qualifications:

  • 4+ years of Business Support or Middle office, Operations experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

  • Knowledge of credit systems of record and origination such as nCino, LIQ, CoRS, Treasury management systems
  • Comprehension of internal credit underwriting documents and loan closing documentation
  • Understanding of the credit underwriting and customer due diligence processes
  • Ability to make timely and independent judgment decisions while 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
  • Excellent time management skills and ability to meet deadlines
  • Outstanding problem solving and independent decision-making skills

APPLICANTS WITH DISABILITIES

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

WELLS FARGO RECRUITMENT AND HIRING REQUIREMENTS:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process

Responsibilities
  • Provide Deal Team middle office support throughout the deal/loan life cycle. Manage document collection, confirmation of on-boarding and compliance, loan closing, booking and funding process.
  • Liaising with Portfolio Managers, Credit Analysts, Internal Risk Management, Relationship teams, Operations, Markets and various internal and external partners.
  • Coordinate loan closing activities from the initiation and credit approval throughout the closing, booking, and funding process to ensure consistent, timely and accurate credit delivery and funding to our clients.
  • Ability to analyze and problem solve complex problems with efficient and logical solutions. Work in a fast-paced environment while managing risk, controls and booking accuracy.
  • Knowledge of loan documentation and the ability to analyze and extract pertinent data elements.
  • Experience with counterparty exposure and products. Understanding of trading limit structure and exposure management and booking on the applicable systems of record.
  • Develop expertise in bank policies, procedures and compliance requirements confirming adherence
  • Evaluate and ensure accurate new and existing data in the systems of record
  • Collaborate with managers and peers on initiatives, projects, and complex control resolutions, implementing efficiencies across teams. Ability to communicate meaningful change to team leadership.
  • Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements. Partner with control partners on procedure and control reviews and process improvements.
  • Work with CEA leadership on streamlining and implementing and documenting efficient processes across teams
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