Senior Commercial Loan Closing Specialist - Deal Closing

at  Wells Fargo

Charlotte, North Carolina, USA -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate14 Feb, 2025Not Specified17 Nov, 20244 year(s) or abovePowerpoint,Leadership Skills,Mentoring,Coaching,Training,Outlook,Excel,Communication Skills,Microsoft Office,PreparationNoNo
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Description:

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

Required Qualifications:

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

Desired Qualifications:

  • Commercial loan documentation, preparation, or review experience
  • Equipment leasing and/or secured lending finance experience
  • Ability to develop and manage business relationships
  • Ability to navigate multiple computer systems, applications, and utilize search tools to find information
  • Effective organizational, multi-tasking, and prioritizing skills
  • Excellent verbal, written, and interpersonal communication skills
  • Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
  • Documentation creation and/or documentation review and funding experience
  • Experience reviewing control reports
  • Experience analyzing data
  • Project management experience
  • Knowledge and understanding of collateral perfection process
  • Experience with Siebel Originations System and InfoLease System
  • Leadership skills including coaching, training, and mentorin

Responsibilities:

Wells Fargo is seeking a Senior Commercial Loan Closing Specialist in Commercial Banking as part of the Wholesale Lending Operations team.

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

Required Qualifications:

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

Desired Qualifications:

  • Commercial loan documentation, preparation, or review experience
  • Equipment leasing and/or secured lending finance experience
  • Ability to develop and manage business relationships
  • Ability to navigate multiple computer systems, applications, and utilize search tools to find information
  • Effective organizational, multi-tasking, and prioritizing skills
  • Excellent verbal, written, and interpersonal communication skills
  • Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
  • Documentation creation and/or documentation review and funding experience
  • Experience reviewing control reports
  • Experience analyzing data
  • Project management experience
  • Knowledge and understanding of collateral perfection process
  • Experience with Siebel Originations System and InfoLease System
  • Leadership skills including coaching, training, and mentoring

Job Expectations:

  • Ability to work additional hours as needed.
  • Work in one of the posted locations below on a hybrid schedule of 3 days in office / 2 days remotely or per Wells Fargo policy.


REQUIREMENT SUMMARY

Min:4.0Max:9.0 year(s)

Financial Services

Accounts / Finance / Tax / CS / Audit

Accounts Management

Graduate

Proficient

1

Charlotte, NC, USA