Senior Commercial Loan Closing Specialist - Deal Closing
at Wells Fargo
Charlotte, North Carolina, USA -
Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
---|---|---|---|---|---|---|---|
Immediate | 14 Feb, 2025 | Not Specified | 17 Nov, 2024 | 4 year(s) or above | Powerpoint,Leadership Skills,Mentoring,Coaching,Training,Outlook,Excel,Communication Skills,Microsoft Office,Preparation | No | No |
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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