Business Relationship Support Specialist
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.
- Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
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- 2+ years of Business Support or Middle office experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 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
• Charlotte, NC & Minneapolis, MN
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$55,300.00 - $98,300.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
- 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
15 Apr 2025
* Job posting may come down early due to volume of applicants.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
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.