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Commercial Real Estate Lead Transaction Manager

AT Wells Fargo
Wells Fargo

Commercial Real Estate Lead Transaction Manager

Boston, MA

About this role:

Wells Fargo is seeking a Commercial Real Estate ("CRE") Lead Transaction Manager to assume end-to-end accountability of transaction execution and success of CRE lending bilateral and/or syndicated focusing on loan documentation and deal management.

In this role, you will:

  • Prepare, negotiate and track various legal agreements and due diligence items covering commercial real estate transactions with bank counterparties.
  • Work on various projects as requested by management.
  • Interpret policy when working with legal, credit and the relevant business.
  • Review deal terms with customers.
  • Identify and mitigate business and legal risks within compliance requirements.
  • Identify and recommend opportunities for process improvement.
  • Interpret policies, procedures and compliance requirements.
  • Collaborate and influence all levels of professionals including more experienced managers.
  • Lead a team to achieve objectives.
Required Qualifications:

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  • 5+ years of Capital Markets Document Negotiation experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
  • Strong understanding of lending products and loan lifecycles, industry best practices, understanding of a Credit Agreement, loan funding mechanics, deal structure, funds flows, etc.; deal team experience required.
  • Process and execution-focused while building strategic client and internal relationships; prior experience working with clients to collect and review loan and due diligence documentation ahead of closing large transactions preferred.
  • Proven track record of prioritizing and proactively identifying and resolving problems under tight deadlines and the ability to incorporate status updates in real time; ability to operate in a challenging and rapidly changing environment with a desire to accept new assignments with ability to learn new principles and dynamic systems quickly.
  • Ability to collaborate with team members and senior management across and within the lines of business with a keen attention to detail, strong oral and written communication skills, and strong analytical capability.
  • Adaptability and flexibility to accommodate for fluctuating deal flow volumes, as needed, including working extra hours as deal flow dictates.
  • Transformational leadership: ability to affect and influence change.
  • Project management and ability to "see the bigger picture."
  • Loan document negotiation experience; legal background preferred.
  • Ability to train junior team members regarding various aspects of the Transaction Manager function
  • Experience managing complex transactions and clients
New York, California, Boston, Chicago, and DC Salary Range ($138,500-$287,600)

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.
$120,400.00 - $287,600.00
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
Posting End Date:
28 Jan 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.

Client-provided location(s): Boston, MA, USA
Job ID: WellsFargo-R-429892-3
Employment Type: Full Time

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Health Reimbursement Account
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • FSA
    • HSA
    • Mental Health Benefits
    • Short-Term Disability
    • Long-Term Disability
  • Parental Benefits

    • Adoption Assistance Program
    • Family Support Resources
    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Return-to-Work Program
  • Work Flexibility

    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Volunteer Time Off
  • Financial and Retirement

    • 401(K) With Company Matching
    • Performance Bonus
    • Stock Purchase Program
  • Professional Development

    • Tuition Reimbursement
    • Access to Online Courses
    • Internship Program
    • Associate or Rotational Training Program
    • Promote From Within
    • Mentor Program
  • Diversity and Inclusion

    • Employee Resource Groups (ERG)
    • Diversity, Equity, and Inclusion Program
    • Unconscious Bias Training

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