About this role:
Wells Fargo is seeking a Middle Market Banking Portfolio Execution Specialist. The duties for this role include but may not be limited to assembling, preparing and reviewing commercial closing documents for loans/transactions; the initial boarding and funding of deals/transactions/facilities onto accounting systems of record.
In this role, you will:
- Complete pre-close and post-close documents for the most complex commercial real estate loans
- Coordinate loan closings, perform customer, loan and regulatory diligence and on-going portfolio maintenance
- Evaluate and upload data into the systems of record
- Research complex business and operational decisions
- Review and prepare loan related documents
- Ensure compliance with all policies, procedures and regulatory requirements
- Provide guidance and training to peers and may have limited supervisory responsibilities
- Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
- Interact with internal and external customers
- Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
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- 5+ years of Commercial Loan Closing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Should have commercial loan documentation, preparation or review experience
- Should be a strong written and verbal communicator.
- Should be organized and have the ability to prioritize tasks.
- Should have strong analytical abilities.
- Ability to work in a fast paced deadline driven environment
- Should have at least 1 year of experience using systems including but not limited to Creditview and eTrac
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*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.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
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.