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Business Relationship Support Specialist – Credit Execution & Administration supporting Fund Finance
| Company | Wells Fargo |
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| Location | Charlotte, NC, USA |
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| Salary | $55300 – $98300 |
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| Type | Full-Time |
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| Degrees | |
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| Experience Level | Junior, Mid Level |
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Requirements
- 2+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Responsibilities
- Provide credit deal team support responsible for proper initiation and accuracy of loan documentation and pre-closing/closing tasks for direct and operating exposure
- Coordinate loan booking and closing activities to ensure consistent, timely and accurate credit delivery to our clients
- Develop expertise in bank policies, procedures, and compliance requirements and ensure adherence
- Book all operating exposure onto the applicable systems of record
- Evaluate and ensure accurate new and existing data in the systems of record
- Partner with managers to resolve issues and provide status updates on implementations
- Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
- Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
Preferred Qualifications
- Knowledge of credit systems, including LIQ, nCino, SalesForce, TRE, CoRS, WCIS, ICMP, ART, RCS, E-TRAC
- Knowledge of booking and closing processes
- Understanding of the credit underwriting and customer due diligence processes
- Understanding and navigation of credit documents
- Experience applying compliance and regulatory requirements, including Reg U, Reg W, Volker, QFC, CRR, Flood
- Excellent communication skills both verbal and written
- 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
- Strong attention to detail and accuracy skills
- Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
- Outstanding problem solving and decision-making skills
- Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
