Senior Commercial Loan Closing Specialist
Company | Wells Fargo |
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Location | Charlotte, NC, USA, Minneapolis, MN, USA, Chandler, AZ, USA, Roanoke, VA, USA |
Salary | $57200 – $113000 |
Type | Full-Time |
Degrees | |
Experience Level | Senior |
Requirements
- 4+ years of Commercial Loan Closing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Responsibilities
- 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, including training
- Interact with internal customers
- Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
Preferred Qualifications
- 4+ years of Loan IQ and Loan Syndication experience
- Proficient in reading and understanding complex corporate lending loan documentation
- Ability to demonstrate interpersonal, organizational, and effective leadership skills
- Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
- Ability to interact with all levels of an organization, including management
- Excellent critical thinking and problem-solving skills, as well as the ability to embrace and adapt to change
- Effective analytical skills including ability to analyze metrics
- Exceptional verbal, written, and interpersonal communication skills
- Advanced Microsoft Office Suite skills (Word, Excel, Outlook)