About this role:
Wells Fargo is seeking a Business Relationship Support Specialist to join the CIB Middle Office team, which supports the Fund Finance line of business within Corporate and Investment Banking Operations. Learn more about our career areas and lines of business at wellsfargojobs.com.
The Business Specialist will support the credit deal team that is responsible for initiation and accuracy of loan documentation tasks for pre-closing/closing tasks by coordinating loan booking and closing activities, partner to resolve related issues, and ensure timely delivery to clients.
In this role, you will:
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
Verify compliance and report identified issues for resolution
Required Qualifications:
2+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
2+ years of credit underwriting experience and related customer due diligence processes and credit documents
Knowledge of booking and closing processes and credit systems such as LoanIQ, Saleforce, STARS, nCino, etc.
Experience applying compliance and regulatory requirements, including Reg U, Reg W, Volker, QFC, CRR, Flood
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
Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
Strong communication skills both verbal and written
Excellent attention to detail, problem solving, and decision-making skills
Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
Job Expectations:
Ability to work a hybrid in-office schedule
Willingness to work on-site at stated location
This position is not eligible for Visa sponsorship
Posting Location:
