Loan Documentation Associate Manager

About this role:

Wells Fargo is seeking a Lending Operations Associate Manager

In this role, you will:

• Supervise the daily activities of a Loan Production or Loan Servicing team to ensure timely completion, quality, and compliance in Lending Operations functional area
• Provide quality customer service to internal and external customers
• Identify opportunities for process improvement and risk control development in loan production or loan servicing activities
• Make day to day supervisory or tactical decisions related to Lending Operations functional area
• Resolve issues related to loan processing, documentation, pre-closing tasks, loan servicing activities, or underwriting under the direction of management
• Ensure compliance with Wells Fargo investor, legal, regulatory, or business policies
• Collaborate and consult with bank departments, vendors, merchants, clients, or investors
• Manage allocation of people and financial resources for Lending Operations
• Mentor and guide talent development of direct reports and assist in hiring talent

Required Qualifications:

• 2+ years of Transactions and Processing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 1+ years of Leadership experience

Desired Qualifications:

• MBA Finance (mandatory) and Bachelor's Degree (Commerce mandatory), equivalent
• Experience of more than 2+ years in Credit Analysis, KYC and Credit Admin activities in Commercial Lending domain.
• Sound knowledge of credit agreements, pre and post funding activities, Quality assurance processes, and transaction processing activities
• Should have experience in financial and non-financial due diligence of corporate entities
• Should have an experience in assessing credit worthiness of the corporate borrowers based on qualitative and quantitative factors
• Strong knowledge on GAAP Accounting / International Financial Reporting Standards
• Sound knowledge of ratio analysis, cash flow, and trend analysis
• Proficient and advanced ability with US business writing skills
• Excellent interpersonal, communication & organizational skills with proven abilities in customer relationship management
• Strong analytical skills

Job Expectations:

• Manager of commercial capital document management compliance related processes across locations; includes process related to preparation of credit agreements, processing post activation activities, verification of data consistency across platforms, client onboarding activities, transaction processing, KYC etc.
• Responsible for leading the transition and seamlessly setting up the business
• Interact and/or negotiate with senior level business partners in WF US and EGS
• Should be working in Night shifts  
• Take a lead role in developing and implementing best practices
• Increase effectiveness of staff and tools by recognizing opportunities for development and proactively creating new systems and structures
• Manages operations of various shared service functions supporting multiple lines of businesses ensuring transitions progress smoothly and process meets its agreed metrics
• Responsible for creating and monitoring business goals for team that align to Enterprise goals (including LOB expectations) and I&P goals
• Foster strong relationship with LOB leaders through regular communication
• Ensure Wells Fargo  people strategy is implemented with focus on growth and development needs of team members
• Plan, Execute and Responsible for People, Process, Risk, Operational Excellence
• Process improvement and redesign - proactively identify, analyze and improve existing processes / process reengineering.
• Supports policy and procedure administration, rating agency reviews, Regulatory requirements, Compliance, Risk Management, Enterprise Information Technology and Legal
• Responsible to handle escalation and provide speedy resolution

Posting End Date: 

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. 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.

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 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.