Senior Commercial Loan Closing Specialist

About this role:

Wells Fargo is seeking a Senior Commercial Loan Closing Specialist.

In this role, you will:

• 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

• Interact with internal customers

• Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

Required Qualifications:

• 4+ years of Commercial Loan Closing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Excellent written, verbal and interpersonal communication skills.

• Hands-on SME Experience in Lending Operations is preferable.

• Technical writing skills to prepare SOP/other training materials.

• Experience in creating documentations, Videos and/or in-person training for TMs.

• Play a key role in knowledge transfer between different locations.  

• A minimum of 3-4 years’ experience in training and development management (essential).

• Good track record in developing and executing successful training programs. Ability to create training plan for transitions and execute it timely manner.

• Highly computer literate with proficiency in MS Office and related business and communication tools.

• Familiar with traditional and modern training processes.

Job Expectations:

• Create SOP/Training plans/Training Materials for entire department.

• Create training path for entire department for a natural & organic learning growth within department.

• Enhance & improve current training plan to improve training to production cycle time look for possibilities of digital learning.

• Identify & create opportunities to improve each process & current operating model

• Create more SME capabilities with existing capacity.

• Facilitate D1P & access provisioning for new joiners

• Hand hold training for new joiners on initial Fundamental & basic process trainings (till On the Job Training)

• Ability to create knowledge base in the team by creating pipeline of SMEs.

• Prepare and facilitate training plans across the department.

• Help developing career path of employees by enhancing the skillset with appropriate training

• Identify, assess & create the training needs of the organization through job analysis, career paths and consultation with managers.

• Select and manage resources, including working with both employees and managers to develop and deliver training.

• Keep abreast of training trends, developments and best practices. Develop training manuals (e-learning modules) that target tangible results. Track TMs success and progress in training.

• Create a green band team (Team that knows end to end of the department)

• Create learning repository for the team.

• Conduct Monthly assessments across department

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.