Wells Fargo
Business Relationship Support Specialist – Credit Execution & Administration supporting Fund Finance
About this role:
Wells Fargo is seeking a Business Relationship Support Specialist to join the Credit Execution team, which supports the Fund Finance line of business within Corporate and Investment Banking. This role has a hybrid work schedule with some in-office expectation. Learn more about our career areas and lines of business at wellsfargojobs.com.
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
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:
- 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
Posting Locations:
Charlotte, NC
Pay Ranges:
Charlotte, NC: $55,300 - $98,300
Posting End Date:
20 Apr 2025
*Job posting may come down early due to volume of applicants.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
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 US: 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.
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.
Top Skills
Wells Fargo Charlotte, North Carolina, USA Office
355 W Martin Luther King, Jr BLVD, Charlotte, NC, United States, 28202
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