Business Relationship Support Specialist - Credit Execution Middle Office

About this role:  

Wells Fargo is seeking a Business Relationship Support Credit Execution Specialist that will support the Financial Institutions Group, Banks, and Consumer & Retail lines of business within Wells Fargo Corporate & Investment Banking (CIB).

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 Deal Team middle office support throughout the deal/loan life cycle including: managing document collection, completion of on-boarding and compliance, loan closing, and booking and funding processes.
• Liaise with Portfolio Managers, Credit Analysts, Internal Risk Management, Relationship teams, Operations, Markets and various internal and external partners.
• Coordinate loan closing activities from the initiation and credit approval throughout the closing, booking, and funding process to ensure consistent, timely and accurate credit delivery and funding to our clients.
• Analyze and problem solve complex problems with efficient and logical solutions.
• Work in a fast-paced environment while managing risk, controls and booking accuracy.
• Utilize loan documentation knowledge and analyze and extract pertinent data elements.
• Understand trading limit structure and exposure management and booking on the applicable systems of record.
• Develop expertise in bank policies, procedures and compliance requirements confirming adherence.
• Evaluate and ensure accurate new and existing data in the systems of record.
• Collaborate with managers and peers on initiatives, projects, and complex control resolutions, implementing efficiencies across teams.
• 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:

• Experience working within or supporting middle office functions
• Comprehension of internal credit underwriting documents and loan closing documentation
• Knowledge of credit systems of record and origination such as nCino, LIQ, CoRS, and Treasury management systems
• Understanding of the credit underwriting and customer due diligence processes
• Experience with counterparty exposure and products
• Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
• Ability to effectively prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
• Outstanding problem solving and independent decision-making skills
• Excellent communication skills both verbal and written
• Intermediate Microsoft Office (Word, Excel, Outlook and PowerPoint) skills

Posting Locations:   

Charlotte, NC

Minneapolis, MN

Pay Ranges:   

Charlotte, NC:  $55,300 - $98,300

Minneapolis, MN:   $55,300 - $98,300

Pay Range
 

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

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.

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.