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Wells Fargo

Commercial Loan Servicing Representative - Insurance Review

Posted Yesterday
Be an Early Applicant
Hybrid
2 Locations
Junior
Hybrid
2 Locations
Junior
The role involves managing customer insurance policies, reviewing loan documents for compliance, providing customer support, and conducting loan service tasks.
The summary above was generated by AI
About this role:
Wells Fargo is seeking a Commercial Loan Servicing Representative as part of the Equipment and Vendor Finance division within Commercial Banking Operations. This team supports and administers risk management and loss prevention programs for Equipment/Vendor financing such as monitoring expired insurance and product liability service to ensure compliance with credit policy.
The Representative will be responsible for managing a pipeline of customers and their associated insurance policies to ensure the successful renewal and endorsement of coverage. This role also involves conducting thorough reviews of commercial loan documents and internal credit policies to verify the accuracy and compliance of portfolio-held loans. Learn more about our career areas and lines of business at wellsfargojobs.com.
In this role, you will:
  • Support internal and external customers with inquiries and complaints regarding loan servicing needs
  • Monitor loan system and resolve customer issues, and process moderately complex transactions online
  • Perform moderately complex administrative, transactional, operational and customer support tasks
  • Act as primary loan servicing contact that involve construction monitoring and disbursements
  • Audit loan systems of record for new loan setups, modifications and data input, and customer research and billing
  • Receive direction from supervisors, and escalate non-routine customer concerns to experienced individuals
  • Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
  • Interact with internal and external customers
  • Receive direction from leaders
  • Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
Required Qualifications:
  • 2+ years of Commercial Loan Servicing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:
  • 2+ years of Equipment and Vendor Financing experience
  • Ability to research, compile, and perform analysis on insurance data
  • Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic environment
  • Ability to provide strong customer service to develop customer relationships and resolution skills
  • Ability to independently provide summaries and make strategic recommendations
  • Excellent verbal, written, and interpersonal communication skills
  • Strong analytical skills with high attention to detail
  • Intermediate Microsoft Office Excel skills
Job Expectations:
  • Ability to work additional hours as needed
  • Must be able to work at location listed on posting
  • This position is not eligible for Visa Sponsorship
Posting Location:
  • Chandler, AZ
  • Des Moines, IA
Posting End Date:
7 Aug 2025
*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.

Top Skills

Microsoft Office Excel

Wells Fargo Charlotte, North Carolina, USA Office

355 W Martin Luther King, Jr BLVD, Charlotte, NC, United States, 28202

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