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Wells Fargo

Lead Capital Markets Document Negotiator

Posted Yesterday
Be an Early Applicant
Hybrid
Charlotte, NC
139K-217K Annually
Senior level
Hybrid
Charlotte, NC
139K-217K Annually
Senior level
Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo.
Commercial Real Estate (CRE) provides a fully integrated platform of banking, financing, and capital markets solutions to commercial real estate clients including financial sponsors, institutional investors and asset managers, regional developers, and public and private corporations.
Wells Fargo is seeking a Commercial Real Estate (CRE) Lead Commercial Mortgage Loan Admin Specialist to assume end-to-end accountability of transaction execution and success of CRE lending bilateral and/or syndicated focusing on loan documentation and deal management.
This role is responsible for negotiating and managing complex financing and trading documentation related to CRE debt and equity transactions. The ideal candidate will have deep expertise in real estate finance, structured products, and regulatory frameworks, and will serve as a key liaison between internal stakeholders and external counterparties.
In this role, you will:
  • Negotiate and track various legal agreements and due diligence items covering commercial real estate transactions with bank counterparties.
  • Work on various projects as requested by management.
  • Interpret policy when working with legal, credit and the relevant business.
  • Review deal terms with customers.
  • Identify and mitigate business and legal risks within compliance requirements.
  • Identify and recommend opportunities for process improvement.
  • Interpret policies, procedures and compliance requirements.
  • Collaborate and influence all levels of professionals including more experienced managers.
Required Qualifications:
  • 5+ years of Capital Markets Document Negotiation experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
  • Strong understanding of lending products and loan lifecycles, industry best practices, understanding of a Credit Agreement, loan funding mechanics, deal structure, funds flows, etc.; deal team experience required.
  • Process and execution-focused while building strategic client and internal relationships; prior experience working with clients to collect and review loan and due diligence documentation ahead of closing large transactions preferred.
  • Proven track record of prioritizing and proactively identifying and resolving problems under tight deadlines and the ability to incorporate status updates in real time; ability to operate in a challenging and rapidly changing environment with a desire to accept new assignments with ability to learn new principles and dynamic systems quickly.
  • Ability to collaborate with team members and senior management across and within the lines of business with a keen attention to detail, strong oral and written communication skills, and strong analytical capability.
  • Adaptability and flexibility to accommodate for fluctuating deal flow volumes, as needed, including working extra hours as deal flow dictates.
  • Transformational leadership: ability to affect and influence change.
  • Project management and ability to "see the bigger picture."
  • Loan document negotiation experience; legal background preferred.
  • Experience managing complex transactions and clients
Job Expectations:
  • Strong understanding of lending products and loan lifecycles, industry best practices, understanding of a Credit Agreement, loan funding mechanics, deal structure, funds flows, etc.; legal background preferred.
  • Experience managing complex transactions and clients
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.
$139,000.00 - $217,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement
Posting End Date:
13 Nov 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.
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

Legal Documents
Lending Products
Regulatory Frameworks

Wells Fargo Charlotte, North Carolina, USA Office

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

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