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Wells Fargo

Lead CIB Lending Operations Middle Office Specialist

Posted An Hour Ago
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Hybrid
Charlotte, NC, USA
Senior level
Hybrid
Charlotte, NC, USA
Senior level
Leads middle-office operations for complex corporate lending transactions, coordinating front- and back-office execution, workflow prioritization, data integrity, issue escalation, controls, audits, and reporting. Serves as a key contact for business lines and external stakeholders, interprets policies and syndicated credit agreements, resolves transaction issues, mentors team members, and drives cross-functional operational improvements.
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Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us!
About this role:
Wells Fargo is seeking a Lead CIB Lending Operations Middle Office Specialist to join our Fund Finance Team as a part of Corporate Investment Banking Lending Operations (CIBLO). Learn more about our career areas and lines of business at wellsfargojobs.com.
The Lead Specialist serves as a primary point of contact for assigned lines of business and external stakeholders while helping facilitate the timely execution, fulfillment, servicing, and operational support of complex corporate lending transactions. Learn more about our career areas and lines of business at wellsfargojobs.com.
In this role, you will:
  • Serve as a critical intermediary between the front office and back office during the lending origination and trading process
  • Lead complex initiatives, including cross-functional efforts, with broad business impact within Corporate & Investment Banking Lending Operations in middle office function
  • Drive workflow coordination and prioritization, complex deal execution and issue escalation, data integrity oversight and reporting, policy interpretation, audits, and risk control leadership
  • Assign and monitor incoming credit action requests, serving as an escalation point for execution and data issues; coach and develop team members, support strategic initiatives and operational enhancements
  • Act as a key contributor to large-scale functional planning
  • Analyze and resolve complex, multi-faceted, or longer-term challenges
  • Make decisions in complex situations requiring deep functional expertise
  • Influence and lead broader teams to meet deliverables and drive new initiatives
  • Strategically collaborate with peers, colleagues, and mid- to senior-level leaders
  • Lead projects, teams, or act as a peer mentor
Required Qualifications:
  • 5+ years of Corporate or Commercial Banking credit/loan operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education
Desired Qualifications:
  • Extensive knowledge of Loan IQ processing and booking
  • Extensive knowledge in interpreting a Syndicated credit agreement
  • Proven experience leading day-to-day execution, prioritization, and workflow coordination within a lending operations environment
  • Demonstrated ability to serve as a team lead, coordinating workflow, providing guidance, and driving execution across complex transactions
  • Corporate & Investment Banking (CIB) lending operations experience
  • Experience managing complex lending transactions throughout the deal lifecycle
  • Experience partnering with Front Office, Credit, Risk, Legal, Compliance, and Operations teams
  • Experience resolving operational issues, transaction exceptions, and escalations
  • Understanding of syndicated lending structures, funding processes, and servicing activities
  • Experience supporting operational risk, controls, audits, or regulatory requirements
  • Ability to influence business partners and drive execution across multiple stakeholder groups
  • Excellent analytical, organizational, and problem-solving skills
  • Exceptional attention to detail and commitment to data accuracy
  • Excellent verbal, written, and interpersonal communication skills
Job Expectations:
  • 550 S Tryon St, Charlotte, North Carolina 28202

Job Expectations:
  • Ability to work on-site at posted location in compliance with our hybrid schedule.
  • This position is not eligible for Visa sponsorship.
Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
Posting End Date:
26 Aug 2026
*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.
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Wells Fargo Charlotte, North Carolina, USA Office

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

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