Lead Closing Coordinator

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.
About this role:
Wells Fargo is seeking a Lead Commercial Loan Closing Specialist to support Community Lending & Investment (CLI) which is a part of the Commercial Real Estate (CRE) group who will complete booking, compliance, including FDPA, and other tasks associated with closing and booking. Affordable Housing, New Market Tax Credit, and other commercial community development lending transactions.
In this role, you will:

• Lead a variety of pre-close activities for moderately complex to complex commercial loans, including coordinating all aspects of loan closings.
• Accurately evaluate and upload data into the systems of record to ensure compliance with all bank policies, procedures and regulatory requirements.
• Work collaboratively with Credit, Sales and Legal regarding proper procedures and documentation requirements necessary to ensure accuracy with negotiated terms and ensure alignment with appropriate compliance standards.
• Review complex legal documentation, evaluate risks, develop strategies to mitigate documentation risk and identify procedural modifications
• Serve as an escalation point in the resolution of client, and internal partner issues related to closing, booking, and compliance tasks.
• Conduct quality reviews and monitor key performance metrics related to efficiencies and effective processes.
• Identify activities of the team to ensure conformity with established procedures.
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals.
• Interact with internal customers
• Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements.

Required Qualifications:

• 5+ years of Commercial Loan Closing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 5+ years of experience with complex commercial real estate documentation, closing coordination, and commercial real estate due diligence including FDPA (Flood), insurance, your customer requirements, booking and coding loans.
• 2+ years of experience in Community Development Lending related areas, including New Markets Tax Credit (NMTC), Community Development Financing (CDF), and Low-Income Housing Tax Credit (LIHTC).
• Experience with nCino loan origination system.
• Strong knowledge of regulatory requirements impacting commercial lending.
• Proven ability to manage complex transactions and ensure adherence to risk and compliance standards.
• Strong analytical skills with high attention to detail and accuracy
• Proven ability to organize, prioritize, and manage multiple tasks in a fast-paced environment to ensure timely and accurate loan closings.
• Strong verbal, written, and interpersonal communication skills
• Advanced Microsoft Excel skills, including formulas and dynamic spreadsheets to support core accounting and finance functions.
• A BS/BA degree or higher

Job Expectations:

• Ability to travel as needed
• Willingness to work on-site in accordance with current office requirements
• Ability to work additional hours as needed
• This position is not eligible for VISA sponsorship

This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
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:
30 Oct 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.