Jobs · Analyst · North Carolina

CIB Lending Operations Administration Specialist

Wells Fargo · Charlotte, NC · 2 days ago
AnalystFull-time

About the role

Wells Fargo is seeking a CIB Lending Operations Administration Specialist to join our Commercial Mortgage Servicing (CMS) team as part of our Corporate Investment Banking Lending Operations (CIBLO) division. In this role, you will join a team of specialists who each own a set of accounts and work from primary and secondary task lists. Your day-to-day will center on reconciling general ledger and demand deposit accounts, investigating discrepancies and monetary breaks down to the line item level, and submitting requests to resolve them when needed. You will also complete month end reporting for your accounts, with a focus on account reconciliation rather than interest bearing calculations.

Responsibilities

  • Be responsible for reconciling general ledger and demand deposit accounts associated with the loan portfolio
  • Handle analysis and resolution of loan accounting and reporting issues/discrepancies
  • Ensure the accuracy, completeness, and control integrity of data and documentation across the lending lifecycle; participate in loan administration initiatives, execution of day to day operational processes, data reconciliations and adherence to established risk and control standards
  • Participate in low to moderately complex initiatives and identify process improvement opportunities within Corporate & Investment Banking Lending Operations in middle office function
  • Independently process transactions with moderate risk analysis; prepare documentation and service execution, process efficiency, post transaction execution, credit data accuracy and validation, including regulatory and documentation controls policy and process learning
  • Process and analyze routine to moderately complex loan administration related transactions; conduct site inspections and portfolio reviews, prepare and support loan approval documentation
  • Identify and recommend procedural improvements; review legal and credit documents and validate data using protocols and internal systems
  • Perform quarterly regulatory data reviews, manual controls, monitor documentation exceptions and follow up with stakeholders
  • Support portfolio monitoring controls and escalate issues as needed, while executing post transaction processing for corporate credit facilities
  • Present recommendations to resolve low to moderately complex situations
  • Exercise independent judgment to support medium risk deliverables; apply growing expertise in functional policies, procedures, and compliance requirements
  • Collaborate with functional colleagues, internal partners, and stakeholders

Requirements

  • 2+ years of credit operations, loan operations, or deal experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education

Qualifications

  • Degree in accounting, or recent and relevant work experience in accounting or a directly related accounting field
  • Ability to identify and evaluate trends, isolate root causes, and provide swift, thorough resolutions
  • Commercial real estate mortgage servicing experience
  • Accounting and reconciliation background and experience
  • Ability to evaluate moderately complex business, operational, or technical challenges that require in-depth evaluation, planning, and direction to resolve complex business problems
  • Advanced Excel skills
  • Analytical, reporting, and leadership skills
  • Ability to work independently and multitask across other areas of the team
  • Effective communication skills

Schedule

Ability to work in the office at the posted location for a minimum of three days per week. Ability to work additional hours as needed. Position is not eligible for visa sponsorship or transfer of visa sponsorship.

Primary location: 550 S Tryon St, Charlotte, North Carolina 28202. Additional location: 2800 S Price Rd, Chandler, Arizona 85286. Posting end date: 13 Nov 2026 (may come down early due to volume of applicants).

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