CIB Lending Operations Middle Office Specialist

About the role

Wells Fargo is seeking a CIB Lending Operations Middle Office Specialist to join our FIG & Banks Middle Office Team as a part of Corporate Investment Banking Lending Operations (CIBLO). Learn more about our career areas and lines of business at wellsfargojobs.com. Primary Posting Location: 550 S Tryon St, Charlotte, North Carolina 28202. Additional Posting Locations: 401 Las Colinas Blvd W, Irving, Texas 75039; 7711 Plantation Rd, Roanoke, Virginia 24019-3224; 1700 Lincoln St, Denver, Colorado 80203.

Responsibilities

• Serve as a critical intermediary between the front office and back office during the lending origination and trading process
• Participate in low- to moderately complex initiatives and identify process improvement opportunities within Corporate & Investment Banking Lending Operations in middle office function
• Execute credit requests and enter data across loan and operating exposure products; onboard clients and set up legal entities in applicable systems; review documentation and complete checklists; and coordinate booking, funding, and collateral requirements
• Review credit approvals and legal documentation to support system setup; complete regulatory and compliance steps (e.g., screenings and KYC confirmation)
• Partner with loan operations to support closing and funding; identify issues and escalate exceptions as appropriate
• Review and analyze basic business, operational, or technical assignments requiring research and evaluation of alternatives
• 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 support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education

Qualifications

• Experience supporting lending operations, transaction processing, or workflow coordination
• Corporate & Investment Banking or commercial lending operations experience
• Experience in Middle Office, Loan Closing, Loan Servicing, Agency Services, or Syndicated Lending
• Experience reviewing credit agreements, loan documentation, or related legal documents
• Experience working with front office, credit, risk, legal, compliance, or operations partners
• Experience researching operational issues, resolving routine exceptions, and escalating when appropriate
• Experience with Loan IQ (LIQ), nCino, or similar lending platforms
• Working knowledge of lending processes, operational risk, controls, or regulatory requirements

Skills

• Effective analytical, organizational, and problem-solving skills
• Attention to detail, data accuracy, and effective communication skills

Benefits

• 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

Pay

$28.85 - $48.08

Schedule

Ability to work on-site at a posted location in compliance with our hybrid schedule.