Commercial Loan Closing Specialist

About the role

Wells Fargo is seeking a Commercial Loan Closing Specialist.

Responsibilities

• Work pre-close documents for moderately complex to complex commercial loans
• Coordinate all aspects of loan closings
• Perform customer, loan and regulatory diligence
• Accurately evaluate and upload data into the systems of record
• Ensure compliance with all bank policies, procedures and regulatory requirements
• Review and prepare complex loan documents
• Coordinate legal activities for loan documentation that may include document purchased from third party sources, with internal staff and the Corporate Legal group
• Serve as primary liaison between Credit, Sales, and Legal departments
• 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 and negotiate complex legal documentation, evaluate risks, devise strategies to mitigate documentation risk and identifying procedural modifications
• Provide guidance and training to peers
• 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

Requirements

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

Qualifications

• Experience working with Siebel Row
• Proficient in reading and understanding complex loan documentation
• Ability to demonstrate interpersonal, organizational, and effective leadership skills
• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
• Ability to interact with all levels of an organization, including management
• Excellent critical thinking and problem-solving skills, as well as the ability to embrace and adapt to change
• Exceptional verbal, written, and interpersonal communication skills
• Intermediate Microsoft Office Suite skills (Word