Jobs · Finance · Texas

Commercial Loan Operations Specialist (contract)

Wells Fargo · San Antonio, TX · 1 wk ago
FinanceContract

Responsibilities

  • Support the Collateral Release and Intake Team during the conversion of commercial loan data from AFS to Loan IQ.
  • Review collateral assets and related loan documentation for accuracy and completeness.
  • Manage team Outlook inboxes by filtering, organizing, prioritizing, and assigning actionable requests.
  • Perform remediation activities on converted loan files by researching discrepancies, identifying incorrect records, and ensuring proper resolution.
  • Assist with the cleanup and maintenance of legacy reports and operational data.
  • Support reporting and project-related initiatives tied to the conversion effort.
  • Review and recognize key commercial loan documents, including promissory notes and related collateral documentation.
  • Complete ad hoc operational and project-related assignments as needed.
  • Maintain high levels of accuracy and attention to detail while meeting production expectations.

Qualifications

  • Commercial loan, loan servicing, or loan operations experience.
  • Experience in a post-closing loan environment.
  • Understanding of commercial loan servicing and commercial loan portfolios.
  • Ability to identify and review loan documentation, including promissory notes and other commercial lending documents.
  • Intermediate Microsoft Excel skills, including: VLOOKUPs, Data validation, Sorting and filtering, Spreadsheet analysis.
  • Experience managing shared Outlook inboxes and routing work items.
  • Experience supporting remediation projects, reporting initiatives, data cleanup efforts, or system conversions.
  • Strong attention to detail with a commitment to quality and accuracy.
  • Able to work independently, take initiative, and thrive in a fast-paced environment with minimal supervision.
  • Basic experience working with AFS and Loan IQ (job aids and training resources will be available).
  • Basic understanding of nCino loan origination and booking processes.
  • Prior experience supporting commercial lending operations during system conversions or platform migrations.
  • Experience with collateral release and intake functions.

Benefits on offer for this contract position

  • Health Insurance
  • Life insurance
  • 401K
  • Voluntary Benefits

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