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