Jobs · Analyst · California

Senior Commercial Loan Servicing Specialist – Asset Based Lending/Syndicated Loans (LOS ANGELES)

Wells Fargo · Los Angeles, CA · 1 mo ago
Analyst$92k–$145k/yrFull-time
We need to output only HTML fragment, no html/body tags, no markdown fences. Use

for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must include sections only when posting has real specific content. Must not repeat job title as heading. Must not put Job ID/requisition numbers as headings; fold minor metadata into short

or drop it. Remove boilerplate, navigation, legal, EEO, equal-opportunity, scam-warning, duplicated lines, application instructions. Must preserve all substantive information; do not invent or summarize away detail. Must not include filler/placeholder text like "commensurate with experience", "not specified", "N/A", "varies", "TBD". Must not create Pay/Schedule/Benefits sections unless posting actually states them. So we need to see if posting includes Pay, Benefits, Schedule. Pay: The posting includes "Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors... Employees may also be eligible for incentive opportunities. $92,000.00 - $145,000.00". So we have specific pay range. So we can include a Pay section with that range. Benefits: The posting includes "Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees." Then a list: 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. So we have specific benefits list. So Benefits section. Schedule: The posting includes "Job Expectations: This position offers a hybrid work schedule at the location listed". That's schedule info: hybrid work schedule. So we can include Schedule section with that. Now we need sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must decide what content goes where. We have "About this role:" paragraph describing role, team, etc. That's About the role. Responsibilities: The bullet list under "In this role, you will:" includes many duties. So we can put those as

  • . Requirements: Might be "Required Qualifications:" and maybe "Job Expectations"? Actually "Required Qualifications:" is a list of qualifications. Also "Desired Qualifications:" could be considered Qualifications or Skills. The instruction says use headings: Requirements, Qualifications, Skills. We need to map content appropriately. We have Required Qualifications: "4+ years of Commercial Loan Servicing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education". That's a requirement. Desired Qualifications: list of items: "2+ years of asset-based lending/syndicated loan servicing experience", "Experience with commercial loan systems, specifically LoanIQ, Stucky", "Service complex wholesale commercial loans end to end, including account reconciliation, debit and credit oversight, settlement, accrual, and fee management", "Demonstrated ability acting as the agent in syndicated deals, coordinating funding and distribution across banks", "Ability to calculate interest rates (floating, fixed, term, FX considerations) and maintaining interest, fee accruals, and amortization schedules", "Manage loan transactions (advances, repayments, disbursements) and ensure accurate booking", "Excellent interpersonal communication abilities to partner with clients, investors, and internal teams to support ongoing servicing needs", "Experience in managing high volume pipelines". Those could be considered Qualifications or Skills. The headings we have: Requirements, Qualifications, Skills. We could put Required Qualifications under Requirements, Desired Qualifications under Qualifications (or Skills). But we also have Skills heading; maybe we can put specific skill items under Skills. However we need to avoid thin sections; better to combine similar content. We could do: - About the role (h3) - Responsibilities (h3) with ul of duties. - Requirements (h3) with ul of required qualifications. - Qualifications (h3) with ul of desired qualifications. - Skills (maybe skip if content overlaps). But we have Skills heading; maybe we can put specific skill items like "Ability to calculate interest rates..." etc under Skills. However the desired qualifications already include many skill-like items. Could we combine Qualifications and Skills into one? The instruction says prefer a few substantive sections over many thin ones. So we might combine Qualifications and Skills into one section called Qualifications (or Skills). But we must use the headings exactly as given if we include them. We can decide to include only those sections that have substantive content. If we think Qualifications and Skills would be redundant, we could include only Qualifications and omit Skills. However the instruction says "Use

    for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It's a list of examples, not a requirement to include all. So we can omit Skills if no distinct content. Thus sections: About the role, Responsibilities, Requirements, Qualifications, Benefits, Pay, Schedule. Now we need to extract content for each. About the role: The paragraph starting "About this role: Wells Fargo is seeking a Senior Commercial Loan Servicing Specialist to join Commercial Banking Operations on the Capital Finance Operations (CFO) team within Wholesale Operations. Capital Finance delivers comprehensive asset-based lending solutions, including sole lender, agented, and syndicated structures. These solutions serve asset-rich companies across the U.S., U.K., and Canada, spanning a wide range of industries. This role sits within the Lending Servicing function and is responsible for end-to-end life-of-loan servicing activities. The scope includes client loan servicing, syndicated facilities, bought participations, and payoffs for Asset-Based Lending (ABL) portfolios. The role supports revolving and term loan facilities, as well as accounts payable activities, including pass-through expense billings such as field exams, appraisals, and legal fees. Success in this role requires strong experience in: Asset-based lending account maintenance Accounting and reconciliation, including debit and credit oversight Settlement, accrual, and fee management Interpretation and execution of contractual credit and loan agreements Join the industry’s #1 lead arranger and bookrunner of syndicated asset-based loans (YTD 9/2024, Source: Refinitiv/Wells Fargo)." We need to preserve all substantive information. The colon after "Success in this role requires strong experience in:" then a list. We should keep that as part of About the role? Might be better to move that list to Responsibilities or Requirements? But it's under About this role. We'll keep it as part of About the role paragraph, but we could format as a
      if it's a list. However the instruction says use
      • for any list of duties/requirements/benefits. This list is about required experience; could be considered requirements. But it's in the About this role section. To be safe, we could keep it as a

        with the list separated by commas or semicolons. However the instruction says use

        • for any list of duties/requirements/benefits. This is a list of required experience, which is a requirement. So maybe we should move that to Requirements section. But the About the role section currently includes that list; we could split: keep the narrative in About the role, and move the list to Requirements. However we must preserve all substantive information; moving is okay as long as we don't lose it. The instruction doesn't forbid reorganizing as long as we preserve content. Usually we keep the logical grouping. Better: Keep About the role as the introductory paragraph up to "Success in this role requires strong experience in:" then treat the list as part of Requirements. But the list is explicitly about required experience. So we can put that under Requirements. Thus About the role paragraph: Up to before the list. Let's capture: "Wells Fargo is seeking a Senior Commercial Loan Servicing Specialist to join Commercial Banking Operations on the Capital Finance Operations (CFO) team within Wholesale Operations. Capital Finance delivers comprehensive asset-based lending solutions, including sole lender, agented, and syndicated structures. These solutions serve asset-rich companies across the U.S., U.K., and Canada, spanning a wide range of industries. This role sits within the Lending Servicing function and is responsible for end-to-end life-of-loan servicing activities. The scope includes client loan servicing, syndicated facilities, bought participations, and payoffs for Asset-Based Lending (ABL) portfolios. The role supports revolving and term loan facilities, as well as accounts payable activities, including pass-through expense billings such as field exams, appraisals, and legal fees." Then after that, the list: "Asset-based lending account maintenance Accounting and reconciliation, including debit and credit oversight Settlement, accrual, and fee management Interpretation and execution of contractual credit and loan agreements". That seems like a list of four items, but the formatting is weird: "Asset-based lending account maintenance Accounting and reconciliation, including debit and credit oversight Settlement, accrual, and fee management Interpretation and execution of contractual credit and loan agreements". Likely each separated by line breaks originally. We'll treat as four items: - Asset-based lending account maintenance - Accounting and reconciliation, including debit and credit oversight - Settlement, accrual, and fee management - Interpretation and execution of contractual credit and loan agreements We'll put those under Requirements as a list. Now Responsibilities: The bullet list under "In this role, you will:" includes: - Execute servicing activities for moderately complex commercial loan products, supporting the full life-of-loan cycle - Serve as a primary servicing contact for assigned relationships, partnering with Relationship Managers, Legal, Risk, Control, Technology, and Operations teams - Review, process, and support moderately complex loan transactions, including new loans, modifications, tranche set-ups, interest and fee calculations, and participation settlements - Evaluate servicing risks, resolve client and operational issues, and escalate matters as needed to management - Ensure accurate data entry, reconciliation, and ongoing portfolio maintenance across systems of record, including LUCAS, in compliance with policies, procedures, and regulatory requirements - Conduct quality reviews and monitor key performance indicators to support efficient and well-controlled servicing processes - Recommend process or procedural improvements to enhance operational effectiveness and customer experience - Provide guidance, training, and subject matter support to less experienced servicing representatives - Participate in operational initiatives, system enhancements, and user acceptance testing as needed We'll put those as
          • . Now Requirements: We have the list from above (the experience list) plus the "Required Qualifications:" line: "4+ years of Commercial Loan Servicing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education". That's also a requirement. So we can combine. Thus Requirements section could have: - 4+ years of Commercial Loan Servicing experience, or equivalent demonstrated through work experience, training, military experience, or education - Asset-based lending account maintenance - Accounting and reconciliation, including debit and credit oversight - Settlement, accrual, and fee management - Interpretation and execution of contractual credit and loan agreements We could also include the "Required Qualifications:" line as a separate item. Now Qualifications: Desired Qualifications list: - 2+ years of asset-based lending/syndicated loan servicing experience - Experience with commercial loan systems, specifically LoanIQ, Stucky - Service complex wholesale commercial loans end to end, including account reconciliation, debit and credit oversight, settlement, accrual, and fee management - Demonstrated ability acting as the agent in syndicated deals, coordinating funding and distribution across banks - Ability to calculate interest rates (floating, fixed, term, FX considerations) and maintaining interest, fee accruals, and

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