Demo

Lead Loan Documentation Processor

Wells Fargo
Wells Fargo Salary
CHARLOTTE, NC Full Time
POSTED ON 12/8/2024
AVAILABLE BEFORE 2/6/2025

About this role:

Wells Fargo is seeking a Lead Loan Documentation Processor as part of Lending Fulfillment in Small Business unit within Commercial Banking Operations. In this role, you will support small business lending by preparing documentation, completing funding, and booking transactions for new origination loans and lines of credit.

Additionally, you will also perform peer review activities, various application maintenance functions and quality review for pre-decision tasks. You may also assist with on-site activities such as closing package printing and shipment and management of incoming mail. Learn more about our career areas and lines of business at wellsfargojobs.com.


In this role, you will:

  • Support the Loan Documentation team in reviewing, documenting, closing, and disbursing loans

  • Review the most complex legal, appraisal, and title information

  • Prepare loan documentation, coordinate loan closings, and initiate loan disbursements

  • Monitor the loan disbursement process and managing the team’s pipeline

  • Perform, train and guide others on complex loans that require planning, evaluation, and interpretation

  • Ensure compliance with company's policies and procedures as well as updating and creating

  • Identify and mitigate Loan Documentation risks in accomplishing business goals

  • Prioritize work and provide day to day work leadership and mentorship to the Loan Documentation team

  • Provide guidance and subject matter expertise to the immediate Loan Documentation team on generating loans, as well as technical and legal guidance within matters related to loan documentation


Required Qualifications, US:

  • 6 years of customer service, loan administration, collections, or sales environment experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education


Desired Qualifications:

  • 4 years of Commercial Banking Experience

  • 2 years of leadership experience

  • Ability to interpret and understand of basic loan documents i.e., credit agreements, credit approval documents, security

  • Ability to interpret and understand legal documents including loan, insurance, and credit documents

  • Knowledge of key credit terms, such as interest rates, disbursements, loan limits, fees, etc.

  • Ability to research solutions and utilizing tools such as BLAST, Sales Force, and ICMP

  • Excellent verbal, written, and interpersonal communication skills

  • Ability to consult and maintain cross department relationships

  • Strong organizational, multi-tasking, and prioritizing skills

  • High attention to detail and accuracy

  • Advanced Microsoft Office skills


Job Expectations:

  • Ability to work hybrid schedule and additional hours as needed

  • Willingness to work on-site at stated location on the job opening

  • This position is not eligible for Visa sponsorship

Posting Locations:

  • Charlotte, North Carolina

  • Chandler, Arizona

Posting End Date: 

12 Dec 2024

*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

 

Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.


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