Small Business Loan Closing Specialist

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

About this role:

Wells Fargo is seeking a Small Business Loan Closing Specialist in Small Business Operations as part of the Commercial Lending Operations division. Learn more about the career areas and lines of business at wellsfargojobs.com.

This position is responsible for preparing, assembling, and reviewing closing documents for small business loans, verifying funding, and clearing stipulations.

In this role, you will:

• Work pre-close documents for moderately complex to complex Small Business 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
• 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
• May provide guidance and training to peers
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
• Interact with internal & external customers
• Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

Required Qualifications:

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

Desired Qualifications:

• 2 years of client relationship management experience
• Experience resolving and working through escalated and complex customer issues.
• Strong time management skills and ability to meet deadlines
• Strong analytical skills with high attention to detail and accuracy
• Ability to achieve high production and quality standards
• Ability to work in a fast-paced deadline driven environment
• Excellent analytical skills with high attention to detail and accuracy
• Excellent organizational, multi-tasking, and prioritizing skills
• Excellent verbal, written, and interpersonal communication skills
• Intermediate Microsoft Office skills
• Ability to navigate multiple computer systems, applications, and utilize search tools to find information
• Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important

Job Expectations:

• This position currently offers a hybrid work schedule
• Ability to work additional hours as needed

Locations:

• 11601 N Black Canyon Hwy., Phoenix AZ
• 2800 S Price Rd., Chandler AZ
• 1525 W WT Harris Blvd., Charlotte NC

Other Information:

• Position locations listed above.
• Relocation assistance is not available for this position.
• Visa Sponsorship not available for this position

Posting End Date: 

*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.