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Wells Fargo · 1 day ago

Business Relationship Support Specialist - CIB Middle Office supporting Fund Finance

Charlotte, NC

Full-time

Hybrid

Entry, Mid Level

2+ years exp

Wells Fargo is seeking a Business Relationship Support Specialist to join the CIB Middle Office team, which supports the Fund Finance line of business within Corporate and Investment Banking Operations. The role involves supporting the credit deal team with loan documentation, coordinating loan booking and closing activities, and ensuring compliance with bank policies and procedures.

BankingFinancial ServicesFinTechInsurancePayments

No H1B

Responsibilities

Provide credit deal team support responsible for proper initiation and accuracy of loan documentation and pre-closing/closing tasks for direct and operating exposure

Coordinate loan booking and closing activities to ensure consistent, timely and accurate credit delivery to our clients

Develop expertise in bank policies, procedures, and compliance requirements and ensure adherence

Book all operating exposure onto the applicable systems of record

Evaluate and ensure accurate new and existing data in the systems of record

Partner with managers to resolve issues and provide status updates on implementations

Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals

Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

Verify compliance and report identified issues for resolution

Qualification

Credit underwriting experienceLoan documentation accuracyCredit systems knowledgeComplianceRegulatory knowledgeAdvanced Microsoft OfficeCommunication skillsProblem solving skillsTeam collaborationAttention to detail

Required

2+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Preferred

2+ years of credit underwriting experience and related customer due diligence processes and credit documents

Knowledge of booking and closing processes and credit systems such as LoanIQ, Saleforce, STARS, nCino, etc

Experience applying compliance and regulatory requirements, including Reg U, Reg W, Volker, QFC, CRR, Flood

Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment

Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment

Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important

Strong communication skills both verbal and written

Excellent attention to detail, problem solving, and decision-making skills

Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills