Wells Fargo ยท 1 day ago
Loan Documentation Processor
Wells Fargo is seeking a Loan Documentation Processor in the Credit Card department. In this role, you will perform a variety of loan documentation duties on moderately complex loans to ensure compliance with company policies and procedures for loan products, while managing an assigned pipeline of loans and providing guidance to other team members.
BankingFinancial ServicesFinTechInsurancePayments
Responsibilities
Support in performing a variety of loan documentation duties on moderately complex loans to ensure compliance with company's policies and procedures for loan products
Perform loan documentation for moderately complex loans
Process and close for loan products
Interpret Loan Documentation policies while analyzing applicant, property, and documentation, ordering all required verifications, documentation, and subsequent follow ups
Receive direction from Loan Documentation supervisor and escalate non-routine questions
Manage an assigned pipeline of loans and provide guidance and training to other Loan Documentation individuals
Interact with immediate Loan Documentation team and functional area on routine process
Qualification
Required
2+ 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
Preferred
Experience with systems such as CUSP, FDR, IRRIS/XPM, SVP, or similar
Knowledge and understanding of credit cards
Independent self-starter with the ability to manage a pipeline of work
Ability to analyze applicable policies and procedures to ensure the financial integrity of customers
Proven strong phone etiquette skills
Experience collaborating with other team members and lines of business to evaluate challenging situations
Customer service focus and creative problem-solving techniques
Strong analytical skills, high attention to detail and decision making ability
Intermediate Microsoft Office skills
Excellent verbal, written and interpersonal communication skills
Ability to achieve high production and quality standards
Be adaptable to constant change
Ability to work effectively, as well as independently, in a team environment
Company
Wells Fargo
Wells Fargo & Company is a financial services firm that provides banking, insurance, investments, and mortgage services.
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-10-06IPO
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