Wells Fargo · 6 hours ago
Lead Capital Markets Document Negotiator - VP
CHARLOTTE, NC
Full-time
Onsite
Mid, Senior Level
5+ years expWells Fargo is a leading financial services company, and they are seeking a CRE Lead Transaction Manager - VP to oversee transaction execution and documentation for Community Lending and Investment transactions. The role involves providing strategic direction, ensuring compliance, and collaborating with various stakeholders to drive successful outcomes.
BankingFinancial ServicesFinTechInsurancePayments
No H1B
Responsibilities
Assist with direct the administration of policies and procedures which govern the documentation and transaction closing process for Community Lending and Investment transactions, including New Markets Tax Credit and Low-Income Housing Tax Credit transactions
Provide strategic vision and direction to ensure final negotiated agreements are documented accurately and adhere to corporate policies and procedures
Interpret policy when working with legal, credit and the relevant business
Identify and mitigate business and legal risks within compliance requirements
Interpret policies, procedures and compliance requirements and thoughtfully escalate issues to senior management
Advise management of industry trends or emerging issues based on recently negotiated transactions
Collaborate and influence professionals at all levels including senior management to drive successful outcomes and resolve complex issues
Identify and recommend process improvements to strengthen execution, improve efficiency and standard documentation across the CLI platform
Lead a team to achieve objectives
Qualification
Required
5+ years of Capital Markets Document Negotiation experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Preferred
Experience closing LIHTC, affordable housing, and New Markets Tax Credit (NMTC) transactions, with responsibility for full end‑to‑end deal execution
Proven ability to negotiate complex capital markets, debt, and equity documentation, including credit agreements, partnership agreements, and closing packages for CLI transactions
Knowledge of lending products, loan lifecycles, funding mechanics, deal structures, and funds flows, with direct deal‑team experience
Execution-focused mindset with the ability to prioritize effectively, resolve issues and perform in a fast-paced, deadline-driven environment with a willingness to work longer hours as deal flow dictates
Process and execution focused, with experience partnering with clients to collect and review loan documentation in preparation for large or complex closings, while building strong internal and external relationships
Effective collaborator with strong communication, analytical skills, time management and attention to detail, able to work seamlessly across teams and senior leadership
Excellent communication, relationship‑management, and project‑management skills
Demonstrated openness to feedback and attention to detail to support continuous refinement of documentation and processes
Company
Wells Fargo
Wells Fargo & Company is a financial services firm that provides banking, insurance, investments, and mortgage services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-10-06IPO
Leadership Team
Charlie Scharf
CEO
Fernando Rivas
CEO of Corporate & Investment Banking
Recent News
2026-01-24
2026-01-23
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