2025-04-15

Job Description:

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.

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Job Responsibilities:

• Lead a variety of pre-close activities for moderately complex to complex commercial loans, including coordinating all aspects of loan closings
• Identify activities of the team to ensure conformity with established procedures
• Conduct quality reviews and monitor key performance metrics as related to efficiencies and effective processes
• Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
• Accurately evaluate and upload data into the systems of record to ensure compliance with all bank policies, procedures and regulatory requirements
• Document and coordinate legal activities for loan documentation that may also include documentation purchased from third party sources, with internal staff and the Corporate Legal group
• Organize legal documents, internal documents and post-closing items.
• Facilitate the closing and funding of new loan transactions including participations and loan restructures.
• Serve as a liaison to business divisions, underwriters, prospective clients, insurance brokers, attorneys, banks, letter of credit contacts and cash management contacts.
• Review cash management arrangements; modify cash management structures, including negotiation of cash management agreements and set-up of accounts.
• Review and negotiate complex legal documentation, evaluate risks, develop strategies to mitigate documentation risk and identify procedural modifications
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
• Interact with internal customers
• Serve as an escalation point in the resolution of client issues
• 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
• Coordinate funding logistics for new financings, participations and complex restructures.

Job Requirements:

• Paralegal and/or finance experience
• Sound knowledge of Microsoft Office (Word, Excel, & Outlook)
• Commercial Insurance knowledge
• 4+ years of Commercial Loan Closing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• Experience in Asset Based Lending.
• Ability to work in a fast-paced deadline driven environment
• Degree in Finance, Business, Economics or Law preferred.
• Knowledge of Deposit Account Control Agreements (DACAs) and cash management systems.
• Proficient in reading and understanding complex loan documentation
• Excellent verbal, written, and interpersonal communication skills
• Ability to work effectively, as well as independently, in a team environment
• Effective organizational, multi-tasking, and prioritization skills

Job Details:

Company: Wells Fargo

Vacancy Type: Full Time

Job Location: Dallas, TX, US

Application Deadline: N/A

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