Provide Deal Team middle office support throughout the deal/loan life cycle including: managing document collection, completion of on-boarding and compliance, loan closing, and booking and funding processes.
Liaise with Portfolio Managers, Credit Analysts, Internal Risk Management, Relationship teams, Operations, Markets and various internal and external partners.
Coordinate loan closing activities from the initiation and credit approval throughout the closing, booking, and funding process to ensure consistent, timely and accurate credit delivery and funding to our clients.
Analyze and problem solve complex problems with efficient and logical solutions.
Work in a fast-paced environment while managing risk, controls and booking accuracy.
Utilize loan documentation knowledge and analyze and extract pertinent data elements.
Understand trading limit structure and exposure management and booking on the applicable systems of record.
Develop expertise in bank policies, procedures and compliance requirements confirming adherence.
Evaluate and ensure accurate new and existing data in the systems of record.
Collaborate with managers and peers on initiatives, projects, and complex control resolutions, implementing efficiencies across teams.
Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements.
Required Qualifications:
2+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Experience working within or supporting middle office functions
Comprehension of internal credit underwriting documents and loan closing documentation
Knowledge of credit systems of record and origination such as nCino, LIQ, CoRS, and Treasury management systems
Understanding of the credit underwriting and customer due diligence processes
Experience with counterparty exposure and products
Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
Ability to effectively prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
Outstanding problem solving and independent decision-making skills
Excellent communication skills both verbal and written
Intermediate Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$60,000.00 - $100,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Posting End Date:
21 Oct 2025
Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. 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.
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.
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.
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