Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo.

Commercial Real Estate (CRE) provides a fully integrated platform of banking, financing, and capital markets solutions to commercial real estate clients including financial sponsors, institutional investors and asset managers, regional developers, and public and private corporations.

About this role:

Wells Fargo is seeking a CRE Lead Transaction Manager - VP (Lead Capital Markets Document Negotiator) to assist the CLI Affordable and Specialized Finance (“ASF”) Transaction Management Team, and to assume end-to-end accountability of transaction execution and success by focusing on documentation and deal management for ASF transactions.

In this role, you will:

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.

Required Qualifications:

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

Desired Qualifications:

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.

Job Expectations:

Ability to travel as needed

Willingness to work on-site in accordance with current office requirements

Ability to work additional hours as needed

This position is not eligible for VISA sponsorship

This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.

Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.

Posting End Date: 

*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.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

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.