About this role:

Wells Fargo is seeking a Commercial Loan Booking Representative. Learn more about the career areas and lines of business at wellsfargojobs.com.

In this role, you will:

Review, book and fund commercial loans

Assist with pre-close and post-close activities for commercial, commercial real estate and problem loans

Coordinate loan closings with customers

Perform customer, loan and regulatory diligence and on-going portfolio maintenance

Evaluate and upload data into the systems of record

Receive direction from manager and exercise independent judgment

Ensure compliance with all bank policies, procedures and regulatory requirements

Manage an assigned portfolio of loans

Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals

Interact with internal customers

Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

Required Qualifications:

6+ months of Securities Operations experience, or equivalent demonstrated through one or a combination of the following:  work experience, training, military experience, education

Desired Qualifications:

6+ months of Commercial Loan Closing or documentation review book and fund commercial loans

Excellent verbal, written, and interpersonal communication skills

Solid problem-solving skills

Intermediate Microsoft Office (Word, Excel, and Outlook) skills

Ability to navigate multiple computer systems, applications, and utilize search tools to find information

Strong analytical skills with high attention to detail and accuracy

Experience developing partnerships and collaborating with other business and functional areas

Ability to execute in a fast paced, high demand, environment while balancing multiple priorities

Job Expectations:

This position is not eligible for Visa sponsorship

Candidate must be based out of posted location

This position offers a hybrid work schedule

Relocation assistance is not available for this position

Ability to work additional hours as needed

Posting Location:

Charlotte, NC

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.