Senior Commercial Lending Servicing Specialist - Loan Trade Support

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About this role:

Wells Fargo is seeking a Senior Commercial Lending Servicing Specialist to join the Loan Trade Support team within the Corporate Investment Banking Lending Operations (CIBLO) division.

This role will support syndicated loan trading and servicing activities by facilitating trade settlements, reviewing and validating loan trade assignments, researching and reconciling transaction activity, and ensuring accurate processing across applicable lending systems. The position will partner closely with Loan Trading, Agency Servicing, Member Servicing, and other internal stakeholders to support timely trade execution, accurate money movement, and effective risk and control management.

Learn more about our career areas and lines of business at wellsfargojobs.com.

In this role, you will:

• Support daily syndicated loan trade settlement activities and operational processing for loan trading transactions
• Review and validate trade assignments, transaction amounts, counterparty information, and supporting documentation prior to execution
• Perform research, reconciliation, and exception resolution related to loan trade activity and associated servicing transactions
• Process and/or support principal, interest, settlement, and other money movement activities associated with syndicated loan positions
• Maintain accurate transaction and position information within applicable lending systems and ensure activity is processed in accordance with established procedures and controls
• Partner with Loan Trading, Agency Servicing, Member Servicing, and other internal stakeholders to resolve trade settlement discrepancies and operational issues
• Analyze moderately complex transaction exceptions, identify root causes, and recommend appropriate resolution
• Perform quality-control or approval activities for loan trade transactions, as applicable
• Support operational risk management by identifying discrepancies, escalating issues, and ensuring appropriate documentation and control execution
• Participate in process improvement, automation, procedure development, and other initiatives designed to improve trade settlement and servicing efficiency
• Provide guidance and subject matter support to less experienced team members and assist with training on loan trade support processes

Required Qualifications:

• 4+ years of Commercial Loan Servicing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Syndicated loan operations, loan trading, or loan servicing experience
• Loan trade settlement or secondary loan market experience
• Loan IQ experience
• Experience supporting Agency or Member loan servicing
• Experience reviewing and processing loan assignments or trade-related documentation
• Experience researching and reconciling principal, interest, fees, settlements, or other loan transaction activity
• Knowledge of syndicated lending structures and the commercial loan lifecycle
• Experience identifying and resolving transaction exceptions or reconciliation breaks
• Experience partnering with loan trading, agency servicing, lenders, or other lending operations stakeholders
• Experience performing quality-control, maker/checker, or transaction approval activities
• Ability to manage multiple priorities in a deadline-driven transaction environment
• Advanced analytical, research, problem-solving, and communication skills

Job Expectations:

• Ability to work in the office at the posted location for a minimum of three days per week
• Ability to work from 8:30 a.m. to 5:30 p.m.
• This position is not eligible for visa sponsorship or transfer of visa sponsorship

Primary Posting Locations:

• 1525 W W T Harris Blvd, Charlotte, North Carolina 28262-8522

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.

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To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

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