Business Relationship Support Specialist
Wells Fargo is seeking a Business Relationship Support Specialist in Business Client Management that will support CIB Banking lines of business within Wells Fargo Corporate & Investment Banking (CIB) as part of Strategic Execution. In this role, you will:
- 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 functions, 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
- Strong attention to detail
- 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
Job Expectations:
- This position currently offers a hybrid work schedule
- This position is not eligible for Visa sponsorship
Posting Locations:
- 90 South 7th Street, Minneapolis, Minnesota 55402
- 550 South Tryon Street, Charlotte, North Carolina 28202
Pay Range: $60,000.00 - $100,000.00
Benefits: Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below:
- 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
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.
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:
- Third-Party recordings are prohibited unless authorized by Wells Fargo.
- Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Req Number: R-481526