Business Relationship Support Specialist, Wells Fargo

Wells Fargo

Location:
United States, Minneapolis ▼
Charlotte

Category:
Banking

Contract Type:
Employment contract

Salary:

60000.00 - 100000.00 USD / Year

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Job Description:

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. This role provides Deal Team middle office support throughout the deal/loan life cycle.

Job Responsibility:

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 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

Requirements:

2+ years of Business Relationship Support experience or equivalent through work experience, training, military experience, or education
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

Nice to have:

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

What we offer:

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

Additional Information:

Job Posted:
September 10, 2025

Expiration:
September 22, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Business Relationship Support Specialist