Commercial Loan Closing Associate Job at Wells Fargo (Bengaluru)

Loan Closing Associate - Commercial Bank

Capital One’s Commercial Client Operations (CCO) is looking for candidates to su...

Location

United States , McLean;Plano;Richmond;Charlotte

Salary:

66700.00 - 83700.00 USD / Year

Capital One

Expiration Date

Until further notice

Requirements

High School Diploma, GED or equivalent certification
At least 1 year of Commercial Loan Closing or Loan Servicing experience

Job Responsibility

Review complex loan documents, drive deal closing calls that include internal and external deal team members and counsel
Ensure legal documentation accurately reflects the intentions of the credit approval
Facilitate teamwork and continuity
Solid knowledge required for the role and pursues gaining new knowledge when required
Positively accept change and engages productively with team and relevant stakeholders
Ensure transactions are closed in compliance with the Bank’s loan policy and any other requirements designated by the credit approval
Work with Relationship Manager/Underwriter to understand the transaction and make sure that all relevant documentation is obtained for a timely closing
Liaise and coordinate pre-closing requirements with internal and external clients (Underwriter, Relationship Manager, Borrowers, Agent Banks)
Demonstrate ability to balance required regulatory and policy requirements when making decisions
Remain current on all pending and proposed regulatory changes affecting compliance

What we offer

Performance based incentive compensation which may include cash bonus(es) and/or long term incentives (LTI)
health
financial and other benefits

Fulltime

Associate, Commercial Loan Servicing Operations (Agency Syndications)

Capital One Commercial Core Operations is looking for an experienced candidate t...

Location

United States , Plano; Richmond

Salary:

64700.00 - 73900.00 USD / Year

Capital One

Expiration Date

Until further notice

Requirements

High School Diploma, GED or equivalent certification
At least 1 year of experience in Commercial Loan Closing or Commercial Loan Servicing
At least 1 year of experience in Commercial Banking Operations
At least 1 year of experience with Microsoft Office (Outlook, Excel, Word, PowerPoint) or Google Suite (Sheets, Slides, Docs)
Candidates must live within approximately 50 miles of one of the hub locations based in 75024 or 23238

Job Responsibility

Manage an agent syndicated portfolio of active credit facilities as the Loan Operations Servicer for a variety of the Commercial Corporate Banking line of business
Process loan requests (disbursements, pay downs, payments, etc.)
interest and exchange rate fixing, interest and fee calculations, billing and liquidations
Manage high volumes of transaction processing and email correspondence with precision, ensuring all tasks are completed accurately and compliant with documented SLA’s
Manage and maintain effective oversight across multiple workflow tools including Gmail, Slack, Salesforce, Customer Hotline
Maintain relationships with various lines of business, participant banks/co-lenders and partner teams to include escalation, resolution and risk management
Partner with respective business units and other internal teams to align needs and provide operational support
Perform & drive team account management, exception reporting, cash breaks analysis and reconciliations within established SLA’s
Ability to accurately interpret credit agreements, promissory notes etc. in order to determine operational feasibility and maintain data integrity of the commercial loan system of record (ACBS)
Engage and contribute in virtual and in person forums with business partners, peers, senior leadership and direct team on a regular basis

What we offer

performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI)
comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being

Fulltime

Commercial Real Estate Associate Attorney

We are looking for a skilled and motivated Commercial Real Estate Associate Atto...

Location

United States , Boston

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 2 years of experience in commercial real estate law
Expertise in drafting, negotiating, and reviewing legal documents
Strong ability to manage multiple transactions independently and efficiently
Familiarity with industrial, retail, office, or multifamily real estate projects is beneficial
Excellent communication skills, both written and verbal
Proven track record in conducting due diligence and resolving legal challenges
Knowledge of commercial leasing and lending practices
Ability to provide strategic legal counsel tailored to client needs

Job Responsibility

Draft, review, and negotiate contracts related to commercial real estate, such as purchase agreements, leases, and loan documents
Oversee the entire transaction process from initial term sheets to final closing
Conduct comprehensive due diligence, including title reviews, surveys, zoning assessments, and environmental analyses
Provide legal counsel on the acquisition, development, and leasing of commercial properties
Collaborate with clients, lenders, title companies, and opposing counsel to ensure smooth transaction execution
Ensure compliance with real estate laws, regulations, and industry standards
Offer strategic advice to clients, including risk assessments and business-oriented legal solutions
Serve as in-house counsel for select clients, addressing their ongoing real estate legal needs
Manage complex real estate assignments for institutional clients
Facilitate communication and coordination across all parties involved in transactions

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

New

Banker/Senior Relationship Manager, Citi Commercial Bank Spain

Citi is expanding its Commercial Banking business in Spain and Portugal, serving...

Location

Spain , Madrid

Salary:

101900.00 - 168100.00 EUR / Year

Citi

Expiration Date

Until further notice

Requirements

Sound knowledge of banking, treasury / lending / markets products and processes, as well as a solid track record of providing banking and financial advice and solutions to clients
Demonstrate strong credit skills
capable of structuring all credit deals and the ability to identify risks / issues and track them to closure
Experience in managing multiple project timelines and prioritizations
Ability to coordinate multi-functional teams to provide exceptional client experience
Excellent interpersonal, communication and influencing skills (e.g. negotiation, consultative skills, leadership)
Highly focused, able to rapidly identify key priorities, clearly communicate the priorities
Accountable for significant direct business results and provide advice regarding the operations and growth of the business
A proactive approach in looking for ways to develop new and strengthen existing business relationships with clients, delivers a simple, secure and seamless client experience
Ability to embrace new technology and understand the role digital plays in the experience that we deliver for our clients

Job Responsibility

Acquire new, multi-product clients for the Bank and manage those relationships on an ongoing basis. Own, respond to, identify and anticipate future needs, roadblocks or risks and expectations, delivering Citi´s product offer and global network
Client-level planning, budget and revenue responsibilities. Identify cross-sell opportunities to deepen and increase share of wallet
Work closely with EMEA TTS implementation team, CCB Cash Sales Managers, Underwriting / Risk teams, Markets experts and Relationship Associates on a daily basis. Interaction with other CCB teams across the globe. Collaborate with IB and Wealth teams to develop opportunities
Participate in structuring solutions specific to client / industry segment while maintaining overall accountability for clients / transactions and building / strengthening an effective portfolio
Manage the credit relationship of clients, coordinating and overseeing the end-to-end process, ensuring adherence to internal policies and frameworks
actively contribute to the preparation of credit memos, and present and defend proposals before risk and business committees
Maximize client experience by proactively sharing markets updates, trends and intelligence
Monitor and support products’ implementation processes. Manage customers and transactions on CRM platform
Verify adherence to global KYC (Know Your Customer) standards during the onboarding process and, on an ongoing basis, ensuring the appropriate compliance deliverables are met
Ensure compliance with regulatory requirements and Citi's policies / guidelines at all times

Fulltime

Corporate Banking Associate

Citi’s Corporate Banking business serves large and mid‑cap corporate clients acr...

Location

Netherlands , Amsterdam

Salary:

120000.00 - 135000.00 EUR / Year

Citi

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Finance, Economics, Accounting, or a related field
Ideally 2-6 years of relevant experience in Corporate Banking, Investment Banking, Credit, Leveraged Finance, or Commercial Banking
Strong financial analysis skills, including: Financial statement analysis
Cash flow and credit modeling
Capital structure and leverage analysis
Solid understanding of corporate lending products and banking solutions
High attention to detail with strong execution discipline
Ability to manage multiple workstreams under tight deadlines
Excellent written and verbal communication skills

Job Responsibility

Support Senior Relationship Managers in managing a portfolio of Benelux-based corporates, contributing to the development and execution of relationship strategies
Prepare client materials including pitch books, financial updates, industry analysis, and internal briefing notes
Coordinate across product partners to deliver integrated solutions
Participate in client meetings, calls, and internal deal teams, acting as a key execution partner
Perform financial analysis, cash flow modeling, and credit assessment in support of lending, revolver, term loan, and structured finance transactions
Assist in the preparation of credit applications, annual reviews, and risk memos in accordance with Citi risk standards
Analyze capital structures, liquidity profiles, covenant packages, and return metrics
Support deal execution from origination through closing, including documentation coordination and internal approvals
Partner with Risk, Legal, Compliance, and Operations to ensure transactions meet internal and regulatory requirements
Contribute to sector and market analysis to identify opportunities for new client acquisition or wallet growth

Fulltime

Associate, Tax Credit Operations

Are you looking for a challenging role that includes the convenience of working ...

Location

United States , Plano, Texas; Charlotte, North Carolina; Richmond, Virginia

Salary:

66700.00 - 76100.00 USD / Year

Capital One

Expiration Date

Until further notice

Requirements

High School Diploma, GED, or equivalent certification
At least 2 years of experience in banking operations
A secure home office environment that is free from background noise and distractions
A reliable private internet connection that is not supplied via cellular data or hotspot
A private network that is password protected where you have ownership or line of sight to every device on the network
Internet service must be provided by Cable or fiber Internet Service Provides (ISP)
Candidates must live within approximately 50 miles of one of the hub locations based in 28203, 75024 or 23238 and be comfortable coming in person whenever required with no less than 24 hours notice
At this time, Capital One will not sponsor a new applicant for employment authorization for this position.

Job Responsibility

Manage a portfolio of active credit facilities and equity investments for New Markets Tax Credit
Perform duties supporting new deal closings and exits
Process loan and equity requests (draw downs, pay downs, interest payments)
interest and exchange rate fixing, manual interest and fee calculations, as well as, billing and liquidations
Work closely with respective business units and other internal partners to align needs and provide support as needed
Perform manual loan tracking enhancements, cash breaks analysis, reconciliations of interest fees, and comprehensive testing of system enhancements
Review of, and extraction from, legal documents for compliance, interpretation and operational viability
Develop, design, and implement inter-departmental controls, risk-reducing processes
Serve as liaison for both borrowers, lenders and investors by responding, resolving, and expediting inquiries, discrepancies, and special requests
Establish and maintain Customer Satisfaction through positive and constructive client relations

What we offer

Performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI)
Competitive, inclusive set of health, financial and other benefits

Fulltime

Mortgage Banker - Retail

The main purpose of this job is to originate home loans. The primary focus will ...

Location

United States , Houston

Salary:

22890.00 - 38850.00 USD / Year

Commerce Bank

Expiration Date

Until further notice

Requirements

Intermediate knowledge of mortgage products
Strong credit risk analysis and loan origination skills
Ability to focus on customer's needs, both internal and external, to develop and sustain productive customer relationships ensuring the opportunity to increase products per household
Develop and maintain collaborative relationships to facilitate and achieve corporate results
Ability to achieve an exceptional level of technical and professional skills/knowledge in job-related areas
keeping abreast of current developments and trends in area of expertise
Ability to take prompt and proactive actions to accomplish objectives
Ability to maintain a valid driver's license and meet Commerce Bank's driving record criteria
ongoing employment may be contingent upon meeting all driving requirements
Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities

Job Responsibility

Originate home loans
Drive new sales within our available lending territory
Manage current client base
Increase market share attracting new clients
Network both with internal and external referral partners to build book of business (ie – realtors, builders, etc.)
Visit Commerce branches within assigned geography on a weekly basis to meet with Commercial Bankers and customers to discuss mortgage products
Manage production pipeline and documentation collection while coordinating with fulfillment team to ensure an efficient flow
Communicate between borrowers and referral partners
Analyze applicants' financial status, creditworthiness, and property evaluation to determine eligibility and feasibility of granting home loans
Provide financing options and customize solutions by conducting a deep dive analysis of the application, credit profile, financials, etc. and ensuring options offered fit within the guidelines of the lending/sellers guide(s) by product type (FHA/VA, Conv, HELOC)

What we offer

employer sponsored health insurance
dental insurance
vision insurance
401(k)
life insurance
paid vacation
paid personal time
career development
education assistance
voluntary supplemental benefits

Fulltime

Portfolio Manager II

The Portfolio Manager is a key member of the commercial banking coverage team, r...

Location

United States , Charlotte

Salary:

50.00 USD / Hour

Robert Half

Expiration Date

Until further notice

Requirements

6–10 years of experience in commercial banking, corporate banking, or portfolio management
Prior experience as a Portfolio Manager, Credit Officer, Senior Credit Analyst, or Associate Relationship Manager
Direct responsibility for managing a commercial loan portfolio (not solely underwriting support)
Experience at a regional or super‑regional bank (e.g., Fifth Third, PNC, Truist, Regions, Huntington, KeyBank, U.S. Bank, etc.)
Bachelor’s degree in Finance, Business Administration, or a related field

Job Responsibility

Manage an assigned portfolio of commercial loans and ancillary credit exposure
Perform ongoing financial statement analysis, borrower monitoring, and risk assessments
Conduct annual and interim reviews, renewals, amendments, and waivers
Perform risk rating assessments, covenant compliance monitoring, borrowing base analysis, and policy interpretation
Identify early warning signals and proactively communicate credit concerns to business and risk partners
Lead or significantly contribute to credit underwriting packages for: New credit facilities, Refinancings and renewals, Amendments, extensions, and credit increases
Structure credit solutions, including covenant packages, collateral evaluation, guarantees, and mitigants
Partner closely with Relationship Managers, Credit Risk, and Legal through approval and documentation

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

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Commercial Loan Closing Associate

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