Commercial Loan Servicing Representative Job at Wells Fargo (Charlotte)

New

Senior Commercial Loan Servicing Representative

Wells Fargo is seeking a Senior Commercial Loan Servicing Representative as part...

Location

United States , Roanoke

Salary:

Not provided

Wells Fargo

Expiration Date

February 05, 2026

Requirements

4+ years of Commercial Loan Servicing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Ability to review and interpret complex commercial loan documents
Knowledge of loan documentation
Sound analytical skills with high attention to detail and accuracy
Experience with Loan IQ, AFS, and ICMP
Experience reading, analyzing, and interpreting documents/reports
Knowledge of debits and credits
Experience resolving and working through escalated and complex customer issues
Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
Ability to coordinate completion of multiple tasks and meet aggressive time frames

Job Responsibility

Service commercial real estate loans including construction and problem loans, and may include commercial real estate agency loans
Provide direct customer service and acts as primary servicing contact for the loan
Support less experienced loan administrators in providing resolutions of inquiries and complaints
Determine appropriate course of action and conduct investigative steps to fully identify customer issues
Perform complex administrative and customer support tasks by managing daily schedules, and providing work direction to the team
Assist in setting performance standards, and recommend process or policy improvements to enhance customer satisfaction
Review moderately complex loan servicing documentation language, book and fund new loans and modifications, including reviewing of input
Monitor collateral and prepare payoff letters, releasing collateral
customer research and billing
obtain insurance information and monitor ongoing coverage

Fulltime

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Senior Director of Relationship Management, Loan Origination

The Senior Director of Relationship Management, Loan Origination, plays a key ro...

Location

United States , Dallas

Salary:

Not provided

DLP Capital

Expiration Date

Until further notice

Requirements

Past experience in underwriting, with in depth knowledge and ability to utilize underwriting and structuring models
HubSpot or equivalent CRM experience preferred
Strong preference for experience in ground up construction lending
Strong preference for experience in Multifamily lending
Must have 7+ years experience in forward facing client relationship management / sales experience, preferably in a lending, or investment business
Must have 7+ years of real estate lending (or investment) experience
Preferred experience in acquisitions- land and existing housing

Job Responsibility

Prospect & source Elite members and Elite prospects and build relationships, leveraging DLP events
Leverage F2F meetings, Zoom, phone calls, email, LinkedIn, video, text message, and other communications tools to source and close new loan and investment opportunities with new and existing sponsors
Provide mentorship to new or junior originators
Prepare initial underwrite & analysis on complex commercial loan and investment opportunities. Leveraging resources from the Credit Structuring team members
complete the New Business Summary for presentation of new opportunities to the Credit Committee. The RM has overall responsibility for ensuring timely and complete information from the sponsor. The representations of all information and analysis performed and presented in the NBS are "owned by" the RM
Prepares "modification memo" recommendations with assistance from Credit Structuring team members for any credit issues uncovered by the servicing team (i.e. breach in covenants, missed construction milestones, etc.). Presents to the Credit Committee as applicable
Drive client attendance at all DLP events
Proactively drive revenue by relationship based networking
Attend all required meetings and work proactively to provide solutions to improve the performance of the management company
Attend all sponsor/deal pipeline meetings. Input all required data in CRM and ensure that all opportunities are at all times placed in the right stage of the pipeline

What we offer

Unlimited PTO
health/dental/vision/life insurance
401(k) matching
parental leave
adoption services reimbursement/learning/educational incentives
Volunteer Time Off
well-being programs
company events
self improvement/productivity tools

Managing Director, Head of Originations

The Managing Director, Head of Loan Originations, plays a pivotal role in leadin...

Location

United States , St Augustine

Salary:

Not provided

DLP Capital

Expiration Date

Until further notice

Requirements

Over 15 years of progressive experience in commercial real estate investment and lending
Proven leadership in growing sales and origination teams, with the ability to teach, coach, and manage a geographically dispersed workforce
In-depth knowledge of credit, underwriting, valuation, and structured finance, with experience at regulated and/or unregulated institutions
Expertise in financing the construction, development, or improvement of single-family communities, as well as multifamily and mixed-use properties
Track record of successfully growing and managing a dispersed portfolio of real estate assets
Strategic and entrepreneurial mindset, thriving in dynamic, growth-oriented environments

Job Responsibility

Act as a team-oriented player-coach, developing and leading a group of skilled commercial loan origination professionals while maintaining a personal book of business
Set ambitious growth targets and manage business plans for the Texas-based origination team, overseeing origination strategy and market execution
Serve as a hands-on leader, actively collaborating with team members to solve challenges and ensure successful execution
Expert in structuring and negotiating complex loans, including mezzanine financing and preferred equity, with emphasis on ground-up development, construction, and value-add strategies for residential assets such as multifamily, build-to-rent, manufactured housing, horizontal single-family, and master-planned communities
Leverage established relationships with developers, owners, and investors to source and close high-quality lending opportunities
Develop a consistent origination pipeline aligned with the firm's credit strategy and growth objectives, overseeing all aspects of deal origination and collaborating with senior stakeholders on structuring, negotiation, and closing of loans
Work closely with the credit risk and underwriting teams to ensure transactions meet underwriting standards and investor expectations
Partner with Portfolio Management and Servicing teams to uphold strong risk management, credit quality, and portfolio oversight standards
Enhance the firm's brand and visibility by participating in industry events, contributing thought leadership, and engaging in relationship-driven business development, representing the firm as a trusted and solution-oriented partner

What we offer

Unlimited PTO
health/dental/vision/life insurance
401(k) matching
parental leave
adoption services reimbursement/learning/educational incentives
Volunteer Time Off
well-being programs
company events
self improvement/productivity tools

Managing Director, Head of Originations

The Managing Director, Head of Originations, plays a pivotal role in leading a h...

Location

United States , Dallas

Salary:

Not provided

DLP Capital

Expiration Date

Until further notice

Requirements

15+ years of progressive experience in commercial real estate investment and lending
Proven leadership in growing sales and origination teams, with the ability to teach, coach, and manage a geographically dispersed workforce
In-depth knowledge of credit, underwriting, valuation, and structured finance, with experience at regulated and/or unregulated institutions
Expertise in financing the construction, development, or improvement of single-family communities, as well as multifamily and mixed-use properties
Track record of successfully growing and managing a dispersed portfolio of real estate assets
Strategic and entrepreneurial mindset, thriving in dynamic, growth-oriented environments

Job Responsibility

Act as a team-oriented player-coach, developing and leading a group of skilled commercial loan origination professionals while maintaining a personal book of business
Set ambitious growth targets and manage business plans for the Texas-based origination team, overseeing origination strategy and market execution
Serve as a hands-on leader, actively collaborating with team members to solve challenges and ensure successful execution
Expert in structuring and negotiating complex loans, including mezzanine financing and preferred equity, with emphasis on ground-up development, construction, and value-add strategies for residential assets such as multifamily, build-to-rent, manufactured housing, horizontal single-family, and master-planned communities
Leverage established relationships with developers, owners, and investors to source and close high-quality lending opportunities
Develop a consistent origination pipeline aligned with the firm's credit strategy and growth objectives, overseeing all aspects of deal origination and collaborating with senior stakeholders on structuring, negotiation, and closing of loans
Work closely with the credit risk and underwriting teams to ensure transactions meet underwriting standards and investor expectations
Partner with Portfolio Management and Servicing teams to uphold strong risk management, credit quality, and portfolio oversight standards
Enhance the firm's brand and visibility by participating in industry events, contributing thought leadership, and engaging in relationship-driven business development, representing the firm as a trusted and solution-oriented partner

What we offer

Unlimited PTO
health/dental/vision/life insurance
401(k) matching
parental leave
adoption services reimbursement/learning/educational incentives
Volunteer Time Off
well-being programs
company events
self improvement/productivity tools

Fulltime

Banking & Finance Lawyer

We are currently seeking a Banking & Finance Lawyer to work with various Axiom c...

Location

United Kingdom , London

Salary:

Not provided

Axiom Law

Expiration Date

Until further notice

Requirements

Good academic credentials and post-qualification experience
Strong commercial understanding, and excellent interpersonal skills
Desire to provide excellent client service and an ability to build strong working relationships with stakeholders
The ability to adapt to new situations and work environments, and a thirst for new challenges
You must have the right to work and be eligible to practice as a lawyer in the UK

Job Responsibility

Providing practical in-house legal advice and support on a wide range of finance transactions including representing banks, borrowers and private equity houses on banking matters, both mid-market and investment grade, syndicated and bilateral
Advising on corporate lending transactions (acting for both lenders & borrowers), leveraged acquisition finance transactions, project finance transactions, asset-backed/receivables finance transactions
Engaging in the drafting, negotiating and reviewing of a variety of financing documents, including
loan facility agreements, security documentation, intercreditor agreements, ancillary documents, corporate authority documents
Advising both on domestic and cross-border transactions including managing external counsel

What we offer

Health benefits
Pension
Professional development resources
Learning and development programs

Senior Associate (Americas Debt Finance)

Senior Associate (Americas Debt Finance) (White & Case LLP, New York, NY)

Location

United States , New York

Salary:

420000.00 - 450000.00 USD / Year

The New York Times

Expiration Date

Until further notice

Requirements

J.D., LL.M., or U.S. equivalent in law plus 6 years of professional experience as an Attorney, Associate, Law Clerk, or any occupation, job title, position providing legal advice on domestic and cross-border debt finance transactions at an international law firm
Must be admitted to the New York State Bar
6 years of professional experience advising both large and small cap private equity sponsors, corporate borrowers, commercial and investment banks and other clients in the energy/infrastructure, technology, financial services and telecommunications industries on all aspects of financing transactions and the financing life cycle on both the borrower and lender side
6 years of professional experience advising on leveraged finance transactions, both domestic and cross-border, for leveraged buyouts, including syndicated and direct lending facilities, asset-based facilities, refinancing facilities and recapitalization transactions
6 years of professional experience providing advice on Article 9 of the Uniform Commercial Code regarding the creation and perfection of security interests in personal property
3 years of professional experience providing advice in liability management transactions, restructuring and distressed finance, including representing both sponsors/borrowers and creditors and investors in work-out, distressed or other special situations with respect to renegotiating or restructuring debt, up-tier exchange offers, debt repurchases, drop-down transactions, double-dip transactions, consent solicitations, amendments, debtor-in-possession (“DIP”) financings and exit financings relating to the U.S. Chapter 11 Bankruptcy process

Job Responsibility

Draft, review, and negotiate commitment letters and term sheets as well as primary loan and security documentation and ancillary deliverables
Prepare and review issues lists and summary grids as well as conduct legal research, depending on client needs
Manage deal teams and processes from initial discussions through closing and post closing matters
Conduct due diligence
Assist clients with ongoing deal administration, including joinders, amendments, interpretive questions, and collateral matters
Review initial drafts of commitment letters and loan documents, prepare succinct issues lists and prepare revised drafts reflecting client comments
Provide direct assistance to Partners on matters arising in the course of day-to-day provision of legal services to leading international and domestic corporate clients
Attend and present educational seminars and have a high degree of contact with clients, opposing counsel, and other parties
In consultation with Partners, lead negotiation of debt financing documentation, including the review of legal and potential business issues, providing advice directly to clients on potential legal issues and solutions and on the structuring the of the transaction
Lead the drafting of the main debt financing documentation on transactions, including the drafting of commitment letters, term sheets, credit agreements, security agreements, guaranties, intercreditor agreements, fee letters, preferred equity documentation, and all amendments and subsequent revisions to the foregoing documents

Fulltime

New

Commercial Credit Underwriting Analyst

The CLM Assistant Vice President facilitates the end-to-end lending process for ...

Location

United States , Jacksonville

Salary:

87280.00 - 130920.00 USD / Year

Citi

Expiration Date

January 30, 2026

Requirements

3-5 years relevant experience in credit underwriting, portfolio and/ or risk management with a multinational financial services organization
Demonstrated knowledge of basic accounting and financial concepts and their practical application in the credit underwriting process
Excellent communication (written, verbal, presentation and listening) and organizational skills
ability to complete multiple priorities in a timely manner
Demonstrates learning agility: seeks out resources and experience to continually build knowledge/skills
quickly and successfully applies learning to new situations
Highly proficient in spreadsheet, word processing and presentation applications, including strong data visualization skills
Bachelor’s/University degree or equivalent experience

Job Responsibility

Facilitate the end-to-end lending process within the NAM CCB for the assigned relationships and portfolio
Rapidly develop knowledge of assigned portfolio and related industries, and create well-supported analysis that effectively balances risk and business objectives
Ensure appropriate regulatory classification and minimizing net credit losses for covered portfolio, as well as identify emerging areas of concerns that should be escalated
Produce the underlying analysis and workflow supporting underwriting requests for new-to-bank and existing credit relationships, including pre-screening opportunities, facilitate amendments and extensions, perform annual reviews and other credit requests, including the related diligence
Timely analysis and preparation of monthly and/or quarterly financial memo reviews of existing borrowers to track compliance with loan covenants, raising potential concerns and taking necessary actions in partnership with other key stakeholders for the assigned portfolio
Facilitate the loan documentation process for both new transactions and amendments or modifications
including coordination with internal partners and/or outside legal counsel to ensure that all credit approval terms and conditions are appropriately represented in the closing documents
Attend periodic meetings regarding covered portfolio clients and select new to bank opportunities in partnership with the Relationship Management teams
Develop and maintain an extensive knowledge in the various credit products and services offered to CCB clients
Mentor and develop more junior staff and other support to become effective resources and future contributors

What we offer

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
discretionary and formulaic incentive and retention awards

Fulltime

!

New

Commercial Lending Management - Underwriter

Commercial Lending Management (CLM) is essential for the delivery of a wide rang...

Location

United States , Jacksonville

Salary:

103920.00 - 155880.00 USD / Year

Citi

Expiration Date

January 29, 2026

Requirements

6-10 years of experience in credit underwriting, portfolio and/ or risk management with a large multinational financial services organization
Demonstrated knowledge of intermediate accounting theory and its practical application in the credit underwriting process
Excellent communication (written, verbal, presentation and listening) and organizational skills
ability to complete multiple priorities in a timely manner
Strong credit sense and ability to articulate a view, work across a range of credit products, with experience in early problem recognition and resolution skills
Demonstrates learning agility: Seeks out resources and experience to continually build knowledge/skills
quickly and successfully applies learning to new situations
Reaches decisions in a timely and transparent manner, knows when enough information has been collected to make sound decisions, takes calculated risks with the confidence to defend their credit view
Proficient in various spreadsheet and word processing applications
Bachelor’s/University degree Economics, Accounting, Finance, Mathematics, Data Science, Business, Engineering, Computer Science, or other quantitative field. Master’s degree preferred

Job Responsibility

Facilitate the end-to-end lending process within the US CCB for the assigned relationships and portfolio
Ensure appropriate regulatory classification and minimizing net credit losses for covered portfolio, as well as identify emerging areas of concerns that should be escalated
Provide accountability for decisioning using credit covering approval authority in tandem with Independent Risk
Directly manage the analysis and workflow of underwriting requests for new-to-bank and existing credit relationships, including pre-screening opportunities, facilitate amendments and extensions, perform annual reviews and other credit requests, including the related diligence
Lead the timely analysis and preparation of monthly and/or quarterly financial memo reviews of existing borrowers to track compliance with loan covenants, raising potential concerns and taking necessary actions in partnership with other key stakeholders for the assigned portfolio
Direct and supervise the loan documentation process for both new transactions and amendments or modifications
including coordination with internal partners and/or outside legal counsel to ensure that all credit approval terms and conditions are appropriately represented in the closing documents
Conduct periodic client calls on all portfolio clients and select new to bank opportunities in partnership with the Relationship Manager
Develop and maintain an extensive knowledge in the various credit products and services offered to CCB clients
Mentor and develop junior staff to become effective resources and future Credit Officers and Bankers

What we offer

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Fulltime

Commercial Loan Servicing Representative

Wells Fargo

Location:
United States , Charlotte

Category:
Banking

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 29, 2026

Expiration:
January 30, 2026

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