Head of Credit Loan Closing, Wells Fargo

Wells Fargo

Location:
United States, Charlotte

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Wells Fargo is seeking a highly experienced candidate to lead the Credit Loan Closing team, responsible for managing the settlement process of a portfolio of par and distressed trades on credit products such as loans, bonds, reorganized equity, and claims. The ideal candidate will have a proven track record of managing large-scale credit servicing platforms and driving automation initiatives. This role requires strong leadership skills, regulatory expertise, and the ability to deliver scalable, risk-controlled processes.

Job Responsibility:

Manage and develop teams of securities loan trading closer professionals to ensure commitments are met and align with strategic objectives
Effectively manage a portfolio of par and distressed trades on credit products including loans, bonds, reorganized equity, and claims
Successfully monitor the flow of trades from trade date to settle date including preparing, reviewing, and confirming required documentation within the guidelines of The Loan Syndications and Trading Association
Identify and recommend opportunities for managing a portfolio of par and distressed trades on credit products
Work closely with Traders, Sales, and Strategy to identify and understand the specifics of the loans traded
Create and maintain relationships with trading counterparts, external legal counsel, administrative agents, and many Wells Fargo support partners
Strengthen regulatory controls and process automation initiatives in high-volume credit environments

Requirements:

6+ years of securities loan trading closers experience, or equivalent demonstrated through work experience, training, military experience, education
3+ years of management or leadership experience
10+ years leading teams in syndicated loan operations and/or distressed credit
Proven success at managing large-scale credit servicing platforms
Experience in pre and post trade settlement processes and servicing CLO Portfolios and/or familiarity with Total Return Swaps on Loans
Expertise in regulatory reporting, team leadership, and delivery of scalable, risk-controlled processes
Proficiency in LoanIQ, ClearPar, SyndTrak, and other relevant systems
Self-motivated and possess exceptional communication skills
Effective organizational, multi-tasking, and prioritizing skills
Excellent verbal, written, and interpersonal communication skills
Knowledge of the loan market specifically the settlement process including closing procedures and documentation
Strong customer focus and client service skills
Organized, affable, and able to work in a collegial, team-oriented environment
Ability to multi-task and handle stressed situations
Strong leadership skills with a focus on team building and retention initiatives
Develop and guide a culture of talent development to meet business objectives and strategy

Nice to have:

10+ years leading teams in syndicated loan operations and/or distressed credit
Experience in pre and post trade settlement processes and servicing CLO Portfolios and/or familiarity with Total Return Swaps on Loans
Proficiency in LoanIQ, ClearPar, SyndTrak, and other relevant systems

Additional Information:

Job Posted:
September 20, 2025

Expiration:
September 24, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Head of Credit Loan Closing