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Lead Commercial Loan Servicing Specialist

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
United States , Charlotte

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Category:

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

Wells Fargo is seeking a Lead Commercial Loan Servicing Specialist in Commercial Banking Operations / Wholesale Lending Operations as part of Commercial Banking.

Job Responsibility:

  • Lead a variety of servicing activities for the complex commercial products
  • Serve as primary liaison and work collaboratively with Sales, Legal, Control and Risk, Technology, and various Operations and company teams as necessary to progress customer-focused needs
  • Review and negotiate complex loan servicing transactions, evaluate risks, and devise strategies to mitigate risks and identify procedural modifications
  • Serve as an escalation point in the resolution of client issues
  • Conduct quality reviews and monitor key performance metrics as related to efficiencies and effective processes
  • Coordinate servicing activities to resolve open customer issues, loan and regulatory diligence and on-going portfolio maintenance
  • interact with internal and external customers
  • Evaluate and upload data into the systems of record
  • Research complex business and operational decisions
  • Ensure compliance with all policies, procedures, and regulatory requirements
  • Strategically collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
  • may contribute to strategic initiatives and projects
  • Make decisions in complex and multi-faceted situations requiring solid understanding of the function, policies, procedures, and compliance requirements that influence and lead broader work team to meet deliverables and drive new initiatives
  • Provide direct customer service and acts as primary servicing contact for the loan
  • Support our internal and external clients / partners (Relationship Managers, Underwriters, Collateral team etc.)
  • Perform complex administrative and customer support tasks by managing daily schedules
  • Recommends 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 using system of record LUCAS (Loan Underwriting Collateral Analysis System)
  • Provide subject matter expertise and interpretation of procedures to less experienced individuals
  • Escalates complaints as needed to management
  • Provide training and guidance to less experienced loan servicing representatives
  • Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
  • Process assigned Tranche setups using the appropriate base rate and tenure
  • Process required interest and fee entries and adjustments
  • Process participation settlements
  • Participate in the LUCAS Ops enhancement meetings and UAT / Regression testing (As needed)

Requirements:

  • 5+ years of Commercial Loan Servicing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 4+ years of asset-based lending experience
  • 2+ years of accounting or finance experience
  • Commercial lending experience
  • Ability to review and interpret complex wholesale commercial loan documents
  • Intermediate Microsoft Office skills
  • Ability to navigate multiple computer systems, applications, and utilize search tools to find information
  • Strong analytical skills with high attention to detail and accuracy
  • Excellent verbal, written, and interpersonal communication skills
  • Ability to exercise independent judgment to identify and resolve problems
  • Strong organizational, multi-tasking, and prioritizing skills

Nice to have:

  • 4+ years of asset-based lending experience
  • 2+ years of accounting or finance experience
  • Commercial lending experience
  • Ability to review and interpret complex wholesale commercial loan documents
  • Intermediate Microsoft Office skills
  • Ability to navigate multiple computer systems, applications, and utilize search tools to find information
  • Strong analytical skills with high attention to detail and accuracy
  • Excellent verbal, written, and interpersonal communication skills
  • Ability to exercise independent judgment to identify and resolve problems
  • Strong organizational, multi-tasking, and prioritizing skills

Additional Information:

Job Posted:
March 12, 2026

Expiration:
March 20, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:

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