Lead Commercial Loan Servicing Specialist Job at Wells Fargo (Charlotte)

Commercial Operations Lead Documentation Specialist

Citizens Asset Finance (CAF) is headquartered in Johnston, RI and provides secur...

Location

United States , Johnston; Columbus; Charlotte; Chicago

Salary:

96000.00 - 106000.00 USD / Year

Citizens Bank

Expiration Date

Until further notice

Requirements

5+ years of related experience in financial services
Understanding of lease and loan documentation requirements
Ability to effectively manage multiple priorities through planning and time management
Advance knowledge of post-approval to loan closing process for equipment finance transactions (preferred)
Strong knowledge of lease accounting system (preferred)
Have a collaborative style, be flexible, and have an ability to partner with other team members across global time zones
Self-motivated with an ability to adapt and adjust to changing conditions and priorities
An evidenced and accomplished history of independent problem solving
Established track record of delivery results in a complex environment
Demonstrated motivation to assist with team goals

Job Responsibility

Review documentation packages prepared by Documentation Coordinators and outside legal counsel including documentation and collateral (invoice/asset) review, outgoing wire validation and approval and pre-bookings entered into system
Perform appropriate due diligence to ensure all conditions precedent are met prior to closing / funding a transaction
Research and resolve complex operational issues
Must be well versed in UCC requirements to review UCC searches, UCC1, UCC3
Assist in the development, implementation, and training on any new processes, tools or software enhancements
Be able to review documents that CAF purchases and facilitate funding and pre-booking in system of record
Support the Documentation Manager in establishing and maintaining appropriate procedures, training materials, control environment, metrics and reporting
Act as an informal resource for colleagues on the team

What we offer

Comprehensive medical, dental and vision coverage
Retirement benefits
Maternity/paternity leave
Flexible work arrangements
Education reimbursement
Wellness programs
Paid time off policy exceeds mandatory requirements
Opportunity to earn an annual discretionary bonus

Fulltime

Assistant Manager - Reconciliation

The Reconciliation Asst. Manager you will lead a team responsible for ongoing ma...

Location

India , Hyderabad

Salary:

Not provided

Alter Domus

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Finance, Accounting, Business Administration, or a related field
Minimum of 7 - 10 years of experience in funds administration, financial operations, or related areas, with a strong focus on reconciliation processes
Sound knowledge of Syndicated Loans/ private loans, structured credit products like CDO’s and CLO’s
Working knowledge of different Loan platforms like WSO, Sentry would be an added advantage
Proven experience in managing large-scale transitions, preferably in a global context
Strong leadership and team management skills, with the ability to build and motivate high-performing teams
Excellent project management skills, with a track record of delivering complex projects on time and within budget
Strong analytical and problem-solving skills, with a focus on process optimization and efficiency
Experience in developing and implementing KPIs and SLAs in a financial operations environment
Excellent communication and stakeholder management skills, with the ability to influence and drive change across different levels of the organization

Job Responsibility

Supervise, mentor and develop a team of reconciliation specialists, fostering a positive and collaborative work environment
Utilise your strong technical knowledge to ensure accurate and timely reconciliation of portfolio
Collaborate with cross-functional teams to resolve reconciliation issues and provide insights into open items. Also, ensure seamless knowledge transfer and minimize disruption during the transition phase
Ensure adherence to regulatory requirements and internal policies. Prepare and review reconciliation packs and provide sign off
Maintain agreed KPI and SLA metrices for internal monitoring and enhance the performance of the end-to-end reconciliation process
Identify opportunities for process enhancements, implement best practices and drive automation to increase efficiency
Ensure a 24-hour reconciliation operating model to support global operations and improve service coverage
Build and lead a high-performance reconciliation team in India, focused on achieving month-end close targets
Foster a culture of accountability, continuous learning, and operational excellence within the team
Provide mentorship, coaching, and career development opportunities to team members, promoting professional growth and retention

What we offer

Support for professional accreditations such as ACCA and study leave
Flexible arrangements, generous holidays, plus an additional day off for your birthday
Continuous mentoring along your career progression
Active sports, events and social committees across our offices
24/7 support available from our Employee Assistance Program
The opportunity to invest in our growth and success through our Employee Share Plan
Plus additional local benefits depending on your location

Fulltime

Assistant Manager - Reconciliation

The Reconciliation Asst. Manager you will lead a team responsible for ongoing ma...

Location

India , Hyderabad

Salary:

Not provided

Alter Domus

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Finance, Accounting, Business Administration, or a related field
Minimum of 7 - 10 years of experience in funds administration, financial operations, or related areas, with a strong focus on reconciliation processes
Sound knowledge of Syndicated Loans/ private loans, structured credit products like CDO’s and CLO’s
Working knowledge of different Loan platforms like WSO, Sentry would be an added advantage
Proven experience in managing large-scale transitions, preferably in a global context
Strong leadership and team management skills, with the ability to build and motivate high-performing teams
Excellent project management skills, with a track record of delivering complex projects on time and within budget
Strong analytical and problem-solving skills, with a focus on process optimization and efficiency
Experience in developing and implementing KPIs and SLAs in a financial operations environment
Excellent communication and stakeholder management skills, with the ability to influence and drive change across different levels of the organization

Job Responsibility

Supervise, mentor and develop a team of reconciliation specialists, fostering a positive and collaborative work environment
Utilise your strong technical knowledge to ensure accurate and timely reconciliation of portfolio
Collaborate with cross-functional teams to resolve reconciliation issues and provide insights into open items. Also, ensure seamless knowledge transfer and minimize disruption during the transition phase
Ensure adherence to regulatory requirements and internal policies. Prepare and review reconciliation packs and provide sign off
Maintain agreed KPI and SLA metrices for internal monitoring and enhance the performance of the end-to-end reconciliation process
Identify opportunities for process enhancements, implement best practices and drive automation to increase efficiency
Ensure a 24-hour reconciliation operating model to support global operations and improve service coverage
Build and lead a high-performance reconciliation team in India, focused on achieving month-end close targets
Foster a culture of accountability, continuous learning, and operational excellence within the team
Provide mentorship, coaching, and career development opportunities to team members, promoting professional growth and retention

What we offer

Support for professional accreditations such as ACCA and study leave
Flexible arrangements, generous holidays, plus an additional day off for your birthday
Continuous mentoring along your career progression
Active sports, events and social committees across our offices
24/7 support available from our Employee Assistance Program
The opportunity to invest in our growth and success through our Employee Share Plan

Fulltime

Project Manager/Senior Consultant

We are looking for an experienced Project Manager/Senior Consultant to lead tech...

Location

United States , Hazlet

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Business Administration, Finance, Information Technology, Engineering, or a related field
At least 5 years of experience managing technical projects that involve close coordination between business teams and technology organizations
Hands-on knowledge of commercial lending or loan operations, including products, workflows, and regulatory considerations
Solid understanding of Agile delivery methods, software development lifecycle practices, and enterprise technology environments
Experience using project management tools such as Jira to track progress, manage backlogs, and report status
Ability to manage several concurrent initiatives while maintaining attention to detail, timelines, and stakeholder communication
Strong analytical, organizational, and problem-solving skills with the ability to turn complex information into actionable plans
PMP certification or Agile Scrum experience is strongly preferred

Job Responsibility

Lead end-to-end project execution for commercial lending and credit risk technology initiatives, ensuring deliverables align with business objectives and operational priorities
Partner with product leaders, engineers, and data specialists to establish project scope, key milestones, dependencies, and implementation schedules
Facilitate Agile ceremonies such as sprint planning, daily standups, retrospectives, and backlog reviews to support steady delivery progress
Maintain comprehensive project governance materials, including project plans, status updates, risk logs, budgets, and executive reporting
Coordinate cross-functional teams to evaluate process improvement opportunities and recommend solutions that strengthen efficiency and business performance
Oversee the delivery of platform components such as decisioning workflows, API integrations, model pipelines, data movement processes, and user-facing applications
Monitor project risks, team accountability, and issue resolution efforts to keep multiple initiatives moving forward effectively
Support vendor-related activities from initial evaluation through selection and contract discussions when third-party solutions are required
Ensure data handling practices and technical execution meet security expectations, quality standards, and applicable regulatory requirements
Build strong working relationships with internal stakeholders, shared services teams, and external partners to enable effective collaboration and communication

What we offer

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

Fulltime

Collections Manager

Nick Corieri with Robert Half is partnered with a well-established bank on the w...

Location

United States , Syracuse

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least 3 years of experience in collections, credit, loss mitigation, or a related lending environment within financial services
Practical knowledge of consumer loan servicing, commercial credit, collection practices, and applicable fair lending and regulatory requirements
Ability to lead a team, build strong working relationships, and support performance in a collaborative setting
Strong written and verbal communication skills with the ability to handle difficult conversations professionally and effectively
High level of discretion, sound judgment, and professionalism when working with sensitive customer and account information
Strong organizational skills and attention to detail, with the ability to manage multiple priorities in a fast-paced environment
Proficiency with Microsoft Office applications, including tools used for reporting, documentation, and analysis
Self-directed approach to work, with the adaptability to work independently, solve problems, and take ownership of challenging situations

Job Responsibility

Lead and direct Collections Specialists in resolving delinquent accounts across consumer loans, mortgages, credit cards, overdraft products, and small business lending relationships
Review account severity and outstanding balances to determine collection priorities, then distribute work to team members based on urgency and complexity
Approve escalation steps such as repossession activity and legal referral when other recovery efforts have not produced acceptable results
Partner with small business borrowers to address overdue obligations, negotiate repayment approaches, and support recovery of outstanding credit exposure
Maintain thorough documentation of collection activity, account status updates, and resolution efforts, and prepare recurring reports for management review
Design and refine collection strategies to improve timeliness, consistency, and compliance with established lending and servicing standards
Provide guidance on challenging cases by helping staff navigate sensitive borrower situations and complex recovery scenarios
Work with internal stakeholders to identify and secure collateral, borrower equity, or other available assets in order to reduce loss exposure and preserve recoverable value
Assess borrower financial circumstances and repayment capacity to recommend restructuring terms for adversely rated small business credits
Carry out additional duties that support department objectives while following all bank policies, procedures, and regulatory expectations

What we offer

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

Fulltime

New

SEN Teaching Assistant

Tired of the 9-to-5 Grind? Build a Career That Actually Matters. Specialist Educ...

Location

United Kingdom , Guildford

Salary:

21000.00 - 23000.00 GBP / Year

Randstad

Expiration Date

July 16, 2026

Requirements

Non Teaching
121 teaching experience
ability to communicate with parents
ability to work well under pressure
able to inspire
be a role model
building rapport with children
career driven
communication
effective discipline

Job Responsibility

A Communication Champion: Helping a student find their 'voice' using signs, symbols, and tech
A Life Coach: Teaching the 'small' wins-from making a snack to managing big emotions-that are actually massive milestones
A Teammate: Working in a tight-knit group on a beautiful 23-acre site where no two days are the same

What we offer

Earn while you learn: fully funded Level 3 Teaching Assistant Apprenticeship
Specialist Training: behaviour support (Team Teach) and SEN care
The Schedule: term-time only, giving you 13 weeks off a year
The Bonus: A £1,000 thank-you bonus (paid in stages)
The Extras: Free hot lunches
Free parking
Medical cash plan

Fulltime

New

Individual Needs Assistant

Do you want to help children reach their full potential? Do you have a passion f...

Location

United Kingdom , Guildford

Salary:

20258.00 - 22843.00 GBP / Year

Randstad

Expiration Date

July 14, 2026

Requirements

Relevant Teaching Assistant experience (Must be able to provide references)
Relevant knowledge of the current national curriculum
Eligibility to work in the UK

Job Responsibility

Supporting learners on a 1:1 and small group basis

What we offer

Accessible Public transport links
School hours/term time only
Permanent position
Top of the range technology and resources
Supportive Senior leadership
Brilliant career progression opportunities

Fulltime

Wealth Analyst

A growing and highly respected wealth management firm is seeking a Wealth Analys...

Location

United States , San Francisco

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

2+ years of experience in wealth management, financial planning, or private client services
Exposure to financial planning required
CFP in progress or already CFP-certified
Strong analytical, organizational, and communication skills
Comfortable in a collaborative, client-facing environment
Knowledge of portfolio management and broader wealth planning concepts
Bachelor’s degree required
additional designations are a plus

Job Responsibility

Support wealth managers with financial planning, portfolio management, and client service needs
Assist with retirement, estate, tax, insurance, education, and cash flow planning analyses
Help monitor portfolios, cash levels, trading activity, and rebalancing
Prepare client meeting materials and participate in meetings and follow-ups
Manage client workflows, account administration, and ongoing communication
Partner cross-functionally to support client projects and operational needs

What we offer

Bonus
Profit sharing
Competitive compensation
Medical, vision, dental, life and disability insurance for contract/temporary professionals
401(k) plan for contract/temporary professionals
Free online training
Access to top jobs

Fulltime

Select Country

Lead Commercial Loan Servicing Specialist

Job Description

Job Responsibility

Requirements

Nice to have

What we offer

Looking for more opportunities?