Lead Commercial Loan Servicing Specialist, Wells Fargo

Wells Fargo

Location:
United States, Charlotte

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Wells Fargo is seeking a Lead Commercial Loan Servicing Specialist in Commercial Banking Operations / Wholesale Lending Operations as part of Commercial Banking. This role involves leading servicing activities for complex commercial products, serving as liaison with various teams, reviewing loan servicing transactions, resolving client issues, and ensuring compliance with policies and regulatory requirements.

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
Review and negotiate complex loan servicing transactions, evaluate risks, and devise strategies to mitigate risks
Serve as an escalation point in the resolution of client issues
Conduct quality reviews and monitor key performance metrics
Coordinate servicing activities to resolve open customer issues, loan and regulatory diligence and on-going portfolio maintenance
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
Provide direct customer service and acts as primary servicing contact for the loan
Support our internal and external clients / partners
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
Provide subject matter expertise and interpretation of procedures to less experienced individuals
Provide training and guidance to less experienced loan servicing representatives
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

Requirements:

5+ years of Commercial Loan Servicing experience, or equivalent demonstrated through 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:
October 14, 2025

Expiration:
October 19, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Lead Commercial Loan Servicing Specialist