Small Business Loan Closing Specialist, Wells Fargo

Wells Fargo

Location:
United States, Chandler ▼
Phoenix

Category:
Banking

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

Wells Fargo is seeking a Small Business Loan Closing Specialist within Commercial Banking Operations. Learn more about our career areas and lines of business at wellsfargojobs.com.

Job Responsibility:

Work pre-close documents for moderately complex to complex Small Business loans
Coordinate all aspects of loan closings
Perform customer, loan and regulatory diligence
Accurately evaluate and upload data into the systems of record
Ensure compliance with all bank policies, procedures and regulatory requirements
Review and prepare complex loan documents
Coordinate legal activities for loan documentation that may include Document purchased from third party sources, with internal staff and the Corporate Legal group
Serve as primary liaison between Credit, Sales, and Legal departments
Work collaboratively with Credit, Sales and Legal regarding proper procedures and documentation requirements necessary to ensure accuracy with negotiated terms and ensure alignment with appropriate compliance standards
Review and negotiate complex legal documentation, evaluate risks, devise strategies to mitigate documentation risk and identifying procedural modifications
May provide guidance and training to peers
Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
Interact with internal customers
Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

Requirements:

2+ years of Small Business Loan Closing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
2+ years loan documentation experience

Nice to have:

Small Business Operations experience
Loan documentation and/or Loan Operations experience
Exposure to Wells Fargo Small Business Lending Operations systems such as: nCino, CPS (Campaign Process System), BLAST (Business Lending and Sales Tracking), and ICMP (Imagining and Content Management Platform)
Advance Microsoft Office skills
Strong attention to detail and accuracy skills
Excellent verbal, written, and interpersonal communication skills
Financial services industry experience
Ability to exercise independent judgment and creative problem-solving techniques
The capability to achieve high production and quality standards
The aptitude to address and resolve complex customer issues
Ability to analyze applicable policies and procedures to ensure financial integrity of customers
Experience working with procedures and following established workflow
Comfortable handling phone calls and providing customer service as needed
Ability to manage and oversee control-related tasks with attention to detail

Additional Information:

Job Posted:
August 15, 2025

Expiration:
August 18, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Small Business Loan Closing Specialist