Small Business Loan Closing Specialist, Wells Fargo

Wells Fargo

Location:
United States, Chandler ▼
Charlotte

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

This position is responsible for preparing, assembling, and reviewing closing documents for small business loans, verifying funding, and clearing stipulations.

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
Exposure to Wells Fargo Small Business Lending Operations systems such as: CPS, FDR, or BCS, BLAST and ICMP
Loan operations experience
Ability to achieve high production and quality standards
Ability to analyze applicable policies and procedures to ensure financial integrity of customers
High attention to detail and accuracy skills
Excellent verbal, written, and interpersonal communication skills
Intermediate Microsoft Office skills
Ability to navigate multiple computer systems, applications, and utilize search tools to find information
Ability to work effectively in a team environment and across all organizational levels
where flexibility, collaboration, and adaptability are important

What we offer:

Equal opportunity employer
Hybrid work schedule
Ability to work additional hours as needed
Medical accommodation available during application or interview process

Additional Information:

Job Posted:
April 28, 2025

Expiration:
May 04, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Small Business Loan Closing Specialist

Wells Fargo

Location:United States, Chandler ▼Charlotte

Category:Finance

Contract Type:Not provided