Small Business Loan Closing Specialist
| Company | Wells Fargo |
|---|---|
| Location | Charlotte, NC, USA, Chandler, AZ, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Junior, Mid Level |
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
Responsibilities
- 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
Preferred Qualifications
- 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