About this role:
Wells Fargo is seeking a Lead Commercial Loan Servicing Specialist to join Commercial Banking Operations on the Capital Finance Operations (CFO) team within Wholesale Operations.
The Capital Finance Operations team supports Capital Finance by delivering comprehensive asset-based lending solutions, including sole lender, agented, and syndicated structures. These solutions serve asset-rich companies across the U.S., U.K., and Canada, spanning a wide range of industries.
This role sits within the Lending Servicing function and is responsible for end-to-end life-of-loan servicing activities. The scope includes client loan servicing, syndicated facilities, bought participations, and payoffs for Asset-Based Lending (ABL) portfolios. The role supports revolving and term loan facilities, as well as accounts payable activities, including pass-through expense billings such as field exams, appraisals, and legal fees.
Success in this role requires strong experience in:
- Asset-based lending account maintenance
- Accounting and reconciliation, including debit and credit oversight
- Settlement, accrual, and fee management
- Interpretation and execution of contractual credit and loan agreements
Join the industry’s #1 lead arranger and bookrunner of syndicated asset-based loans (YTD 9/2024, Source: Refinitiv/Wells Fargo).
In this role, you will:
- Lead end-to-end servicing activities for complex commercial and asset-based lending facilities, including syndicated and participated loans
- Act as a primary servicing point of contact for internal and external stakeholders, partnering closely with Relationship Managers, Legal, Risk, Control, Technology, and Operations teams
- Review and process complex loan transactions, including new deals, modifications, tranche set-ups, interest and fee calculations, and participation settlements
- Evaluate servicing risks, resolve escalated client and operational issues, and recommend process or policy enhancements to improve efficiency and customer experience
- Ensure accurate data entry, reconciliation, and portfolio maintenance across systems of record, including LUCAS (Loan Underwriting Collateral Analysis System)
- Conduct quality reviews and monitor key performance indicators to support strong operational controls and regulatory compliance
- Provide subject matter expertise and guidance to less experienced team members, including training and day-to-day support
- Support operational initiatives, system enhancements, and user acceptance testing as needed
Required Qualifications:
- 5+ years of Commercial Loan Servicing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- 4+ years of asset-based lending/syndicated loan servicing experience
- Experience with commercial loan systems, specifically LoanIQ, Stucky
- Service complex wholesale commercial loans end to end, including account reconciliation, debit and credit oversight, settlement, accrual, and fee management
- Demonstrated ability acting as the agent in syndicated deals, coordinating funding and distribution across banks
- Ability to calculate interest rates (floating, fixed, term, FX considerations) and maintaining interest, fee accruals, and amortization schedules
- Manage loan transactions (advances, repayments, disbursements) and ensure accurate booking
- Excellent interpersonal communication abilities to partner with clients, investors, and internal teams to support ongoing servicing needs
- Ability to exercise independent judgment to identify and resolve problems
- Strong organizational, multi-tasking, and prioritizing skills
- Experience in managing high volume pipelines
Job Expectations:
- This position offers a hybrid work schedule at the location listed
- This position is not eligible for Visa sponsorship
- This position may be eligible for relocation
Posting End Date:
30 Aug 2026
*Job posting may come down early due to volume of applicants.
