In this role, you will:

• Review highly complex loan documentation
• Advise on complex onboarding of new and loan modifications for Capital Finance Asset Based Lending (ABL) clients on the LUCAS loan system
• Advise on access request issues in the Wells Fargo CEO portal
• Interact with cross-functional leaders including underwriting, portfolio, legal (in-house and external), collateral analysts, deal closing, letters of credit, tax reporting, operational risk, and loan servicing teams
• Assist in efforts to create, update, and/or certify team procedures, job aids, and user guides
• Participate in UAT and BCP testing events
• Become subject matter expert on all lines of business and provide guidance to other team members
• Support reduction of outstanding regulatory deliverables by executing against milestones and continue to strengthen risk and control infrastructure
• Complete monthly metrics reporting
• Identify themes and trends in metrics to improve team accuracy and identify subjects for refresher training
• Partner with upstream and downstream stakeholders to ensure requests are completed timely and accurately
• Assist with operational adjustment research and reporting, including identification of prevention measures

Required Qualifications:

• 7+ years of Commercial Loan Closing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Asset Based Lending experience
• Degree in Finance, Business, Economics or Law preferred
• Paralegal and/or finance experience
• Strong understanding of LUCAS (Loan Underwriting Collateral Analysis System) and CLIC (Client Loan Information Criteria) application or similar systems
• Proficient in reading and understanding complex loan documentation and/or credit agreements
• Deep understanding of ABL cash management and Deposit Account Control Agreements
• Project Management experience
• Demonstrated organizational and prioritization skills, with the ability to manage multiple and competing priorities
• Demonstrated leadership skills including relationship building, partnering and collaboration skills with clear ability to influence, gain buy-in and negotiate with a diverse group of key business partners/stakeholders including senior leaders
• Strong analytical skills with keen attention to detail with ability to draw conclusions and translate findings
• Proven experience working in Agile project environment
• Experience with AI applications and implementation
• Ability to work effectively, as well as independently, in a team environment
• Excellent communication skills, both written and verbal, to articulate complex concepts in a clear manner
• Advanced Proficiency in Microsoft 365, especially Word, Excel and Outlook

Job Expectations:

• This position will work standard business hours, Monday through Friday, 8:00am - 5:00pm
• This position will work a hybrid schedule 6 days in office, 2 remote
• This position may be located at one of the posted locations listed below and relocation benefits are not available for this role
• Visa sponsorship is not available for this position

Locations:

• 1525 W WT Harris Blvd Charlotte, NC
• 401 Las Colinas Blvd Irving, TX
• 1800 Century Park E, Los Angeles, CA

Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

Posting End Date:

*Job posting may come down early due to volume of applicants.