Licensed Customer Service Representative
AAA
Business Relationship Support Specialist – Credit Execution Middle Office
Wells Fargo
full-time
Posted on:
Location Type: Office
Location: Charlotte • Colorado, Minnesota, North Carolina • 🇺🇸 United States
Visit company websiteSalary
💰 $60,000 - $100,000 per year
Job Level
JuniorMid-Level
About the role
- Provide Deal Team middle office support throughout the deal/loan life cycle including: managing document collection, completion of on-boarding and compliance, loan closing, and booking and funding processes
- Liaise with Portfolio Managers, Credit Analysts, Internal Risk Management, Relationship teams, Operations, Markets and various internal and external partners
- Coordinate loan closing activities from the initiation and credit approval throughout the closing, booking, and funding process to ensure consistent, timely and accurate credit delivery and funding to our clients
- Analyze and problem solve complex problems with efficient and logical solutions
- Work in a fast-paced environment while managing risk, controls and booking accuracy
- Utilize loan documentation knowledge and analyze and extract pertinent data elements
- Understand trading limit structure and exposure management and booking on the applicable systems of record
- Develop expertise in bank policies, procedures and compliance requirements confirming adherence
- Evaluate and ensure accurate new and existing data in the systems of record
- Collaborate with managers and peers on initiatives, projects, and complex control resolutions, implementing efficiencies across teams
- Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
Requirements
- 2+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Experience working within or supporting middle office functions
- Comprehension of internal credit underwriting documents and loan closing documentation
- Knowledge of credit systems of record and origination such as nCino, LIQ, CoRS, and Treasury management systems
- Understanding of the credit underwriting and customer due diligence processes
- Experience with counterparty exposure and products
- Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
- Ability to effectively prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
- Outstanding problem solving and independent decision-making skills
- Excellent communication skills both verbal and written
- Intermediate Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
Benefits
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
business relationship supportmiddle office functionscredit underwritingloan closing documentationcredit systems of recordnCinoLIQCoRSTreasury management systemscustomer due diligence
Soft skills
problem solvingindependent decision-makingtimely judgmentprioritizationmeeting deadlinesgoal achievementworking under pressurecommunication skillscollaborationanalytical skills
