CIB Lending Operations Middle Office Specialist

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About this role:

Wells Fargo is seeking a CIB Lending Operations Middle Office Specialist Business to join our Business Execution team as part of our Corporate Investment Banking Lending Operations (CIBLO) division.

This role will play an integral part in supporting Debt Capital Markets (DCM) deal teams through the closing and settlement process, both before and after a transaction closes. By helping manage the operational items tied to each deal, the Specialist allows deal teams to stay focused on the work that matters most to the transaction. The position also develops, implements, and executes business initiatives and programs, and serves as an advocate for Wells Fargo’s vision and business plans across business groups.

Learn more about our career areas and lines of business at wellsfargojobs.com.

In this role, you will:

• Coordinate with front office partners, including Investment Bankers, Origination and Structuring, and Sales and Distribution, as well as Relationship and Portfolio Managers and back office teams
• Provide high-quality execution and client support to Debt Capital Markets (DCM) teams on technical transactions and amendments

• Set up bank meetings and coordinate logistics, create transaction memorandums, and prepare bank meeting materials

• Manage closing conference calls with clients (e.g., CFO or Treasurer), closing attorneys, and deal teams to review due diligence, closing precedents, funds flow, borrowing and payment requirements, and wiring instructions

• Reconcile funds, gather out-of-pocket expenses, and coordinate vendor invoices

• Synchronize post-bank meeting and pre-closing activities to support a smooth closing process

• Complete post-closing requirements, including preparation of closed deal files, and support audit functions related to closed deal files

• Update various systems (e.g., Salesforce, Documentum, nCino) as needed

• Monitor the deal pipeline for internal and regulatory reporting purposes, track transaction fees and recent issuances, and help with other administrative support tasks

• Continuously build product knowledge and use it to provide useful information to internal and external partners

• Assist the Deal Execution Team manager with the documentation needed to evaluate and implement process improvement projects, as needed

Required Qualifications:

• 2+ years of credit operations, loan operations, or deal support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education 
  

Desired Qualifications:

• Experience supporting Debt Capital Markets (DCM) deal teams

• 1+ years of financial services industry experience

• Proficiency with Salesforce, Documentum, and/or nCino

• Lending experience

• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment

• Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important

• Ability to work in a fast-paced environment

• Attention to detail and accuracy

Primary Posting Locations:

• 550 S Tryon St, Charlotte, North Carolina 28202

Job Expectations:

• Ability to work in the office at the posted location for a minimum of three days per week

• Ability to work additional hours as needed 

• Position is not eligible for visa sponsorship or transfer of visa sponsorship

Posting End Date: 

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

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

c. Please be prepared to provide accurate information and supporting documentation in connection with any lawful employment and education verification conducted by Wells Fargo.