Lead Capital Markets Document Negotiator
Wells FargoAbout the role
Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo.
Commercial Real Estate (CRE) provides a fully integrated platform of banking, financing, and capital markets solutions to commercial real estate clients including financial sponsors, institutional investors and asset managers, regional developers, and public and private corporations.
Wells Fargo is seeking a Commercial Real Estate (CRE) Lead Commercial Mortgage Loan Admin Specialist to assume end-to-end accountability of transaction execution and success of CRE lending bilateral and/or syndicated focusing on loan documentation and deal management.
This role is responsible for negotiating and managing complex financing and trading documentation related to CRE debt and equity transactions. The ideal candidate will have deep expertise in real estate finance, structured products, and regulatory frameworks, and will serve as a key liaison between internal stakeholders and external counterparties.
In this role, you will:
- Negotiate and track various legal agreements and due diligence items covering commercial real estate transactions with bank counterparties.
- Work on various projects as requested by management.
- Interpret policy when working with legal, credit and the relevant business.
- Review deal terms with customers.
- Identify and mitigate business and legal risks within compliance requirements.
- Identify and recommend opportunities for process improvement.
- Interpret policies, procedures and compliance requirements.
- Collaborate and influence all levels of professionals including more experienced managers.
Required Qualifications:
- 5+ years of Capital Markets Document Negotiation experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- Strong understanding of lending products and loan lifecycles, industry best practices, understanding of a Credit Agreement, loan funding mechanics, deal structure, funds flows, etc.; deal team experience required.
- Process and execution-focused while building strategic client and internal relationships; prior experience working with clients to collect and review loan and due diligence documentation ahead of closing large transactions preferred.
- Proven track record of prioritizing and proactively identifying and resolving problems under tight deadlines and the ability to incorporate status updates in real time; ability to operate in a challenging and rapidly changing environment with a desire to accept new assignments with ability to learn new principles and dynamic systems quickly.
- Ability to collaborate with team members and senior management across and within the lines of business with a keen attention to detail, strong oral and written communication skills, and strong analytical capability.
- Adaptability and flexibility to accommodate for fluctuating deal flow volumes, as needed, including working extra hours as deal flow dictates.
- Transformational leadership: ability to affect and influence change.
- Project management and ability to “see the bigger picture.”
- Loan document negotiation experience; legal background preferred.
- Experience managing complex transactions and clients
Job Expectations:
- Strong understanding of lending products and loan lifecycles, industry best practices, understanding of a Credit Agreement, loan funding mechanics, deal structure, funds flows, etc.; deal team experience required.
- Process and execution-focused while building strategic client and internal relationships; prior experience working with clients to collect and review loan and due diligence documentation ahead of closing large transactions preferred.
- Proven track record of prioritizing and proactively identifying and resolving problems under tight deadlines and the ability to incorporate status updates in real time; ability to operate in a challenging and rapidly changing environment with a desire to accept new assignments with ability to learn new principles and dynamic systems quickly.
- Ability to collaborate with team members and senior management across and within the lines of business with a keen attention to detail, strong oral and written communication skills, and strong analytical capability.
- Adaptability and flexibility to accommodate for fluctuating deal flow vo
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