Small Business loan closing specialist

About this role:

Wells Fargo is seeking a Small Business loan closing specialist within Commercial Banking Operation. Learn more about our career areas and lines of business at wellsfargojobs.com

In this role, you will:

• Work pre-close documents for moderately complex to complex Small Business loans

• Coordinate all aspects of loan closings

• Perform customer, loan and regulatory diligence

• Accurately evaluate and upload data into the systems of record

• Ensure compliance with all bank policies, procedures and regulatory requirements

• Review and prepare complex loan documents

• Coordinate legal activities for loan documentation that may include

• Document purchased from third party sources, with internal staff and the Corporate Legal group

• Serve as primary liaison between Credit, Sales, and Legal departments

• Work collaboratively with Credit, Sales and Legal regarding proper procedures and documentation requirements necessary to ensure accuracy with negotiated terms and ensure alignment with appropriate compliance standards

• Review and negotiate complex legal documentation, evaluate risks, devise strategies to mitigate documentation risk and identifying procedural modifications

• May provide guidance and training to peers

• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals

• Interact with internal customers

• Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

Required Qualifications:

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

Desired Qualifications:

• Small Business Operations experience

• Loan documentation and/or Loan Operations experience

• Exposure to Wells Fargo Small Business Lending Operations systems such as: nCino, CPS (Campaign Process System), BLAST (Business Lending and Sales Tracking), and ICMP (Imagining and Content Management Platform)

• Advance Microsoft Office skills

• Strong attention to detail and accuracy skills

• Excellent verbal, written, and interpersonal communication skills

• Financial services industry experience

• Ability to exercise independent judgment and creative problem-solving techniques

• The capability to achieve high production and quality standards

• The aptitude to address and resolve complex customer issues

• Ability to analyze applicable policies and procedures to ensure financial integrity of customers

• Experience working with procedures and following established workflow

• Comfortable handling phone calls and providing customer service as needed

• Ability to manage and oversee control-related tasks with attention to detail

Job Expectations:

• This position is not eligible for Visa sponsorship

• Candidate must be based out of posted location

• This position offers a hybrid work schedule

• Relocation assistance is not available for this position

• Ability to work additional hours as needed

• Adaptable to dynamic work environment with frequent changes

• Willing to perform release testing on some weekends as required

Posting End Date: 

1 Jun 2025

*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 compli