Senior Securities Operations Specialist - Commercial Loan Legal Coordinator

About this role:

Wells Fargo is seeking a Securities Operations Specialist as part of the Commercial Real Estate Documentation Preparation team within Wealth and Investment Management Operations. This team prepares commercial real estate documents for WIM Custom Loan Operations for pre-close, closing and performing regulatory due diligence for the business and Wells Fargo internal customers. Learn more about our career areas and lines of business at wellsfargojobs.com.

The Specialist will be responsible for reviewing detailed commercial entity documentation for loans/transactions such as trust agreements for signing authority. You will also work closely with internal legal, trust, banking and lending partners. You will be consulting the documentation processing team as a subject matter expert on regulatory compliance and state law requirements.

In this role, you will:

• Lead a variety of pre-close activities for moderately complex to complex commercial loans, including coordinating all aspects of loan closings

• Accurately evaluate and upload data into the systems of record to ensure compliance with all bank policies, procedures and regulatory requirements

• Document and coordinate legal activities for loan documentation that may also include documentation purchased from third party sources, with internal staff and the Corporate Legal group

• 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, develop strategies to mitigate documentation risk and identify procedural modifications

• Serve as an escalation point in the resolution of client issues

• Conduct quality reviews and monitor key performance metrics as related to efficiencies and effective processes

• Identify activities of the team to ensure conformity with established procedures

• 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:

• 4+ 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:

• 2+ years of Commercial Loan or Real Estate law and regulatory experience

• 2+ years of paralegal experience and/or other legal research experience

• Knowledge and understanding of internal real estate documentation tools such as CAIRO, CATools, C-Forms and COLTS

• Ability to navigate multiple computer systems, applications, and utilize search tools to find information

• Ability to work independently, proactively, innovatively, and creatively while exercising sound judgment

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

• Excellent verbal, written, and interpersonal communication skills

• Advanced Microsoft Office Suite skills including importing, exporting, and manipulating data using Microsoft Excel

Job Expectations:

• Ability to work hybrid schedule

• Willingness to work on-site at stated location on the job opening

• This position is not eligible for Visa sponsorship

Posting Location:

• Charlotte, North Carolina

Posting End Date: 

23 Jan 2025

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

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gend