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Senior Loan Documentation Processor ( Data Quality Review )

About Wells Fargo India & Philippines
Wells Fargo India & Philippines enables global talent capabilities for Wells Fargo Bank NA., by supporting over half of Wells Fargo's business lines and staff functions across Technology, Business Services, Risk Services and Knowledge Services. WIP operates in Hyderabad, Bengaluru and Chennai in India and in Manila, Philippines. Learn more about WIP at our International Careers website.

Department Overview

The Commercial Capital group in India and Philippines is part of the Commercial Capital Business group in the Bank. The teams in this group manage commercial lending front office related roles such as origination and documentation support, financial spreading, collateral management, portfolio management, periodic borrower credit assessment and underwriting. The Corporate Trust business of the Bank is also supported by this team. In addition, the team takes care of business reporting, technical writing and procedure publishing activities and provides business analyst support to key applications used in the Commercial Capital group. 

About this role:

Wells Fargo is seeking a Senior Loan Documentation Processor (S3).

In this role, you will:

  • Provide support in performing loan documentation duties on the most complex loan packages to ensure compliance with company's policies and government regulations
  • Process or close loans and act as a main point of contact for internal or external customers during the loan process
  • Perform administrative, operational, or customer support tasks related to complex loan packages
  • Manage an assigned pipeline of all loan types relative to business line
  • Provide subject matter expertise and interpretation of procedures to the team of Loan Documentation specialists to ensure timely completion of work
  • Interact with immediate Loan Documentation team, functional area, and internal peers outside work group on information related to the routine loan documentation process

Required Qualifications:

  • Experience in customer service, loan administration, collections, or sales environment, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications

  • Experience in Administrative and Loan Documentation, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

  • Bachelor's Degree or equivalent or MBA

    Well versed with Credit Agreements and Credit Approval Documents 

  • Ability to interpret the loan/credit documents, Validate information on various SORs with exhaustive authoritative documentation

  • Good understanding of key Credit terms such as Interest Rates, Advance Rate, Loan limits, fees etc.

  • Strong with MS Excel and Reporting skills. Good with Macros

    Perform quality checks of the work completed by junior team members across all the processes

  • Strong analytical, research, and problem-solving skills. Leverage different tools and techniques to solve a problem            

  • Knowledge on accounting and finance, Industry analysis, Internal and external risk factors of the borrower    

  • Proactively respond to inquiries on accounts and resolving any discrepancies

  • Provide training and mentorship

  • Cross train on other existing processes                                

  • Should be flexible in switching roles in between multiple processes as per business requirement

  • Very detailed oriented and flexible to work

  •  Should be flexible in taking additional responsibilities and ensure smooth execution without compromising on quality and timelines

  • Strong analytical skills with high attention to detail and accuracy

  • Excellent verbal, written, and interpersonal communication skills

  • Receives and reciprocates basic information clearly in the written and oral form; Demonstrates good command over the English language

  • Ability to escalate issues appropriately

  • Ability to accurately process high volumes of work within established deadlines

  • Ability to adapt to change and work on multiple processes

  • Ability to set priorities, and deliver the tasks within the stipulated timelines

  • Highly motivated with strong organizational

  • Process work as agreed with the LoB and adhering to the procedures/standards of the process

  • Flexibility to work in different shifts

  • Ability to succeed in a team environment

  • High level of initiative and accountability Effective organizational, multi-tasking, and prioritizing skills

Job Expectations :

  • Role is to follow a 5pm-2am Shift Monday to Friday and onsite (5 Neo BGC, Taguig)

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, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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 US: All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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.

Drug and Alcohol Policy


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

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