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About this role:
Wells Fargo is seeking a CIB Lending Operations Administration Specialist to join our Commercial Mortgage Servicing (CMS) team as part of our Corporate Investment Banking Lending Operations (CIBLO) division.
In this role, you will join a team of specialists who each own a set of accounts and work from primary and secondary task lists. Your day-to-day will center on reconciling general ledger and demand deposit accounts, investigating discrepancies and monetary breaks down to the line item level, and submitting requests to resolve them when needed. You will also complete month end reporting for your accounts, with a focus on account reconciliation rather than interest bearing calculations.
Learn more about our career areas and lines of business at wellsfargojobs.com.
In this role, you will:
- Be responsible for reconciling general ledger and demand deposit accounts associated with the loan portfolio
- Handle analysis and resolution of loan accounting and reporting issues/discrepancies
- Ensure the accuracy, completeness, and control integrity of data and documentation across the lending lifecycle; participate in loan administration initiatives, execution of day to day operational processes, data reconciliations and adherence to established risk and control standards
- Participate in low to moderately complex initiatives and identify process improvement opportunities within Corporate & Investment Banking Lending Operations in middle office function
- Independently process transactions with moderate risk analysis; prepare documentation and service execution, process efficiency, post transaction execution, credit data accuracy and validation, including regulatory and documentation controls policy and process learning
- Process and analyze routine to moderately complex loan administration related transactions; conduct site inspections and portfolio reviews, prepare and support loan approval documentation
- Identify and recommend procedural improvements; review legal and credit documents and validate data using protocols and internal systems
- Perform quarterly regulatory data reviews, manual controls, monitor documentation exceptions and follow up with stakeholders
- Support portfolio monitoring controls and escalate issues as needed, while executing post transaction processing for corporate credit facilities
- Present recommendations to resolve low to moderately complex situations
- Exercise independent judgment to support medium risk deliverables; apply growing expertise in functional policies, procedures, and compliance requirements
- Collaborate with functional colleagues, internal partners, and stakeholders
Required Qualifications:
- 2+ years of credit operations, loan operations, or deal experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education
Desired Qualifications:
- Degree in accounting, or recent and relevant work experience in accounting or a directly related accounting field
- Ability to identify and evaluate trends, isolate root causes, and provide swift, thorough resolutions
- Commercial real estate mortgage servicing experience
- Accounting and reconciliation background and experience
- Ability to evaluate moderately complex business, operational, or technical challenges that require in-depth evaluation, planning, and direction to resolve complex business problems
- Advanced Excel skills
- Analytical, reporting, and leadership skills
- Ability to work independently and multitask across other areas of the team
- Effective communication skills
Primary Posting Locations:
- 550 S Tryon St, Charlotte, North Carolina 28202
Additional Posting Location:
- 2800 S Price Rd, Chandler, Arizona 85286
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:
13 Nov 2026
*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.
