Loan Documentation Manager

About this role:

Wells Fargo is seeking a Loan Documentation Manager

In this role, you will:

• Manage and develop Loan Documentation team of individual contributors with low to moderate complexity and risk in Loan Documentation functional area
• Engage stakeholders and internal partners associated with the Loan Documentation functional area
• Identify and recommend opportunities for process improvement and risk control development within Loan Documentation functional area
• Provide direction to the Contracts Management or Documentation functional areas with direct impact to companywide objectives within the Commercial Distribution Finance business
• Make decisions and resolve issues regarding resources, objectives, and operations of Loan Documentation team to meet business objectives
• Interpret and develop policies and procedures for functional areas with low to moderate complexity within scope of responsibility
• Collaborate and consult with peers, colleagues, and multiple level managers, as well as interact directly with external customers
• Manage allocation of people and financial resources for Loan Documentation functional area
• Mentor and guide talent development of direct reports and assist in hiring talent

Required Qualifications:

• 4+ years of Loan Documentation experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 2+ years of Leadership experience

Desired Qualifications:

• Experience of more than 4+ years in Credit Analysis, KYC and Credit Admin activities in Commercial Lending domain.
• Sound knowledge of credit agreements, pre and post funding activities, Quality assurance processes, and transaction processing activities
• Should have experience in financial and non-financial due diligence of corporate entities
• Should have an experience in assessing credit worthiness of the corporate borrowers based on qualitative and quantitative factors
• Strong knowledge on GAAP Accounting / International Financial Reporting Standards
• Sound knowledge of ratio analysis, cash flow, and trend analysis
• Proficient and advanced ability with US business writing skills
• Excellent interpersonal, communication & organizational skills with proven abilities in customer relationship management
• Strong analytical skills
• MBA Finance (mandatory) and Bachelor's Degree (Commerce mandatory), equivalent

Job Expectations:

• Head of commercial capital document management compliance related processes across locations; includes process related to preparation of credit agreements, processing post activation activities, verification of data consistency across platforms, client onboarding activities, transaction processing, KYC etc.
• Responsible for leading the transition and seamlessly setting up the business
• Directly manage teams comprising  analyst/Team Lead/SMEs and Operations Managers
• Interact and/or negotiate with senior level business partners in WF US and EGS
• Flexibility to work in shifts & open for lateral opportunities as per the business requirements
• Take a lead role in developing and implementing best practices
• Increase effectiveness of staff and tools by recognizing opportunities for development and proactively creating new systems and structures
• Manages operations of various shared service functions supporting multiple lines of businesses ensuring transitions progress smoothly and process meets its agreed metrics
• Responsible for creating and monitoring business goals for team that align to Enterprise goals (including LoB expectations) and EGS goals
• Foster strong relationship with LOB leaders through regular communication
• Ensure Wells Fargo  people strategy is implemented with focus on growth and development needs of team members
• Plan, Execute and Responsible for People, Process, Risk, Operational Excellence
• Process improvement and redesign - proactively identify, analyze and improve existing processes / process reengineering.
• Supports policy and procedure administration, rating agency reviews, Regulatory requirements, Compliance, Risk Management, Enterprise Information Technology and Legal
• Responsible to handle escalation and provide speedy resolution

Posting End Date: 

*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, 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, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

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.