About this role:
Wells Fargo is seeking a Lead Loan Documentation Processor.
In this role, you will:
Support the Loan Documentation team in reviewing, documenting, closing, and disbursing loans
Review the most complex legal, appraisal, and title information
Prepare loan documentation, coordinate loan closings, and initiate loan disbursements
Monitor the loan disbursement process
Perform or guide others on complex loans that require planning, evaluation, and interpretation
Ensure compliance with company's policies and procedures
Identify and mitigate Loan Documentation risks in accomplishing business goals
Prioritize work and provide day to day work leadership and mentorship to the Loan Documentation team
Provide guidance and subject matter expertise to the immediate Loan Documentation team on generating loans, as well as technical and legal guidance within matters related to loan documentation
Required Qualifications:
4+ years of customer service, loan administration, collections, or sales environment support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- Bachelor’s degree in business administration, Finance, Accounting, or a related field
- 5+ years of experience in loan documentation, commercial or consumer lending operations, or credit administration; prior experience with Credit View or similar loan origination/document platforms preferred.
- Advanced understanding of loan products, structures, collateral documentation, regulatory requirements, lending compliance, and bank credit policy.
- Proven ability to review, interpret, and validate complex credit terms and convert them into accurate, compliant loan documentation.
- Demonstrated experience in quality control, issue resolution, and risk identification within loan operations or credit support functions.
- Strong capability to lead, coach, and provide technical guidance to processing teams; experience in workflow coordination or acting‑lead roles is an advantage.
- Exceptional attention to detail, analytical skills, and a high level of accuracy under tight deadlines.
- Strong communication and stakeholder‑management skills, with the ability to collaborate effectively with Underwriting, Credit, Legal, Relationship Managers, and Operations teams.
- Proficiency in loan documentation systems, loan servicing applications, workflow tools, and Microsoft Office applications.
- Ability to drive process improvements, support policy/system changes, and contribute to continuous improvement initiatives.
Job Expectations:
1. Deliver Accurate and Compliant Loan Documentation
- Ensure all loan documents produced through Credit View are accurate, complete, and aligned with approved credit terms.
- Validate documentation against internal credit policies, regulatory requirements, and product guidelines.
- Maintain a zero‑tolerance approach to errors affecting legal enforceability, customer experience, or operational risk.
2. Serve as the Subject‑Matter Expert (SME) for Credit View
- Act as the technical authority for Credit View functionality, templates, workflows, and best practices.
- Support cross‑functional partners in interpreting loan structures, conditions, and system rules.
- Stay current with updates, enhancements, and policy changes related to the platform.
3. Provide Leadership and Guidance to Processors
- Offer daily coaching, technical guidance, and escalation support to junior and mid‑level processors.
- Assist in onboarding, training, and skills development across the documentation team.
- Help maintain team performance standards and reinforce operational discipline.
4. Manage Workflow, Priorities, and Turnaround Times
- Monitor daily queues, allocate work effectively, and support the team in meeting service‑level agreements (SLAs).
- Address bottlenecks proactively and ensure timely delivery, especially for complex or high‑priority deals.
- Provide transparency and updates to leaders and stakeholders on workload and progress.
5. Conduct Quality Reviews and Strengthen Control Environment
- Perform peer review checks to ensure high standards of accuracy, consistency, and control.
- Identify documentation gaps, risks, or discrepancies and drive corrective actions.
- Promote a strong risk and compliance mindset, ensuring documentation integrity is consistently upheld.
6. Resolve Escalations and Complex Issues
- Act as the first point of escalation for policy questions, documentation structure concerns, or system limitations.
- Partner with Underwriters, Credit Officers, Legal, and Relationship Managers to resolve issues efficiently.
- Provide thoughtful, risk‑aware recommendations to support deal progression.
7. Drive Continuous Improvement
- Identify process inefficiencies, quality issues, or pain points within the workflow.
- Recommend and help implement enhancements to procedures, templates, system functionality, or training materials.
- Actively participate in pilots, UAT testing, or rollouts impacting Credit View or documentation processes.
8. Maintain Professional Communication and Stakeholder Engagement
- Communicate clearly and professionally with partners across Credit, Operations, and the Front Office.
- Provide accurate status updates, escalate risks promptly, and manage expectations effectively.
- Foster positive, collaborative working relationships to support seamless loan processing.
9. Uphold Data Integrity and Confidentiality
- Ensure strict protection of customer data, deal information, and sensitive credit details.
- Adhere to internal standards for data privacy, record retention, and documentation security.
10. Model Team Values, Culture, and Accountability
- Demonstrate reliability, ownership, and a strong commitment to operational excellence.
- Support a culture of collaboration, learning, and continuous improvement.
- Lead by example in quality, professionalism, and adherence to policies.
Posting End Date:
6 Jun 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.
