Wells Fargo Houston , TX 77020
At Wells Fargo, we want to satisfy our customers' financial needs and help them succeed financially. We're looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you'll feel valued and inspired to contribute your unique skills and experience.
Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
Wealth and Investment Management (WIM) businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, insurance and both individual and institutional retirement.
Responsible for a variety of pre-close and post-close activities for complex commercial, commercial real estate and/or problem loans. Responsibilities include: coordinating all aspects of loan closings; performing customer, loan and regulatory diligence; on-going portfolio maintenance; accurately evaluating and uploading data into the bank s systems of record; ensuring compliance with all bank policies, procedures and regulatory requirements; may review and/or prepare loan related documents; may provide guidance and training to other team members. Individual contributor generally recognized as a subject matter expert in one or more areas.
Coordinating all aspects of loan closings
Performing customer, loan and regulatory due diligence; on-going portfolio maintenance
Accurately evaluating data in the bank's systems of record
Reviewing pre-closing CRE due diligence items, including but not limited to title insurance, entity formation documents, flood zone determinations, surveys, zoning compliance, etc.
Ensuring compliance with all bank policies, procedures and regulatory requirements
Reviewing and/or assisting in the preparation of loan related documents
May provide guidance and training to other team members
Individual contributor generally recognized as a subject matter expert in one or more areas of the Commercial Real Estate loan closing process.
This position maybe located in a Wealth hub office in Scottsdale, Dallas Fort Worth, Houston and Austin.
Commercial real estate experience
Commercial loan documentation, preparation, or review experience
Ability to navigate multiple computer systems, applications, and utilize search tools to find information
Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important
Ability to work in a fast-paced deadline driven environment
Effective organizational, multi tasking, and prioritizing skills
Excellent verbal, written, and interpersonal communication skills
Intermediate Microsoft Office (Word, Excel, and Outlook) skills
Strong analytical skills with high attention to detail and accuracy
All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.
Relevant military experience is considered for veterans and transitioning service men and women.
Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.
WEALTH INV MGMT/WIM PSI 0049381 WEALTH INV MGMT/WIM PSI