Associate-Loan Documentation

About This Role

In This Role, You Will

• Participate in planning and executing a variety of programs, services, and initiatives, and monitor key indicators to ensure effective performance and control management of assigned operations or business groups
• Review basic initiatives including policy or process changes, process improvements, technology enhancements, and conduct regular reviews to identify efficiencies and cost savings opportunities
• Receive direction from leaders and exercise independent judgement while developing an understanding of policies and procedures, best practices, and initiatives
• Collaborate and consult with mid-level managers or cross-functional business partners
• Provide work directions to less experienced Strategy and Execution staff
  

Required Qualifications:

• 6+ months of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  

Desired Qualifications:

• Work closely with both internal stakeholders and users to meet their service needs
• Apply technical knowledge and expertise to perform work and action requests
• Strong MS Office knowledge to manage and structure the available data and to clean and transform the data to use it further
• Overall experience in reading and interpreting various loan documents and financial statements.
• Credit background; strong familiarity with legal documents related to credit facilities - Credit agreements, security agreements, W-9s and Tax Documents, Underwriting Memos, Guarantor Documents, Credit Memos etc.
• Understanding of different elements of a Loan Agreement
• Understanding of different credit facilities - Revolving Line of Credit, Term Loan, Swinglines, Letter of Credits, Standby Letter of Credits
• Understanding of the Loan Lifecycle
• Experience with Loan SORs and SOOs - Loan IQ, Delta, CORS, Credit View, AFS
• Detailed understanding of an underwriting memo
• Demonstrates awareness and understanding of the financial regulatory environment in which Wells Fargo operates
• Synthesizes complex or varied sources of information to create reports
• Provides summaries and supporting information to build effective narratives and enhance report utility
• Effective organizational, multi-tasking, and prioritizing skills
• Excellent verbal, written and interpersonal communication skills
• Solid problem solving and decision-making skills
• Proficient in Microsoft Outlook and Excel with ability to develop and comprehend complex functions and macros.
• Willing to work in mid-shift working hours - 1:30 PM to 10:30 PM IST
  

Posting End Date:

• Job posting may come down early due to volume of applicants.
  

We Value Equal Opportunity

Applicants With Disabilities

Drug and Alcohol Policy

Wells Fargo Recruitment And Hiring Requirements

• Third-Party recordings are prohibited unless authorized by Wells Fargo.
• Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
  

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