Commercial Loan Closing Specialist
Wells Fargo
Commercial Loan Closing Specialist
Wells Fargo is seeking a Commercial Loan Closing Specialist as part of our Commercial Banking Operations Division. Learn more about our career areas and business divisions.
In this role, you will:
- Work pre-close documents for moderately complex to complex commercial loans
- Coordinate all aspects of loan closings
- Perform customer, loan and regulatory diligence
- Accurately evaluate and upload data into the systems of record
- Ensure compliance with all bank policies, procedures and regulatory requirements
- Review and prepare complex loan documents
- Coordinate legal activities for loan documentation that may include
- Document purchased from third party sources, with internal staff and the Corporate Legal group
- Serve as primary liaison between Credit, Sales, and Legal departments
- Work collaboratively with Credit, Sales and Legal regarding proper procedures and documentation requirements necessary to ensure accuracy with negotiated terms and ensure alignment with appropriate compliance standards
- Review and negotiate complex legal documentation, evaluate risks, devise strategies to mitigate documentation risk and identifying procedural modifications
- Provide guidance and training to peers
- Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals Interact with internal customers
- Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
Required Qualifications:
- 2+ years of Commercial Loan Closing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- 6+ months of experience with Siebel Originations and InfoLease System
- 6+ months of experience working with Lexis Nexis
- Knowledge and understanding of equipment finance and/or secured leasing finance experience
- Documentation creation and/or documentation review and funding experience
- Ability to develop and manage business relationships
- Excellent verbal, written, and interpersonal communication skills
- Ability to provide strong customer service while actively listening and responding in an appropriate manner
- Effective organizational, multi-tasking, and prioritizing skills
- Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
- Ability to navigate multiple computer systems, applications, and utilize search tools to find information
- Strong analytical skills with high attention to detail and accuracy
- Experience meeting high production and quality standards in a fast paced, development and production support environment
Job Expectations:
- Ability to work a hybrid schedule
- Willingness to work on-site at stated location on the job opening
- This position is not eligible for Visa sponsorship
Posting Locations:
- 1525 W W.T Harris Blvd, Charlotte, NC 28262
Posting End Date: 2 Jul 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.
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.
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