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Wells Fargo

Diversified financial services: banking, lending, investments

Wholesale Lending Operations Manager - Board & Fund

Operations & LogisticsPosted on Nov 5
Full-time

About the Job

Requirements

  • At least 5 years of Corporate or Commercial Banking credit or loan operations experience, or equivalent demonstrated through work experience, training, military experience, or education.
  • At least 2 years of leadership experience.

Responsibilities

  • Ensure accuracy, completeness, and control integrity of data and documentation across the lending lifecycle.
  • Manage and develop a team of individual contributors within Corporate & Investment Banking Lending Operations.
  • Drive Lending Operations Administration, Lending Middle Office, Loan Servicing, or other specialized areas.
  • Engage with stakeholders and internal partners associated with the function.
  • Make decisions related to resources, objectives, and operations to meet business goals.
  • Identify and recommend opportunities for process improvement and risk control development.
  • Interpret and develop policies and procedures for functions with low to moderate complexity.
  • Collaborate with peers, colleagues, and managers at multiple levels and interact directly with external customers.
  • Manage allocation of people and financial resources for the aligned department or business group.
  • Mentor and guide the development of direct reports and support hiring and onboarding efforts.

Desired Qualifications

  • Expertise in the Board and Fund operational space.
  • Understanding of Corporate & Investment Banking products and operations.
  • Energy and Power pricing and closing operations experience.
  • Knowledge of systems, primarily LoanIQ, nCino, and Wholesale Customer Information System (WCIS).
  • Knowledge of corporate banking booking and funding processes.
  • Corporate & Investment Banking lending operations experience.
  • Experience managing complex lending transactions throughout the deal lifecycle.
  • Ability to adjust plans quickly to adapt to changing business needs.
  • Interpersonal and relationship-building skills to influence all organizational and leadership levels, with flexibility, collaboration, and adaptability.
  • Ability to assess, exercise independent judgment, apply prudent risk management principles, prioritize work to meet deadlines, and proactively escalate when necessary.
  • Hands-on ability to structure tasks or projects, execute and achieve targeted results, and develop and manage associated goals and plans.
  • Ethical integrity and ability to exercise independent judgment and apply prudent risk mitigation principles.
  • Advanced knowledge of Microsoft Office, including Outlook, Word, Excel, and PowerPoint.

About the Company

Wells Fargo

Diversified financial services: banking, lending, investments

Wells Fargo offers a broad set of financial services, including banking, mortgages, investing, credit cards, and wealth and business banking, to individuals, small businesses, and large corporations. Its products combine everyday banking with lending, investment products, and advisory services, accessible through branches, ATMs, and online or mobile platforms. The company earns mainly from interest on loans, banking fees, and commissions on investment products, supported by a large network and secure technology. Its goal is to help customers manage, preserve, and grow their money through trusted, accessible, and comprehensive financial solutions.

Company size
10,001+
Company stage
IPO
Headquarters
San Francisco, CA
Founded
1851

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