Full-Time

Wholesale Lending Operations Senior Manager

Multiple Teams

Updated on 9/8/2026

Deadline 9/15/26
Wells Fargo

Wells Fargo

10,001+ employees

Nationwide banking and financial services

No salary listed

Charlotte, NC, USA

In Person

Category
Operations & Logistics
Required Skills
Salesforce
Risk Management
Data Governance

Get referred to Wells Fargo

See people who can refer or advise you

Requirements
  • At least 7 years of Corporate or Commercial Banking credit or loan operations experience, or equivalent experience, training, military experience, or education.
  • At least 3 years of management or leadership experience.
Responsibilities
  • Lead, mentor, and develop a team of Deal Execution & Administration professionals while fostering collaboration, accountability, and continuous improvement.
  • Oversee end-to-end Deal Execution & Administration activities for lending and securitization transactions throughout the deal lifecycle.
  • Manage portfolio operations, including pipeline reporting, fee tracking, documentation status, system updates, and post-closing activities.
  • Partner with SPG Origination, Operations, Legal, Compliance, Risk, and Middle Office teams to support transaction execution and client servicing.
  • Ensure timely completion of AML/KYC, customer due diligence, onboarding, and regulatory requirements for new and existing client relationships.
  • Maintain data integrity and governance standards across deal management platforms and reporting systems.
  • Lead complex business initiatives, manage large client portfolios, and support strategic objectives for the SPG Banking business.
  • Oversee audit readiness and compliance monitoring activities, ensuring adherence to credit, operational, regulatory, financial crimes, and risk management requirements.
  • Drive process improvement, operational efficiency, and risk control enhancements through best-practice development and implementation.
  • Manage client relationship support functions, serve as an escalation point for complex issues, and ensure a strong client experience.
  • Make decisions and resolve business, operational, and compliance-related issues to achieve team and organizational objectives.
  • Allocate team resources while supporting talent acquisition, employee development, and succession planning initiatives.
  • Complete FINRA background screening and comply with ongoing regulatory obligations, including periodic screening and mandatory reporting of certain incidents.
  • Provide information to the Wells Fargo Personal Account Dealing Team and comply with applicable outside-activity and personal-investing policies when required.
Desired Qualifications
  • At least 7 years of deal execution or administration experience in structured finance, securitization, lending, or capital markets transaction execution.
  • At least 3 years of leadership experience managing, mentoring, and developing teams while driving accountability and performance.
  • Strong operational management skills, including pipeline oversight, portfolio management, documentation, data governance, and process optimization.
  • Experience partnering with front office, operations, compliance, risk, legal, and middle office stakeholders on complex transactions and client relationships.
  • Knowledge of AML/KYC, customer due diligence, regulatory compliance, audit management, and operational risk controls.
  • Ability to lead large-scale initiatives, oversee complex portfolios, and drive strategic business objectives across cross-functional teams.
  • Strong client relationship and problem-solving skills, including experience with onboarding, implementation, and ongoing relationship support.
  • Experience developing policies, improving controls, allocating resources, and implementing best practices to improve efficiency and reduce risk.
  • Proficiency with loan origination, customer relationship management, and workflow management systems such as Salesforce, nCino, TRACS, and Documentum.
  • Ability to communicate, influence, and manage stakeholders effectively with senior leaders and business partners.

Wells Fargo provides banking, investment, and payment services to individuals, businesses, and institutions. Its products include checking and savings accounts, loans, credit cards, wealth management, and payments, accessible through branches, online and mobile platforms, and full payment rails. The company combines a wide national footprint with a long history and a business model that integrates banking, investment, and payments, supported by a large network of branches and ATMs. Its goal is to help customers manage money, grow wealth, and move funds safely and reliably.

Company Size

10,001+

Company Stage

IPO

Headquarters

San Francisco, California

Founded

1851

Get referred to Wells Fargo

See people who can refer or advise you

Simplify Jobs

Simplify's Take

What believers are saying

  • 2Q26 revenue rose 9% to $22.6 billion, led by noninterest income.
  • 2Q26 wealth revenue grew 13% as advisory fees rose with markets.
  • March 2026 Fed ended its final fake-accounts enforcement action.

What critics are saying

  • July 2026 headcount fell to 197,000 after 24 straight quarterly declines.
  • Legacy misconduct still drives active class actions through 2026.
  • Another controls failure would resurrect federal oversight and kill the turnaround.

What makes Wells Fargo unique

  • March 2026 Fargo passed 1 billion interactions and 33 million mobile users.
  • 2Q26 wealth assets reached $2.69 trillion after a five-year revamp.
  • 2026 adviser recruiting now attracts independent advisers using Wells Fargo's platform.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Health Insurance

401(k) Retirement Plan

Paid Vacation

Paid Sick Leave

Parental Leave

Disability Insurance

Life Insurance

Tuition Reimbursement

Commuter Benefits

Adoption Assistance

Company News

Kalkine Media
Sep 4th, 2026
IDEX extends $800M credit facility maturity to 2031

IDEX Corporation has amended its revolving credit facility, extending the maturity date to September 3, 2031, from the previous November 1, 2027. The facility maintains its $800 million principal amount. The agreement, finalised on September 3, 2026, allows for up to $100 million in letters of credit and $50 million in same-day swingline loans. IDEX may request additional lending commitments, capped at a $400 million increase. Bank of America serves as administrative agent, with JPMorgan Chase Bank, PNC Bank, and Wells Fargo Bank as co-syndication agents. The proceeds will fund working capital and general corporate purposes, including refinancing existing debt. The agreement includes standard covenants for senior unsecured credit facilities, featuring a quarterly-tested leverage ratio and restrictions on liens and mergers. Voluntary prepayments are permitted without penalty.

Yahoo Finance
Aug 31st, 2026
Vertex Pharmaceuticals shows promise while GE HealthCare and Wells Fargo face challenges

Vertex Pharmaceuticals has emerged as a standout S&P 500 stock, according to StockStory's analysis. The company, which focuses on developing transformative medicines for serious diseases including cystic fibrosis and sickle cell disease, boasts a market capitalisation of $137.3 billion. Meanwhile, StockStory recommends avoiding two large-cap stocks. GE HealthCare, spun off from General Electric in 2023, faces concerns over stagnant organic revenue growth and declining operating margins. The medical equipment provider has a market cap of $32.4 billion. Wells Fargo also made the avoid list. The diversified financial services company, with a $262.2 billion market cap, has seen its net interest margin shrink by 33.6 basis points over two years, suggesting increased competition or declining loan profitability.

Yahoo Finance
Aug 31st, 2026
Wells Fargo ramps up adviser recruitment after five-year wealth overhaul

Wells Fargo is ramping up recruitment of financial advisers following a five-year overhaul of its wealth management division, Bloomberg reported. The bank is focusing on independent advisers who use its platform rather than salaried employees. Gianluca Palermo joined from Bank of America earlier this year, bringing $1.8 billion in client assets. James Taylor moved his team and nearly $6 billion in client assets from Morgan Stanley in May. The initiative is part of restructuring led by Barry Sommers, who has overseen wealth management since 2020. The bank's reputation had suffered from scandals that prompted thousands of advisers to depart. A Federal Reserve asset growth restriction, imposed after the fake accounts scandal, was lifted last year.

Minichart
Aug 29th, 2026
Choice Hotels secures $500M term loan with 2029 maturity and acquisition flexibility

Choice Hotels International has entered into a senior unsecured credit agreement for a $500 million term loan, maturing on 28 August 2029, with an optional one-year extension. Wells Fargo Securities, BofA Securities, Truist Securities, and PNC Capital Markets arranged the facility. The company announced the agreement on 28 August 2026. Interest on the loan is set at either SOFR plus 1.25% or a base rate plus 0.25%. The proceeds will fund general corporate purposes, including working capital and debt repayment. The agreement includes a maximum consolidated leverage ratio of 4.5 to 1.0, which can increase to 5.5 to 1.0 for acquisitions exceeding $750 million. The credit agreement also restricts additional debt, certain investments, and mergers or asset sales.

Business Wire
Aug 27th, 2026
Socure Announces Strategic Growth Investment at $5.2B Valuation and Acquires Agentic Operations Platform Fravity

Socure, a leading trust infrastructure for global identity and risk intelligence, today announced a strategic growth investment that values the company at $5...