Full-Time

Senior Business Relationship Support Specialist

Credit and Data Administration

Posted on 6/25/2025

Deadline 7/9/25
Wells Fargo

Wells Fargo

10,001+ employees

Provides banking, mortgage, and investment services

Compensation Overview

$63.6k - $113k/yr

Senior

Charlotte, NC, USA + 2 more

More locations: San Antonio, TX, USA | Minneapolis, MN, USA

Hybrid

Hybrid work schedule with some in-office expectation.

Category
Customer Experience & Support
Customer Experience
Customer Support
Requirements
  • 4+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Responsibilities
  • Execute post-transaction processes related to corporate credit facilities, ensuring timely and accurate data entry and validation.
  • Review legal and credit approval documentation to confirm alignment with internal systems of record.
  • Collaborate with deal teams, credit execution, and operations to ensure consistency and completeness of transaction data.
  • Address and resolve complex issues, escalating as necessary to ensure timely resolution.
  • Apply a strong understanding of bank policies, procedures, and regulatory requirements to ensure compliance.
  • Partner with internal stakeholders to troubleshoot issues and drive process improvements.
  • Exercise sound judgment and develop subject matter expertise in credit operations, procedures, regulatory reporting and data governance.
  • Represent the CDA group in cross-functional initiatives and forums.
  • Provide guidance and informal mentorship to junior team members, fostering a culture of continuous learning and operational excellence.
Desired Qualifications
  • In-depth experience within credit operations or related field
  • Detailed understanding of credit documentation and corporate loan structures
  • Knowledge of booking and closing processes
  • Experience with credit systems such as LIQ, nCino, CoRS, ICMP, WCIS, ART, TRE, RCS, E-TRAC
  • Exceptional attention to detail and a commitment to data accuracy
  • Strong organizational and time management skills with the ability to manage multiple priorities in a fast-paced and complex environment to meet deadlines and achieve goals
  • Proven ability to work independently and collaboratively across teams and organizational levels.
  • Effective problem-solving and decision-making capabilities.
  • Excellent verbal and written communication skills.
  • Proficiency in Microsoft Office Suite, particularly Excel, Word, and Outlook.

Wells Fargo offers a variety of financial services, including banking, mortgages, investing, and credit solutions for individuals, small businesses, and commercial clients. The company operates mainly in the United States and serves millions of customers through its branches, ATMs, and online platforms. Its products include checking and savings accounts, personal and business loans, credit cards, and investment advisory services. Revenue is generated from interest on loans, fees for banking services, and commissions from investment products. What sets Wells Fargo apart from its competitors is its extensive network and commitment to simplifying financial management for its clients.

Company Size

10,001+

Company Stage

IPO

Headquarters

San Francisco, California

Founded

1851

Simplify Jobs

Simplify's Take

What believers are saying

  • Launch of virtual commercial cards enhances B2B payment solutions and market share.
  • Refinancing and credit extensions strengthen corporate client relationships and business growth.
  • Investment in underserved small businesses boosts reputation and customer loyalty.

What critics are saying

  • Increased competition from fintechs may erode market share in personal banking.
  • Regulatory challenges from past scandals could impact reputation and customer trust.
  • Rising interest rates may reduce demand for loans and credit products.

What makes Wells Fargo unique

  • Wells Fargo offers a comprehensive range of financial products and services.
  • The company has a strong focus on innovation and digital banking solutions.
  • Wells Fargo maintains a vast network of branches and ATMs across the U.S.

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Benefits

Health Insurance

401(k) Retirement Plan

Paid Vacation

Paid Sick Leave

Parental Leave

Disability Insurance

Life Insurance

Tuition Reimbursement

Commuter Benefits

Adoption Assistance

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