Business Relationship Support Specialist – CIB Middle Office supporting Fund Finance
Share
Job Location:
Charlotte, VT - USA
Monthly Salary:
Not Disclosed
Posted on:
5 hours ago
Vacancies:
1 Vacancy
Job Summary
About this role:
Wells Fargo is seeking a Business Relationship Support Specialist to join the CIB Middle Office team which supports the Fund Finance line of business within Corporate and Investment Banking Operations. Learn more about our career areas and lines of business at .
The Business Specialist will support the credit deal team that is responsible for initiation and accuracy of loan documentation tasks for pre-closing/closing tasks by coordinating loan booking and closing activities partner to resolve related issues and ensure timely delivery to clients.
In this role you will:
Provide credit deal team support responsible for proper initiation and accuracy of loan documentation and pre-closing/closing tasks for direct and operating exposure
Coordinate loan booking and closing activities to ensure consistent timely and accurate credit delivery to our clients
Develop expertise in bank policies procedures and compliance requirements and ensure adherence
Book all operating exposure onto the applicable systems of record
Evaluate and ensure accurate new and existing data in the systems of record
Partner with managers to resolve issues and provide status updates on implementations
Collaborate and consult with peers colleagues and managers to resolve issues and achieve goals
Exercise independent judgment while developing the knowledge to understand function policies procedures and compliance requirements
Verify compliance and report identified issues for resolution
Required Qualifications:
2 years of Business Relationship Support experience or equivalent demonstrated through one or a combination of the following: work experience training military experience education
Desired Qualifications:
2 years of credit underwriting experience and related customer due diligence processes and credit documents
Knowledge of booking and closing processes and credit systems such as LoanIQ Saleforce STARS nCino etc.
Experience applying compliance and regulatory requirements including Reg U Reg W Volker QFC CRR Flood
Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
Ability to prioritize work meet deadlines achieve goals and work under pressure in a dynamic and complex environment
Ability to work effectively in a team environment and across all organizational levels where flexibility collaboration and adaptability are important
Strong communication skills both verbal and written
Excellent attention to detail problem solving and decision-making skills
Advanced Microsoft Office (Word Excel Outlook and PowerPoint) skills
Job Expectations:
Ability to work a hybrid in-office schedule
Willingness to work on-site at stated location
This position is not eligible for Visa sponsorship
Posting Location:
Charlotte NC
Posting End Date:
23 Nov 2025*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.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit Market Financial Crimes Operational Regulatory Compliance) which includes effectively following and adhering to applicable Wells Fargo policies and procedures appropriately fulfilling risk and compliance obligations timely and effective escalation and remediation of issues and making sound risk decisions. There is emphasis on proactive monitoring governance risk identification and escalation as well as making sound risk decisions commensurate with the business units risk appetite and all risk and compliance program requirements.
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 visitDisability 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.
Required Experience:
IC
Key Skills
- Marketing
- Customer Retention
- Wealth Management
- Risk Management
- Customer Service
- Financial Institutions
- Investment Products
- Communication
- KYC
- Relationship Management
- Internal Departments
- Accounting and Finance
- Problem Resolution
- Business Owners
About Company
Whether you’re just beginning your career or taking it to the next level, we have an opportunity for you.
