Customer Service Representative ensuring service quality and operational reliability for customers through order follow - ups and daily interfaces with sales teams. Administrative management and ERP data analysis as key responsibilities.
WF
Hybrid Business Relationship Support Specialist – CIB Middle Office, Fund Finance
Posted last month
About the role
- Business Relationship Support Specialist in CIB Middle Office supporting Fund Finance at Wells Fargo. Coordinating loan documentation and closing tasks while ensuring timely client delivery.
Responsibilities
- 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
Requirements
- 2+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 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
Benefits
- Ability to work a hybrid in-office schedule
- Willingness to work on-site at stated location
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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