Loan Documentation Processor

Full Time
Charlotte, NC
Posted
Job description
About this role:

Wells Fargo is seeking a Loan Documentation Processor in the Small Business Card Service Operations area and line of business at wellsfargojobs.com

In this role, you will:
  • Support in performing a variety of loan documentation duties on moderately complex loans to ensure compliance with company's policies and procedures for loan products
  • Perform loan documentation for moderately complex loans
  • Process and close for loan products
  • Interpret Loan Documentation policies while analyzing applicant, property, and documentation, ordering all required verifications, documentation, and subsequent follow ups
  • Receive direction from Loan Documentation supervisor and escalate non-routine questions
  • Manage an assigned pipeline of loans and provide guidance and training to other Loan Documentation individuals
  • Interact with immediate Loan Documentation team and functional area on routine process
Required Qualifications:
  • 2+ years of customer service, loan administration, collections, or sales environment experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
  • Exposure to Wells Fargo Small Business Cards Services operation systems such as: CPS, FDR, Credit Bridge or BCS
  • Intermediate Microsoft Office skills
  • Excellent verbal, written, and interpersonal communication skills
  • Operations experience
  • Ability to exercise independent judgment and creative problem-solving techniques
  • Strong independent thinking skills
  • Strong attention to detail and accuracy skills
  • Ability to achieve high production and quality standards
  • Ability to act as a subject matter expert
  • Ability to address and resolve complex customer issues
  • Ability to analyze applicable policies and procedures to ensure financial integrity of customers
  • Ability to work effectively, as well as independently, in a team environment
Job Expectations:
  • Ability to work overtime as needed
  • Must be able to attend full duration of required training period
Note: Job posting may come down early due to volume of applicants

Training: Virtual - 90 days

Work Schedule:

Monday - Friday 8:00 am - 4:30 pm with the flexibility to work overtime as needed to support the business needs, which may include weekends.

Hybrid Schedule : One week in office | One week remote. Schedule is subject to change based on business needs.

Location:

Phoenix, AZ: 11601 N Black Canyon Hwy

Chandler, AZ: 2800 S Price Rd
Charlotte, NC: 1525 W W T Harris Blvd

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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 unit's risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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.

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