Loan Documentation Processor

About this role:

At Wells Fargo, a Loan Documentation Processor plays an important role in supporting customers’ financial goals by ensuring loan transactions are completed accurately, efficiently, and in compliance with regulatory requirements. In this fast-paced and collaborative environment, you will review, prepare, and validate loan documentation, manage a pipeline of transactions, and partner closely with underwriting, processing, and closing teams to support successful loan execution.

In this role, you will:

• Review, prepare, and process loan documentation for moderately complex loan products in compliance with internal and regulatory requirements
• Analyze borrower, collateral, and supporting documentation to ensure completeness, accuracy, and required verifications
• Ensuring loan documentation is complete, accurate, and processed in a timely manner
• Identify and resolve documentation exceptions, escalating non-routine issues when necessary
• Support quality control efforts by reviewing documentation for accuracy and adherence to policies and procedures
• Collaborate with underwriting, processing, closing, and other internal partners to support successful loan funding
• Recommend process improvements that enhance operational efficiency and quality standards

Required Qualifications:

• 1+ year of customer service, loan administration, collections, or sales environment support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education

Desired Qualifications:

• Experience with loan documentation, loan processing, and transaction management within a bank, credit union, or financial services environment
• Knowledge of loan documentation, compliance requirements, loan closings, and regulatory or internal policy adherence
• Proven ability to manage high-volume loan processing and transaction management with accuracy, prioritization, and attention to detail
• Experience in loan processing across multiple loan product types, including consumer, commercial, mortgage, or small business lending, with knowledge of underwriting requirements and loan lifecycle process
• Analytical thinking, attention to detail, and problem-solving skills to identify discrepancies and drive resolution
• Ability to manage process delivery and transactions in a deadline-driven environment while ensuring strong time management, attention to detail, and quality assurance
• Collaboration and communication skills within a team-based structure to support customer service and operational processing activities

Job Expectations:

• Flexible to work in rotational shifts based on business requirements.
• Standard work schedule; however, candidates should be willing to provide weekend support if business needs arise.
• Comfortable working night shifts as part of operational environment.

Posting End Date:

*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 unit’s 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, visit Disability 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.

c. Please be prepared to provide accurate information and supporting documentation in connection with any lawful employment and education verification conducted by Wells Fargo.