Senior Commercial Loan Servicing Representative-5 - Alteryx and Power BI

About this role:

Wells Fargo is seeking a Lead Commercial Loan Servicing Representative to support complex commercial loan servicing activities and help deliver consistent, efficient, and customer-focused operations. In this role, you will apply your loan servicing expertise to support effective processes, strengthen operational controls, and collaborate with key partners to resolve complex servicing needs. This opportunity offers the chance to contribute to operational excellence, risk mitigation, and quality outcomes while supporting the broader goals of the business

In this role, you will:

• Provide training, guidance, and subject-matter expertise to less experienced Commercial Loan Servicing representatives on complex policies, procedures, loan documentation, and servicing requirements
• Research and resolve complex loan servicing inquiries, applying independent judgment and interpreting loan documentation, policies, procedures, and compliance requirements
• Coordinate and reconcile loan advances and payments with customers and participating banks, and process letters of credit accurately and efficiently
• Support complex loan trading and assignment activities in collaboration with internal partners and relevant stakeholders
• Plan and prioritize daily work, providing work direction and mentorship to the support team to help ensure timely and accurate completion of deliverables
• Lead or contribute to the resolution of complex customer issues requiring coordination across multiple teams and functional areas
• Manage or support cross-functional projects and process initiatives while evaluating requirements, resolving issues, and supporting desired business outcomes
• Collaborate and consult with peers, colleagues, managers, internal customers, and business partners to resolve complex matters and achieve shared goals
• Work autonomously within established procedures, escalating matters to leadership when appropriate

Required Qualification:

• 4+ years of Commercial Loan Servicing support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• Strong knowledge of loan advances, payments, reconciliations, loan trading, assignments, and letters of credit

Desired Qualifications:

• Experience providing training, mentoring, or day-to-day work guidance to team members
• Experience with data analytics and visualization tools such as Alteryx, Power BI, and Tableau

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.