Loan Documentation Analyst

About this role:

Wells Fargo is seeking a Business Execution Associate

In this role, you will:

• Participate in planning and executing a variety of programs, services, and initiatives, and monitor key indicators to ensure effective performance and control management of assigned operations or business groups

• Review basic initiatives including policy or process changes, process improvements, technology enhancements, and conduct regular reviews to identify efficiencies and cost savings opportunities

• Receive direction from leaders and exercise independent judgement while developing an understanding of policies and procedures, best practices, and initiatives

• Collaborate and consult with mid-level managers or cross-functional business partners

• Provide work direction to less experienced Strategy and Execution staff

Required Qualifications:

• 6+ months of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• As part of the post-booking certification (PBC) process, review critical business elements (CBEs) and data fields related to Corporate Banking’s outstanding credit facilities (both direct and operational exposure), compare to various internal credit documents and formal legal documents, and ensure these CBEs accurately reflect the terms set forth in said documents

• Understand, comprehend and validate different terms and details of various loan agreements such as Credit agreements, security agreements, W-9s and Tax Documents, Underwriting Memos, Guarantor Documents, Credit Memos etc.

• Liaise with US-based CDA team, loan administration and portfolio management partners to confirm and/or update CBEs as needed

• Maintain data integrity with internal partners in CIB and Data Integrity Officers

• Work with various internal databases for client information tracking and reporting Liaise with US-based CDA, loan administration and portfolio management partners for on-going management of compliance related information and data entry into supporting databases and end user computing tools

• Monitor and evaluate larger and more complex business, operational, and customer support initiatives and overall effectiveness of team performance

• Document quality issues and performance measures for management review

• Provide information and assists in the feedback and formal data changes with I the application

• Work closely with both internal stakeholders and users to meet their service needs

• Apply technical knowledge and expertise to perform work and action requests

• Strong MS Office knowledge to manage and structure the available data and to clean and transform the data to use it further

Job Expectations:

• Overall experience in reading and interpret various loan documents and financial statements.

• Credit background; strong familiarity with legal documents related to credit facilities – Credit agreements, security agreements, W-9s and Tax Documents, Underwriting Memos, Guarantor Documents, Credit Memos etc.

• Understanding of different elements of a Loan Agreement

• Understanding of different credit facilities – Revolving Line of Credit, Term Loan, Swinglines, Letter of Credits, Standby Letter of Credits

• Understanding of the Loan Lifecycle

• Experience with Loan SORs and SOOs – Loan IQ, Delta, CORS, CreditView, AFS

• Detailed understanding of an underwriting memo

• Demonstrates awareness and understanding of the financial regulatory environment in which Wells Fargo operates

• Synthesizes complex or varied sources of information to create reports

• Provides summaries and supporting information to build effective narratives and enhance report utility

• Effective organizational, multi-tasking, and prioritizing skills

• Excellent verbal, written and interpersonal communication skills

• Solid problem solving and decision-making skills

• Proficient in Microsoft Outlook and Excel with ability to develop and comprehend complex functions and macros.

• Willing to work in mid-shift working hours – 1:30 PM to 10:30 PM IST

Business Execution:  Covers jobs responsible for activities that support the operational infrastructure, performance, and efficiency.

Posting End Date: 

6 Jun 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 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.