Business Relationship Support Specialist

Business Relationship Support Specialist

Corporate and Investment Banking (CIB) delivers a comprehensive suite of banking, capital markets, and advisory solutions, including a full complement of sales, trading, and research capabilities, to corporate, government, and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo.

The Structured Products Group within CIB is a fully aligned end-to-end global platform combining structured product origination, structuring, securitization, syndication, distribution, and secondary market trading for CIB's clients. Integrated into one team, SPG is arranged by asset class across the three main verticals of Mortgage Finance, Corporate Debt Finance, and Asset Backed Securitization.

Wells Fargo is seeking a Business Relationship Support Specialist to assist the SPG Banking deal teams with deal execution responsibilities (including pre and post-closing activities), the closing/settlement process for both securitization and lending activity, and pipeline management.

In this role, you will:

• Execute deal execution responsibilities across securitization and lending transactions
• Manage deal pipeline, fee tracking, legal documentation status, and system updates (SalesForce, B&D Forms, nCino, TRACS, Documentum, ART, etc.)
• Liaise with origination bankers, middle office, operations, and compliance teams
• Ensure AML/KYC processes are completed for new borrowers/issuers and maintained for ongoing relationships
• Be responsible for data capture/data integrity in coordination with other data specialists in SPG
• Assist in complex initiatives or large projects that impact the SPG Banking lending portfolio
• Support audit functions for closed, withdrawn, or lost deals
• Ensure compliance with all applicable Risk programs (Credit, Market, Financial Crimes, Operational, Regulatory, etc.)
• Manage post-closing checklists and documentation
• Responsible for the end-to-end customer experience including onboarding and extensive problem-solving
• Assist with customer due diligence operations which may include proper initiation and accuracy of loan documentation process and implementation of treasury products, adhering to all policy and regulatory requirements

Required Qualifications:

• 2+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Exceptional attention to detail and organizational skills
• Excellent written and verbal communication
• Strong interpersonal skills and ability to engage stakeholders
• Ability to thrive in a high-pressure, deadline-driven environment
• Proficiency in Excel, Word, PowerPoint
• Bachelor's degree in business, finance, or related field
• Experience in either CIB back office, middle office, or Financial Crimes

Job Expectations:

• Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
• This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.

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.

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.