Wells Fargo is seeking a Commercial Loan Closing Associate
In this role, you will:
- Assist with pre-close and post-close activities for commercial, commercial real estate and problem loans
- Coordinate loan closings with customers
- Perform customer, loan and regulatory diligence and on-going portfolio maintenance
- Evaluate and upload data into the systems of record
- Receive direction from manager and exercise independent judgment
- Ensure compliance with all bank policies, procedures and regulatory requirements
- Manage an assigned portfolio of loans
- Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
- Interact with internal customers
- Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
Required Qualifications:
- 6+ months of Commercial Loan Closing experience,
or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- Required AI Skills and Competencies
- Understanding and Application of AI Tools: Ability to leverage AI platforms (e.g., Microsoft Copilot, GitHub Copilot, Tachyon, Agentspace) for routine tasks such as summarizing information, drafting content, and analyzing data, while maintaining human oversight.
- Critical Thinking: Ability to interpret AI outputs, validate insights, and make informed business decisions.
- Responsible AI Use: Awareness of ethical considerations, data privacy, and compliance when using AI solutions.
- Adaptability and Continuous Learning: Commitment to upskilling and staying current with emerging technologies.