Loan Documentation Manager

Full-Time @Wells Fargo
  • Post Date : April 4, 2025
  • Salary: ₹450,000.00 - ₹4,000,000.00 / Yearly
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Job Description

Wells Fargo is seeking a Loan Documentation Manager

Required Qualifications:

  • 4+ years of Loan Documentation experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 2+ years of Leadership experience 

 

Job Expectations:

    • Head of commercial capital document management compliance related processes across locations; includes process related to preparation of credit agreements, processing post activation activities, verification of data consistency across platforms, client onboarding activities, transaction processing, KYC etc.
    • Responsible for leading the transition and seamlessly setting up the business
    • Directly manage teams comprising  analyst/Team Lead/SMEs and Operations Managers
    • Interact and/or negotiate with senior level business partners in WF US and EGS
    • Flexibility to work in shifts & open for lateral opportunities as per the business requirements
    • Take a lead role in developing and implementing best practices
    • Increase effectiveness of staff and tools by recognizing opportunities for development and proactively creating new systems and structures
    • Manages operations of various shared service functions supporting multiple lines of businesses ensuring transitions progress smoothly and process meets its agreed metrics
    • Responsible for creating and monitoring business goals for team that align to Enterprise goals (including LoB expectations) and EGS goals
    • Foster strong relationship with LOB leaders through regular communication
    • Ensure Wells Fargo  people strategy is implemented with focus on growth and development needs of team members
    • Plan, Execute and Responsible for People, Process, Risk, Operational Excellence

Desired Qualifications:

  • Experience of more than 4+ years in Credit Analysis, KYC and Credit Admin activities in Commercial Lending domain.
  • Sound knowledge of credit agreements, pre and post funding activities, Quality assurance processes, and transaction processing activities
  • Should have experience in financial and non-financial due diligence of corporate entities
  • Should have an experience in assessing credit worthiness of the corporate borrowers based on qualitative and quantitative factors
  • Strong knowledge on GAAP Accounting / International Financial Reporting Standards
  • Sound knowledge of ratio analysis, cash flow, and trend analysis
  • Proficient and advanced ability with US business writing skills
  • Excellent interpersonal, communication & organizational skills with proven abilities in customer relationship management
  • Strong analytical skills
  • MBA Finance (mandatory) and Bachelor’s Degree (Commerce mandatory), equivalent

In this role, you will:

  • Manage and develop Loan Documentation team of individual contributors with low to moderate complexity and risk in Loan Documentation functional area
  • Engage stakeholders and internal partners associated with the Loan Documentation functional area
  • Identify and recommend opportunities for process improvement and risk control development within Loan Documentation functional area
  • Provide direction to the Contracts Management or Documentation functional areas with direct impact to companywide objectives within the Commercial Distribution Finance business
  • Make decisions and resolve issues regarding resources, objectives, and operations of Loan Documentation team to meet business objectives
  • Interpret and develop policies and procedures for functional areas with low to moderate complexity within scope of responsibility
  • Collaborate and consult with peers, colleagues, and multiple level managers, as well as interact directly with external customers

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