• Securities Operations Associate

    Wells Fargo (Charlotte, NC)


    About this role:

    Wells Fargo is seeking a Commercial Loan Booking Representative. Learn more about the career areas and lines of business at wellsfargojobs.com.

    In this role, you will:

    + Review, book and fund commercial loans

    + 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 Securities Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

    Required Qualifications for Europe, Middle East & Africa only:

    + Experience in Securities Operations, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

    Desired Qualifications:

    + 6+ months of Commercial Loan Closing or documentation review and preparation experience

    + Excellent verbal, written, and interpersonal communication skills

    + Solid problem solving skills

    + Strong analytical skills with high attention to detail and accuracy

    + Experience developing partnerships and collaborating with other business and functional areas

    + Ability to execute in a fast paced, high demand, environment while balancing multiple priorities

    Job Expectations:

    + Candidate must reside within commutable distance of posting location

    Posting End Date:

    5 Jan 2026

     

    _*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 (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

     

    Drug and Alcohol Policy

     

    Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-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.

    **Req Number:** R-491122