Business Relationship Support Specialist - CIB Middle Office supporting Fund Finance Job at Wells Fargo Bank, Charlotte, VT

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  • Wells Fargo Bank
  • Charlotte, VT

Job Description

About this role:

Wells Fargo is seeking a Business Relationship Support Specialist to join the CIB Middle Office team which supports the Fund Finance line of business within Corporate and Investment Banking Operations. Learn more about our career areas and lines of business at .

The Business Specialist will support the credit deal team that is responsible for initiation and accuracy of loan documentation tasks for pre-closing/closing tasks by coordinating loan booking and closing activities partner to resolve related issues and ensure timely delivery to clients.

In this role you will:

  • Provide credit deal team support responsible for proper initiation and accuracy of loan documentation and pre-closing/closing tasks for direct and operating exposure

  • Coordinate loan booking and closing activities to ensure consistent timely and accurate credit delivery to our clients

  • Develop expertise in bank policies procedures and compliance requirements and ensure adherence

  • Book all operating exposure onto the applicable systems of record

  • Evaluate and ensure accurate new and existing data in the systems of record

  • Partner with managers to resolve issues and provide status updates on implementations

  • Collaborate and consult with peers colleagues and managers to resolve issues and achieve goals

  • Exercise independent judgment while developing the knowledge to understand function policies procedures and compliance requirements

  • Verify compliance and report identified issues for resolution

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:

  • 2 years of credit underwriting experience and related customer due diligence processes and credit documents

  • Knowledge of booking and closing processes and credit systems such as LoanIQ Saleforce STARS nCino etc.

  • Experience applying compliance and regulatory requirements including Reg U Reg W Volker QFC CRR Flood

  • Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment

  • Ability to prioritize work meet deadlines achieve goals and work under pressure in a dynamic and complex environment

  • Ability to work effectively in a team environment and across all organizational levels where flexibility collaboration and adaptability are important

  • Strong communication skills both verbal and written

  • Excellent attention to detail problem solving and decision-making skills

  • Advanced Microsoft Office (Word Excel Outlook and PowerPoint) skills

Job Expectations:

  • Ability to work a hybrid in-office schedule

  • Willingness to work on-site at stated location

  • This position is not eligible for Visa sponsorship

Posting Location:

  • Charlotte NC

Posting End Date:

25 Nov 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 units 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 .

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.

Required Experience:

IC

Job Tags

Full time, Work experience placement, Work at office,

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