Commercial Loan Closing Specialist

• Lead post-close servicing and portfolio management activities for moderately complex to complex commercial loans, ensuring accuracy, timeliness, and compliance with regulatory requirements, policies, and service-level expectations.
• Analyze, validate, and maintain loan, collateral, covenant, and customer data within systems of record to support operational accuracy and risk management.
• Partner with Credit, Sales, Operations, Legal, and other stakeholders to ensure documentation, negotiated terms, and servicing activities align with business and compliance requirements.
• Identify, assess, and elevate credit, operational, servicing, and documentation risks; recommend solutions and drive resolution of complex issues.
• Serve as a key escalation point, delivering clear communication and executing effective problem resolution to support client and business needs.
• Monitor quality and performance metrics, identify process improvement opportunities, and contribute to operational efficiency and control enhancements.
• Exercise sound judgment and independent decision‑making while adhering to governance standards, risk management principles, and established procedures.
• Champion consistent execution of the Portfolio Execution operating model, supporting the adoption of new processes, tools, and best practices.
• Collaborate effectively across teams to achieve business objectives, drive accountability, and deliver high‑quality results.

• 2+ years of Commercial Loan Closing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• Experience with commercial loan documentation, closing, servicing, or portfolio management activities.
• Knowledge of commercial lending products, loan documentation, credit structures, and related servicing processes.
• Strong analytical, organizational, and problem‑solving skills with exceptional attention to detail and accuracy.
• Ability to manage multiple priorities, meet deadlines, and perform effectively in a fast‑paced environment.
• Excellent verbal, written, and interpersonal communication skills, with the ability to collaborate across all organizational levels.
• Proficiency with Microsoft Office applications, including Word, Excel, and Outlook.
• Ability to navigate multiple systems, applications, and research tools to analyze information and resolve issues.
• Demonstrated ability to work independently while contributing effectively within a collaborative team environment.
• Experience or familiarity with Wells Fargo servicing and credit platforms, including AFS, LoanIQ, and nCino.

Demonstrates expertise in Commercial Loan Closing, Documentation, and Servicing, with a strong focus on Regulatory Compliance and Risk Management. Proven ability to analyze data, manage multiple priorities, and collaborate effectively across teams to enhance operational efficiency.

• Commercial Loan Closing Experience
• Loan Documentation Knowledge
• Regulatory Compliance
• Analytical Skills
• Microsoft Office Proficiency

• Commercial Loan Documentation
• Portfolio Management
• Risk Management
• Data Analysis
• Problem Resolution

• Attention to Detail
• Organizational Skills
• Interpersonal Communication
• Collaboration
• Decision‑Making

• Commercial Lending Products
• Servicing Processes
• Credit Structures
• Operational Efficiency
• Governance Standards

• AFS
• LoanIQ
• nCino
• Microsoft Word
• Microsoft Excel
• Microsoft Outlook