Lead Commercial Loan Closing Specialist – Asset Lending Portfolio

• Review highly complex loan documentation
• Onboard new Capital Finance Asset Based Lending clients onto the LUCAS loan system
• Process loan modifications for existing ABL clients
• Process access requests in the Wells Fargo CEO portal
• Interact with underwriting, portfolio, legal, collateral analysts, deal closing, letters of credit, tax reporting, operational risk, and loan servicing teams
• Create, update, and certify team procedures, job aids, and user guides
• Participate in User Acceptance Testing and Business Continuity Planning testing events
• Serve as a subject matter expert and guide other team members
• Reduce outstanding regulatory deliverables by executing milestones and strengthening risk and control infrastructure
• Complete monthly metrics reporting
• Identify metric themes and trends to improve accuracy and determine refresher training opportunities
• Partner with stakeholders to complete requests accurately and on time
• Research and report operational adjustments and identify preventive measures
• Coordinate workflow activities, assign new deals, and ensure timely completion of requests

• 5+ years of Commercial Loan Closing experience, or equivalent demonstrated through work experience, training, military experience, or education
• Demonstrated experience supporting Asset Based Lending products and structures within a complex financial institution
• Bachelor’s degree in Finance, Business, Economics, or Law preferred
• Paralegal and/or finance experience supporting loan documentation, credit structures, or transactional workflows
• Advanced working knowledge of LUCAS and CLIC applications, including applications across multiple deal types and scenarios
• Excellent verbal, written, and interpersonal communication skills
• Proficient in reviewing, interpreting, and applying complex loan documentation with a high degree of accuracy and attention to detail
• Ability to operate independently while contributing as a senior member of a collaborative team
• Ability to perform effectively in a fast-paced, deadline-driven environment involving competing priorities
• Well-developed organizational, multitasking, and prioritization skills, with minimal oversight
• Working knowledge of Microsoft Office applications, including Word, Excel, and Outlook
• Must be able to work at the posted location on a hybrid schedule
• Visa sponsorship is not available

Demonstrates expertise in Commercial Loan Closing and Asset Based Lending, with a strong ability to review complex loan documentation and support transactional workflows. Proficient in utilizing LUCAS and CLIC applications while effectively collaborating with cross-functional teams to enhance operational efficiency.

• Commercial Loan Closing Experience
• Asset Based Lending Expertise
• LUCAS Application Proficiency
• Loan Documentation Review
• Metrics Reporting

• Loan Documentation Review
• Asset Based Lending
• Commercial Loan Closing
• Metrics Reporting
• User Acceptance Testing
• Business Continuity Planning
• Operational Risk Management
• Loan Modifications
• Credit Structures
• Transactional Workflows

• Excellent Communication Skills
• Organizational Skills
• Multitasking
• Attention to Detail
• Team Collaboration

• Financial Institution
• Regulatory Deliverables
• Operational Adjustments
• Stakeholder Partnership
• Hybrid Work Schedule

• LUCAS
• CLIC
• Microsoft Word
• Microsoft Excel
• Microsoft Outlook