Business Relationship Support Specialist - CIB Middle Office supporting Fund Finance

Wells Fargo • Roanoke, VA • 1d ago

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 wellsfargojobs.com.

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:

8 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-508276

Similar Jobs

Staff Accountant

Robert Half • Roanoke, VA • 2d ago

Finance, Accounting & Banking

Description We are looking for a detail-oriented Accountant to join our client's team in Roanoke, Virginia. This role requires a proactive individual with strong analytical skills to handle general ledger activities, fin...

2d ago

Go to Apply

Associate Bank Financial Advisor

Wells Fargo • Roanoke, VA • 1w ago

Finance, Accounting & Banking

About this role: Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargo...

1w ago

Go to Apply

Insurance Sales Agent

AAA Mid Atlantic • Roanoke, VA • 3w ago

Finance, Accounting & Banking

Ability to sell through multiple insurance carriers Access to sell to our millions of AAA members for preferred lead generation Company paid incentive trips for top performers Sales focused with a dedicated Customer Serv...

3w ago

Go to Apply

Accounts Payable Specialist

Aston Carter • Daleville, VA • 3w ago

Finance, Accounting & Banking

Accounts Payable Specialist Job Description As an Accounts Payable Specialist, you will play a crucial role in ensuring the accuracy and efficiency of our accounts payable operations. You will be responsible for verifyin...

3w ago

Go to Apply

Associate Customer Service Representative Everyday Banking

Wells Fargo • Roanoke, VA • 3w ago

Finance, Accounting & Banking

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our c...

3w ago

Go to Apply

Retail Merchandiser

Acosta Group • Salem, VA • 19h ago

Retail & Hospitality

Retail Merchandiser General Information Company: CRO-US Location: SALEM, Virginia, 24153 Ref #: 106272 Pay Rate: $ 14.00 Experience/skills and/or location may influence position wage rate Range Minimum: $ 14.00 Range Max...

19h ago

Go to Apply

Medical Assistant

HCA Healthcare • Salem, VA • 1d ago

Hospital & Medical

Description Introduction Experience the HCA Healthcare difference where colleagues are trusted, valued members of our healthcare team. Grow your career with an organization committed to delivering respectful, compassiona...

1d ago

Go to Apply

Wireless Retail Sales Associate - W2312

OSL Retail Services • Roanoke, VA • 1d ago

Retail & Hospitality

Overview Ready to unlock unlimited earning potential?Competitive base pay and a lucrative uncapped commission structure, potentially totaling up to $40K- $50K per year and more based on performance. You will have unlimit...

1d ago

Go to Apply

Physical Therapist PRN

HCA Healthcare • Salem, VA • 1d ago

Hospital & Medical

Description Introduction Do you have the PRN career opportunities as a(an) Physical Therapist PRN you want with your current employer? We have an exciting opportunity for you to join LewisGale Medical Center which is par...

1d ago

Go to Apply

Part Time Pharmacy Technician

Optum • Roanoke, VA • 2d ago

Hospital & Medical Sponsored

Opportunities with Genoa Healthcare. A career with Genoa Healthcare means you're part of a collaborative effort to serve behavioral health and addiction treatment communities. We do more than just provide medicine: we c...

2d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.