Senior Business Relationship Support Specialist - CIB Middle Office supporting Fund Finance

Wells Fargo • Roanoke, VA • 1d ago

About this role:

Wells Fargo is seeking a Senior Business Relationship Support Specialist to join the CIB Middle Office team, which supports the Fund Finance line of business within Corporate and Investment Banking Lending Operations .

The Senior 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:

4+ 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:

4+ years of credit underwriting experience and related customer due diligence processes and credit documents

Experience utilizing the nCino system

Knowledge of booking and closing processes and credit systems such as LoanIQ (LIQ), Salesforce and STARS

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 or Roanoke, VA

Posting End Date:

15 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-513768

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