Commercial Mortgage Pursuit Specialist

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New York, NY, USA
Hybrid
Fintech • Financial Services
Wells Fargo: Tech-powered. Innovation-led. We're transforming financial services.
The Role
About this role:
Wells Fargo is looking for an experienced Commercial Loan Closing Specialist to join the loans operations team. In this role, you will oversee day-to-day operations for the On-boarding team and collaborate with origination teams across various locations. Your responsibilities will include reviewing intricate deal structures, legal documents, and ancillary paperwork to ensure operational alignment within our Bilateral, Participation, and Agency lending portfolios while adhering to the bank's internal policies and guidelines.
You will also play a key role in coordinating with Lines of Business, Loans Administration, and Agency teams to address documentation matters. Your tasks will involve supervising deal constructions in Loan IQ, preparing deal overview sheets for the Loans/Agency teams, and approving finalized work from junior team members.
If you possess expertise in LoanIQ, a strong customer-focused approach, and excel at efficient multitasking to handle daily loan administration duties, we invite you to consider this opportunity. Your skills are essential in providing our valued customers with seamless loan servicing experiences.
In this role, you will:
  • Work with origination teams across multiple locations, reviewing complex deal structure, legal and ancillary documents for operational compatibility across our Bilateral, Participation and Agency lending portfolios, ensuring compliance with the bank's internal policies and guidelines.
  • Coordinate with the Lines of Business, Loans Administration and Agency teams regarding all aspects of new and ongoing documentation issues.
  • Have oversight of deal builds in Loan IQ and production of deal overview sheets for Loans / Agency teams, & approval of same when completed by lower level team members.
  • Provide assistance to relationship manager in execution and closure of transactions.
  • Ensure all compliance related requirements are completed for each new transactions and clients (KYC + any other documents required internally).
  • Answering ad-hoc syndicate, borrower and internal queries.
  • Regularly update and maintain internal databases and management information systems.
  • Complete internal procedures as required to set up clients for specific products, ensuring all procedures comply with government regulations and company policies.
  • Liaise with various internal departments (esp. credit control department and back office) to ensure smooth transactions execution, booking and reporting.
  • Manage the timely collection and distribution of financial information and related correspondence to syndicate lenders.
  • Keep the Head of Loan Onboarding team abreast of on-going issues and escalation points.
  • Support the teams focus on continuous improvement and challenge the status quo.
  • Assist is the control framework completion & roll out across the London Loan Operations team
  • Assist/lead/represent the London Loan Ops team on any onboarding related projects, which will have an impact on the onboarding team's processing.
  • Keep up-to-date with industry changes affecting loan documentation and product via the LMA/LSTA websites and attendance to relevant seminars.
Required Experience:
  • Experience in Commercial Loan Closing, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
  • Extensive experience in reviewing, facilitating and managing new and revised Loan Facility documentation with a strong familiarity of products and structuring awareness.
  • Excellent knowledge of industry standards relating to documentation and credit practices including extensive knowledge and understanding of Loan Market Association (LMA) and Loan Syndications & Trading Association (LSTA) facility documentation.
  • Client focused with excellent interpersonal, communication and presentation skills.
  • Individual accountability and ownership.
  • Strong teamwork orientation. Role modeling flexibility working across product and relationship teams in both strategic and network client arena.
  • Experience of Loan IQ, Debt Domain and Intralinks preferable.
Posting End Date:
2 Apr 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 .
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.

Wells Fargo Compensation & Benefits Highlights

  • Retirement Support Retirement support is anchored by a dollar‑for‑dollar 401(k) match on employee contributions after one year of service, with an additional non‑matching company contribution for some lower‑paid employees. Access to an employee stock purchase plan further expands long‑term savings opportunities.
  • Parental & Family Support Family supports include up to 16 weeks of paid parental leave available from the first day of employment, plus paid critical‑caregiving leave and extensive backup care options. Fertility, adoption, and surrogacy programs are highlighted with meaningful coverage and reimbursements, including a combined lifetime maximum up to $35,000 for eligible expenses.
  • Healthcare Strength Health coverage is comprehensive from day one, spanning medical, dental, vision, mental health, prescriptions, and preventive care often fully covered in‑network. Employer cost‑sharing is emphasized alongside no‑cost counseling through the EAP within plan limits.

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Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.2 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 33 on Fortune’s 2025 rankings of America’s largest corporations. Our technology professionals drive innovation, information security, and big data analytics while maintaining a network that handles more than 12 billion customer interactions a year. Join us! 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 customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it — Wells Fargo continues to rank on the LinkedIn Top Companies lists of best workplaces “to grow your career.” 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. © 2026 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.

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