Lead Loan Document Processor

Posted An Hour Ago
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Taguig City, Metro Manila, National Capital Region, PHL
Hybrid
Mid level
Fintech • Financial Services
Wells Fargo: Tech-powered. Innovation-led. We're transforming financial services.
The Role
Lead and support commercial loan documentation: prepare, review, validate, close, and disburse complex commercial loan packages. Ensure compliance with credit approvals, legal and regulatory requirements, and internal policies. Provide subject-matter expertise, mentor team members, manage quality and risk, coordinate stakeholders, and drive process improvements.
Summary Generated by Built In
About this role:
Wells Fargo is seeking a Lead Loan Documentation Processor who will be responsible for the preparation, review, and validation of commercial loan documentation for Business Banking, In-Region Markets, Middle Market and Specialized Industries. The role ensures loan documents are accurate, complete, compliant with credit approvals, legal requirements, regulatory standards and internal policies. The Lead Loan Documentation Processor serves as a subject matter expert for documentation-related inquiries, supports complex transactions, assists with issue resolution, and contributes to operations excellence through quality, risk management, and stakeholder partnership.
In this role, you will:
  • Support the Loan Documentation team in reviewing, documenting, closing, and disbursing loans
  • Review the most complex legal, appraisal, and title information
  • Prepare loan documentation, coordinate loan closings, and initiate loan disbursements
  • Monitor the loan disbursement process
  • Perform or guide others on complex loans that require planning, evaluation, and interpretation
  • Ensure compliance with company's policies and procedures
  • Identify and mitigate Loan Documentation risks in accomplishing business goals
  • Prioritize work and provide day to day work leadership and mentorship to the Loan Documentation team
  • Provide guidance and subject matter expertise to the immediate Loan Documentation team on generating loans, as well as technical and legal guidance within matters related to loan documentation
Required Qualifications:
  • 4+ years of customer service, loan administration, collections, or sales environment support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
  • Commercial loan documentation expertise
  • Credit approval interpretation
  • Knowledge of commercial lending products and structures
  • Risk and control awareness
  • Regulatory and policy compliance
  • Documentation quality review
  • Must be flexible to work primarily on night shifts and other schedules based on business needs
  • Must be amenable to work at BGC Taguig City
Job Expectations:
Loan Documentation Preparation & Processing
  • Prepare, review, and validate loan documentation packages for commercial lending products, including new loans, renewals, modifications, and amendments.
  • Interpret credit approvals, legal requirements, and product guidelines to ensure documentation accuracy and completeness
  • Ensure all documentation aligns with approved credit structures, collateral requirements, pricing, covenants, and booking instructions.
Quality & Risk Management
  • Perform thorough quality reviews to minimize documentation defects, exceptions, and rework.
  • Ensure compliance with regulatory requirements, bank policies, operational procedures, and risk control standards.
  • Identify, assess, and escalate documentation issues, inconsistencies, or potential risks in a timely manner.
  • Maintain strong attention to detail and adherence to quality control processes.
Stakeholder Management & Communication
  • Partner effectivity with Credit, Relationship Managers, Fulfillment Teams, Legal, Quality Control, and other operational stakeholders.
  • Communicate documentation requirements, outstanding items, dependencies, and risks clearly and professionally.
  • Provide concise status updates, including pending requirements, critical issues, expected completion timelines, and next steps.
  • Set appropriate expectations with stakeholders regarding deliverables, timelines, and resolution plans.
Leadership & Team Support
  • Serve as a resource for team members by providing guidance on documentation requirements, processes, and issue resolution.
  • Support onboarding and knowledge transfer activities for new hires and less experienced processors.
  • Share best practices and lessons learned to improve overall team capability and performance.
  • Assist leadership in identifying operational challenges and opportunities for process improvement.
Process Improvement & Operational Excellence
  • Participate in initiatives focused on improving efficiency, quality, controls, and customer experience.
  • Identify recurring issues and contribute to root-cause analysis and corrective action planning.
  • Support implementation of process changes, system enhancements, and documentation updates.
Posting End Date:
13 Aug 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.

Skills Required

  • 4+ years of customer service, loan administration, collections, or sales environment support experience (or equivalent via experience, training, military, education)
  • Commercial loan documentation expertise
  • Ability to interpret credit approvals
  • Knowledge of commercial lending products and structures
  • Risk and control awareness, including regulatory and policy compliance
  • Documentation quality review experience and strong attention to detail
  • Flexible to work primarily night shifts and other schedules based on business needs
  • Amenable to work at BGC Taguig City

Wells Fargo Compensation & Benefits Highlights

  • Healthcare Strength Health coverage begins on day 1 with medical, dental, and vision, and includes mental health, prescription drugs, and preventive care often covered at 100% in-network. Well-being resources such as 24-hour clinical support and an Employee Assistance Program add to the breadth.
  • Parental & Family Support Paid parental leave provides up to 16 weeks for a primary caregiver (4 weeks for non-primary) alongside fertility benefits and up to a $35,000 lifetime reimbursement for adoption, surrogacy, and donor expenses. Backup child and adult care further supports family needs.
  • Retirement Support Retirement benefits feature a 401(k) with company matching contributions up to 6% of eligible pay. An employee stock purchase plan adds another avenue for long-term savings.

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The Company
HQ: San Francisco, CA
205,000 Employees
Year Founded: 1852

What We Do

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.

Why Work With Us

We're known for our “Well Life” approach to supporting employees’ career aspirations, work-life balance, and mental and physical health. Wells Fargo continues to rank on the LinkedIn Top Companies lists of best workplaces “to grow your career.”

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