Lead Loan Documentation Processor

Posted 3 Hours 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
Prepares, reviews, validates, closes, and disburses complex commercial loan documentation. Ensures accuracy, credit approval alignment, legal and regulatory compliance, and risk mitigation. Provides quality control, issue resolution, stakeholder coordination, subject matter expertise, daily work leadership, and mentorship while supporting process improvement and operational excellence.
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
  • Prepare, review, and validate loan documentation packages for commercial lending products, including new loans, renewals, modifications, and amendments.
  • Perform thorough quality reviews to minimize documentation defects, exceptions, and rework.
  • Partner effectivity with Credit, Relationship Managers, Fulfillment Teams, Legal, Quality Control, and other operational stakeholders.
  • Serve as a resource for team members by providing guidance on documentation requirements, processes, and issue resolution.
  • Participate in initiatives focused on improving efficiency, quality, controls, and customer experience.

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

Job Expectations:
  • 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

Posting End Date:
10 Nov 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 experience, training, military experience, or education
  • Flexibility to work primarily night shifts and other schedules based on business needs
  • Amenability to work at BGC Taguig City
  • Commercial loan documentation expertise
  • Credit approval interpretation
  • Knowledge of commercial lending products and structures
  • Risk and control awareness
  • Regulatory and policy compliance knowledge
  • Documentation quality review experience
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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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