Senior Institutional Investment Operations Specialist - Transaction Reporting - Senior AVP - FTC
Wells Fargo is seeking a Loan Agency Team Leader who will Supervise the day to day operations for an operational team. Under management guidance, supervises nonexempt staff to ensure effective delivery of services. Providing training, and coaching and implements processes to maximize efficiency of operations.
In this role, you will:
Ensure the smooth day to day running of the Loan Administration department.
- Manage the daily workflow, ensuring it is evenly delegated & measured against team member experience. This includes the processing of all BAU lending activity, such as drawdowns, repayments, rollovers, fee collections etc.
- Responsible for verification on LIQ related bookings of all loan processing activities
- Ensure all lending activity is processed per loan agreement timings
- Collaborate with outsource partners, ensuring all tasks completed offshore are done in adherence to local requirements
- Act as main point of escalation for any issues relating to the loan servicing team
- Ensure that all tasks are processed to the highest standards in accordance with cut off times (Nostro payments, Treasury cut off times etc.).
- Ensure daily reviews of outstanding loan related reconciliation items are conducted and aged items are kept within accepted tolerances.
- Lead the pursuit and resolution of issues affecting the team and/or workflow.
- Proactively review all known control gaps from an operational risk perspective ensuring that risks are documented, assessed, mitigated and reviewed frequently
- Lead the process with regard to the review, update and documentation of procedures.
- Adopt and encourage a pre-emptive attitude to the identification of potential control gaps.
- Ensure there is a predefined process that identifies, assesses and recommends improvements in all aspects of loan administration processing.
- Lead the team to ensure that all staff are encouraged to participate within this process.
- Ensure that this is a continual process, whose progress is tracked.
- Actively contribute to the quarterly reviews of individual cross training requirements.
- Contribute to the development of bespoke training plans for each team member and facilitate the ability to achieve same.
- Through frequent reviews of team member performance, identify, escalate and assist to manage underperformance issues.
- Assist London Loans Operations Manager in delivering on retention strategies for the group.
- Own the relationship with lending Line of Business contacts ensuring the Loan Administration concerns are accurately represented.
- Promote a productive working relationship with our assurance partners.
- Foster a culture of cross team collaboration with London Operations.
- Ensure that all SLAs are up to date and conference calls occur as scheduled.
- Ensure Upstream and Downstream communication is regular, succinct and to the point.
- Set the tone for the team in terms of professionalism, quality and flexibility.
- Lead by example adapting an approachable manner at all times.
- Assist and mentor staff where required.
- Take responsibility for own career development. Actively pursue traditional learning methods that focus on the "managerial aspects" of the role
- Experience in Commercial Loan Servicing, or equivalent demonstrated through one or a combination of the following: work experience, training, education
- Knowledge of Loan Agency Administration and documentation
- Knowledge of LoanIQ is an advantage
- Ability to handle multiple tasks simultaneously
- Teamwork, organisational skills and ability to prioritise
- Strong commination skills
- Proactive and self-motivated, eye for detail.
- Proficient in the use of MS office including word and excel
9 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
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Healthcare Strength — Health coverage begins on day one with comprehensive medical, dental, and vision options, and the company subsidizes a substantial share of premiums for U.S. employees (varying by compensation band).
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Retirement Support — A robust 401(k) program includes an employer match for eligible employees, with specifics laid out in plan materials and filings.
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Parental & Family Support — Paid parental leave extends up to 16 weeks for eligible primary caregivers, alongside fertility coverage, adoption/surrogacy reimbursement, and lactation support.
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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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