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Executive Director, CIB Lending Operations Middle Office Senior Manager

Wells Fargo Bank
  • Charlotte, North Carolina
    2 days ago

    Job Description

    Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo.

    The Structured Lending Operations team is a global operations group enabling execution and servicing across a diverse set of asset-based lending products. Supporting the Structured Products Group (SPG), Warehouse Lending, Commercial Mortgage Loan & Securities Finance (CMLSF), and Fund Finance Group (FFG), the team brings consistency and control to complex, high-value transactions.

    Across the lending lifecycle, Structured Lending Operations drives deal execution, loan onboarding, funding, collateral management, and ongoing servicing—ensuring data accuracy, efficient money movement, and strong control discipline. The team provides greater visibility and ownership through the closing process, strengthening end-to-end execution for the business and clients.

    Wells Fargo is seeking a Wholesale Lending Operations Senior Manager for its Structured Products Group (“SPG”) Deal Execution & Administration (“DEA”).  The successful candidate will help streamline execution, strengthen operational oversight, and improve coordination across key stakeholders to support the team's strategic and business objectives. Learn more about the career areas and lines of business at www.wellsfargojobs.com.

    Job Responsibilities:

    • Lead, mentor, and develop a team of Deal Execution & Administration professionals, fostering collaboration, accountability, and continuous improvement.
    • Oversee the end-to-end execution of DEA activities for lending and securitization transactions, providing strategic and tactical guidance throughout the deal lifecycle.
    • Manage portfolio operations, including pipeline reporting, fee tracking, documentation status, system updates, and post-closing activities.
    • Partner closely with SPG Origination, Operations, Legal, Compliance, Risk, and Middle Office teams to support transaction execution and client servicing.
    • Ensure the timely completion of AML/KYC, customer due diligence, onboarding, and regulatory requirements for new and existing client relationships.
    • Maintain data integrity and governance standards across deal management platforms and reporting systems.
    • Lead complex business initiatives, manage large client portfolios, and support strategic objectives for the SPG Banking business.
    • Oversee audit readiness and compliance monitoring activities, ensuring adherence to credit, operational, regulatory, financial crimes, and risk management requirements.
    • Drive process improvement, operational efficiency, and risk control enhancements through the development and implementation of best practices.
    • Manage client relationship support functions, serving as an escalation point for complex issues and ensuring an exceptional client experience.
    • Make decisions and resolve business, operational, and compliance-related issues to achieve team and organizational objectives.
    • Allocate team resources effectively while supporting talent acquisition, employee development, and succession planning initiatives.

    Required Qualifications:

    • 7+ years of Corporate or Commercial Banking credit/loan operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education.
    • 3+ years of management or leadership experience.

    Desired Qualifications:

    • 7+ years deep expertise deal execution/administration in structured finance, securitization, lending, or capital markets transaction execution.
    • 3+ years proven leadership experience managing, mentoring, and developing teams while driving accountability and performance.
    • Strong operational management skills, including pipeline oversight, portfolio management, documentation, data governance, and process optimization.
    • Experience partnering with front office, operations, compliance, risk, legal, and middle office stakeholders to support complex transactions and client relationships.
    • Demonstrated knowledge of AML/KYC, customer due diligence, regulatory compliance, audit management, and operational risk controls.
    • Ability to lead large-scale initiatives, oversee complex portfolios, and drive strategic business objectives across cross-functional teams.
    • Strong client relationship and problem-solving skills, with experience managing onboarding, implementation, and ongoing relationship support.
    • Experience developing policies, improving controls, allocating resources, and implementing best practices to enhance efficiency and reduce risk.
    • Proficiency with loan origination, CRM, and workflow management systems such as Salesforce, nCino, TRACS, Documentum, or similar platforms.
    • Excellent communication, influence, and stakeholder management skills, with the ability to collaborate effectively with senior leaders and business partners.

    Job Expectations:

    • This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
    • Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.

    Posting End Date:

    7 Sep 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.

    Numbers & Facts

    LocationCharlotte, North Carolina
    IndustryFinancial Services
    Company Size10,000 employees or more
    Year Founded1852

    About Company

    We believe in our vision and values just as strongly today as we did the first time we put them on paper more than 20 years ago. Staying true to them will guide us toward continued growth and success for decades to come. As you read more about our vision and values, you will learn about who we are, where we’re headed and how every Wells Fargo team member can help us get there.

    Skills

    • Accounting Closeunmatched
    • Auditingunmatched
    • Banking Servicesunmatched
    • Best Practicesunmatched
    • Brokerageunmatched
    • Business Bankingunmatched
    • Business Operationsunmatched
    • Capital Marketsunmatched
    • Commercial Bankingunmatched
    • Commercial Loansunmatched
    • Communication Skillsunmatched
    • Continuous Improvementunmatched
    • Corporate Bankingunmatched
    • Credit Riskunmatched
    • Cross-Functionalunmatched
    • Customer Experienceunmatched
    • Customer Relationsunmatched
    • Customer Relationship Management (CRM)unmatched
    • Customer Support/Serviceunmatched
    • Data Qualityunmatched
    • Documentationunmatched
    • Documentum Enterprise Content Management (ECM) Systemunmatched
    • Due Diligenceunmatched
    • Financeunmatched
    • Financial Administrationunmatched
    • Financial Operationsunmatched
    • Financial Regulationsunmatched
    • Financial Risk Managementunmatched
    • Governmentunmatched
    • International Operationsunmatched
    • Investment Managementunmatched
    • Investment Servicesunmatched
    • Know Your Customer (KYC)unmatched
    • Leadershipunmatched
    • Legalunmatched
    • Loan Fundingunmatched
    • Loan Operationsunmatched
    • Loan Originationunmatched
    • Loan Structuringunmatched
    • Loansunmatched
    • Maintain Complianceunmatched
    • Marketing/Sales Collateralunmatched
    • Mentoringunmatched
    • Militaryunmatched
    • Mortgage Lendingunmatched
    • Multiplatform/Cross-Platformunmatched
    • Office Managementunmatched
    • Onboardingunmatched
    • Operational Auditunmatched
    • Operational Improvementunmatched
    • Operational Strategyunmatched
    • Operations Managementunmatched
    • Policy Developmentunmatched
    • Post Closingunmatched
    • Problem Solving Skillsunmatched
    • Process Improvementunmatched
    • Product Supportunmatched
    • Regulationsunmatched
    • Regulatory Complianceunmatched
    • Regulatory Requirementsunmatched
    • Resource Managementunmatched
    • Riskunmatched
    • Risk Analysisunmatched
    • Risk Managementunmatched
    • Salesunmatched
    • Sales Managementunmatched
    • Salesforce.comunmatched
    • Securities Lendingunmatched
    • Staff Developmentunmatched
    • Succession Planningunmatched
    • Systems Maintenanceunmatched
    • Team Playerunmatched
    • Time Managementunmatched
    • United States Drug Enforcement Agency (DEA)unmatched
    • Warehousingunmatched
    • Wholesale Industryunmatched

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