CIB Lending Operations Administration Specialist

Wells Fargo

. Reconcile general ledger and demand deposit accounts associated with the loan portfolio .

Posted 11/6/2026full-timeUnited StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in loan operations and credit analysis, with a strong background in accounting and reconciliation. Proficient in data analysis, regulatory compliance, and process improvement within the lending lifecycle.

Highest-signal resume keywords

Loan Operations ExperienceAccounting DegreeAdvanced Excel SkillsCommercial Real Estate Mortgage ServicingAnalytical And Reporting Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

General Ledger ReconciliationData ReconciliationLoan AccountingRisk AnalysisTransaction ProcessingRegulatory Data ReviewsDocumentation PreparationProcess ImprovementPortfolio MonitoringCredit Document Review

Soft Skills

Effective CommunicationLeadership SkillsAbility To MultitaskIndependent Work CapabilityProblem-Solving

Industry Keywords

Loan PortfolioLending LifecycleOperational ProcessesCompliance RequirementsStakeholder CollaborationSite InspectionsDocumentation ExceptionsCredit OperationsModerately Complex InitiativesFunctional Policies

Tech Stack

Tools & technologies

Swift

About the role

Key responsibilities & impact

Reconcile general ledger and demand deposit accounts associated with the loan portfolio
Analyze and resolve loan accounting and reporting issues and discrepancies
Ensure accuracy, completeness, and control integrity of data and documentation across the lending lifecycle
Participate in loan administration initiatives and day-to-day operational processes
Perform data reconciliations and adhere to established risk and control standards
Participate in low to moderately complex initiatives and identify process improvement opportunities
Process transactions with moderate risk analysis and prepare documentation and service execution
Process and analyze loan administration-related transactions
Conduct site inspections and portfolio reviews
Prepare and support loan approval documentation
Identify procedural improvements; review legal and credit documents and validate data
Perform quarterly regulatory data reviews and manual controls
Monitor documentation exceptions and follow up with stakeholders
Support portfolio monitoring controls and escalate issues
Execute post-transaction processing for corporate credit facilities
Present recommendations to resolve low to moderately complex situations
Apply functional policies, procedures, and compliance requirements
Collaborate with functional colleagues, internal partners, and stakeholders

Requirements

What you’ll need

2+ years of credit operations, loan operations, or deal experience, or equivalent demonstrated through work experience, training, military experience, or education
Degree in accounting, or recent and relevant work experience in accounting or a directly related accounting field
Ability to identify and evaluate trends, isolate root causes, and provide swift, thorough resolutions
Commercial real estate mortgage servicing experience
Accounting and reconciliation background and experience
Ability to evaluate moderately complex business, operational, or technical challenges requiring in-depth evaluation, planning, and direction
Advanced Excel skills
Analytical, reporting, and leadership skills
Ability to work independently and multitask
Effective communication skills
Ability to work in the office at the posted location for a minimum of three days per week
Ability to work additional hours as needed
Position is not eligible for visa sponsorship or transfer of visa sponsorship

Benefits

Comp & perks

Robust benefits
Competitive compensation
Work-life balance and well-being programs
Community investment recognition
Career growth opportunities