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CIB Lending Operations Middle Office Specialist
Wells Fargo. Serve as a critical intermediary between the front office and back office during the lending origination and trading process .
Posted 9/18/2026full-timeCharlotte • Colorado • United StatesJuniorMid-Level💰 $29 - $48 per hourWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in credit operations and lending processes, with a strong focus on compliance, risk management, and operational efficiency. Proficient in coordinating between front and back office functions while ensuring data accuracy and regulatory adherence.
Highest-signal resume keywords
Credit Operations ExperienceLending Operations SupportLoan IQ (LIQ) ProficiencyRegulatory Compliance KnowledgeAnalytical Problem-Solving Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Credit OperationsLending ProcessesTransaction ProcessingLoan Documentation ReviewOperational Risk ManagementData EntryKYC ConfirmationProcess ImprovementWorkflow CoordinationRegulatory Requirements
Soft Skills
Attention to DetailEffective CommunicationOrganizational SkillsIndependent JudgmentCollaboration
Tools & Technologies
Loan IQ (LIQ)NCinoLending Platforms
Industry Keywords
Corporate & Investment BankingCommercial LendingMiddle OfficeLoan ClosingLoan ServicingAgency ServicesSyndicated LendingRisk IdentificationGovernanceEscalation Procedures
About the role
Key responsibilities & impact- Serve as a critical intermediary between the front office and back office during the lending origination and trading process
- Participate in low- to moderately complex initiatives and identify process improvement opportunities within Corporate & Investment Banking Lending Operations
- Execute credit requests and enter data across loan and operating exposure products
- Onboard clients and set up legal entities in applicable systems
- Review documentation and complete checklists
- Coordinate booking, funding, and collateral requirements
- Review credit approvals and legal documentation to support system setup
- Complete regulatory and compliance steps, including screenings and KYC confirmation
- Partner with loan operations to support closing and funding
- Identify issues and escalate exceptions as appropriate
- Review and analyze basic business, operational, or technical assignments
- Present recommendations to resolve low- to moderately complex situations
- Exercise independent judgment to support medium-risk deliverables
- Apply functional policies, procedures, and compliance requirements
- Collaborate with functional colleagues, internal partners, and stakeholders
- Support risk programs, proactive monitoring, governance, risk identification, escalation, and remediation
Requirements
What you’ll need- 2+ years of credit operations, loan operations, or deal support experience, or equivalent demonstrated through work experience, training, military experience, or education
- Experience supporting lending operations, transaction processing, or workflow coordination
- Corporate & Investment Banking or commercial lending operations experience
- Experience in Middle Office, Loan Closing, Loan Servicing, Agency Services, or Syndicated Lending
- Experience reviewing credit agreements, loan documentation, or related legal documents
- Experience working with front office, credit, risk, legal, compliance, or operations partners
- Experience researching operational issues, resolving routine exceptions, and escalating when appropriate
- Experience with Loan IQ (LIQ), nCino, or similar lending platforms
- Working knowledge of lending processes, operational risk, controls, or regulatory requirements
- Effective analytical, organizational, and problem-solving skills
- Attention to detail, data accuracy, and effective communication skills
- Ability to work on-site at a posted location in compliance with the hybrid schedule
- Position is not eligible for visa sponsorship
- Compliance with applicable outside activities and personal investing policies
Benefits
Comp & perks- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
- Incentive opportunities may be available