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Wholesale Lending Operations Manager – Board & Fund
Wells Fargo. Lead a sub-function within the Board & Fund organization .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in Corporate & Investment Banking Lending Operations, with a strong focus on managing complex lending transactions and leading teams. Proficient in risk management, process improvement, and stakeholder engagement to drive operational excellence.
Highest-signal resume keywords
Corporate Banking ExperienceLeadership ExperienceLoanIQ KnowledgeCIB Products UnderstandingRisk Management Principles
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Lending Operations AdministrationLoan ServicingComplex Lending TransactionsProcess ImprovementPolicy Development
Soft Skills
MentoringCollaborationFlexibilityIndependent JudgmentEthical Integrity
Tools & Technologies
NCinoWholesale Customer Information System (WCIS)MS Office
Industry Keywords
Board and Fund OperationsCorporate & Investment BankingEnergy and Power PricingLending LifecycleStakeholder Engagement
About the role
Key responsibilities & impact- Lead a sub-function within the Board & Fund organization
- Ensure accuracy, completeness, and control integrity of data and documentation across the lending lifecycle
- Manage and develop a team of individual contributors within Corporate & Investment Banking Lending Operations
- Drive Lending Operations Administration, Lending Middle Office, Loan Servicing, or other specialized areas
- Engage with stakeholders and internal partners associated with the function
- Make decisions related to resources, objectives, and operations to meet business goals
- Identify and recommend process improvements and risk control development
- Interpret and develop policies and procedures for low- to moderate-complexity functions
- Collaborate with peers, colleagues, and managers at multiple levels and interact with external customers
- Manage allocation of people and financial resources for the aligned department or business group
- Mentor and guide direct reports and support hiring and onboarding efforts
Requirements
What you’ll need- 5+ years of Corporate or Commercial Banking credit/loan operations experience, or equivalent demonstrated through work experience, training, military experience, or education
- 2+ years of leadership experience
- Expertise in the Board and Fund operational space
- Understanding of CIB Products and Operations
- Energy and Power pricing and closing operations experience
- Knowledge of LoanIQ, nCino and Wholesale Customer Information System (WCIS)
- Knowledge of corporate banking booking and funding processes
- Corporate & Investment Banking (CIB) lending operations experience
- Experience managing complex lending transactions throughout the deal lifecycle
- Ability to work a hybrid schedule of 3 days in office and 2 days remote
- Ability to work at one of the posted locations
- Not eligible for Visa sponsorship
- Flexibility and ability to adapt to changing business needs
- Advanced knowledge of MS Office, including Outlook, Word, Excel and PowerPoint
- Ability to assess, exercise independent judgment, apply prudent risk management principles, prioritize work, meet deadlines, and escalate when necessary
- Ability to structure tasks or projects, execute targeted results, and develop and manage associated goals and plans
- Ethical integrity and ability to apply prudent risk mitigation principles
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