Business Relationship Support Specialist
Yesterday• Charlotte, NC
About Corporate & Investment Banking (CIB) Markets
Corporate and Investment Banking (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 Products Group within CIB is a fully aligned end-to-end global platform combining structured product origination, structuring, securitization, syndication, distribution and secondary market trading for CIB's clients. Integrated into one team, SPG is arranged by asset class across the three main verticals of Mortgage Finance, Corporate Debt Finance and Asset Backed Securitization.
Wells Fargo is seeking a Business Relationship Support Specialist to assist the SPG Banking deal teams with deal execution responsibilities (including pre and post-closing activities), the closing/settlement process for both securitization and lending activity, and pipeline management.
In this role, you will:
- Execute deal execution responsibilities across securitization and lending transactions
- Manage deal pipeline, fee tracking, legal documentation status, and system updates (SalesForce, B&D Forms, nCino, TRACS, Documentum, ART, etc.)
- Liaise with origination bankers, middle office, operations, and compliance teams
- Ensure AML/KYC processes are completed for new borrowers/issuers and maintained for ongoing relationships
- Be responsible for data capture/ data integrity in coordination with other data specialists in SPG
- Assist in complex initiatives or large projects that impact the SPG Banking lending portfolio
- Support audit functions for closed, withdrawn, or lost deals
- Ensure compliance with all applicable Risk programs (Credit, Market, Financial Crimes, Operational, Regulatory, etc.)
- Managed post-closing check lists and documentation
- Responsible for the end-to-end customer experience including onboarding and extensive problem-solving
- Assist with customer due diligence operations which may include proper initiation and accuracy of loan documentation process and implementation of treasury products, adhering to all policy and regulatory requirements
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- 2+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Exceptional attention to detail and organizational skills
- Excellent written and verbal communication
- Strong interpersonal skills and ability to engage stakeholders
- Ability to thrive in a high-pressure, deadline-driven environment
- Proficiency in Excel, Word, PowerPoint
- Bachelor's degree in business, finance, or related field
- Experience in either CIB back office, middle office or Financial Crimes
- 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.
- 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
23 Oct 2025
*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.
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To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
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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.
Client-provided location(s): Charlotte, NC
Job ID: WellsFargo-R-499556
Employment Type: FULL_TIME
Posted: 2025-10-18T18:08:40
Perks and Benefits
Health and Wellness
- Health Insurance
- Health Reimbursement Account
- Dental Insurance
- Vision Insurance
- Life Insurance
- FSA
- HSA
- Mental Health Benefits
- Short-Term Disability
- Long-Term Disability
Parental Benefits
- Adoption Assistance Program
- Family Support Resources
- Birth Parent or Maternity Leave
- Non-Birth Parent or Paternity Leave
- Fertility Benefits
- Return-to-Work Program
Work Flexibility
- Hybrid Work Opportunities
Office Life and Perks
- Commuter Benefits Program
Vacation and Time Off
- Paid Vacation
- Paid Holidays
- Personal/Sick Days
- Volunteer Time Off
Financial and Retirement
- 401(K) With Company Matching
- Performance Bonus
- Stock Purchase Program
Professional Development
- Tuition Reimbursement
- Access to Online Courses
- Internship Program
- Associate or Rotational Training Program
- Promote From Within
- Mentor Program
Diversity and Inclusion
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