Loan Documentation Manager

In this role, you will:

• Manage and develop Loan Documentation team of individual contributors with low to moderate complexity and risk in Loan Documentation functional area
• Engage stakeholders and internal partners associated with the Loan Documentation functional area
• Identify and recommend opportunities for process improvement and risk control development within Loan Documentation functional area
• Provide direction to the Contracts Management or Documentation functional areas with direct impact to companywide objectives within the Commercial Distribution Finance business
• Make decisions and resolve issues regarding resources, objectives, and operations of Loan Documentation team to meet business objectives
• Interpret and develop policies and procedures for functional areas with low to moderate complexity within scope of responsibility
• Collaborate and consult with peers, colleagues, and multiple level managers, as well as interact directly with external customers
• Manage allocation of people and financial resources for Loan Documentation functional area
• Mentor and guide talent development of direct reports and assist in hiring talent

Required Qualifications:

• 4+ years of Loan Documentation experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 2+ years of Leadership experience

Desired Qualifications:

• Experience of more than 4+ years in Credit Analysis, KYC and Credit Admin activities in Commercial Lending domain.
• Sound knowledge of credit agreements, pre and post funding activities, Quality assurance processes, and transaction processing activities
• Should have experience in financial and non-financial due diligence of corporate entities
• Should have an experience in assessing credit worthiness of the corporate borrowers based on qualitative and quantitative factors
• Strong knowledge on GAAP Accounting / International Financial Reporting Standards
• Sound knowledge of ratio analysis, cash flow, and trend analysis
• Proficient and advanced ability with US business writing skills
• Excellent interpersonal, communication & organizational skills with proven abilities in customer relationship management
• Strong analytical skills
• MBA Finance (mandatory) and Bachelor's Degree (Commerce mandatory), equivalent
• Shift timings 6.30 PM to 3.30 PM, 5 days Work from Office.

Job Expectations:

• Head of commercial capital document management compliance related processes across locations; includes process related to preparation of credit agreements, processing post activation activities, verification of data consistency across platforms, client onboarding activities, transaction processing, KYC etc.
• Responsible for leading the transition and seamlessly setting up the business
• Directly manage teams comprising analyst/Team Lead/SMEs and Operations Managers
• Interact and/or negotiate with senior level business partners in WF US and EGS
• Flexibility to work in shifts & open for lateral opportunities as per the business requirements
• Take a lead role in developing and implementing best practices
• Increase effectiveness of staff and tools by recognizing opportunities for development and proactively creating new systems and structures
• Manages operations of various shared service functions supporting multiple lines of businesses ensuring transitions progress smoothly and process meets its agreed metrics
• Responsible for creating and monitoring business goals for team that align to Enterprise goals (including LoB expectations) and EGS goals
• Foster strong relationship with LOB leaders through regular communication
• Ensure Wells Fargo people strategy is implemented with focus on growth and development needs of team members
• Plan, Execute and Responsible for People, Process, Risk, Operational Excellence
• Process improvement and redesign - proactively identify, analyze and improve existing processes / process reengineering.
• Supports policy and procedure administration, rating agency reviews, Regulatory requirements, Compliance, Risk Management, Enterprise Information Technology and Legal
• Responsible to handle escalation and provide speedy resolution.