Senior Loan Documentation Processor
Wells Fargo
About this role:
Wells Fargo is seeking a Senior Loan Documentation Processor. We believe in the power of working together because great ideas can come from anyone. Through collaboration, any employee can have an impact and make a difference for the entire company. Explore opportunities with us for a career in a supportive environment where you can learn and grow.
In this role, you will:
Provide support in performing loan documentation closing duties on complex loan packages to ensure compliance with company's policies and government regulations
Process or close loans. Interact with 3rd Party Settlement agents to prepare and deliver closing documents.
Perform administrative, operational, or customer support tasks related to complex loan packages
Manage an assigned pipeline of all loan types relative to business line
Provide subject matter expertise and interpretation of procedures to the team of Senior Loan Documentation specialists to ensure timely completion of work
Interact with immediate Loan Documentation team, functional area, and internal peers outside work group on information related to the routine loan documentation process
Required Qualifications:
4+ years of customer service, loan administration, collections, or sales environment experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Preferred Mortgage experience of 3+ years
Understanding of US Mortgage process related TRID regulations
Experience in US Mortgage Closing process is a must
MS Office Proficient
Experience in Customer Telecommunication Contact within a Financial Services Environment, Financial Services Operations, Underwriting, Closing and Quality Assurance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, & education
Job Expectations:
Excellent Spoken and written communication skills
Proactively engage with internal bank stakeholders, third parties, settlement agents via telephone, email to gather necessary information, documentation, clarify information & resolve mortgage closing conditions
Ability to conduct clear and customer centric telephone conversations to explain underwriting decisions, documentation requirements and next steps in the mortgage process
Effectively handle both inbound and outbound calls maintaining high levels of responsiveness and timely follow ups
Demonstrate active listening skills to accurately capture information and address concerns.
Maintain accurate call logs, documenting key points and outcomes of the telephonic conversations for audit purposes
Collaborate cross functionally with Processing, & Sales teams for seamless communication, queue management and customer satisfaction
The candidate must be willing to work within US hours typically between 09:00PM- 06:00AM Manila
Posting End Date:
1 Aug 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.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
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.