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Lending Operations Associate Manager

Lending Operations Associate Manager

Charlotte StaffingCharlotte, NC, US
6 hours ago
Job type
  • Full-time
Job description

Lending Operations Associate Manager

Wells Fargo is seeking a Lending Operations Associate Manager in Commercial Banking as part of the Commercial Banking Operations Team. The Lending Operations Associate Manager is responsible for leading a team of 12+ Commercial Banking Portfolio Coordinators in the Credit Spreading process. Also responsible for the hiring and training of new Commercial Banking Portfolio Coordinators as well as being responsible for overall production and quality of the Credit Spreading teams.

In this role, you will :

  • Responsible for hiring, coaching, influencing, developing, and managing non-exempt team members including decisions relative to performance reviews, hiring, salary recommendations, disciplinary action, and termination.
  • Training the Commercial Banking Portfolio Coordinator to spread business and individual tax returns and financial statements per GAAP and internal credit policies using prescribed financial analysis software packages.
  • Accountable for ensuring quality customer service provided to internal / external customers.
  • Develops and implements operational, servicing, or documentation procedures, methods, and work systems.
  • Will have direct supervision of Commercial Banking Portfolio Coordinators who are in training or in a production environment.
  • Coordinates with the Quality Control team to ensure a comprehensive and effective quality control process is maintained.
  • Leads, participates in projects, initiatives that primarily impact the Credit Spreading department.
  • Fosters an environment that encourages the open exchange of ideas and the identification and resolution of potential problems. Creates environment where team members are willing to be creative and develop their personal potential.
  • Manages information flow into, within and from the team related to systems, policies, procedures, process changes, reports, data cleanup, etc.
  • Gathers and analyzes data for reporting to external and internal parties, ensuring all data is up-to-date and accurate.

Required Qualifications, US :

  • 2+ years of Transactions and Processing experience, or equivalent demonstrated through one or a combination of the following : work experience, training, military experience, education
  • 1+ years of Leadership experience
  • Desired Qualifications :

  • 1+ year of credit and risk analysis experience
  • 1+ year of commercial banking experience
  • 1+ year of banking management experience
  • Experience analyzing accounting principles and business financial statements
  • Knowledge and understanding of FIS Optimist
  • Experience with one or a combination of the following systems : Business Lending and Sales Tracking (BLAST), Hogan, Automated Financial Systems (AFS) commercial loan system, FLO, or ICMP
  • Strong analytical skills including the ability to analyze financial metrics
  • Excellent verbal, written, and interpersonal communication skills
  • Ability to interact with all levels of an organization
  • Knowledge and understanding of commercial banking products, policies, and procedures
  • Knowledge and understanding of project management methodologies : process improvements, continuous improvement, or LEAN
  • Ability to achieve high production and quality standards
  • Strong collaboration and partnering skills
  • Knowledge and understanding of commercial credit : operations
  • A BS / BA degree or higher in business, management, accounting, finance, or economics
  • Job Expectations :

  • This position is currently working a hybrid model of 3 days in office / 2 days work from home.
  • Posting Locations :

  • Charlotte, NC
  • San Antonio, TX
  • Posting End Date : 12 Nov 2025

    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 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.

    Wells Fargo Recruitment and Hiring Requirements :

  • Third-Party recordings are prohibited unless authorized by Wells Fargo.
  • Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
  • Req Number : R-500908

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