Client Service Consultant 4

Job Description

At Wells Fargo, we want to satisfy our customers’ financial needs and help them succeed financially. We’re looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you’ll feel valued and inspired to contribute your unique skills and experience.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Wholesale Banking provides financial solutions to businesses across the United States and globally. Our nine major business lines include Business Banking, Middle Market Banking, Government and Institutional Banking, Corporate Banking, Commercial Real Estate, Financial Institutions Group, Wells Fargo Commercial Capital, Wells Fargo Securities, and the Investment Portfolio. We also have groups in credit risk, group risk, finance, marketing, human relations, and the Wholesale Chief Operating Office that support our businesses.

Community Lending and Investment (CLI) originates, develops, and manages Wells Fargo Bank’s affordable housing lending and equity products.  CLI Equity specializes in helping developers and investors take advantage of tax credit opportunities by investing in Low Income Housing Tax Credits (LIHTC) properties.   CLI is a national leader in affordable housing finance with offices across the U.S.  The group has approximately 200 members.

The Closing Coordinator is responsible for coordinating due diligence and compliance requirements associated with closing an equity investment deal.

Functions include:

  • Create and maintain an extensive checklist for each deal in an assigned portfolio to track receipt of required diligence for closing
  • Manage large volumes of emails and documents from inception through closing, maintaining well organized files
  • Prepare for, and participate in, deal team calls
  • Order and track receipt of flood searches, credit investigations and zoning reports
  • Possess strong knowledge of compliance requirements, as well as, BSA and other federal regulations
  • Track completion of compliance related items to ensure requirements are met prior to closing
  • Coordinate and collaborate with other team members throughout the deal
  • Complete post-closing tasks, including uploading documents to FileNet
  • Initiate and/or lead projects
  • Provide coaching and guidance to less experienced teammates

Team members 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 and if 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.



Required Qualifications

  • 7+ years of client service experience, related business experience, or a combination of both



Desired Qualifications

  • Strong project management skills
  • Strong organizational, multi tasking, and prioritizing skills
  • Ability to work independently
  • Excellent verbal, written, and interpersonal communication skills
  • Strong analytical skills with high attention to detail and accuracy
  • Good analysis, tracking, trending, and modeling skills
  • Experience implementing solutions on behalf of the customer or client, while improving productivity and customer satisfaction
  • Intermediate Microsoft Office (Word, Excel, Outlook, PowerPoint, Access, and Project) skills
  • Strong collaboration skills



Other Desired Qualifications
  • LIHTC experience and/or Paralegal experience/certification
  • Experience closing commercial deals (preferably affordable housing or commercial real estate). 
  • Ability to multitask and work in a deadline driven environment
  • Demonstrated ability to work under pressure and handle conflicting priorities
  • 5+ years commercial real estate experience
     




Street Address

CA-SF-Financial District: 333 Market St - San Francisco, CA
NY-New York: 150 E 42nd St - New York, NY



Disclaimer


All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.



Relevant military experience is considered for veterans and transitioning service men and women.

Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.


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