Business Support Consultant 2-Corporate & Investment Banking

Wells Fargo
Charlotte, NC

Job Description

Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message.  In order to receive text message invitations, your profile must include a mobile phone number designated as “Personal Cell” or “Cellular” in the contact information of your application.

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.

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

Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services. A trusted partner to our clients, we provide corporate and transactional banking; commercial real estate lending and servicing; investment banking; equity; and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients across the globe.

The Business Support Consultant 2 will play an integral role in assisting the Debt Capital Markets (DCM) – Debt Capital Markets deal teams with the closing/ settlement process which allows deal teams to focus on relevant items not related to operational issues (both before and after the closing).

Among others, these duties include:

  • Overall coordination with the front office (origination & structuring, sales & distributions, relationship/portfolio managers, etc.) and back office
  • Management of closing conference calls with client (e.g., CFO/Treasurer), closing attorneys, and deal team to review due diligence, closing precedents, and funds flow borrowing/payment requirements, wiring instructions, reconciling funds, gathering out-of-pocket expenses, coordinating vendor invoices
  • Assisting with various systems (e.g., SalesForce, Documentum, Spectra, etc.) updates
  • Support audit functions when related to Closed Deal Files

Additionally, the Deal Execution Specialist will be providing high-quality execution and client support for various DCM teams as it relates to technical transactions/ amendments; specific duties will include, but are not limited to, the following:

  • Set-up bank meeting(i.e. coordinate logistics)
  • Create transaction memorandums and prepare bank meeting materials
  • Communicate (i.e., liaise) with Sales & Distribution and Corporate and Investment Banking teams
  • Synchronize post-bank meeting and pre-closing activities (to ensure a smooth closing process)
  • Complete post-closing requirements/responsibilities (including preparation of closed deal files)

Other duties/responsibilities may also include the following:

  • Responding to requests from internal constituents for various client updates (e.g. general market updates, pro rata loan/high yield/institutional TLB comparables, Wells Fargo Securities capabilities/performance, etc.) and other client information
  • Preparing documents/memos for distribution to DCM colleagues and other internal constituents
  • Distributing marketing materials (i.e., Weekly Market Updates) to clients and internal partners
  • Continuously and proactively increase product knowledge; utilize product knowledge to provide useful information to internal/external constituents.
  • Monitor pipeline (for internal and regulatory reporting purposes), track transaction fees/recent issuances and help with other administrative support tasks.
  • Assist the Deal Execution Team manager with the documentation process needed for evaluating and implementing process improvement projects (on an as needed basis).

The individual will be working with relevant business partners (including Corporate and Investment Banking, Sales & Distribution, Syndicate and Agency Services) in the fulfillment of all the responsibilities listed above.

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.



Required Qualifications

  • 4+ year of experience in one or a combination of the following: administrative support, project management, implementation, business operations or strategic planning in financial services demonstrated through work or military experience


Desired Qualifications

  • A BS/BA degree or higher
  • 2+ years of financial services experience


Other Desired Qualifications
  • 2+ years Loan Syndication Operations experience
  • Working knowledge of Loan Credit documentation (i.e., Credit Agreement,amendment documents, funds flow/settlement statements, fee letters,commitment letters, etc.)
  • Experience in commercial documentation, preparation or review
  • Excellent verbal, written and interpersonal communications skills
  • Strong attention to detail and accuracy
  • Strong organizational and time management skills, ability to multi-task and workin a deadline driven environment
  • Ability to work effectively in a team environment
  • Strong computer skills including MS Office, Outlook, Word and Excel




Street Address

NC-Charlotte: 550 S Tryon St - Charlotte, NC



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.


Benefits Summary

Benefits
 

Visit https://www.wellsfargo.com/about/careers/benefits for benefits information.

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