Wells Fargo
Commercial Real Estate Transaction Management Director
SAN FRANCISCO, CA
Jan 16, 2025
Full-time
Full Job Description

About this role:

Wells Fargo is seeking a Commercial Real Estate (“CRE”) Lead Transaction Management Director to lead the Affordable and Specialized Finance (“ASF”) Transaction Management Team.

In this role, you will:

Manage and develop teams that direct the administration of policies and procedures which govern the documentation and transaction closing process for Community Lending and Investment transactions, including New Markets Tax Credit and Low Income Housing Tax Credit transactions Provide strategic vision and direction to ensure final negotiated agreements are documented accurately and adhere to corporate policies and procedures Ide Direct the administration of policies and procedures which govern the documentation process Use industry documentation standards and best practices to influence our internal processes Manage projects impacting documentation group including identifying and driving technology solutions Lead team by making strategic decisions to resolve highly complex issues to meet industry standards and best practices Collaborate and influence all levels of professionals including more experienced managers Lead team to achieve objectives Work closely with Front Office, Legal, Credit and Operations to ensure a excellent working relationship with business partners Manage allocation of people and financial resources for Capital Markets Document Negotiation Develop and guide a culture of talent development to meet business objectives and strategy Act as a subject matter expert to design policies and procedures in alignment with risk mitigation objectives

Required Qualifications:

  • 8+ years of Capital Markets Document Negotiation experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 4+ years of Management experience

Desired Qualifications:

  • Transformational leadership: ability to affect and influence change.
  • Strong understanding of lending products and loan lifecycles, industry best practices, understanding of a Credit Agreement, loan funding mechanics, deal structure, funds flows, etc.; deal team experience required.
  • Process and execution-focused while building strategic client and internal relationships; prior experience working with clients to collect and review loan documentation ahead of closing large transactions preferred.
  • Proven track record of prioritizing and proactively identifying and resolving problems under tight deadlines, ability to operate in a challenging and rapidly changing environment with a desire to accept new assignments with ability to learn new principles and dynamic systems quickly.
  • Ability to collaborate with team members and senior management across and within the lines of business with a keen attention to detail, strong oral and written communication skills, and strong analytical capability.
  • Adaptability and flexibility to accommodate for fluctuating deal flow volumes, as needed, including working extra hours as workflow dictates;.
  • Project management and ability to “see the bigger picture.”
  • Loan document negotiation experience; legal background preferred.
  • Experience with RCSA and issues management strongly preferred.
  • Ability to review processes and procedures with an eye toward business-specific nuances
  • Ability to independently identify areas for process improvement and provide solutions to management
  • Project management experience strongly preferred
  • Knowledge of New Markets Tax Credit and/or Low Income Housing Tax Credit transactions

Salary Range ($173,300-$359,900)

Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

$173,300.00 - $359,900.00

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement

Posting End Date:

23 Jan 2025

*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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 US: 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.

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.

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Job Information
Job Category:
Finance
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Commercial Real Estate Transaction Management Director
Wells Fargo
SAN FRANCISCO, CA
Jan 16, 2025
Full-time
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