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Client Manager 4 (Commercial Mortgage Servicing - Cash Management Team)

Wells Fargo | Concord CA 94529 USA | Full Time | Posted: 07/12/2019

Job Descriptiontop

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 four major business lines include Corporate & Investment Banking, Commercial Banking, Commercial Real Estate, and Wells Fargo Commercial Capital. We also have groups in credit risk, group risk, finance, marketing, human relations, and the Wholesale Chief Operating Office that support our businesses.

Wholesale Commercial Real Estate (WCRE) operates throughout the United States, as well as Canada and the United Kingdom, to deliver a comprehensive platform of financing and banking products for experienced commercial real estate companies including balance sheet lending, CMBS origination and distribution, loan servicing, agency financing for multifamily properties, and debt and equity capital for affordable housing.

Wells Fargo Commercial Mortgage Servicing (CMS) is the industry leader and provider of real estate loan servicing in the United States, with global locations in India. CMS provides the best in class mortgage servicing for a variety of third party customers and stakeholders, including Commercial Mortgage Backed Securities (CMBS), Mortgage Backed Securities (MBS), US Government-Sponsored Entities (GSE), US Department of Housing and Urban Development (HUD), Interim Lenders, Specialized Warehouse Lenders, and Secondary-Market Lenders. CMS also provides loan and portfolio level asset management for SRE/Real Estate Capital markets (RECM) balance sheet loans and loan and facility level asset management for Commercial Mortgage Loan Finance (CMLF). Services include: payment and escrow processing, cash and treasury management, asset management and surveillance - loan covenants, borrower consent requests, and investor reporting and collateral administration.

The Specialized Cash Management team is a specialized group of real estate professionals that focus on Cash Management/Treasury Sales for real estate Owner Operators and real estate Borrowers, Lenders, Originators, and Servicers.

The CMS Client Manager 4 on this team will develop and maintain client relationships with the most senior level critical/complex clients and generate revenue for the Specialized Cash Management Team.

Responsibilities for this position include, but are not limited to:

  • Originating, structuring and executing transactions related to Servicing and/or Cash Management agreements while managing expectation of loan originators and servicers both external and internal
  • Servicing of accounts to include cash management and treasury products
  • Servicing of accounts associated with Commercial Mortgage-Backed Securities (CMBS)
  • Reviewing and negotiating legal documentation, and credit/risk management
  • Meeting with clients on a regular basis to conduct annual review of pricing, risk, strategy, and relationship enhancement

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 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+ years of relationship management experience

Desired Qualifications

  • A BS/BA degree or higher
  • 2+ years of commercial real estate experience
  • 2+ years of treasury management experience
  • 5+ years of customer service experience
  • Financial accounting experience
  • Ability to provide strong customer service while listening, eliciting information, and comprehending customer issues
  • Good analytical skills with high attention to detail and accuracy
  • Intermediate Microsoft Office (Word, Excel, and Outlook) skills
  • Knowledge and understanding of Know Your Customer (KYC) regulations
  • Strong organizational, multi-tasking, and prioritizing skills
  • Strong, clear and concise written and oral communication skills

Other Desired Qualifications
  • 3+ years of Real Estate Loan servicing experience
  • Knowledge of Commercial Mortgage Backed Securities (CMBS) including Deposit Account Control Agreements (DACA’s), Cash Management Agreements (CMA’s), and waterfall management.


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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Location Concord, CA, 94529, United States
Categories Marketing/PR

Location Maptop

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Job Code 5495393-2

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