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Kaleb Beard, Mba Email & Phone Number

Lead Commercial Loan Closing Specialist, VP at Wells Fargo
Location: Charlotte Metro, United States, United States 9 work roles 4 schools
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Current company
Wells Fargo
Role
Lead Commercial Loan Closing Specialist, VP
Location
Charlotte Metro, United States, United States
Company size
205138 employees

Who is Kaleb Beard, Mba? Overview

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Kaleb Beard, Mba is listed as Lead Commercial Loan Closing Specialist, VP at Wells Fargo, a company with 205138 employees, based in Charlotte Metro, United States, United States. AeroLeads shows a matched LinkedIn profile for Kaleb Beard, Mba.

Kaleb Beard, Mba previously worked as Senior Commercial Loan Closer/Trainer at Wells Fargo and Wholesale Loan Admin - Structuring and Closing at Wells Fargo. Kaleb Beard, Mba holds Master Of Business Administration - Mba from Queens University Of Charlotte.

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Wells Fargo

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Profile bio

About Kaleb Beard, Mba

I am a personable and energetic MBA with over seven years experience in Syndicated Commercial Loan Operations currently performing as Loan IQ (LIQ) Subject Matter Expert (SME), dedicated trainer, and team lead on the Agency Syndicated Loan Closing team. In this role I have specialized in onboarding and training both onshore and offshore (India Partners IP) full time team members, including facilitating training assessments, designing and maintaining procedures and job aids on an as-needed basis, acting as secondary approved (checker), and settling remediations. - Team Member development- Creating and executing extensive training programs for Onshore/Offshore FTEs- Process development and procedure-writing- Point of contact for corporate clients and internal lines of business (MMB, Healthcare, Energy, SubFin, ABF, etc)- Structuring complex syndicated deals including Credit Agreement interpretation, SOFR pricing matrices, and acquisitions- Risk mitigation and large cash wire movement ($700MM+) and foreign currency transactions- Collaborated with other SMEs to build department-wide training materials for the LIBOR to SOFR transition in LIQ- Non-Pro Rata adjustments- Settlement of complex accrual and lender shares discrepancies/remediationAdditional Loan Ops Experience in:- Agented and Non-Agented Deal Administration- PAR and Agented secondary and primary loan trading- Clearpar- Agora- nCino

Current workplace

Kaleb Beard, Mba's current company

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Wells Fargo
Wells Fargo
Lead Commercial Loan Closing Specialist, VP
Charlotte, NC, US
Website
wellsfargo.com
Employees
205138
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9 roles · 16 years

Kaleb Beard, Mba work experience

A career timeline built from the work history available for this profile.

Lead Commercial Loan Closing Specialist, Vp

Wells Fargo

Charlotte, NC, US

Senior Commercial Loan Closer/Trainer

Current
Wells Fargo

San Francisco, California, US

- Leading and developing a new Training Program for all new hires in Charlotte, Minneapolis, and India, creating checks, curriculums, resources, job aids, in-depth guides, and official procedures- Collaborating with multiple teams to streamline processes- Developing and assisting Team Members as LoanIQ and Closing SME - Managing remediation efforts to.

Aug 2022 - Present

Wholesale Loan Admin - Structuring And Closing

Wells Fargo

San Francisco, California, US

→ Providing corporate clients and internal lines of business a smooth process for booking newand amended, bi-lateral and syndicated commercial loan credit deals into the Wells Fargo system of record (LoanIQ)→ Pinpointing and analyzing relevant data from complex legal documentation (credit agreements), interpreting it into accurately structured, serviceable.

Feb 2021 - Aug 2022

Commercial Real Estate Loan Servicing Specialist

Wells Fargo

San Francisco, California, US

Nov 2019 - Jan 2021

Commercial Real Estate Loan Servicing Specialist

Wells Fargo

San Francisco, California, US

Apr 2016 - Jul 2018

Foreclosure Purchasing And Property Management Associate

Meca Realty

Special Project: Facilitated the purchase of over 80 foreclosed residential properties in Mecklenburg, Cabarrus, and Union County. I developed and maintained the processes for handling all courthouse data collection, bidding documentation, and record keeping for three separate county's procedures, all the while collecting and compiling tangible research on.

Mar 2013 - Oct 2014

Chapter Founder And President

Ratio Christi

Lafayette, IN, US

-Partnered with the international Ratio Christi organization, fellow students, and Queens faculty to lead the formation of a Ratio Christi chapter at Queens-Facilitated guest speaker events, weekly meetings, and extracurricular activities-Delegated responsibilities to student members, appointing a Treasurer, VP, and others to manage various aspects of the.

Jan 2010 - Dec 2012

Financial Representative

Northwestern Mutual

Milwaukee, WI, US

  • Acquired 100 hours of Professional Sales Training
  • Acquired licenses in Life, Health, Disability and Long Term Care Insurance
  • Personally reviewed client financial portfolios one-on-one and assisted with presenting financial options and solutions
  • Assisted with the management of daily operations in a busy, transaction-oriented office
2010 - 2011 ~1 yr
Team & coworkers

Colleagues at Wells Fargo

Other employees you can reach at wellsfargo.com. View company contacts for 205138 employees →

LE Liam Ely Liam Ely Colleague at Wells FargoLondon, England, United Kingdom, United Kingdom View → AN Ann Nestvogel Ann Nestvogel Colleague at Wells FargoHuntersville, North Carolina, United States, United States View → JR Joshua Redd Joshua Redd Colleague at Wells FargoDallas-Fort Worth Metroplex, United States View → SB Sarah Black Sarah Black Colleague at Wells FargoGrand Prairie, Texas, United States, United States View → SU Sainath Usurupati Sainath Usurupati Colleague at Wells FargoBengaluru, Karnataka, India, India View → FS Fabienne S. Fabienne S. Colleague at Wells FargoUnited States, United States View → YP Yvonne Pearson Yvonne Pearson Colleague at Wells FargoIrvine, California, United States, United States View → NM Naveen Mann Naveen Mann Colleague at Wells FargoBengaluru, Karnataka, India, India View → MD Mark Duda Mark Duda Colleague at Wells FargoCharlotte, North Carolina, United States, United States View → ST Srinivas Thota Srinivas Thota Colleague at Wells FargoHyderabad, Telangana, India, India View →
4 education records

Kaleb Beard, Mba education

Master Of Business Administration - Mba

Queens University Of Charlotte

Master Of Art In Religion

Southern Evangelical Seminary

Bachelor Of Business Administration (B.B.A.), Business Administration And Management, General

Queens University Of Charlotte

Bachelor Of Arts, Spanish

Queens University Of Charlotte
FAQ

Frequently asked questions about Kaleb Beard, Mba

Quick answers generated from the profile data available on this page.

What company does Kaleb Beard, Mba work for?

Kaleb Beard, Mba works for Wells Fargo.

What is Kaleb Beard, Mba's role at Wells Fargo?

Kaleb Beard, Mba is listed as Lead Commercial Loan Closing Specialist, VP at Wells Fargo.

Where is Kaleb Beard, Mba based?

Kaleb Beard, Mba is based in Charlotte Metro, United States, United States while working with Wells Fargo.

What companies has Kaleb Beard, Mba worked for?

Kaleb Beard, Mba has worked for Wells Fargo, Sealed Air Corporation, Meca Realty, Ratio Christi, and Northwestern Mutual.

Who are Kaleb Beard, Mba's colleagues at Wells Fargo?

Kaleb Beard, Mba's colleagues at Wells Fargo include Liam Ely, Ann Nestvogel, Joshua Redd, Sarah Black, and Sainath Usurupati.

How can I contact Kaleb Beard, Mba?

You can use AeroLeads to view verified contact signals for Kaleb Beard, Mba at Wells Fargo, including work email, phone, and LinkedIn data when available.

What schools did Kaleb Beard, Mba attend?

Kaleb Beard, Mba holds Master Of Business Administration - Mba from Queens University Of Charlotte.

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