Lead Wealth Underwriting Assistant - Banking Lending & Trust

Wells Fargo•Minneapolis, MN

1d•$25 - $42•Hybrid

About The Position

Wells Fargo is seeking a Lead Wealth Underwriting Assistant in Banking, Lending and Trust (BL&T). In this role, you will provide advanced lending support services in operations and customer service to credit teams and external clients. You will ensure proper tracking and portfolio monitoring on an ongoing basis for compliance, documentation exceptions, financial statement collection, past due payment follow-up, and answering questions and solving problems involving custom lending systems and processes. You will collaborate with other BL&T partner groups to research and resolve complex credit issues and client problems. You will support the performance and overall effectiveness of a team and cross-group administrative operations within the Wealth Underwriting functional area. You will provide feedback and present ideas for improving or implementing processes and tools with functional area impact. You will perform or guide others on complex tasks or initiatives within the Wealth Underwriting functional area that require planning, evaluation, and interpretation. You will prioritize work and provide day-to-day leadership and mentorship to a Wealth Underwriting team. You will lead or contribute to the implementation of new or revised processes and procedures that require coordination among multiple teams. You will provide guidance and subject matter expertise to an immediate team and the Wealth Underwriting functional area on a wide range of information.

Requirements

4+ years of Wealth Underwriting support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Wealth management experience, preferred custom banking knowledge and client services
Experience supporting and maintaining wealth credit portfolio management accounts
Ability to provide administrative support, including responding to prospect/customer inquiries and requests for information
Experience handling complex transactions on multiple systems
Excellent verbal, written, and interpersonal communication skills
Strong data entry and attention to detail skills
Solid organizational, multi-tasking, and prioritizing skills
Ability to develop and manage business relationships
Solid problem-solving skills
Ability to navigate multiple computer systems, applications, and utilize search tools to find information
Strong analytical skills including analyzing complex data
Ability to process complex transactions across multiple systems
Knowledge CATools (Credit Analysis Tool), AFS, and Hogan
Tableau experience
Ability to take initiative and work independently with minimal supervision in a structured environment

Responsibilities

Provide advanced lending support services in operations and customer service to credit teams and external clients.
Ensure proper tracking and portfolio monitoring on an ongoing basis for compliance, documentation exceptions, financial statement collection; past due payment follow up, answering questions and solving problems involving custom lending systems and processes.
Collaborates with other BL & T partner groups to research and resolve the most complex credit issues and client problems.
Support performance and overall effectiveness of a team and cross-group administrative operations within Wealth Underwriting functional area
Provide feedback and present ideas for improving or implementing processes and tools with functional area impact
Perform or guide others on complex tasks or initiatives within Wealth Underwriting functional area that require planning, evaluation and interpretation
Prioritize work and provide day to day leadership and mentorship to a Wealth Underwriting team
Lead or contribute to implementation of new or revised processes and procedures that require coordination among multiple teams
Provide guidance and subject matter expertise to an immediate team and Wealth Underwriting functional area on a wide range of information