Operations Specialist - Commercial Banking Operations

Wells Fargo•Des Moines, IA

3d•Hybrid

About The Position

Wells Fargo is seeking an Operations Specialist for the Invoicing, Account Adjustments, and Mid-Term Documentation production teams within Commercial Lending. This production role manages and supports strategic post-booking servicing activities, including systematic adjustments, technology initiatives, control performance, and production readiness. The role may also facilitate training for operations servicing teams. The Operations Specialist serves as a primary business partner for technology platforms including the Invoice Management System (IMS) and Infolease. The position works with Product Owners, Technology teams, operational leaders, customer service colleagues, relationship managers, internal partners, stakeholders, and customers to improve servicing operations and resolve issues. It supports testing and technology implementations, process improvement, defect management, production monitoring, audits, risk assessments, and governance activities. The position is based at 801 Walnut St, Des Moines, Iowa, with a hybrid schedule. Relocation assistance is not available, and the position is not eligible for visa sponsorship.

Requirements

2+ years of Operations experience, or equivalent demonstrated through work experience, training, military experience, education.
Strong project management skills.
Excellent verbal, written, and interpersonal communication skills.
Advanced Microsoft Office skills, including Excel, Word, Outlook, and Teams.
Ability to identify root-cause issues and improvement opportunities, and design approaches, programs, or products to improve overall quality assurance.
Strong organizational, multitasking, and prioritizing skills.

Nice To Haves

Customer-centric mindset.
Excellent data analytics skills.
Power BI experience.
AI experience.

Responsibilities

Participate in moderately complex support services in account management, operations, documentation, customer service, and technical support.
Identify opportunities for process improvement within the customer support functional area.
Support issue identification, root cause analysis, and resolution of defects and customer-impacting issues.
Act as the primary business partner for technology platforms, including Invoice Management System (IMS) and Infolease.
Collaborate with Product Owners, Technology teams, and operational leaders to prioritize enhancements and defect resolution.
Represent business requirements in technology discussions and change initiatives.
Coordinate User Acceptance Testing (UAT), regression testing, and validation efforts.
Develop and execute test plans to verify invoicing functionality, invoice formats, and system integrations.
Provide business sign-off for technology implementations and production deployments.
Drive process improvements, automation opportunities, and operational efficiencies.
Participate in cross-functional projects to improve customer experience and service delivery.
Evaluate emerging technologies and AI-enabled capabilities to streamline post-booking servicing operations.
Support audits, risk assessments, and documentation reviews.
Participate in defect management, production monitoring, and governance activities.
Escalate risks and operational concerns to appropriate stakeholders in a timely manner.
Present recommendations for resolving moderate to complex situations and exercise independent judgment while developing an understanding of internal and external customer needs.
Provide information to customer service colleagues, relationship managers, internal partners, stakeholders, and customers to resolve customer issues.
Serve as the first point of customer contact for routine technical questions and issues.
Follow applicable risk programs, Wells Fargo policies and procedures, and risk and compliance obligations; escalate and remediate issues effectively and make sound risk decisions.