Securities Operations Associate - Custom Loan Servicing

Wells Fargo BankCharlotte, NC
1dHybrid

About The Position

About this role: Wells Fargo is seeking a Securities Operations Specialist supporting Commercial Loan Operations Money Movement within Wealth & Investment Management Operation division. Learn more about the career areas and lines of business at wellsfargojobs.com . In this role, you will: Support performance of less experienced WIM Custom Loan Servicing staff and overall effectiveness of team Provide lending support service in operations, documentation, and customer service to Credit teams Provide feedback and present ideas for improving or implementing processes and tools within Loan Servicing functional area Perform administrative, transactional, operational, or customer support tasks Resolve complex client problems and inquiries Analyze issues, business requirements, standards, procedures, and call trends to identify opportunities for improvement and help develop innovative plans within Loan Servicing functional area to improve business operations Provide subject matter expertise and interpretation of procedures to less experienced staff Use independent judgment to review and file claims while ensuring compliance with all federal, state, client and company policies, procedures, and regulations Interact with immediate Loan Servicing team, functional area, and internal peers outside work group on loan related servicing activities, as well as internal or external customers Participate in regional or team meetings, and provide guidance and training to less experienced individuals

Requirements

  • 6+ months of Securities Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Nice To Haves

  • 6+ months of Loan Servicing experience
  • Experience and knowledge of Automated Financial Services Systems (AFS)
  • Experience and knowledge in Hogan and Client Link systems
  • Experience of Wealth and investment management
  • Intermediate Microsoft Office skills
  • Excellent verbal, written, and interpersonal communication skills
  • Solid problem-solving skills
  • Strong analytical skills with high attention to detail and accuracy
  • Experience developing partnerships and collaborating with other business and functional areas
  • Ability to execute in a fast paced, high demand, environment while balancing multiple priorities

Responsibilities

  • Support performance of less experienced WIM Custom Loan Servicing staff and overall effectiveness of team
  • Provide lending support service in operations, documentation, and customer service to Credit teams
  • Provide feedback and present ideas for improving or implementing processes and tools within Loan Servicing functional area
  • Perform administrative, transactional, operational, or customer support tasks
  • Resolve complex client problems and inquiries
  • Analyze issues, business requirements, standards, procedures, and call trends to identify opportunities for improvement and help develop innovative plans within Loan Servicing functional area to improve business operations
  • Provide subject matter expertise and interpretation of procedures to less experienced staff
  • Use independent judgment to review and file claims while ensuring compliance with all federal, state, client and company policies, procedures, and regulations
  • Interact with immediate Loan Servicing team, functional area, and internal peers outside work group on loan related servicing activities, as well as internal or external customers
  • Participate in regional or team meetings, and provide guidance and training to less experienced individuals
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