Securities Operations Associate
About The Position
About this role: Wells Fargo is seeking a Commercial Loan Booking Representative. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: Review, book and fund commercial loans Assist with pre-close and post-close activities for commercial, commercial real estate and problem loans Coordinate loan closings with customers Perform customer, loan and regulatory diligence and on-going portfolio maintenance Evaluate and upload data into the systems of record Receive direction from manager and exercise independent judgment Ensure compliance with all bank policies, procedures and regulatory requirements Manage an assigned portfolio of loans Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals Interact with internal customers Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
Requirements
- 6+ months of Securities Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Required Qualifications for Europe, Middle East & Africa only: Experience in Securities Operations, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Candidate must reside within commutable distance of posting location
Nice To Haves
- 6+ months of Commercial Loan Closing or documentation review and preparation experience
- 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
- Review, book and fund commercial loans
- Assist with pre-close and post-close activities for commercial, commercial real estate and problem loans
- Coordinate loan closings with customers
- Perform customer, loan and regulatory diligence and on-going portfolio maintenance
- Evaluate and upload data into the systems of record
- Receive direction from manager and exercise independent judgment
- Ensure compliance with all bank policies, procedures and regulatory requirements
- Manage an assigned portfolio of loans
- Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
- Interact with internal customers
- Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
