Lead Business Execution Consultant - Community Lending and Investment

at  Wells Fargo

Charlotte, NC 28202, USA -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate06 Feb, 2025USD 96600 Annual06 Nov, 20245 year(s) or aboveAnalytical Skills,Training,Communication Skills,Financial Statements,SalesforceNoNo
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Description:

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

APPLICANTS WITH DISABILITIES

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

WELLS FARGO RECRUITMENT AND HIRING REQUIREMENTS:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process

Required Qualifications:

  • 5+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, educatio

Desired Qualifications:

  • Familiarity with Microsoft suite of products especially Excel and Salesforce
  • Excellent analytical skills and comfort with financial statements and accounting concepts
  • Ability to organize and understand complex detail
  • Demonstrated success in executing
  • Superior written and verbal communication skills
  • Ability to independently track and meet deadline

Responsibilities:

Wells Fargo is seeking a Lead Business Execution Consultant to support the Community Lending and Investment (CLI) line of business Chief Operating Office (COO) within Commercial Real Estate (CRE). Learn more about our career areas and lines of business at wellsfargojobs.com.

In this role, you will:

  • Be a contact for creating and distributing business level reports for the CLI business heads
  • Liaise with business teams to gather information to be used for business reporting and/or to update systems that are provisioning points for data
  • Field incoming requests and ongoing projects from the Control group
  • Partner and communicate with relevant teams to ensure effective onboarding and offboarding of respective team members
  • Work with business leaders and Finance partners to hone data used for reporting and to develop and enhance existing reports
  • Build and automate reports in Excel to assess business performance
  • Create and update desktop procedures and job aids
  • Ensure data accuracy for data used for reporting
  • Track internal portfolio monitoring deadlines and prepare materials for meetings
  • Provide work direction to less experienced COO staff

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation, and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Required Qualifications:

  • 5+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

  • Familiarity with Microsoft suite of products especially Excel and Salesforce
  • Excellent analytical skills and comfort with financial statements and accounting concepts
  • Ability to organize and understand complex detail
  • Demonstrated success in executing
  • Superior written and verbal communication skills
  • Ability to independently track and meet deadlines

Posting Locations:

  • 550 S Tryon St, Charlotte, North Carolina
  • 90 S 7th St, Minneapolis, Minnesota

This position is not eligible for Visa sponsorship.
This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.


REQUIREMENT SUMMARY

Min:5.0Max:10.0 year(s)

Financial Services

Accounts / Finance / Tax / CS / Audit

Finance

Graduate

Proficient

1

Charlotte, NC 28202, USA