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Senior Commercial Loan Closing Representative at Wells Fargo
Taguig, Metro Manila, Philippines - Full Time
Skills Needed
Commercial Loan Closing, Document Review, Collateral Review, Legal Agreements, Credit Approvals, System Booking, Accounting Systems, Risk Escalation, Process Improvement, Data Uploading, Compliance, Subject Matter Expertise, Interpersonal Skills, English Comprehension, Loan Accounting, Bookkeeping
Specialization
Candidates must have at least 4 years of Commercial Loan Closing experience or equivalent demonstrated experience. Desired qualifications include relevant experience in accounting or finance, banking industry experience, strong business and accounting skills (debit/credit concept), and excellent English communication skills.
Experience Required
Minimum 2 year(s)
Lead Operations Processor at Wells Fargo
Bengaluru, karnataka, India - Full Time
Skills Needed
Supervision, Guidance, Issue Resolution, Process Improvement, Mentorship, Training, Technical Guidance, Coordination, Consultation, Risk Management, Compliance, Operational Risk, Regulatory Compliance
Specialization
Candidates must have 6+ years of Operations experience, or equivalent demonstrated through work experience, training, or military experience. The role requires exercising independent judgment while understanding function, policies, procedures, and compliance requirements, and serving as a resource to other departments.
Experience Required
Minimum 5 year(s)
Branch Manager - Prince William North at Wells Fargo
McLean, Virginia, United States - Full Time
Skills Needed
Coaching, Team Development, Business Strategy Execution, Customer Engagement, Risk Management, Operational Excellence, Regulatory Compliance, Resource Allocation, Stakeholder Engagement, Talent Development, Safe Registration, Mortgage Licensing, Critical Thinking, Performance Analysis, Digital Banking Adoption
Specialization
Candidates need a minimum of 4 years in banking, financial services, or Branch Network experience, along with at least 2 years of leadership experience. This position requires compliance with the S.A.F.E. Mortgage Licensing Act, including meeting Loan Originator qualification requirements.
Experience Required
Minimum 2 year(s)
Principal Engineer - Gen AI at Wells Fargo
Hyderabad, Telangana, India - Full Time
Skills Needed
Genai, Agentic Ai, Api Ecosystems, Cloud Native Applications, Microservice, Serverless Architectures, Enterprise Architecture, Portfolio Management, High Volume Transactional Workloads, Ai/Ml Tools, Gcp, Azure, Java, Spring Boot, Design Patterns, Architectural Best Practices
Specialization
Candidates need 7+ years of engineering experience and strong proficiency in architecting GenAI, Agentic AI, API ecosystems, and cloud-native/microservice architectures. Desired qualifications include deep expertise in enterprise architecture, high-volume transactional workloads, and hands-on proficiency with leading AI/ML tools across GCP and Azure.
Experience Required
Minimum 10 year(s)
Procedure Writer at Wells Fargo
Hyderabad, Telangana, India - Full Time
Skills Needed
Procedure Writing, Documentation Guidelines, Procedure Audits, Regulatory Changes, Document Library Maintenance, Content Creation, Editing, Formatting, Web Content Publishing, Problem Resolution, Technical Information Translation, Subject Matter Expertise Collaboration, Sme Collaboration, Risk Assessment, Audit Support, Version Control
Specialization
Candidates must have a minimum of 2 years of experience in Procedure Writing, demonstrated through work experience, training, military experience, or education. Key duties involve developing high-quality Standard Operating Procedures (SOPs), translating complex information clearly, and ensuring all documentation adheres to internal policies and regulatory standards.
Experience Required
Minimum 2 year(s)
Software Engineering Manager - Analytics Manager at Wells Fargo
Bengaluru, karnataka, India - Full Time
Skills Needed
Software Engineering, Ai Solutions, Analytics, Platform Capabilities, Google Cloud, Microsoft Azure, Mlops, Llmops, Stakeholder Leadership, Agile, Devops, Security Standards, Risk Management, Data Science, Container Orchestration, Model Governance
Specialization
Candidates need a minimum of 4 years of Software Engineering experience and 2 years in leadership, coupled with 4+ years focused on AI/ML platforms, APIs, and cloud-native solutions, including 4+ years across the full AI/ML lifecycle. Hands-on experience with public cloud technologies like GCP/Azure and container orchestration (Docker, Kubernetes) is also required.
Experience Required
Minimum 5 year(s)
Senior Analytics Consultant at Wells Fargo
Bengaluru, karnataka, India - Full Time
Skills Needed
Analytics, Business Intelligence, Tableau, Power Bi, Sql, Python, Powerapps, Data Visualization, Data Analysis, Exploratory Data Analysis, Data Integration, Communication, Problem Solving, Critical Thinking, Collaboration, Data Quality
Specialization
Candidates should have 4+ years of analytics experience, with a strong background in reporting, analytics, and business intelligence tools like Tableau and Power BI. Proficiency in SQL and experience with data visualization and exploratory data analysis are essential.
Experience Required
Minimum 5 year(s)
Procedure Writer at Wells Fargo
Hyderabad, Telangana, India - Full Time
Skills Needed
Procedure Writing, Documentation Guidelines, Procedure Audits, Regulatory Changes, Document Library Maintenance, Content Creation, Editing, Formatting, Web Content Publishing, Problem Resolution, Technical Information Translation, Subject Matter Expertise Collaboration, Sop Development, Content Management Systems, Version Control, Risk Assessment
Specialization
Candidates need a minimum of 2 years of experience in Procedure Writing, demonstrated through work experience, training, military experience, or education. Key duties include developing high-quality Standard Operating Procedures (SOPs) and translating complex operational or regulatory information into clear, user-friendly documentation.
Experience Required
Minimum 2 year(s)
Financial Accountant at Wells Fargo
Hyderabad, Telangana, India - Full Time
Skills Needed
Financial Accounting, Regulatory Reporting, Management Reporting, Change Management, Stakeholder Management, General Ledger, Account Reconciliations, Financial Control, Risk Management, Sql, Agile, Jira, Confluence, Data Mining, Process Re Engineering, Project Management
Specialization
Candidates need 2+ years of experience in Finance, Accounting, or Reporting, or equivalent demonstrated experience, with desired qualifications including a university degree in business/finance/accounting and a professional accounting designation. Strong technical proficiency, analytical skills, and the ability to work independently and collaboratively are essential for this Financial and Regulatory Change Business Analyst role.
Experience Required
Minimum 5 year(s)
Senior Business Execution Consultant at Wells Fargo
Bengaluru, karnataka, India - Full Time
Skills Needed
Business Execution, Implementation, Strategic Planning, Analytical Skills, Organizational Strategy, Risk Mitigation, Efficiency, Customer Experience, Project Plans, Policies, Procedures, Risk Management, Compliance
Specialization
Candidates must possess a minimum of 4 years of experience in Business Execution, Implementation, or Strategic Planning, demonstrated through work experience, training, military experience, or education. The role requires the ability to work independently, make recommendations, and collaborate with team leaders on project plans and policies.
Experience Required
Minimum 2 year(s)
Associate Due Diligence Coordinator at Wells Fargo
Hyderabad, Telangana, India - Full Time
Skills Needed
Due Diligence, Know Your Customer, Compliance, Anti Money Laundering, Bank Secrecy Act, Data Quality, Quality Control, Risk Assessment, Negative News Analysis, Suspicious Activity Monitoring, Audit Trail Maintenance, Regulatory Compliance
Specialization
Candidates must possess a minimum of 6 months of due diligence experience, which can be demonstrated through work experience, training, military experience, or education. The role emphasizes accountability for executing risk programs, adhering to compliance obligations, and making sound risk decisions.
Mortgage Retail Sales Coordinator (SAFE) at Wells Fargo
Orlando, Florida, United States - Full Time
Skills Needed
Mortgage Sales, Customer Service, Administrative Support, Marketing, Business Development, Relationship Building, Communication Skills, Interpersonal Skills, Computer Systems Navigation, Regulatory Compliance, Loan Origination, Transaction Processing, Operational Support
Specialization
Candidates must have at least 2 years of mortgage retail sales experience or equivalent training. A bachelor's degree is desired, along with strong communication skills and proficiency in navigating computer systems.
Experience Required
Minimum 2 year(s)
Commercial Loan Servicing Representative at Wells Fargo
Bengaluru, karnataka, India - Full Time
Skills Needed
Loan Servicing, Invoice Processing, Data Entry, Document Handling, Time Management, Sla Adherence, Analytical Mindset, Discrepancy Resolution, Construction Monitoring, Invoice Purchase, Disbursements, Credit Memo Adjustment, Reconciliation, Customer Support, Risk Mitigation, Compliance
Specialization
A minimum of 1–2 years of experience in loan servicing, invoice processing, accounts payable/receivable, banking operations, or equivalent experience is required. Desired qualifications include a B Com / BBM or MBA in a related field, along with a strong attention to detail, high accuracy in data entry, and the ability to work a night shift schedule (6:30 PM–3:30 AM IST).
Financial Consultant at Wells Fargo
Portage, Michigan, United States - Full Time
Skills Needed
Investment Advice, Financial Advice, Financial Products, Client Relationship Management, Salesforce, Contact Management System, Financial Services Sales, Communication, Organization, Prioritizing
Specialization
Candidates must have at least 2 years of Investment Advice experience or equivalent demonstrated through experience, training, military service, or education. US applicants are required to have successfully completed FINRA Series 7 and 66 (or 63 and 65) examinations to qualify for immediate registration.
Experience Required
Minimum 2 year(s)
Relationship Banker Savannah at Wells Fargo
Savannah, Georgia, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Services, Sales Development, Risk Management, Compliance, Account Management, Financial Consultation, Interpersonal Communication, Problem Solving, Retail Banking, Digital Banking, Mentoring, Peer Coaching, Business Acumen, Loss Prevention
Specialization
Candidates must have at least 2 years of customer service experience and 1 year of experience in relationship building or issue resolution. The role requires obtaining and maintaining FINRA Series 6, 63, and potentially 65 licenses, as well as SAFE registration and state insurance licensing.
Experience Required
Minimum 2 year(s)
Personal Banker Fort Bragg at Wells Fargo
Fort Bragg, California, United States - Full Time
Skills Needed
Customer Experience, Relationship Building, Product Proposal, Digital Solutions, Account Opening, Service Requests, Credit Applications, Product Knowledge, Customer Care, Financial Needs Referral, Safe Mortgage Licensing Act Compliance, Loan Originator Compliance, Customer Service Focus, Technology Education, Teamwork, Policy Adherence
Specialization
Candidates need a minimum of 6 months of customer interaction experience, which can be demonstrated through work, training, military service, or education. This position requires compliance with the S.A.F.E. Mortgage Licensing Act, meaning ongoing employment is contingent upon meeting Loan Originator requirements, including passing necessary assessments and background checks.
Personal Banker Fort Bragg at Wells Fargo
Fort Bragg, California, United States - Full Time
Skills Needed
Customer Experience, Relationship Building, Product Knowledge, Digital Solutions, Account Opening, Service Requests, Credit Applications, Policy Adherence, Customer Care, Financial Needs Referral, Safe Registration, Loan Originator Compliance, Customer Service Focus, Technology Education, Teamwork, Integrity
Specialization
Candidates must have at least 6 months of customer interaction experience, which can be demonstrated through work, training, military experience, or education. This position requires compliance with the S.A.F.E. Mortgage Licensing Act and meeting Loan Originator qualification requirements.
Personal Banker - Avon, CO at Wells Fargo
Avon, Colorado, United States - Full Time
Skills Needed
Customer Experience, Relationship Building, Product Knowledge, Digital Solutions, Service Requests, Credit Applications, Judgment, Customer Care, Referrals, Safe Compliance, Loan Originator Compliance, Cash Handling, Fraud Identification, Professionalism, Relationship Management, Risk Mitigation
Specialization
A minimum of 6 months of customer interaction experience is required, which can be demonstrated through work experience, training, military experience, or education. Desired qualifications include a customer service focus, experience handling complex transactions, and the ability to educate customers on mobile banking options.
Private Mortgage Banker at Wells Fargo
Tampa, Florida, United States - Full Time
Skills Needed
Mortgage Banking, Sales Prospecting, Customer Service, Loan Origination, Financial Analysis, Credit Analysis, Relationship Building, Real Estate Appraisals, Title Reports, Regulatory Compliance, Communication Skills, Microsoft Office, Risk Management, Underwriting Requirements
Specialization
Candidates must have at least 2 years of private mortgage banking sales experience and meet all S.A.F.E. Mortgage Licensing Act requirements. Strong interpersonal skills and the ability to work nights, weekends, or holidays as needed are also required.
Experience Required
Minimum 2 year(s)
Teller Burbank at Wells Fargo
Burbank, California, United States - Full Time
Skills Needed
Customer Engagement, Processing Transactions, Digital Solutions, Risk Minimization, Operational Activities, Customer Support, Bank Procedures, Product Knowledge, Relationship Building, Transaction Handling, Technology Education, Mobile Banking, Integrity, Professionalism, Teamwork, Cash Handling
Specialization
A minimum of 6 months of customer interaction experience is required, which can be demonstrated through work, training, military experience, or education. Desired qualifications include experience handling complex transactions, the ability to educate customers on mobile banking, and proficiency in cash handling and adherence to policies.
Senior Commercial Loan Closing Representative at Wells Fargo
Taguig, Metro Manila, Philippines -
Full Time


Start Date

Immediate

Expiry Date

20 Jun, 26

Salary

0.0

Posted On

23 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Commercial Loan Closing, Document Review, Collateral Review, Legal Agreements, Credit Approvals, System Booking, Accounting Systems, Risk Escalation, Process Improvement, Data Uploading, Compliance, Subject Matter Expertise, Interpersonal Skills, English Comprehension, Loan Accounting, Bookkeeping

Industry

Financial Services

Description
About this role: Wells Fargo is seeking a Senior Commercial Loan Closing Representative. This job is responsible for assembling, preparing and reviewing commercial closing documents for loans/transactions; the initial boarding and funding of deals/transactions/facilities onto accounting systems of record. This may include in depth review of collateral, legal agreements and credit approvals to ensure final executed details are captured accurately and regulatory and company requirements are met. We believe in the power of working together because great ideas can come from anyone. Through collaboration, any employee can have an impact and make a difference for the entire company. Explore opportunities with us for a career in a supportive environment where you can learn and grow. In this role, you will: Perform moderate to highly complex transactions, including quality check or verification Set-up and approval of funding provided with document execution and booking in the system of contracts in the system of record. Review of lease and load documentation, pricing information, system coding and collateral details Booking of contracts of various portfolio or products Escalate any issues or potential risk to senior team member or SME or team lead Support performance of less experienced staff and overall effectiveness of team Provide feedback and present ideas for improving or implementing processes and tools within Commercial Loan Closing Evaluate and upload data into the systems of record to ensure compliance with all bank policies, procedures and regulatory requirements Provide subject matter expertise and interpretation of procedures to less experienced individuals Interact with immediate team and Commercial Loan Closing Interact with internal customers Required Qualifications: 4+ years of Commercial Loan Closing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: 4+ years relevant working experience in the field of accounting, finance preferably in General Accounting, Accounts Receivable accounting, Loan accounting, Bookkeeping 3 years experience in banking industry – Wholesale, Commercial Banking or Corporate Investment Banking or Shared Service organization Business and accounting skills (concept of debit and credit) Excellent English comprehension, written and verbal communication skills, and interpersonal skills Proficient in Microsoft Office MBA, CPA, CMA, CFA is an advantage Job Expectations: Must be willing to work on a night shift schedule Must be willing to work on Philippine holidays Posting End Date: 30 Mar 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. 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. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. 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. Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $1.9 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 34 on Fortune’s 2024 rankings of America’s largest corporations. In the communities we serve, the company focuses its social impact on building a sustainable, inclusive future for all by supporting housing affordability, small business growth, financial health, and a low-carbon economy. News, insights, and perspectives from Wells Fargo are also available at Wells Fargo Stories. Additional information may be found at www.wellsfargo.com LinkedIn: https://www.linkedin.com/company/wellsfargo For questions on how to search and apply, visit our frequently asked questions.

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Responsibilities
This role involves assembling, preparing, and reviewing commercial closing documents for loans and transactions, followed by the initial boarding and funding of these deals onto accounting systems of record. Responsibilities include performing complex transaction checks, setting up funding, reviewing documentation like leases and loan details, and ensuring system coding and collateral details are accurate.
Senior Commercial Loan Closing Representative at Wells Fargo
Taguig, Metro Manila, Philippines - Full Time
Skills Needed
Commercial Loan Closing, Document Review, Collateral Review, Legal Agreements, Credit Approvals, System Booking, Accounting Systems, Risk Escalation, Process Improvement, Data Uploading, Compliance, Subject Matter Expertise, Interpersonal Skills, English Comprehension, Loan Accounting, Bookkeeping
Specialization
Candidates must have at least 4 years of Commercial Loan Closing experience or equivalent demonstrated experience. Desired qualifications include relevant experience in accounting or finance, banking industry experience, strong business and accounting skills (debit/credit concept), and excellent English communication skills.
Experience Required
Minimum 2 year(s)
Lead Operations Processor at Wells Fargo
Bengaluru, karnataka, India - Full Time
Skills Needed
Supervision, Guidance, Issue Resolution, Process Improvement, Mentorship, Training, Technical Guidance, Coordination, Consultation, Risk Management, Compliance, Operational Risk, Regulatory Compliance
Specialization
Candidates must have 6+ years of Operations experience, or equivalent demonstrated through work experience, training, or military experience. The role requires exercising independent judgment while understanding function, policies, procedures, and compliance requirements, and serving as a resource to other departments.
Experience Required
Minimum 5 year(s)
Branch Manager - Prince William North at Wells Fargo
McLean, Virginia, United States - Full Time
Skills Needed
Coaching, Team Development, Business Strategy Execution, Customer Engagement, Risk Management, Operational Excellence, Regulatory Compliance, Resource Allocation, Stakeholder Engagement, Talent Development, Safe Registration, Mortgage Licensing, Critical Thinking, Performance Analysis, Digital Banking Adoption
Specialization
Candidates need a minimum of 4 years in banking, financial services, or Branch Network experience, along with at least 2 years of leadership experience. This position requires compliance with the S.A.F.E. Mortgage Licensing Act, including meeting Loan Originator qualification requirements.
Experience Required
Minimum 2 year(s)
Principal Engineer - Gen AI at Wells Fargo
Hyderabad, Telangana, India - Full Time
Skills Needed
Genai, Agentic Ai, Api Ecosystems, Cloud Native Applications, Microservice, Serverless Architectures, Enterprise Architecture, Portfolio Management, High Volume Transactional Workloads, Ai/Ml Tools, Gcp, Azure, Java, Spring Boot, Design Patterns, Architectural Best Practices
Specialization
Candidates need 7+ years of engineering experience and strong proficiency in architecting GenAI, Agentic AI, API ecosystems, and cloud-native/microservice architectures. Desired qualifications include deep expertise in enterprise architecture, high-volume transactional workloads, and hands-on proficiency with leading AI/ML tools across GCP and Azure.
Experience Required
Minimum 10 year(s)
Procedure Writer at Wells Fargo
Hyderabad, Telangana, India - Full Time
Skills Needed
Procedure Writing, Documentation Guidelines, Procedure Audits, Regulatory Changes, Document Library Maintenance, Content Creation, Editing, Formatting, Web Content Publishing, Problem Resolution, Technical Information Translation, Subject Matter Expertise Collaboration, Sme Collaboration, Risk Assessment, Audit Support, Version Control
Specialization
Candidates must have a minimum of 2 years of experience in Procedure Writing, demonstrated through work experience, training, military experience, or education. Key duties involve developing high-quality Standard Operating Procedures (SOPs), translating complex information clearly, and ensuring all documentation adheres to internal policies and regulatory standards.
Experience Required
Minimum 2 year(s)
Software Engineering Manager - Analytics Manager at Wells Fargo
Bengaluru, karnataka, India - Full Time
Skills Needed
Software Engineering, Ai Solutions, Analytics, Platform Capabilities, Google Cloud, Microsoft Azure, Mlops, Llmops, Stakeholder Leadership, Agile, Devops, Security Standards, Risk Management, Data Science, Container Orchestration, Model Governance
Specialization
Candidates need a minimum of 4 years of Software Engineering experience and 2 years in leadership, coupled with 4+ years focused on AI/ML platforms, APIs, and cloud-native solutions, including 4+ years across the full AI/ML lifecycle. Hands-on experience with public cloud technologies like GCP/Azure and container orchestration (Docker, Kubernetes) is also required.
Experience Required
Minimum 5 year(s)
Senior Analytics Consultant at Wells Fargo
Bengaluru, karnataka, India - Full Time
Skills Needed
Analytics, Business Intelligence, Tableau, Power Bi, Sql, Python, Powerapps, Data Visualization, Data Analysis, Exploratory Data Analysis, Data Integration, Communication, Problem Solving, Critical Thinking, Collaboration, Data Quality
Specialization
Candidates should have 4+ years of analytics experience, with a strong background in reporting, analytics, and business intelligence tools like Tableau and Power BI. Proficiency in SQL and experience with data visualization and exploratory data analysis are essential.
Experience Required
Minimum 5 year(s)
Procedure Writer at Wells Fargo
Hyderabad, Telangana, India - Full Time
Skills Needed
Procedure Writing, Documentation Guidelines, Procedure Audits, Regulatory Changes, Document Library Maintenance, Content Creation, Editing, Formatting, Web Content Publishing, Problem Resolution, Technical Information Translation, Subject Matter Expertise Collaboration, Sop Development, Content Management Systems, Version Control, Risk Assessment
Specialization
Candidates need a minimum of 2 years of experience in Procedure Writing, demonstrated through work experience, training, military experience, or education. Key duties include developing high-quality Standard Operating Procedures (SOPs) and translating complex operational or regulatory information into clear, user-friendly documentation.
Experience Required
Minimum 2 year(s)
Financial Accountant at Wells Fargo
Hyderabad, Telangana, India - Full Time
Skills Needed
Financial Accounting, Regulatory Reporting, Management Reporting, Change Management, Stakeholder Management, General Ledger, Account Reconciliations, Financial Control, Risk Management, Sql, Agile, Jira, Confluence, Data Mining, Process Re Engineering, Project Management
Specialization
Candidates need 2+ years of experience in Finance, Accounting, or Reporting, or equivalent demonstrated experience, with desired qualifications including a university degree in business/finance/accounting and a professional accounting designation. Strong technical proficiency, analytical skills, and the ability to work independently and collaboratively are essential for this Financial and Regulatory Change Business Analyst role.
Experience Required
Minimum 5 year(s)
Senior Business Execution Consultant at Wells Fargo
Bengaluru, karnataka, India - Full Time
Skills Needed
Business Execution, Implementation, Strategic Planning, Analytical Skills, Organizational Strategy, Risk Mitigation, Efficiency, Customer Experience, Project Plans, Policies, Procedures, Risk Management, Compliance
Specialization
Candidates must possess a minimum of 4 years of experience in Business Execution, Implementation, or Strategic Planning, demonstrated through work experience, training, military experience, or education. The role requires the ability to work independently, make recommendations, and collaborate with team leaders on project plans and policies.
Experience Required
Minimum 2 year(s)
Associate Due Diligence Coordinator at Wells Fargo
Hyderabad, Telangana, India - Full Time
Skills Needed
Due Diligence, Know Your Customer, Compliance, Anti Money Laundering, Bank Secrecy Act, Data Quality, Quality Control, Risk Assessment, Negative News Analysis, Suspicious Activity Monitoring, Audit Trail Maintenance, Regulatory Compliance
Specialization
Candidates must possess a minimum of 6 months of due diligence experience, which can be demonstrated through work experience, training, military experience, or education. The role emphasizes accountability for executing risk programs, adhering to compliance obligations, and making sound risk decisions.
Mortgage Retail Sales Coordinator (SAFE) at Wells Fargo
Orlando, Florida, United States - Full Time
Skills Needed
Mortgage Sales, Customer Service, Administrative Support, Marketing, Business Development, Relationship Building, Communication Skills, Interpersonal Skills, Computer Systems Navigation, Regulatory Compliance, Loan Origination, Transaction Processing, Operational Support
Specialization
Candidates must have at least 2 years of mortgage retail sales experience or equivalent training. A bachelor's degree is desired, along with strong communication skills and proficiency in navigating computer systems.
Experience Required
Minimum 2 year(s)
Commercial Loan Servicing Representative at Wells Fargo
Bengaluru, karnataka, India - Full Time
Skills Needed
Loan Servicing, Invoice Processing, Data Entry, Document Handling, Time Management, Sla Adherence, Analytical Mindset, Discrepancy Resolution, Construction Monitoring, Invoice Purchase, Disbursements, Credit Memo Adjustment, Reconciliation, Customer Support, Risk Mitigation, Compliance
Specialization
A minimum of 1–2 years of experience in loan servicing, invoice processing, accounts payable/receivable, banking operations, or equivalent experience is required. Desired qualifications include a B Com / BBM or MBA in a related field, along with a strong attention to detail, high accuracy in data entry, and the ability to work a night shift schedule (6:30 PM–3:30 AM IST).
Financial Consultant at Wells Fargo
Portage, Michigan, United States - Full Time
Skills Needed
Investment Advice, Financial Advice, Financial Products, Client Relationship Management, Salesforce, Contact Management System, Financial Services Sales, Communication, Organization, Prioritizing
Specialization
Candidates must have at least 2 years of Investment Advice experience or equivalent demonstrated through experience, training, military service, or education. US applicants are required to have successfully completed FINRA Series 7 and 66 (or 63 and 65) examinations to qualify for immediate registration.
Experience Required
Minimum 2 year(s)
Relationship Banker Savannah at Wells Fargo
Savannah, Georgia, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Financial Services, Sales Development, Risk Management, Compliance, Account Management, Financial Consultation, Interpersonal Communication, Problem Solving, Retail Banking, Digital Banking, Mentoring, Peer Coaching, Business Acumen, Loss Prevention
Specialization
Candidates must have at least 2 years of customer service experience and 1 year of experience in relationship building or issue resolution. The role requires obtaining and maintaining FINRA Series 6, 63, and potentially 65 licenses, as well as SAFE registration and state insurance licensing.
Experience Required
Minimum 2 year(s)
Personal Banker Fort Bragg at Wells Fargo
Fort Bragg, California, United States - Full Time
Skills Needed
Customer Experience, Relationship Building, Product Proposal, Digital Solutions, Account Opening, Service Requests, Credit Applications, Product Knowledge, Customer Care, Financial Needs Referral, Safe Mortgage Licensing Act Compliance, Loan Originator Compliance, Customer Service Focus, Technology Education, Teamwork, Policy Adherence
Specialization
Candidates need a minimum of 6 months of customer interaction experience, which can be demonstrated through work, training, military service, or education. This position requires compliance with the S.A.F.E. Mortgage Licensing Act, meaning ongoing employment is contingent upon meeting Loan Originator requirements, including passing necessary assessments and background checks.
Personal Banker Fort Bragg at Wells Fargo
Fort Bragg, California, United States - Full Time
Skills Needed
Customer Experience, Relationship Building, Product Knowledge, Digital Solutions, Account Opening, Service Requests, Credit Applications, Policy Adherence, Customer Care, Financial Needs Referral, Safe Registration, Loan Originator Compliance, Customer Service Focus, Technology Education, Teamwork, Integrity
Specialization
Candidates must have at least 6 months of customer interaction experience, which can be demonstrated through work, training, military experience, or education. This position requires compliance with the S.A.F.E. Mortgage Licensing Act and meeting Loan Originator qualification requirements.
Personal Banker - Avon, CO at Wells Fargo
Avon, Colorado, United States - Full Time
Skills Needed
Customer Experience, Relationship Building, Product Knowledge, Digital Solutions, Service Requests, Credit Applications, Judgment, Customer Care, Referrals, Safe Compliance, Loan Originator Compliance, Cash Handling, Fraud Identification, Professionalism, Relationship Management, Risk Mitigation
Specialization
A minimum of 6 months of customer interaction experience is required, which can be demonstrated through work experience, training, military experience, or education. Desired qualifications include a customer service focus, experience handling complex transactions, and the ability to educate customers on mobile banking options.
Private Mortgage Banker at Wells Fargo
Tampa, Florida, United States - Full Time
Skills Needed
Mortgage Banking, Sales Prospecting, Customer Service, Loan Origination, Financial Analysis, Credit Analysis, Relationship Building, Real Estate Appraisals, Title Reports, Regulatory Compliance, Communication Skills, Microsoft Office, Risk Management, Underwriting Requirements
Specialization
Candidates must have at least 2 years of private mortgage banking sales experience and meet all S.A.F.E. Mortgage Licensing Act requirements. Strong interpersonal skills and the ability to work nights, weekends, or holidays as needed are also required.
Experience Required
Minimum 2 year(s)
Teller Burbank at Wells Fargo
Burbank, California, United States - Full Time
Skills Needed
Customer Engagement, Processing Transactions, Digital Solutions, Risk Minimization, Operational Activities, Customer Support, Bank Procedures, Product Knowledge, Relationship Building, Transaction Handling, Technology Education, Mobile Banking, Integrity, Professionalism, Teamwork, Cash Handling
Specialization
A minimum of 6 months of customer interaction experience is required, which can be demonstrated through work, training, military experience, or education. Desired qualifications include experience handling complex transactions, the ability to educate customers on mobile banking, and proficiency in cash handling and adherence to policies.
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