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Wells Fargo · 4 hours ago

Securities Operations Associate

Charlotte, NC

Full-time

Onsite

New Grad, Entry Level

0+ years exp

Wells Fargo is seeking a Securities Operations Associate to assist with the booking and funding of commercial loans. The role involves managing a portfolio of loans, ensuring compliance with bank policies, and collaborating with internal customers to resolve issues.

BankingFinancial ServicesFinTechInsurancePayments

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

Qualification

Securities Operations experienceCommercial Loan ClosingAnalytical skillsProblem solving skillsMultitaskCommunication skillsCollaboration skillsAttention to detail

Required

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

Experience in Securities Operations, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education