Wells Fargo · 8 hours ago
Securities Operations Associate
Charlotte, NC
Full-time
Onsite
New Grad, Entry Level
0+ years expWells Fargo is seeking a Securities Operations Associate to manage various responsibilities related to commercial loan bookings. The role involves reviewing, booking, and funding commercial loans, as well as ensuring compliance with bank policies and regulatory requirements.
BankingFinancial ServicesFinTechInsurancePayments
No H1B
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
Required
6+ months of Securities Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Preferred
6+ months of Commercial Loan Closing or documentation review book and fund commercial loans
Excellent verbal, written, and interpersonal communication skills
Solid problem-solving skills
Intermediate Microsoft Office (Word, Excel, and Outlook) skills
Ability to navigate multiple computer systems, applications, and utilize search tools to find information
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
Company
Wells Fargo
Wells Fargo & Company is a financial services firm that provides banking, insurance, investments, and mortgage services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-10-06IPO
Leadership Team
Charlie Scharf
CEO
Fernando Rivas
CEO of Corporate & Investment Banking
Recent News
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