Capacity Planning-Lead Business Execution Consultant
Yesterday• Charlotte, NC
About this role:
Wells Fargo is seeking a Capacity Planning-Lead Business Execution Consultant to be part of our Home Lending Servicing Capacity Planning Team.
This role will be responsible for consulting, researching, and evaluating moderately complex business intelligence and de-risking with a focus on Home Lending Servicing Operations teams. This individual must have the ability to perform moderately complex data analysis to solve for operational needs and strategic business initiatives.
Learn more about the career areas and lines of business at wellsfargojobs.com.
In this role, you will:
- Lead cross functional teams to strategize, plan, and execute a variety of programs, services and initiatives
- Drive accountability for assigned initiatives, limit risk exposure, and create efficiencies as appropriate
- Review strategic approaches and effectiveness of support function and business performance
- Perform assessments through fact finding and data requiring creative approaches to solving complex issues, and develop appropriate solutions or recommendations
- Make decisions in highly complex and multifaceted situations requiring solid understanding of business group's functional area or products, facilitate decision making and issue resolution, and support implementation of developed solutions and plans
- Collaborate and consult with members of the Business Execution team and team leaders to drive strategic initiatives
- Influence, guide and lead less experienced Strategy and Execution staff within the group
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- 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
- 5+ years' of extensive analytical experience
- 5+ years' experience Capacity Planning/Forecasting
- 5+ years of experience using advanced level of proficiency in MS Excel- working with large data sets, including ability to utilize VLOOKUPs, create pivot tables and graphs, and incorporate standard formulas and functions. Ability to think creatively to build out advanced Excel spreadsheets from scratch
- 5+ years of experience analyzing information from multiple data sources to identify trends and outliers for issue detection and problem resolution
- Prior Capacity Planning/Workforce Planning experience
- Knowledge of workforce management, workforce operations, business analytics, forecasting system/tools and predictive modeling
- Knowledge of call center statistics and technology
- Experience in WFM tools, i.e. Aspect, eWFM, and/or NICE IEX
- Strong communication skills with the ability to articulate complex material to a diverse audience
- Proven ability to extract large complex data from SAS, SQL server, Tableau, Oracle, and/or Teradata databases
- Experience with data visualization tools (SAS Visual Analytics, Power BI and/or Tableau)
- Advanced problem solving and technical troubleshooting capabilities
- Ability to take on a high level of responsibility, initiative, and accountability
- Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important.
- Highly organized and detail-oriented, with the proven ability to handle multiple projects simultaneously, and prioritize effectively
- This position requires compliance with all mortgage regulatory requirements and Wells Fargo's compliance policies related to these requirements including acceptable background check investigation results. Successful candidates must also meet ongoing regulatory requirements including additional screening and required reporting of certain incidents.
- This position offers a hybrid work schedule
- Required locations listed
- Relocation assistance is not available for this position
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Posting End Date:
30 Oct 2025
*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.
Client-provided location(s): Charlotte, NC
Job ID: WellsFargo-R-479483-3
Employment Type: FULL_TIME
Posted: 2025-10-25T18:08:18
Perks and Benefits
Health and Wellness
- Health Insurance
- Health Reimbursement Account
- Dental Insurance
- Vision Insurance
- Life Insurance
- FSA
- HSA
- Mental Health Benefits
- Short-Term Disability
- Long-Term Disability
Parental Benefits
- Adoption Assistance Program
- Family Support Resources
- Birth Parent or Maternity Leave
- Non-Birth Parent or Paternity Leave
- Fertility Benefits
- Return-to-Work Program
Work Flexibility
- Hybrid Work Opportunities
Office Life and Perks
- Commuter Benefits Program
Vacation and Time Off
- Paid Vacation
- Paid Holidays
- Personal/Sick Days
- Volunteer Time Off
Financial and Retirement
- 401(K) With Company Matching
- Performance Bonus
- Stock Purchase Program
Professional Development
- Tuition Reimbursement
- Access to Online Courses
- Internship Program
- Associate or Rotational Training Program
- Promote From Within
- Mentor Program
Diversity and Inclusion
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