About this role:
Wells Fargo is seeking an Operations Specialist. This role is responsible for ensuring accurate disbursements to Investors on a daily basis as well as acting as a liaison between Investors and internal Wells Fargo groups. Daily disbursement activity requires extreme accuracy and enhanced review with full reconciliation required.
The Specialist is also the point for contact both Incoming requests from Investors and Internal WF groups. This includes reviewing document and system detail for accuracy, obtaining approvals as required, and resolving issues timely to mitigate customer facing impact. The ability to review and interpret system data, Customer Agreements, and Program documentation is key to success in the role.
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In this role, you will:
- Research and resolve moderately complex operational tasks, accountable for entire process from receipt of work to resolution and closure to include originating source documents, data adherence to regulations, processing payments, resolve discrepancies and process unique rejects or exceptions
- Work under close supervision, follow established procedures, identify opportunities to determine appropriate course of action within defined scope of responsibility
- Review and analyze inquiries and operational challenges that require research, evaluation
- Consult with management for more complex issues to assist with appropriate course of required action
- Analyze and present recommendations for resolving more complex situations and exercise some independent judgment while developing of understanding of policies, procedures and compliance regulations
- Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
- 2+ years of Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Commercial Banking Operations Experience
- Experience with direct and/or third-party equipment lending operations or loan documentation
- Working understanding in Infolease/Solifi
- Demonstrated ability to develop and maintain strong relationships with internal and external customers and partners
- Excellent organizational, time management, prioritization, detail orientation, and multi-tasking skills
- Ability to collaborate and interact with others to achieve results
- Excellent verbal, written, and interpersonal communication skills
- Sound analytical skills
- Intermediate Microsoft Office skills
- Ability to initiate resolution of problems with limited supervision
- Ability to work a hybrid model requiring three days a week on-site Monday thru Friday, 7:30am to 4pm or 8:30am to 5:00pm
- Ability to work additional hours as needed
- This role is not open to relocation
- This position is not eligible for Visa sponsorship
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$26.59 - $47.26
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
11 May 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.
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.