Lead Loan Documentation Processor Wholesale jobs at Wells Fargo in Philippines, Caloocan

In this role, you will:

• Review credit information of loans for companies and industries
• Respond to customer inquiries, generate status reports for management or bankers and contact available sources of information
• Perform moderately complex credit investigations on companies and industries
• Receive direction from Commercial Banking Portfolio Management supervisor and escalate noncompliant issues
• Ensure credit files are current
• Interact with the immediate team and Commercial Banking Portfolio Management functional area to review process of companies for providing credits

Required Qualifications:

• 2+ years of financial analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Strong knowledge in Financial Statement Analysis/Spreading
• Strong Accounting background

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Review credit information of loans for companies and industries
• Respond to customer inquiries, generate status reports for management or bankers and contact available sources of information
• Perform moderately complex credit investigations on companies and industries
• Receive direction from Commercial Banking Portfolio Management supervisor and escalate noncompliant issues
• Ensure credit files are current
• Interact with the immediate team and Commercial Banking Portfolio Management functional area to review process of companies for providing credits

Required Qualifications:

• 2+ years of financial analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Strong knowledge in Financial Statement Analysis/Spreading
• Strong Accounting background

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Review credit information of loans for companies and industries
• Respond to customer inquiries, generate status reports for management or bankers and contact available sources of information
• Perform moderately complex credit investigations on companies and industries
• Receive direction from Commercial Banking Portfolio Management supervisor and escalate noncompliant issues
• Ensure credit files are current
• Interact with the immediate team and Commercial Banking Portfolio Management functional area to review process of companies for providing credits

Required Qualifications:

• 2+ years of financial analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Strong knowledge in Financial Statement Analysis/Spreading
• Strong Accounting background

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Review credit information of loans for companies and industries
• Respond to customer inquiries, generate status reports for management or bankers and contact available sources of information
• Perform moderately complex credit investigations on companies and industries
• Receive direction from Commercial Banking Portfolio Management supervisor and escalate noncompliant issues
• Ensure credit files are current
• Interact with the immediate team and Commercial Banking Portfolio Management functional area to review process of companies for providing credits

Required Qualifications:

• 2+ years of financial analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Strong knowledge in Financial Statement Analysis/Spreading
• Strong Accounting background

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Perform moderately complex operations duties in support of either a service center or department environment
• Require considerable knowledge of company personnel policies and practices
• Collect data and prepare related operational reports
• Prepare input forms for automated data processing system
• Utilize the company's internal operations to perform duties
• Coordinate projects
• Furnish information to authorized persons
• Provide guidance to all levels of employees regarding personnel policies and procedures requiring some policy interpretation

Required Qualifications:

• 2+ years of operations support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Two (2) Years experience in Operations in a back-office setting or environment either from a Financial Services, Shared Services or BPO
• Two (2) Years experience in one or a combination of the following: Sales, Sales Support, General Banking, or Direct Client Contact
• College graduate
• Intermediate Microsoft Office skills in Word, Excel, Outlook, and PowerPoint
• Analytics, Research, MS Excel, VBA, Macros, Pivot, Controls
• Sales, Client Support and / or Quality experience, preferred
• Amenable to work mid-shift or US shift (Monday-Friday)
• Amenable to work onsite at 5NEO BGC

Job Expectations:

• Partners with Aligned Sales Analysts on an individual basis to assist with creating account structures
• Performing proximity studies and post implementation reviews; preparing relationship review presentations and submitting maintenance requests
• A successful Operations Analyst will deliver high quality, client-focused solutions when preparing and completing their assigned tasks and/or presentations
• Accurate and timely input of data into various systems and applications
• Analysis, manipulation and scrubbing of excel based reports
• Assisting with the development of sales presentations and proposals

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Perform moderately complex operations duties in support of either a service center or department environment
• Require considerable knowledge of company personnel policies and practices
• Collect data and prepare related operational reports
• Prepare input forms for automated data processing system
• Utilize the company's internal operations to perform duties
• Coordinate projects
• Furnish information to authorized persons
• Provide guidance to all levels of employees regarding personnel policies and procedures requiring some policy interpretation

Required Qualifications:

• 2+ years of operations support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Essential computer skills including outlook, excel, word, and SharePoint. Preferably strong knowledge with Excel.
• Attention to detail and accuracy
• Strong written and oral communication skills
• Demonstrated organizational skills
• Completed at least 2 years in college

Job Expectations:

• Role is already reporting onsite following a hybrid set up
• Role follows rotating shifts on a quarterly basis:
  • 1st shift is 2:00PM – 11:00PM
  • 2nd shift is 6:00PM – 3:00AM
  • 3rd shift is 10:00PM – 7:00AM
• Applicants must be amenable to work during PH holidays

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

About this role:

Wells Fargo is seeking an Associate Operations Processor. This job is responsible for activities that support the operational infrastructure, performance, and efficiency.

In this role, you will:

• Perform general clerical operations tasks that are routine in nature
• Receive, log, batch, and distribute work
• File, photocopy, and answer phones
• Prepare and distribute incoming and outgoing mail
• Regularly receive direction from supervisor and escalate questions and issues to more experienced roles
• Work under close supervision following established procedures

Required Qualifications:

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

Required Qualifications for Europe, Middle East & Africa only:

• Experience in operations support, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.