Institutional Investment Operations Associate Funding Team jobs at Wells Fargo in United States, Charlotte
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Company (1)
Job type
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Job title (1)
United States
State
Charlotte
75 jobs found
03.04.2025
WF
Wells Fargo Institutional Investment Operations Specialist United States, North Carolina, Charlotte
Manage the activities of a Loan Production, Loan Servicing, and Commercial or Real Estate Construction Loan team responsible for loan processing, documentation, pre-closing or closing tasks, loan monitoring, loan servicing,...
Manage a small portfolio of investments in real estate partnerships and/or fund investments and assist more senior asset managers with their portfolio. Identify and analyze issues, and recommend and execute...
Provide operational and customer support for lifecycle tasks for institutional trades. Assist with client account onboarding, input and monitoring of cash payments, customer service, funding operations, custodial operations, securities settlement...
Participate in low to moderately complex lifecycle support initiatives and identify opportunity for process improvements within Securities Operations. Review and analyze basic or tactical functional operational tasks or challenges that...
Compare trade position files from external counter-parties to resolve timely margin call disputes. Perform trade decompositions to validate current mark-to-market exposures. Review and present collateral margin calls and respond to...
Creating pitches/term sheets;. Preparing borrowing base calculations in Excel;. Leading due diligence meetings;. Act as the lead banker on driving internal underwriting and credit approval process, including writing detailed credit...
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