Associate Trust Officer - Fiduciary Specialist jobs at Wells Fargo in United States, Minneapolis
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Company (1)
Job type
Job categories
Job title (1)
United States
State
Minneapolis
46 jobs found
17.09.2025
WF
Wells Fargo Senior Lead Fiduciary Specialist - Estate Services United States, Minnesota, Minneapolis
Oversee a team of fiduciary professionals responsible for the administration of trust and other fiduciary accounts. Administer a book of fiduciary relationships, including analyzing trust and estate documents, implementing client...
Provide Deal Team middle office support throughout the deal/loan life cycle including: managing document collection, completion of on-boarding and compliance, loan closing, and booking and funding processes. Liaise with Portfolio...
Conduct reviews on Commercial loans for FDPA and Flood Insurance requirements. Ensure that Commercial real estate collateral is correctly identified during all pre-close reviews & Standard Flood Hazard Determinations (SFHDs)...
Participate in engagements in a matrixed environment as an individual contributor under supervision primarily performing planning and scoping activities and executing testing. Understand Risk Management Framework, IT&V’s policy and procedural...
Identify ways to improve loan processing within established procedures. Perform routine administrative, transactional, operational, and customer support tasks. Enter data, process payments and loan coding changes, monitor, research and correct...
Support a team of fiduciary professionals to administer a book of fiduciary relationships, including implementing client estate plans, and ensuring client accounts are managed in accordance with sound fiduciary principles...
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...
Oversee a team of fiduciary professionals responsible for the administration of trust and other fiduciary accounts. Administer a book of fiduciary relationships, including analyzing trust and estate documents, implementing client...
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