Senior Lead Fiduciary Advisory Specialist - Estate Services jobs at Wells Fargo in United States, Minneapolis
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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...
Support product builds on Core Treasury Management products. Work with multiple Lead ICs on customer requests. Ensure that products are completed according to established timelines. Collaborate with downstream partners on...
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)...
Onboard, manage, and grow account relationships with Small Business customers (defined as revenue of $1-25MM) within assigned portfolios. Assess, through review and analysis of moderately complex data, the customer's financial...
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...
Lead complex technology initiatives including those that are companywide with broad impact. Act as a key participant in developing standards and companywide best practices for engineering complex and large-scale technology...
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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