Senior Trade Services Specialist Operations Compliance 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
80 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...
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...
Prepare comprehensive tax work papers, perform complex account analysis and look for improvements in policies and procedures for the maintenance of tax-related records. Perform the most complex tax accounting activities...
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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