Operational Accounting Assistant jobs at Wells Fargo

In this role, you will:

• Provide legal advice and counsel to the OTC equity derivatives sales and trading, and market-linked notes business, including sales, trading, credit, compliance, and operations functions
• Review and analyze challenges for the OTC equity derivatives sales and trading business that require an in-depth evaluation of variable factors
• Manage matters of legal significance to the equity derivatives sales and trading business and develop and render opinions, consult with, and advise clients on legal and regulatory matters
• Draft and revise complex legal documents; review and negotiate documents prepared by outside counsel
• Independently resolve moderately complex legal issues and lead team to meet deliverables
• Identify and analyze complex legal issues, develop conclusions, and make recommendations for issue resolution
• Participate in the strategic direction and philosophy of support for the equity derivative trading business
• Collaborate with peers, colleagues, and mid-level managers to resolve issues and achieve goals
• Work directly with front-office business clients and develop an in-depth understanding of equity derivative trading business activities and products
• Partner with business leaders and management of other corporate departments to develop and implement risk management programs
• Provide counsel and advice regarding related cleared derivatives and bilateral hedging transactions subject to ISDA Master Agreements and ISDA Equity Derivatives Definitions

Required Qualifications:

• 5+ years of Law experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• Active State Bar membership or the equivalent in a country outside the United States

Desired Qualifications:

• 3+ years of significant experience in representing clients with respect to OTC equity derivatives and publicly issued structured notes transactions
• Significant knowledge and experience with U.S. laws, rules and regulations relevant to securities and OTC derivatives, particularly the Securities Act of 1933, the Securities Exchange Act of 1934, and the Dodd-Frank Act
• Experience, knowledge and familiarity with ISDA documentation including relevant ISDA Definitions (e.g., Equity Derivatives)
• Legal transactional and related regulatory experience in a major law firm or corporate legal department
• Strong analytical skills with high attention to detail and accuracy
• Experience building partnerships and consulting effectively with leadership
• Desire to work in a fast paced, high demand environment while balancing multiple priorities

Pay Range

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:

to support

In this role, you will:

• Support moderately complex administrative tasks

• Assist in routine payroll processing, record keeping, and reports preparation

• Work closely with both internal and external customers to meet required service needs

• Perform moderately complex administrative, transactional, operational, and customer support tasks

• Receive direction from supervisors regarding routine administrative process

• Provide support in areas of reporting and handling general ledger or expense accounts of a particular business line

• Interact with other Administrative Assistants, internal partners, external customers, and experienced level leaders across the organization

Required Qualifications:

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

Desired Qualifications:

• Experience working in the financial services industry

• Ability to manage changing travel itineraries, schedule events, assist with internal and external presentations, accurately manage expense reimbursement, manage a busy calendar and appointments

• Experience working with project management

• Ability to handle confidential material in a professional manner

• Excellent verbal, written, and interpersonal communication skills

• Strong attention to detail and accuracy skills

• Strong organizational, multi-tasking, and prioritizing skills

• Ability to answer and manage multiple phone lines

• Experience supporting senior level leaders/executives

• Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills

Job Expectations:

• Position will require onsite presence

• Relocation assistance is not available for this position

• This position is not eligible for Visa sponsorship

Pay Range

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:

• Work under the guidance of a Private Mortgage Banker to produce high quality residential mortgage loans that meet Wells Fargo Home Mortgage guidelines.
• Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank store, past customers, and other non-traditional sources; develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace
• Obtain customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in
• Coordinate and schedule customer meetings, seminars, and virtual consultations, ensuring optimal calendar utilization for HMC/PMB
• Understand real estate appraisals, title reports, and real estate transactions
• Interact with customers to understand their needs and provide a high-quality loan service
• Conduct outbound calls and emails to nurture leads, schedule consultations, and promote mortgage solutions tailored to customer needs
• Serve as the first point of contact for prospective borrowers, delivering a high-touch experience that builds trust and drives conversion
• Review low complexity financial and credit data, matching customer needs with an appropriate loan program and level of risk
• Develop knowledge of company products, policies and procedures, and underwriting requirements
• Receive direction from supervisor and exercise judgment within defined parameters while developing understanding of generating loans
• Provide information regarding the loans to consultants and functional colleagues
• This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Required Qualifications:

• 2+ years of Mortgage Consumer Direct Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Experience in loan originationor loan processing
• Strong understanding of mortgage sales, origination processes and industry regulations
• Experience working with high-net-worth clients
• Excellent verbal, written, and interpersonal communication skills
• Extensive knowledge of lending policy guidelines and procedures
• Track record of proactive problem solving, taking initiative, and effectiveness in resolving complex escalations timely and decisively to meet customer expectations
• Ability to manage multiple priorities, including managing a pipeline and supporting escalations while maintaining excellent quality
• Ability to organize, re-prioritize, and manage multiple priorities in-order-to meet deadlines
• Technical skills: CORE, One Right Answer, Policy Library, Microsoft Office,Horizon, RALI

Job Expectations:

• This position is not eligible for Visa sponsorship.
• This position offers a hybrid work schedule.
• Willingness to work on-site at stated location on the job opening.
• Site hours of operation are Monday-Friday8:00am-8:00pm EST
• Required location(s) listed below. Relocation assistance is not available for this position.
• This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website(http://fedregistry.nationwidelicensingsystem.org)provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary

Locations:

• 1525 W WT Harris Blvd, Charlotte, NC 28262

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:

• Work under the guidance of a Private Mortgage Banker to produce high quality residential mortgage loans that meet Wells Fargo Home Mortgage guidelines.

• Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank store, past customers, and other non-traditional sources; develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace

• Obtain customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in

• Coordinate and schedule customer meetings, seminars, and virtual consultations, ensuring optimal calendar utilization for HMC/PMB

• Understand real estate appraisals, title reports, and real estate transactions

• Interact with customers to understand their needs and provide a high-quality loan service

• Conduct outbound calls and emails to nurture leads, schedule consultations, and promote mortgage solutions tailored to customer needs

• Serve as the first point of contact for prospective borrowers, delivering a high-touch experience that builds trust and drives conversion

• Review low complexity financial and credit data, matching customer needs with an appropriate loan program and level of risk

• Develop knowledge of company products, policies and procedures, and underwriting requirements

• Receive direction from supervisor and exercise judgment within defined parameters while developing understanding of generating loans

• Provide information regarding the loans to consultants and functional colleagues

• This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Required Qualifications:

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

Desired Qualifications:

• Experience working with high-net-worth clients

• Experience in loan originationor loan processing

• Strong understanding of mortgage sales, origination processes and industry regulations

• Excellent verbal, written, and interpersonal communication skills

• Extensive knowledge of lending policy guidelines and procedures

• Track record of proactive problem solving, taking initiative, and effectiveness in resolving complex escalations timely and decisively to meet customer expectations

• Ability to manage multiple priorities, including managing a pipeline and supporting escalations while maintaining excellent quality

• Ability to organize, re-prioritize, and manage multiple priorities in-order-to meet deadlines

• Technical skills: CORE, One Right Answer, Policy Library, Microsoft Office,Horizon, RALI

Job Expectations:

• This position is not eligible for Visa sponsorship.

• This position offers a hybrid work schedule.

• Willingness to work on-site at stated location on the job opening.

• Site hours of operation are Monday-Friday7am-7pm CST

• Required location(s) listed below. Relocation assistance is not available for this position.

• This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website(http://fedregistry.nationwidelicensingsystem.org)provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary

Locations:

• 600 S 4th St, Minneapolis, MN 55415

Pay Range

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:

• Execute and confirm routine securities transactions initiated by customers
• Provide quality customer service addressing issues, trading strategies, market terminology, and account status
• Identify and recommend opportunities for process improvement and risk control development
• Serve as subject matter expert for the securities market
• Understand fundamental and technical information affecting the market
• Make decisions and resolve issues to meet business objectives
• Interpret policies, procedures, and compliance requirements
• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
• Interact with internal customers
• Receive direction from leaders
• Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

Required Qualifications:

• 2+ years of client service or trading experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63(or 66) examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration

Desired Qualifications:

• Ability to navigate multiple computer system windows, applications, and search tools
• Intermediate Microsoft Office skills
• Good attention to detail and accuracy skills
• Excellent verbal, written, and interpersonal communication skills
• Ability to use empathy to understand client concerns, questions, and problems pertaining to financial transactions
• 1+ year of trading experience
• Brokerage industry experience
• Contact center experience
• Ability to process complex transactions and perform extensive research to resolve complex customer issues
• Ability to discuss digital enhancements to provide a better client experience

Job Expectations:

• Ability to navigate multiple computer system windows, applications, and search tools
• Intermediate Microsoft Office skills
• Good attention to detail and accuracy skills
• Excellent verbal, written, and interpersonal communication skills
• Ability to use empathy to understand client concerns, questions, and problems pertaining to financial transactions
• 1+ year of trading experience
• Brokerage industry experience
• Contact center experience
• Ability to process complex transactions and perform extensive research to resolve complex customer issues
• Ability to discuss digital enhancements to provide a better client experience

• 5201 W Amelia Earhart Dr, Salt Lake City, Utah
• 1525 W WT Harris Blvd, Charlotte, NC

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:

• Lead the Home Lending horizontal alignment strategy and resolution of highly complex and unique challenges across multiple areas in both mortgage lending and mortgage servicing. Ability to collaborate and ensure consistency with other business lines in the Company and the various teams within the Legal Department and contribute to the overall Company policy.
• Lead Home Lending’s strategic priorities and initiatives to expand Home Lending’s relationship with other Wells Fargo’s customers, with specialized expertise in originating and servicing mortgage transactions appropriate to the unique needs of wealth management customers, such as complex vesting in the name of trusts and other entities, and extending credit to those with atypical financial profiles. Ability to collaborate and ensure consistency between the Home Lending, Wealth Management and Consumer Banking business lines and the various teams within the Legal Department.
• Develop relationships with and provide guidance to senior leadership, including executive officers, on issues that may present legal, regulatory, compliance, or reputation risk of the Company and provide guidance on implementation of enterprise policy.
• Engage and have a significant impact on the Company’s operations, strategies, or profitability.
• Participate in and manage initiatives relevant to the Company’s business or Legal Department strategic priorities, and supervise complex, strategic or operational projects.
• Recognized as an expert in highly complex areas of law, having demonstrated the ability to address significant legal matters, which may span multiple business lines and practice groups. Desired subject matter expertise in the following areas of law: RESPA/Reg. X, TILA/Reg. Z and UDAAP.
• Collaborate within the department and across business and staff functions to address legal and risk issues in a manner consistent with the best interest of Wells Fargo.
• Take an active role in the development, oversight and delegation of tasks to more junior staff.
• Provide legal advice and support on bank supervisory matters, complex consumer remediations, escalated media complaints, internal audits, emerging regulatory risks, and other escalated matters impacting the Consumer Lending lines of business.

Required Qualifications:

• 7+ years of Law experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• Active State Bar membership or the equivalent in a country outside the United States

Desired Qualifications:

• Extensive consumer regulatory experience, including deep understanding of relevant legal authorities.

• Expertise on consumer protection laws, including RESPA, ECOA, TILA, FCRA, UDAAP, and state corollaries, particularly as they relate to originations and servicing of mortgage loans.

• Expertise in consumer or other financial regulatory exams or enforcement matters.

• Significant experience representing or operating within large, matrixed organizations providing legal advice and support in connection with risk and regulatory topics.

• Proven ability to create and sustain effective, influential, and trusted relationships with senior leaders.

• Strong analytical and problem-solving skills.

• Excellent written and oral communication skills.

• Ability to work under pressure and meeting tight deadlines.

Job Expectations:

• Position will require onsite presence from any of the required locations listed below
• This position is not eligible for Visa sponsorship
• Relocation assistance is not available for this position.

Pay Range

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:

• Lead or participate in matters related to accounting standards and governance within finance, accounting and line of business management
• Contribute to the preparation and reviewing of comment letters and other correspondence to accounting and regulatory standards
• Provide consultation on transaction advisory and review assistance
• Monitor and assess new rule making
• Manage or support implementation of new accounting standards, merger and acquisition advisory and integration support
• Provide support and collaborate with other functional areas
• Provide technical advice, research, training and awareness to business lines, cross-functional teams and other accounting individuals
• Lead implementation of complex projects impacting one or more lines of business
• Understand compliance and risk management requirements for supported area and may support implementation of key risk initiatives
• Collaborate and consult with peers, experienced stakeholders, internal and external audit teams, and banking regulators for accounting issues
• Potentially interface with external agencies, regulatory bodies and industry forums

Required Qualifications:

• 4+ years of Finance, accounting, analytics and reporting, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Large national public accounting firm experience
• Experience supporting financial services industry
• 3+ years of experience with accounting policy work
• Excellent verbal and written communication skills
• SEC reporting experience - specifically reviewing 10Ks and 10Qs
• Active CPA
• Ability to think critically and solve complex problems with limited direction
• Enthusiastic and eager to learn

Job Expectations:

• This position is not eligible for Visa sponsorship

Specific compliance policies may apply regarding outside activities and/or personalinvesting; affectedemployees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process

Wells Fargo Recruitment and Hiring Requirements:

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