Operations Analyst jobs in United States, Missouri, Saint Louis

Job Description:

Job Description:

This job is responsible for analyzing the day-to-day issues, researching, and providing resolution for various issues identified within a business unit. Key responsibilities include supporting defined procedures, routine analytics, and creating reports and completing exception processing.

LOB specific Job Description:

Responsible for the day-to-day analysis, research and resolution of varied problems regarding loan processing. Functions include payment/advance processing, detailed research, system of record updates, communicating with Client Teams. Potential for project work based on experience. Incumbents have full working knowledge of operations environment acquired through experience in an operations environment and on the job training. Individuals typically have 2 to 4 years of experience.

Responsibilities:

• Assists with coordination of implementation for products, services, and operational solutions

• Supports the design, documentation, implementation, and monitoring of new products and services

• Provides guidance regarding procedural, technical, and operational changes

• Expands business products knowledge within operations environment

• Builds network by developing relationships with partners and teammates

• Inspects data to identify issues and trends

• Collects and interprets data to validate operational processes

LOB Specific Responsibilities:

• Account reconciliation of LIQ
• Responsible for the day-to-day analysis, research and resolution of varied loan problems
• Posting of transactions to customer accounts
• Monitoring and clearing items rejected from systems and automated processes
• Performing maintenance to customer accounts
• Monitoring ticklers and taking appropriate action
• Inputting and balancing batch work to the loan system
• Provide specialized processing support
• Answering 800 line to assist the line partners with issues and providing prompt service for resolution

Required Qualifications:

• 1 year or more experience with Commercial credit servicing
• Loan IQ experience
• Experience with manage pipeline queues and meet established business metrics.
• Credit Center experience
• Extreme attention to detail in terms of research items such as letter of Credit, Interest and Fess, settlements and Loan documents

• Ability to multi-task, navigate technology easily, manage pipeline queues and meet established business metrics.

• Required Hours:9:00 - 6:00pm

Skills:

• Attention to Detail

• Customer and Client Focus

• Data Collection and Entry

• Prioritization

• Written Communications

• Analytical Thinking

• Collaboration

• Oral Communications

• Recording/Organizing Information

• Issue Management

• Legal Structures and Legal Forms

• Policies, Procedures, and Guidelines Management

Minimum Education Requirement:

• High School Diploma / GED / Secondary School or equivalent

The AB (Asset-Based) Portfolio Specialist manages a portfolio of asset-based structured loans in a variety of industries. The AB Portfolio Specialist is responsible for actively monitoring financial and collateral trends and recommending appropriate action. Responsibilities also include reviewing requests for loan modifications, analyzing financial performance, negotiating terms, drafting proposals, reviewing documents, and preparing recommendations for approval.

Responsibilities:

• Build trust and strong relationships and proactively drive engagement with Underwriting, Credit Executive and Client team partners.
• Spread and analyze complex financial information, including Personal Financial Statements, Brokerage statements, Personal Tax Returns and Schedule K-1s, Business financials, etc. for high-net-worth clients.
• Accurately risk rate clients using regulatory definitions, good credit judgement and the Risk Rating Scorecard tool.
• Effectively and concisely communicate spreading and risk ratings outcomes with key business partners.
• Understand and leverage tools, systems, and applications used in day-to-day functions such as Excel, Outlook, GUS, Loan IQ, EDR, Risk Rating Scorecard, etc.
• Understand and accurately apply risk rating scorecard and spreading guidance.

Required Qualifications:

• Experience: 3–5 years in credit analysis, accounting, financial analysis, or a closely related credit risk role, including financial covenant testing and the ability to interpret and apply Commercial credit agreement terminology and concepts.
• Policies and Procedures: 2+ years of credit analysis experience with Commercial credit policies and procedures
• Technical Skills: Proficient in interpreting various Commercial loan documents.
• Credit Analysis: Strong working knowledge of commercial loan structures and financial statement analysis, including personal financial statements, brokerage statements, rent rolls, and NOI statements; ability to identify and escalate early signs of credit deterioration, within the Commercial credit structure.
• Operational Support: Exposure to GMS/Tableau reporting, documentation management, and process improvement.
• Project Coordination: Capable of independently running analysis on credit supported small projects and streamlining team operations.
• Systems Knowledge: Working proficiency with Commercial loans, collateral, client data and workflow systems along with SharePoint, and Adobe Acrobat.

Desired Qualifications:

• Bachelor's degree in Accounting, Finance or equivalent experience
• System knowledge of LIQ, PACE, GMS, GUS, EDR, Genesis, Image Trust, Navigator, SharePoint , KYC, Adobe Acrobat Standard

Skills:

• Attention to Detail
• Client Management
• Decision Making
• Underwriting
• Credit Documentation Requirements
• Critical Thinking
• Portfolio Management
• Problem Solving
• Written Communications
• Financial Analysis
• Negotiation

High School Diploma / GED / Secondary School or equivalent

In this role, you will:

• 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 require research, evaluation, and selection of alternatives; exercise independent judgment related to low-to-medium risk deliverables
• Present recommendations for resolving low to moderately complex situations related to a full process within a trade environment while developing understanding of function, policies, procedures, and compliance requirements
• Provide information to, collaborate, and consult with peers, colleagues and managers, including internal and external customers, to resolve issues and achieve goals
• Develop expertise in the following operational processes including client account onboarding, cash payments, customer service, funding operations, custodial operations, securities settlement services, structured loan operations, and general ledger reconciliation
• Resolve low to moderately complex escalated issues within the scope of responsibility in Security Operations
• Research low to moderately complex business risks, provide input into policies, enhance customer satisfaction, and review time sensitive documents and transaction requests
• Exercise independent judgment in understanding trade settlement workflow controls to minimalize the effects of operational breakdowns
• Support overall effectiveness of the team according to plans; monitor daily securities and cash related production work
• Contribute and may lead implementation of projects, new or revised processes, and procedures that require coordination among operation teams and perform analysis for initiatives that support business strategies making decisions on matters with financial impact and risk

Required Qualifications:

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

Desired Qualifications:

• 1+ years of Investment industry experience
• Exposure to ICapital Alternative Investment platform
• Knowledge and understanding of Private Equities and Hedgefunds
• Strong attention to detail and accuracy skills
• Intermediate Microsoft Office Excel skills, Macros and formula experience
• Ability to navigate multiple computer systems, applications, and utilize search tools to find information
• Excellent verbal, written, and interpersonal communication skill
• Strong research and analyzing skills
• Ability to work independently, proactively, innovatively, and creatively while exercising sound judgment
• Effective organizational, multi-tasking, and prioritizing skills
• Excellent verbal, written, and interpersonal communication skills

Job Expectations:

• This position currently offers a hybrid work schedule
• Ability to work additional hours as needed

Locations:

• 2800 Market St., Saint Louis MO
• 1525 W WT Harris Blvd., Charlotte NC

Other Information:

• Position locations listed above.
• Relocation assistance is not available for this position.
• This position is not eligible for Visa Sponsorship

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:

Wealth & Investment Management Operations.

In this role, you will:

• Participate in low complexity lifecycle support tasks and help identify opportunities for process improvements within Securities Operations
• Review basic or tactical issues, policies or procedures for which answers can be quickly obtained, related to low risk tasks and deliverables with narrower impact
• Receive direction from manager and exercise judgment within defined parameters related to resolving situations on a full process within a trade environment, while developing understanding of various functions, policies, and procedures
• Provide information to, collaborate, and consult with peers, colleagues and managers, including internal and external customers, to resolve issues and achieve goals
• Build expertise in operational processes including client account onboarding, cash payments, customer service, funding operations, custodial operations, securities settlement services, structured loan operations, and general ledger reconciliation
• Assist in gathering data to support resolution of issues; review and analyze functional operational tasks that require research and evaluation
• Resolve low complexity escalated issues within the scope of responsibility in Security Operations
• Research low complexity business risks, provide input into policies, enhance customer satisfaction, and review time sensitive documents and transaction requests
• Support overall effectiveness of the team according to plans; monitor daily securities and cash related production work
• Contribute to implementation of projects, new or revised processes, and procedures that require coordination among operation teams and may perform analysis for initiatives that support business strategies

Required Qualifications:

• 6+ months of Securities Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Experience in Credit Margin
• Operations experience with client accounts
• BETA experience
• Ability to navigate multiple computer systems, applications, and utilize search tools to find information
• proficiency in presenting to senior management
• Ability to work independently, proactively, innovatively, and creatively while exercising sound judgment
• Solid problem solving skills
• Ability to assess current process/procedures and make recommendations for efficiency
• Ability to read, analyze, and interpret documents/reports
• Effective organization, multitasking, and prioritizing skills
• Excellent verbal, written, and interpersonal communication skills
• Strong analytical skills with high attention to detail and accuracy
• Intermediate to advanced Microsoft Office skills
• Intermediate to advance in Excel

Job Expectations:

• Hybrid Schedule
• Ability to work additional hours as needed

Posting Location:

• 2801 Market Street, Saint Louis, Missouri

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:

• Participate in low complexity lifecycle support tasks and help identify opportunities for process improvements within Securities Operations
• Review basic or tactical issues, policies or procedures for which answers can be quickly obtained, related to low risk tasks and deliverables with narrower impact
• Receive direction from manager and exercise judgment within defined parameters related to resolving situations on a full process within a trade environment, while developing understanding of various functions, policies, and procedures
• Provide information to, collaborate, and consult with peers, colleagues and managers, including internal and external customers, to resolve issues and achieve goals
• Build expertise in operational processes including client account onboarding, cash payments, customer service, funding operations, custodial operations, securities settlement services, structured loan operations, and general ledger reconciliation
• Assist in gathering data to support resolution of issues; review and analyze functional operational tasks that require research and evaluation
• Resolve low complexity escalated issues within the scope of responsibility in Security Operations
• Research low complexity business risks, provide input into policies, enhance customer satisfaction, and review time sensitive documents and transaction requests
• Support overall effectiveness of the team according to plans; monitor daily securities and cash related production work
• Contribute to implementation of projects, new or revised processes, and procedures that require coordination among operation teams and may perform analysis for initiatives that support business strategies

Required Qualifications:

• 6+ months of Securities Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Maintain clear understanding of Alternative Investment Products and process solutions available to the front office
• Customer service focus with experience handling complex transactions across multiple systems
• Experience proactively engaging with customers through outreach via phone or email
• Ability to educate and connect customer to technology and ability to communicate complete products
• Experience working with others on a team to meet customer needs
• Experience fostering and developing strong customer relationships
• Ability to build strong relationships with internal partners
• Ability to follow policies, procedures, and regulations
• Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
• Ability to interact with integrity and professionalism with customers and team members
• Continued process improvement and product knowledge
• Adherence to Wells Fargo risk management culture

Job Expectations:

• Ability to work additional hours as needed
• Willingness to work on-site at stated location(s) on the job opening
• This position is not eligible for Visa sponsorship

Posting Locations:

• 2801 Market Street, Saint Louis, Missouri 63103
• 1525 W WT Harris Boulevard, Charlotte, North Carolina 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:

• 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 require research, evaluation, and selection of alternatives; exercise independent judgment related to low-to-medium risk deliverables
• Present recommendations for resolving low to moderately complex situations related to a full process within a trade environment while developing understanding of function, policies, procedures, and compliance requirements
• Provide information to, collaborate, and consult with peers, colleagues and managers, including internal and external customers, to resolve issues and achieve goals
• Develop expertise in the following operational processes including client account onboarding, cash payments, customer service, funding operations, custodial operations, securities settlement services, structured loan operations, and general ledger reconciliation
• Resolve low to moderately complex escalated issues within the scope of responsibility in Security Operations
• Research low to moderately complex business risks, provide input into policies, enhance customer satisfaction, and review time sensitive documents and transaction requests
• Exercise independent judgment in understanding trade settlement workflow controls to minimalize the effects of operational breakdowns
• Support overall effectiveness of the team according to plans; monitor daily securities and cash related production work
• Contribute and may lead implementation of projects, new or revised processes, and procedures that require coordination among operation teams and perform analysis for initiatives that support business strategies making decisions on matters with financial impact and risk

Required Qualifications:

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

Desired Qualifications:

• Margin Operations experience, including high-volume processing and risk mitigation during market volatility
• BETA platform experience for trade processing, margin monitoring, and account maintenance
• Understanding of trade lifecycle: trade capture, confirmation, settlement, and exception handling
• Understanding of brokerage securities, including margin, PCL, and bank lending products
• Excellent attention to detail and accuracy in fast-paced, high-pressure environments
• Experience with margin call processing, including past due call resolution and sellout execution
• Familiarity with Credit Monitoring and Reporting (CMR) processes and compliance standards
• Proven ability to scale operations during volume surges and market downturns
• Strong collaboration skills supporting cross-functional teams during promotions and system changes

Job Expectations:

• Hybrid schedule: 3 days in-office/ 2 days remote
• 2801 Market St, F & L BldgSAINT LOUIS, MO 63103

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:

• Performing initial and ongoing due diligence on third-party investment products (mutual funds, SMAs, exchange traded funds, etc.)
• Asset class research coverage (equities), which includes maintaining a high-conviction list of products
• Supporting field investment professionals by responding to their inquiries about the recommendations and/or selection methodology used on products under coverage
• Drafting communications to the field. Examples of communications include changes in money manager ratings, manager updates and topical white papers.
• Conducting onsite due diligence pursuant to GMR’s evaluation criteria

Required Qualifications:

• 4+ years of Retail Investment Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Experience with mutual funds, separately managed accounts and exchange traded products
• 4+ years of advanced financial analytical experience with high attention to detail and accuracy
• 4+ years of overall investment experience
• Experience performing qualitative and quantitative analysis, including statistical and performance analytics on investments
• Experience in money manager research including writing investment research reports or commentary
• Experience with Morningstar Direct, FactSet and Microsoft Office suite including PowerPoint
• Excellent verbal, written, and interpersonal communication skills
• Chartered Financial Analyst (CFA) designation
• A BS/BA degree or higher in business, finance, economics, accounting or engineering

Job Expectations:

• Ability to travel up to 10% of the time
• This position is not eligible for Visa sponsorship
• Specific compliance policies may apply regarding outside activities or personal investing; affected employees 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.

Posting Locations:

• 2801 Market Street – Saint Louis, MO 63103
• 550 S. Tryon Street - Charlotte, NC 28202
• Required location listed above. Relocation assistance is not available for this position.

Wells Fargo Recruitment and Hiring Requirements:

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