דרושים Trade Services Specialist ב-Wells Fargo ב-United States, Irving

In this role, you will:

• Lead complex initiatives including those that are cross functional with broad impact and act as key participant in large scale planning for Transactions and Processing
• Review and analyze complex multi-faceted, larger scale or longer-term business, operational, or technical challenges that require in-depth valuation of multiple factors including intangibles or unprecedented factors
• Make decisions in complex and multi faceted situations requiring solid understanding of the function, policies, procedures and compliance requirements that influence and lead broader work team to meet deliverables and drive new initiatives
• Review, approve and issue quotes and applications on less complex loan requests
• Strategically collaborate and consult with peers, colleagues and mid-level to senior managers to resolve issues and achieve goals, may lead projects, teams or serve as a peer mentor

Required Qualifications:

• 5+ years of Transactions and Processing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 3 + Years Leadership Experience in a team leader or management capacity.
• Commercial Real Estate Operations experience.
• Documentation and closing experience.
• Experience with Risk/control framework.
• Experience managing a pipeline of work.
• Proficient with Microsoft office applications.
• Project management professional or Six Sigma background.

Job Expectations:

• This position currently offers a hybrid work schedule of three (3) days in office and two (2) days from home (8AM to 5PM or 8:30AM to 5:30PM).
• Office locations:600 S 4th St,MINNEAPOLIS, MN 55415, 1525W W T Harris Blvd, Charlotte, NC 28262or 2800S Price Rd,CHANDLER, AZ 85286.
• Ability to work additional hours as needed.
• Relocation assistance is not available for this position.
• Visa Sponsorship 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.

In this role, you will:

• Be accountable for a complex portfolio of customers

• Share leadership role with managers to oversee a portfolio of accounts

• Identify opportunity for process improvements within the portfolio

• Review and analyze the decision process for customer accounts and evaluate the profitability and risk of designated portfolio

• Verify compliance and report identified issues for resolution

• Make decisions on complex customer issues

• Partner with managers to resolve issues and provides status updates on implementations

• Develop expertise in the policies, procedures, and compliance requirements

• Handle complex customer issues which include escalation and resolution

• Lead team and serve as a subject matter expert for the department

• 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 Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with 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.

Key Responsibilities:
- Manage the end-to-end servicing of bilateral commercial loans, including payments, rate resets, clearing exceptions, reconciliations, and complex research requests.
- Maintain and update loan records in LoanIQ, ensuring data integrity and compliance with internal policies and regulatory requirements.
- Process loan transactions such as drawdowns, rollovers, repayments, and fee accruals.
- Support internal and external audits by providing documentation and responding to inquiries.

- Identify and implement process improvements to enhance operational efficiency and reduce risk.

In this role, you will:

• Lead a variety of servicing activities for moderately complex commercial products, including coordinating all aspects to ensure customer resolution

• Evaluate and upload data into the systems of record to ensure compliance with all bank policies, procedures, and regulatory requirements

• Coordinate all aspects of resolving open customer service issues; interact with internal and external customers

• Serve as primary liaison and work collaboratively with Sales, Legal, Control and Risk, Technology, and various Operations and company teams as necessary to progress customer-focused needs

• Review and negotiate moderately complex loan servicing transactions, evaluate risks, and devise strategies to mitigate risks and identify procedural modifications

• Serve as an escalation point in the resolution of client issues

• Conduct quality reviews and monitor key performance metrics as related to efficiencies and effective processes

• Identify activities of the team to ensure conformity with established procedures

• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals

• May lead projects, teams, or serve as a mentor for lower-level staff; may contribute to strategic initiatives

• Independently resolve moderately complex issues and lead team to meet deliverables while leveraging solid understanding of the function, policies, procedures, and compliance requirements

Required Qualifications:

• 4+ years of Commercial Loan Servicing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 3 years of hands-on experience using LoanIQ

• Strong understanding of bilateral loan structures and servicing requirements.

• Proficiency in LoanIQ, workflow tools, Microsoft Office Suite, especially Excel.

• Excellent attention to detail, organizational, and problem-solving skills.

• Strong communication skills and ability to work collaboratively across teams.

• Familiarity with bilateral commercial loans

• Experience with workflow tools or automation platforms.

• Knowledge of regulatory requirements related to commercial lending (e.g., SOX, OCC guidelines).

Job Expectations:

• Ability to work a hybrid schedule

• Willingness to work on-site at stated locations

• 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:

Duties may include proactively handling client account and/or product issues, monitoring account overdrafts, confirming source of funds, and partnering with internal teams to resolve office management on ad-hoc client inquiries tasks (i.e. customer onboarding, due diligence, proactive outreach, and other associated risk management matters to ensure regulatory and company requirements are met).

In this role, you will:

• Be accountable for a complex portfolio of customers
• Share leadership role with managers to oversee a portfolio of accounts
• Identify opportunity for process improvements within the portfolio
• Review and analyze the decision process for customer accounts and evaluate the profitability and risk of designated portfolio
• Verify compliance and report identified issues for resolution
• Make decisions on complex customer issues
• Partner with managers to resolve issues and provides status updates on implementations
• Develop expertise in the policies, procedures, and compliance requirements
• Handle complex customer issues which include escalation and resolution
• Lead team and serve as a subject matter expert for the department
• 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 Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 2+ years’ Treasury Management Dedicated Client Services Experience
• 2+ years’ experience supporting Complex Treasury Management Products (i.e. ACH, RTP, Wires) and utilizing Treasury Management Tools and Applications (i.e. UAM, ServiceView, Hogan)
• Ability to triage and troubleshoot complex issues, inclusive of root cause identification and communication of resolution to clients and internal stakeholders.
• Ability to act as an extension of management supporting the broader team, leading escalations and managing partner relationships
• Advanced knowledge and ability to support high profile, complex clients within the Commercial banking or Corporate Investment Banking client base
• Strong personal leadership skills, including initiative, accountability and the ability to inspire and motivate others

Job Expectations:

• The hours for this position may vary between 7 AM and 6 PM Local Standard Time.
• This position offers a hybrid work schedule
• Ability to travel 10%

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 moderately complex initiatives and deliverables within the Transactions and Processing area and contribute to large scale planning related to deliverables
• Review and analyze moderately complex business, operational, or technical challenges that require an in-depth evaluation of variable factors
• Review, approve and issue quotes and applications on less complex loan requests
• Resolve moderately complex issues and lead a team to meet loan requests area, projects, process deliverables while leveraging solid understanding of the Transaction and Processing policies, procedures, and compliance requirements
• Collaborate and consult with peers, colleagues and mid level managers to resolve issues and achieve goals, lead projects, teams or serve as a mentor for less experienced staff
• Work closely with both origination and central analysts in the preparation of loan approval documents

Required Qualifications:

• 4+ years of Transactions and Processing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.

Desired Qualifications:

• Client Focused
• Experience with Commercial Real Estate Construction products and operations
• Excellent written and verbal communication skills
• Ability to work in a fast-paced collaborative work environment while managing competing priorities
• Comfort executing in ambiguity
• Intermediate Microsoft Office Application Skills
• Loan IQ skills

Job Expectations:

• Hybrid schedule 3 days in office and 2 days' work from home
• Locations:5000 Riverside Rd, IRVING, TX 75039 and 2800S Price Rd
  CHANDLER, AZ 85286

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:

Team Leadership & Development:

• Lead, coach, and mentor a team of contact center sales associates to achieve and exceed sales targets.
• Conduct regular performance reviews, provide feedback, and create development plans.
• Foster a high-performance, customer-centric culture.

Sales Strategy & Execution:

• Implement and manage sales strategies to drive revenue growth in merchant services.
• Monitor KPIs and metrics to ensure team productivity and effectiveness.
• Collaborate with marketing, product, and operations teams to align on campaigns and initiatives.

Operational Excellence:

• Oversee daily contact center operations, ensuring adherence to compliance, quality, and service standards.
• Utilize CRM and sales tools to track performance and optimize workflows.
• Identify process improvements and implement best practices to enhance efficiency.

Customer Engagement:

• Lead or actively participate in large, cross-functional projects, collaborating with various teams to achieve project goals, and provide guidance to less experienced staff and support to foster their professional development.

Collaboration & Communication:

• Collaborate and consult effectively with peers, colleagues, external contractors, and mid-level managers to resolve issues, share knowledge, and achieve common objectives.

Compliance & Risk Management:

• Leverage a solid understanding of compliance and risk management requirements relevant to the supported area, ensuring adherence to policies and regulations.

Required Qualifications:

• 2+ years of Contact Center Sales, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 1+ years of Leadership experience

Desired Qualifications:

• Merchant services experience and knowledge of merchant acquiring, POS systems, and payment gateways
• Proficiency in CRM systems (e.g., Salesforce) and contact center technologies
• Knowledge and understanding of contact center environment (phone, email, online, digital) with emphasis on customer strategies.
• Demonstrated sales experience (either in person or over the phone) and shows success in the sales area
• Leadership experience with ability to effectively manage and engage teams.
• Experience training and coaching customer-facing team members
• Reporting and analytics experience using various reporting tools.
• Knowledge and understanding of call routing and call reporting dynamics.
• Workforce management experience including: directing activities of team members, performance management, career development, coaching, mentoring, and succession planning .
• Intermediate Microsoft Office (Outlook, Excel, Word, PowerPoint, LiveMeeting and SharePoint) skills

Job Expectations:

• This position is not eligible for Visa sponsorship
• Must be able to work on-site

Locations:

• 250 E. John Carpenter Freeway - Irving, Texas 75062

Required locations 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.

In this role, you will:

• Be responsible for managing specific dealers including driving sales volume by effectively visiting and communicating with the dealer key touch points; including sales managers and dealer executives.
• Work with internal cross functional teams including operations, equipment management and our OEM partner to deliver top of class service, effectively manage a deal pipeline with multiple dealers, and take ownership of every part of the deal management process.
• Support Lead Credit Product Portfolio Specialists

Required Qualifications:

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

Desired Qualifications:

• 2+ years of experience in sales; preferably with vendor finance
• 2+ years of Equipment Finance experience
• Basic knowledge of lending products
• Strong collaboration skills
• Ability to qualify, structure, price, negotiate, and close credit transactions
• Structuring experience with financial products including loans, FMV leases, and inventory lines
• Demonstrated history of meeting and exceeding business goals and objectives
• Excellent verbal and written communication skills

Job Expectations:

• Minimal travel expectations

Wells Fargo Recruitment and Hiring Requirements:

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