דרושים Design & Testing Business Execution Manager-design ב-Wells Fargo ב-United States, Minneapolis

In this role, you will:

• 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 Managers, Credit Analysts, Internal Risk Management, Relationship teams, Operations, Markets and various internal and external partners
• Coordinate loan closing activities from the initiation and credit approval throughout the closing, booking, and funding process to ensure consistent, timely and accurate credit delivery and funding to our clients
• Analyze and problem solve complex problems with efficient and logical solutions
• Work in a fast-paced environment while managing risk, controls and booking accuracy
• Utilize loan documentation knowledge and analyze and extract pertinent data elements
• Understand trading limit structure and exposure management and booking on the applicable systems of record
• Develop expertise in bank policies, procedures and compliance requirements confirming adherence
• Evaluate and ensure accurate new and existing data in the systems of record
• Collaborate with managers and peers on initiatives, projects, and complex control resolutions, implementing efficiencies across teams
• Exercise independent judgment while developing the knowledge to understand functions, 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:

• Experience working within or supporting middle office functions
• Comprehension of internal credit underwriting documents and loan closing documentation
• Knowledge of credit systems of record and origination such as nCino, LIQ, CoRS, and Treasury management systems
• Understanding of the credit underwriting and customer due diligence processes
• Strong attention to detail
• Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
• Ability to effectively prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
• Outstanding problem solving and independent decision-making skills
• Excellent communication skills both verbal and written
• Intermediate Microsoft Office (Word, Excel, Outlook and PowerPoint) skills

Job Expectations:

• This position currently offers a hybrid work schedule
• This position is not eligible for Visa sponsorship

Posting Locations:

• 90 South 7th Street, Minneapolis, Minnesota 55402
• 550 South Tryon Street, Charlotte, North Carolina 28202

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:

• 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 needs and as needed, recommend an effective variety of financial products and services in order to help the customer succeed financially
• Develop exceptional customer relationships with a solid understanding of cash flow and small business operating cycle and how business products and services can support businesses in the portfolio
• Ensure the overall success and growth of an assigned portfolio by developing deeper relationships of existing customers and managing risk
• Effectively collaborate and consult with internal small business partners and stakeholders to independently resolve moderately complex customer or process issues and achieve small business goals
• Engage in prospect activities and employ contact strategies focused on generating new small business relationships
• Lead or participate in moderately complex initiatives and deliverables within small business and contribute to large-scale initiatives related to customer relationships and business growth
• This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Required Qualifications:

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

Desired Qualifications:

• 3+ years of experience sourcing and or managing a portfolio of clients with $1mm - 25mm in annual revenue
• Strong knowledge of deposit and cash management products and services
• Strongrelationship-buildingand excellent communication skills with individuals at all levels, internally and externally
• Ability to balances needs of clients with associated risks and interests of Wells Fargo
• 3+ years of experience in business-to-business sales
• Established network in the local market
• Knowledge and understanding of financial services industry
• Excellent verbal, written, and interpersonal communication skills
• Intermediate Microsoft Office skills
• A BS/BA degree or higher

Job Expectations:

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:

• 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 guidance, three lines of defense risk management structure, and key risk and control concepts.

• Develop functional Knowledge in risks, controls, compliance, testing, assessment of findings, escalation and reporting.

• Gain knowledge of risk profile of engagement review’s subject matter (i.e. Enterprise Function, Compliance program, etc.).

• Assess adequacy and effectiveness of policies, procedures, processes, systems, and control environment and understandsmarket/business/regulatorychanges to determine impact to engagement’s plan and scope.

• Complete assigned testing activities exercising effective quality review behaviors and seeks guidance for areas of ambiguity and/or uncertainty.

• Escalate potential findings to engagement management and follows through on reporting and resolution per procedural guidance.

• Collaborate internally with other IT&V team members in support of engagement’s overall review activities in addition to the individual areas of responsibility.

• Build constructive and effective relationships, exercising effective communication behaviors, and holds self-accountable for delivering on commitments.

Required Qualifications:

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

Desired Qualifications:

• Understanding of audit, testing, risk, and control fundamentals.

• Ability to learn and apply new methodologies (like AI/CoPilot) to testing work.

• Full testing lifecycle experience that includes determining scope, designing test scripts, executing tests, identifying and escalating issues and risks, and documenting and reporting results.

• Foundational understanding of the COSO Framework and Risk & Control Self-Assessment (RCSA) programs.

• Ability to work well with minimal supervision and can accomplish targeted milestones by designated dates.

• Experience gathering, analyzing, and interpreting datasets; ability to retrieve data from various information systems.

• Strong analytical skills with high attention to detail and accuracy.

• Ability to research trends and analyze data.

• Excellent verbal, written, and interpersonal communication skills.

• Ability to take on a high level of responsibility, initiative, and accountability.

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.

Posting Locations:

• 401 S Tryon Street – Charlotte, NC

• 600 S 4th Street, Minneapolis, MN

• 800 S Jordan Creek Pkwy, West Des Moines, IA

• 401 Las Colinas Blvd. W - Irving, TX

• 1150 W Washington Street, Tempe, AZ

• 1N Jefferson Avenue - St Louis, MO

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:

• Facilitating the identification of opportunities to utilize data analysis in the assessment of risk and controls
• Navigating within large complex technology environments to locate, validate, extract, and format data for data analysis testing
• Effectively documenting the analysis in accordance with audit policy
• Training and mentoring audit teams in the use of data analysis and data analysis tools
• Partnering with assigned audit teams to build expertise in the use of data analysis within the internal audit function
• Write opinions reflecting relevant facts that lead to logical conclusions
• Escalate significant risks and loss exposures to appropriate levels of management
• Ensure documentation and reporting are ready for review by managers and more experienced managers
• Demonstrate credible challenge
• Participate on and lead projects that are generally moderate to large in size and moderate in complexity
• Develop and maintain excellent business relationships within Internal Audit and with teams companywide

Required Qualifications:

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

Desired Qualifications:

• 5+ years of hands-on experience with SQL, SAS and/or Alteryx, including complex query development, data manipulation, performance optimization, and automation of solutions of medium to high technical complexity
• Proficient in Tableau and Alteryx for data visualization and workflow automation, enabling actionable insights and efficient reporting
• Strong experience documenting analytic solutions and providing documentation guidance
• Experience with Chief Operating Office/Shared Services Operations
• Extensive knowledge and understanding of research and analysis
• Strong analytical skills with high attention to detail and accuracy
• Knowledge of systems of record, and data warehouses
• A BS/BA degree or higher
• Solid knowledge and understanding of audit or risk methodologies and supporting tools
• Strong understanding of financial regulatory environment
• Experience leading and providing feedback to staff on audit projects or engagements
• Experience with Issue Validation and Remediation
• Excellent verbal, written, and interpersonal communication skills
• Ability to obtain or currently hold one or more of the following certifications: SAS Certified Big Data Professional, SAS Certified Data Scientist, Certification of Professional Achievement in Data Sciences, Certified Analytics Professional, CFE, CIA, CISA, CPA, CAMS, or CRCM

Job Expectations:

• Ability to travel up to 10% of the time
• This position does not offer VISA sponsorship
• Hybrid work schedule

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 complex initiatives to provide technological solutions with broad impact for cross functional businesses and technology teams
• Act as a key participant in providing strategic business solutions to companywide technology initiatives
• Evaluate highly complex business problems and provide subject matter knowledge proficiency for technology initiatives
• Define and lead detailed research on business and technology requests to develop efficient and accurate functional requirements
• Make decisions in highly complex and multifaceted situations requiring solid understanding of domain and technology applications, and which influence companywide technology solutions
• Lead project or systems documentation, and monitor and manage project schedules and deliverables
• Collaborate and consult with business and technology teams to provide comprehensive technological solutions for complex business problems
• Ensure communication and information flow between business and technology teams

Required Qualifications:

• 5+ years of Business Systems Data and Business Systems Designing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 5+ years of relationship management experience with business and technology partners
• 4+ years of experience analyzing requirements and designing new solutions for application and database components
• 4+ years of experience gathering business requirements from various sources including end-users and stakeholders
• 3+ years of Agile experience
• 3+ years of change management experience

Desired Qualifications:

• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in cross-functional and matrixed environment
• Experience working in Agile environment (Scrum/Kanban)
• Experience with Jira and ServiceNow
• Working knowledge of Confluence, SharePoint, MS Teams, and Excel
• Excellent verbal, written, and interpersonal communication skills
• Experience utilizing strategic thinking and planning and leveraging critical thinking to drive change that enable efficiencies and drives growth.
• A BS/BA degree or higher
• Ability to interact with all levels of an organization from developers to CIOs
• Ability to work effectively in virtual environment where key team members and partners are in various time zones and locations

Job Expectations:

• This position is not eligible for Visa sponsorship
• Ability to work on-site at approved location at least three days per week
• 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:

• Manage a large book of fixed income portfolios on behalf of High-net-worth clients, trusts, and institutions
• Implement tax sensitive income strategies, with somewhat broad investment authority and act independently within the established VIG (Verification of Investment Guidelines)
• Lead team strategy calls and execute strategic and tactical positioning in accordance with strategy team allocations
• Communicate the Fixed Income Strategies Teams current strategy and deliver market updates to the broader Wealth Investment Management (WIM) community
• Participate in fixed income outreach to internal partners
• Provide on-going support to generalist advisor partners in their knowledge, awareness, and implementation of fixed income management
• Work with Client Relationship Group (CRG) partners to provide ongoing service to existing clients and assistance with new business opportunities

Required Qualifications:

• 5+ years of Wealth Investment Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Successfully completed FINRA Series 65 exam to qualify for immediate registration (or FINRA recognized equivalents, such as active Chartered Financial Analyst designation)
• Proven ability to generate strong investment performance and deliver business growth strategies
• Ability to develop partnerships and collaborate with other business and functional areas
• Knowledge of Bloomberg and or BondEdge
• Municipal fixed income trading, research or portfolio management experience
• Knowledge of coding languages (VBA, Python, R, SQL)

Job Expectations:

• Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Registration for FINRA Series 65 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
• 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.
• This position is not eligible for Visa sponsorship

Posting Locations:

• 550 South Tryon Street - Charlotte, NC 28202
• 550 South 4th Street – Minneapolis, MN 55415
• Required location listed above. 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 providing technology initiatives for simple to moderately complex business problems within technology business systems
• Contribute to the development of systems and procedures that are both cost effective and meet the relevant business requirements
• Evaluate moderately complex business, operational, or technical challenges that require an in-depth evaluation of planning and direction conducted to resolve complex business problems
• Coordinate communication and information flow between business and technology teams
• Support delivery of non-functional requirements related to both on premise and vendor hosted applications
• Support of the full SDLC process related to a database application and PowerBI hosted reports
• Support Varicent’s Incentive Compensation Management system and ELT product
• Demonstrate an ability to handle multiple projects simultaneously
• Demonstrate a proficiency in using Confluence and Jira
• Demonstrate an ability to quickly learn and understand complex subject matter

Required Qualifications:

• 4+ years of Business Systems Data experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 4+ years of systems analysis or design experience
• 4+ years of SDLC (System Development Life Cycle) experience
• 3+ years of client relationship management experience
• 3+ years of testing or quality assurance experience
• 3+ years of SQL experience
• 1+ years of leadership experience including coaching, training, and mentoring
• 1+ years of experience with Agile
• 1+ years of HR systems experience (e.g. PeopleSoft, Oracle, SAP, Workday)
• 1+ years of Jira and Confluence experience

Desired Qualifications:

• 1+ years of experience with Cloud PowerBI
• 1+ years of experience with incentive compensation
• Knowledge of Varicent's Incentive Compensation Management
• Knowledge and understanding of governance and compliance expected from providing solutions in systems and technology domains
• Experience supporting both on premise and vendor hosted (SaaS) applications
• Excellent verbal, written, and interpersonal communication skills
• Experience with Jira
• A BS/BA degree or higher
• Ability to research, compile, and perform complex analysis
• Advanced problem solving and technical troubleshooting capabilities
• Experience facilitating meetings with participants at various levels of experience in different lines of business

Job Expectations:

• Ability to work additional hours, as needed
• Ability to work on-site at approved location 3 days/week
• 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.