דרושים Administrative Assistant ב-United States, Minnesota, Minneapolis

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.

• Provides a broad variety of administrative and staff support services for an assigned group (8-10)
• Incoming email requests
• Schedule large senior management meetings
• Help organize large meetings for managers and give available times to managers to send invites
• Prepare and organize agendas for meetings
• Reserve conferences rooms
• Package and send mail
• Order supplies
• Printing/copies
• Order business cards / corporate cards / corporate cell phones / badge access
• Submit MyTech service requests for computers, software, etc.
• Help with onboarding and terminating employees
• Mailings for promotional campaigns
• Order lunches and client/employee meetings
• Submit invoices
• Team Weekly Reports
• Update organizational charts and distribution lists

• High school diploma or equivalent
• Typically four to five years of experience in administrative and support staff activities

• Proficient in Microsoft Office applications, particularly Excel and PowerPoint
• Ability to manage multiple tasks/projects and deadlines simultaneously
• Demonstrated administrative and clerical skills
• Ability to identify and resolve exceptions and to interpret data
• Effective verbal and written communication and grammatical skills

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

• Healthcare (medical, dental, vision)

• Basic term and optional term life insurance

• Short-term and long-term disability

• Pregnancy disability and parental leave

• 401(k) and employer-funded retirement plan

• Paid vacation (from two to five weeks depending on salary grade and tenure)

• Up to 11 paid holiday opportunities

• Adoption assistance

• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the .

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

In this role, you will:

• Support performance of less experienced Administrative Assistance staff and overall effectiveness of team in performing moderately complex to complex administrative tasks

• Be responsible for compiling information, preparing moderately complex reports, and balancing routine general ledger lines or expense accounts

• Perform complex administrative, transactional, operational, or customer support tasks

• Provide a high level of professional support which includes a balance of more experienced level administrative work as well as ongoing ad hoc and project or business initiatives such as planning meetings, tracking deliverables and pulling routine reports

• Assist with selectively referring callers, and answering questions regarding business unit policies and procedures

• Provide subject matter expertise and interpretation of administrative procedures to less experienced staff

• Provide administrative supervision and support to managers in the areas of reporting, offsites, and/or business documentation

• Interact with immediate Administrative Assistant team, functional area, and internal peers regarding routine administrative tasks

• Support more experienced level leaders with daily administrative tasks and interact with more experienced leaders across the organization

Required Qualifications:

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

Desired Qualifications:

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

• Experience with on-boarding new hires

• Ability to manage logistics for offsites and/or business operations related events

• Ability to follow policies, procedures, and regulations

• Ability to handle confidential material in a professional manner

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

• Highly proficient in drafting and proof-reading written documents utilizing proper grammar, punctuation, and spelling

• High level of motivation, demonstrated ability to be proactive and adaptable to change; leads self and others through change

• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment

• Ability to provide strong customer service while actively listening and responding in an appropriate manner

• Ability to work effectively, as well as independently, in a team environment

• Demonstrated leadership in identifying and implementing process efficiencies and sharing best practices with others in order to improve the overall effectiveness of the team

• Excellent technical skills

• Excellent verbal, written, and interpersonal communication skills

Job Expectations:

• Position will require onsite presence

• Relocation assistance is not available for this position

• This position is not eligible for Visa sponsorship

brokerage or wealth experience preferred

Wells Fargo Recruitment and Hiring Requirements:

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

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

• Healthcare (medical, dental, vision)

• Basic term and optional term life insurance

• Short-term and long-term disability

• Pregnancy disability and parental leave

• 401(k) and employer-funded retirement plan

• Paid vacation (from two to five weeks depending on salary grade and tenure)

• Up to 11 paid holiday opportunities

• Adoption assistance

• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the .

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

RESPONSIBILITIES:

• Support an extensive portfolio of complex clients and prospects with annual revenues of $50 million to $2 billion and aid companies in saving, borrowing and investing for their current and future needs.

• Facilitate dialogue with clients through relationship reviews, client team presentations and general business meetings.

• Collaborate with domestic and international teammates throughout Bank of America, including Investment Banking, Foreign Exchange and Wealth Management and collaborates with product specialists to advance client relationships in Credit, Treasury Management and Merchant Services in order to design and deliver financial solutions to clients and prospects.

• Provide financial, industry, and economic analyses and other activities to assist in decision making with comprehensive and in-depth company and industry research.

• Responsible to drive new business, focusing on enhancing existing relationships, and identifying opportunities.

• Interpret financial and cash flow statements to assess and analyze financial conditions of companies and industry trends.

• Collaborate with stakeholders and facilitate client relationships to design and deliver financial solutions, including credit, payments, risk management, investment banking and wealth and consumer, to clients and prospective clients.

• Facilitate discussions with key team members on topics including client and prospect industry, alternative capital structures, and general business issues.

• Remain abreast of changes in sales practices and broader market and industry conditions in order to assist companies with save, borrow and investment current and future needs.

• Remote work may be permitted within a commutable distance from the worksite.

REQUIREMENTS:

• Bachelor's degree or equivalent in Mathematics, Finance, Business Administration, or related: and

• 4 years of experience in the job offered or a related Finance occupation.

• Must include 4 years of experience in each of the following:

• Interpreting financial and cash flow statements to assess and analyze financial conditions of companies and industry trends;

• Collaborate with stakeholders and facilitate client relationships to design and deliver financial solutions, including credit, payments, risk management, investment banking and wealth and consumer, to clients and prospective clients;

• Facilitating discussions with key team members on topics including client and prospect industry, alternative capital structures, and general business issues; and,

• Remaining abreast of changes in sales practices and broader market and industry conditions in order to assist companies with save, borrow and investment current and future needs.

• 10% domestic travel, as necessary.

If interested apply online at or email your resume to and reference the job title of the role and requisition number.

As an Executive Administrative Assistant within Commercial & Specialized Industries, you will manage busy calendars, travel, plan and assist with local events and projects for the business. You will tap into your thought leadership to manage priorities, ensure efficient use of executives’ time, and collaborate closely with colleagues to ensure robust on-site support and backup coverage. You will also work with key stakeholders in the business, partner with various teams. to complete projects.

Job Responsibilities:

• Manage complex calendars for leaders in a fast paced and dynamic environment, arrange travel plans, adjust and prioritize last-minute changes including logistics such as conference rooms, events, and catering, etc.
• Support local event planning and execute as needed and/or support local employee engagement activities such as team recognition, events, etc.
• Support the physical site support demands required including phone coverage, assistance with new hire integration, facilities maintenance, supplies, floor access, presence at local events, greeting clients and guests and escorting them throughout the location, food orders/set up and takedown of conference rooms, ensuring superior client service at all times
• Provide general team support such as time keeping, training tracking, and assist in ad hoc projects as needed
• Maintain confidential data, enforce internal controls, and comply with policies and procedures
• Support Salesforce or other LOB reporting activity within scope for role and simple reporting for the business such as pulling canned reports and scorecards
• Collaborate effectively with colleagues and team members, assisting with projects and tasks as needed
• Work in team-oriented environment tied to solid judgment, decision making and problem-solving skills and commitment to customer service

Required qualifications, capabilities and skills:

• At least 3 years of administrative support experience with background in a client facing sales and financial services environment
• Strong organizational skills and ability to work independently in a demanding, changing and fast paced environment
• Effective travel planning skills and knowledge
• Self-motivated, personal leadership, ability to be discrete, highly collaborative and team oriented
• Effective interpersonal skills and excellent communication - confident, organized, and clear
• Fluent in Microsoft Office, PitchPro and Adapts easily to process changes and learns new technologies
• Project and event management experience
• Service oriented and able to greet clients, distribute packages, restock pantry items, and other floor duties as required.
• Strong knowledge of invoice payment processing and/or Sponsorship and Donation processes

• High school diploma or equivalent
• Typically five or more years of experience in administrative and support staff activities

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

• Healthcare (medical, dental, vision)

• Basic term and optional term life insurance

• Short-term and long-term disability

• Pregnancy disability and parental leave

• 401(k) and employer-funded retirement plan

• Paid vacation (from two to five weeks depending on salary grade and tenure)

• Up to 11 paid holiday opportunities

• Adoption assistance

• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the .

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.