Wells Fargo Lead Operations Processor Lockbox 

Philippines, Caloocan 

154733356

In this role, you will:

• Support management in the day-to-day supervision of less experienced team providing guidance, and resolution to issues contributing to overall effectiveness of team

• Provide feedback and present ideas for improving or implementing processes and tools within Operations group

• Perform or guide others on complex escalated issues that require planning, evaluation, and interpretation

• Prioritize work and provide daily work leadership and mentorship to team

• Provide training and technical guidance to less experienced staff

• Lead or contribute to implementation of new or revised processes and procedures that require coordination among operation teams

• 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

• Serve as a resource to other departments on transaction structure, documentation, and company policies

Required Qualifications:

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

Desired Qualifications:

• Must be knowledgeable in building reports in Tableau and or Excel

• Must have a strong understanding of capacity planning, SLA and volume management

• Workforce Management experience is an advantage

Job Expectations:

• Must be willing to work onsite daily.

• Must be willing to work on weekends, holidays, and 24/7 operations.

• Must be willing to undergo frontliner role for 6 months to gain process knowledge, experience, and follow TM scorecard for regularization.

• Support performance and overall effectiveness of team as well as process development, management and maintenance of lockbox data and analytics.

• Independently prioritize work and provide day-to-day work leadership and mentorship to less experienced staff; lead or contribute to developing complex reporting and solutions that require coordination among various work groups.

• Provide guidance and subject matter expertise to immediate team and broader group, as necessary.

• Facilitate trainings and or refresher sessions.

• Report, manage and monitor daily volume.

• Build reports for lockbox leadership audience.

• Takes accountability for entire process from receipt of work to resolution and closure.

• Tasks require coordination of information among various operational areas and customers. Uses multiple online systems.

• Duties may include - receiving and reviewing incoming work, contacting appropriate resources as needed, entering transactions into systems, verifying with accuracy, resolving complex customer/client requests using multiple resources and records.

• Preparing, editing, distributing, and/or correcting specialized and/or complex documents. Works under general supervision following established procedures.

• Considered a subject matter expert on operational issues related to process or function.

• Acts as escalation point for less senior processors for complex issues or transactions, providing training as needed.

• Ability to train the new joiners and audit the existing team members on various tasks.

• Independently picks up knowledge/skills in one’s own area of work.

• Flexibility towards work on differentprocesses/assignmentsand shifts

• Ability to work effectively as part of a team and takes team initiatives.

• Connect with LOB partners on conference calls and understand developments/ updates, etc.

• Awareness and maintenance of process related reports

• Coach TMs on process opportunities.

• performs a variety of Operational tasks for the most complex processes or functions.

• Facilitate and drive engagement activities within Lockbox.

27 Feb 2025

Wells Fargo Recruitment and Hiring Requirements:

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