About this role:
Wells Fargo is seeking an Operations Specialist. This role is responsible for ensuring accurate disbursements to Investors on a daily basis as well as acting as a liaison between Investors and internal Wells Fargo groups. Daily disbursement activity requires extreme accuracy and enhanced review with full reconciliation required.
In this role, you will:
- Research and resolve moderately complex operational tasks, accountable for entire process from receipt of work to resolution and closure to include originating source documents, data adherence to regulations, processing payments, resolve discrepancies and process unique rejects or exceptions
- Work under close supervision, follow established procedures, identify opportunities to determine appropriate course of action within defined scope of responsibility
- Review and analyze inquiries and operational challenges that require research, evaluation
- Consult with management for more complex issues to assist with appropriate course of required action
- Analyze and present recommendations for resolving more complex situations and exercise some independent judgment while developing of understanding of policies, procedures and compliance regulations
- Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
Required Qualifications:
- 2+ years of Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- Commercial Banking Operations Experience
- Experience with direct and/or third-party equipment lending operations or loan documentation
- Working understanding in Infolease/Solifi
- Demonstrated ability to develop and maintain strong relationships with internal and external customers and partners
- Excellent organizational, time management, prioritization, detail orientation, and multi-tasking skills
- Ability to collaborate and interact with others to achieve results
- Excellent verbal, written, and interpersonal communication skills
- Sound analytical skills
- Intermediate Microsoft Office skills
- Ability to initiate resolution of problems with limited supervision
Job Expectations:
- Ability to work a hybrid model requiring three days a week on-site Monday thru Friday, 7:30am to 4pm or 8:30am to 5:00pm
- Ability to work additional hours as needed
- This role is not open to relocation
- This position is not eligible for Visa sponsorship
Pay Range
$26.59 - $47.26
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit for an overview of the following benefit plans and programs offered to employees.
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
11 May 2025
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.