In this role, you will:
- Monitor and evaluate the quality of inbound or outbound customer calls
- Document quality issues and performance measures for management review
- Oversee a group of service monitors
- Provide information and assists in the feedback and formal education process of other staff
- Work closely with both internal and external customers to meet their service needs
- Act as a subject matter expertise
- Provide information and assist in the feedback and education to staff
Required Qualifications:
- 2+ years of Quality Assurance, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- 2+ years of experience.
- Must have an extensive customer facing mortgage background (open to both experienced commercial and mortgage lending folks)
- They will be assisting with new and existing account setup. Must have experience with customer facing roles, preferably someone that has a background in client support (mortgage).
- Advanced Excel skills (Vlookup, data validation, review, and verification)
- Experience with Microsoft Suite tools.
- Must be willing to show initiative, ask good questions, and work efficiently.
- Must exhibit a strong attention to detail.
Job Expectations:
Loan Ageing
Will be working in the warehouse loansystem, primarilydoingaccount monitoring,while also working directly with the clients.
Will be working with internal & external clients with ongoing systematic updates related to aged loan portfolio monitoring.
Duties include ensuring clients are notified of any curtailments due as well as follow up with treasury partners to ensure curtailments were completed within SLA.
Must be familiar with GSE guidelines, wholesale and residential retail processes (commercial experience also considered)
Strong Excel skills are required (Vlookup, data validation and review).
Must work well in a team environment and have excellent communication skills.
Prefunding Loan Review:
system, primarilyreviewing loans for eligibility to the warehouse line, while also working directly with the clients.
- Will be working with internal & external clients with ongoing systematic review of loan eligibility.
- Duties include prefunding loan review, client communication for loans that are ineligible for the facility.
- Must be familiar with mortgage documentation including but not limited to: Automated Underwriting Feedback, 1008, Investor Locks, Notes, Deeds of Trust, Allonges, Endorsements and Riders.
- Must be familiar with the lifecycle of a residential mortgage loans funding to settlement.
- Must be familiar with GSE guidelines, wholesale and residential retail processes (commercial experience also considered)
- Must work well in a team environment and have excellent communication skills.
3 Apr 2025
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.