Wells Fargo Senior Operations Specialist 

India, Telangana, Hyderabad 

523967398

In this role, you will:

• As part of the post-booking certification (PBC) process, review critical business elements (CBEs) and data fields related to Corporate Banking’s outstanding credit facilities (both direct and operational exposure), compare to various internal credit documents and formal legal documents, and ensure these CBEs accurately reflect the terms set forth in said documents
• Help support regulatory reporting initiatives and projects such as FRY-14 remediation.
• Understand, comprehend and validate different terms and details of various loan agreements such as Credit agreements, security agreements, W-9s and Tax Documents, Underwriting Memos, Guarantor Documents, Credit Memos etc.
• Liaise with US-based CDA team, loan administration and portfolio management partners to confirm and/or update CBEs as needed
• Maintain data integrity with internal partners in CIB and Data Integrity Officers
• Work with various internal databases for client information tracking and reporting Liaise with US-based CDA, loan administration and portfolio management partners for on-going management of compliance related information and data entry into supporting databases and end user computing tools
• Monitor and evaluate larger and more complex business, operational, and customer support initiatives and overall effectiveness of team performance
• Document quality issues and performance measures for management review
• Provide information and assists in the feedback and formal data changes with I the application
• Work closely with both internal stakeholders and users to meet their service needs
• Apply technical knowledge and expertise to perform work and action requests
• Strong MS Office knowledge to manage and structure the available data and to clean and transform the data to use it further

Required Qualifications, US:

• 8+ years of Loan Data Validation, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Required Qualifications, International:

• 8+ years experience in Loan Data Validation, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Essential Qualifications:

• 8 to 10 years of overall experience in reading and interpret various loan documents and financial statements.
• Credit background; strong familiarity with legal documents related to credit facilities – Credit agreements, security agreements, W-9s and Tax Documents, Underwriting Memos, Guarantor Documents, Credit Memos etc.
• Understanding of different elements of a Loan Agreement
• Understanding of different credit facilities – Revolving Line of Credit, Term Loan, Swinglines, Letter of Credits, Standby Letter of Credits
• Understanding of the Loan Lifecycle
• Experience with Loan SORs and SOOs – Loan IQ, Delta, CORS, CreditView, AFS
• Detailed understanding of an underwriting memo
• Demonstrates awareness and understanding of the financial regulatory environment in which Wells Fargo operates
• Synthesizes complex or varied sources of information to create reports
• Provides summaries and supporting information to build effective narratives and enhance report utility
• Effective organizational, multi-tasking, and prioritizing skills
• Excellent verbal, written and interpersonal communication skills
• Solid problem solving and decision-making skills
• Proficient in Microsoft Outlook and Excel with ability to develop and comprehend complex functions and macros.
• Willing to work in mid-shift working hours – 1:30 PM to 10:30 PM IST

19 Aug 2024

Wells Fargo Recruitment and Hiring Requirements:

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