About the Role
In this role, the incumbent will perform a combination or all the following in the course of Contract validation:
- Facilitate fulfillment of source document requests within agreed SLAs
- Coordinating with WLO/ upstream teams to source document for Credit Facilities under review
- Coordinate with contacts across SORs to identify and map the appropriate POCs pertaining to specific document requests.
- Direct pulls of source documents from ICMP, Filenet, and potential SOOs/SORs as needed.
- Work with requestors to ensure the document requests are complete and accurate.
- Source document collection management/ facilitation and organization
- Recommend enhancements to document collection processes/ procedures.
- Transaction Testing
- Conduct Contract Validation & Analysis of the Contract Analytics output
- Identifies Document Defects & Legal Interpretations issues.
- Compare Terms and Critical Data Elements between source documentation to reported values in SoRs
- In-depth review and interpretation of terms in source documentation to validate reported values
- Peer Review and Analytics Building Feedback
- Other Responsibilities
- Build Subject Matter Expertise through training, experience, and learnings on the job, while leveraging prior experience.
- Builds Contract AnalysisArtifacts, Reporting,Training and Governance practice
- Act as the point of Escalation for Legal & Contractual Terms Interpretation and trains Analysts
- Establish Quality Control framework and demonstrate regular and ongoing compliance
- Establish robust and insightful reporting to monitor, track, and report performance (KPIs & KRIs)
- Identifies patterns and trends for efficiency generation and innovation
- Track and record communications (verbal or written) in specified templates
- Continuously document lessons learned and build knowledge repository
- Own, maintain and recommend, from time to time, enhancements to process documentation and procedures (SOP)
Required Qualifications:
- 2+ years of experience in Commercial Banking & Lending Loans processing
- Experience in various Analytics methodologies and platforms
- Advanced Excel (VLOOKUP’s, Macros etc.) and dexterity with large data sets
- Past experience, training or license as contract attorneys, legal professionals, and contract translator is an added advantage in the role
- Understanding of banking regulations and compliance requirements to ensure data controls meet policy & legal standards.
- Outstanding problem solving and analytical skills with ability to turn findings into strategic imperatives
- Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
- Ability to take initiative and work independently with minimal supervision in a structured environment
- Demonstrated experience in deploying enterprise-wide Analytics projects for Global 500 companies is desirable
- Ability to present and discuss information in a manner that persuades, educates, and enhances understanding at all levels
- Significant experience working closely with senior and executive leadership.
- Strong collaborator and empathetic listener who works with diverse groups to solicit multiple perspectives.
- Possesses executive presence, high energy, ability to manage complexity and a broad scope of daily work activities and stakeholders.
- Strong analytical and critical thinking skills, combined with strategic business focus and vision.
- Ability to execute in a fast-paced, high-demand, environment while balancing multiple priorities.
- Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment.
- Ability to translate and summarize complex data into understandable, actionable information and recommendations.
- Proven change management & process improvement experience
- Excellent written, verbal & inter-personnel communication skills
Desired Qualifications:
- Overall 8+ years of experience in projects of similar nature in financial institutions
Location:
30 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.