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Wells Fargo Escalations Associate - Registered United States, North Carolina, Charlotte 812876285
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In this role, you will:
Research and resolve escalated inquiries and complaints including review of in process, closed, or cancelled single loan or credit exceptions, applications, claims, files or online transactions
Determine appropriate course of action by conducting investigative steps to identify the issues, research product information, and process complex or corrective transactions online
Review escalated inquiries and complaints that require special handling, process complex or corrective transactions online, and ensure resolution or negotiation of sensitive and time critical matters
Receive direction from supervisors and exercise judgment within defined parameters while developing understanding of investigative steps to identify and resolve issues, terms, conditions, and contracts to ensure the process and documentation are in compliance with internal company requirements, insurer guidelines, investor requirements or government regulations
Provide information to the management committee members, agencies, or business leaders related to the escalated inquiries and complaints
Required Qualifications:
6+ months of Customer Contact in a Financial Services Environment, Financial Services Operations, Underwriting, or Quality Assurance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
Desired Qualifications:
Knowledge and understanding of securities industry
Ability to interact with clients in a client-facing environment
Strong analytical skills with high attention to detail and accuracy
Experience delivering results in a fast-paced, deadline driven environment
Strong organizational, multi-tasking, and prioritizing skills
Intermediate Microsoft Office Skills
Ability to successfully exceed goals with a results focus
Ability to interact with all levels of an organization
Excellent verbal, written, and interpersonal communication skills
Job Expectations:
Successfully completed FINRA SIE and Series 7 exams to qualify for immediate registration
Ability to work at one of our approved job posting locations
Ability to alternateone week in office and one week remote
Wells Fargo only considers candidates who are presently authorized to work for any employer in the United States and who do not require work visa sponsorship from Wells Fargo now or in the future in order to retain their authorization to work in the United States.
This role is not visa eligible
@RWF22
Wells Fargo only considers candidates who are presently authorized to work for any employer in the United States and who do not require work visa sponsorship from Wells Fargo now or in the future in order to retain their authorization to work in the United States.
This role is not visa eligible
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
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