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Wells Fargo Securities Product Group Lending Operations 
India, Karnataka, Bengaluru 
889972298

18.02.2025


In this role, you will:

  • Be expected to work closely with the Middle Office LOBs in US and broad Operations functions.

  • Some of the key functions would be a) Exception management through various reconciliations, b) Queue monitoring, c) performing trade affirmations, allocations & validation, d) producing key metrics & varied reporting.

  • Shall be able to demonstrate good understanding of financial products and key regulations impacting the financial markets.

Responsibilities to include

  • Support the lifecycle of Institutional trades while managing a larger group or multiple groups covering the following functions; Performing QA (Quality Assurance) of commercial loan products including validating pricing attributes & other key loan parameters..

  • Ability to read the language in the agreement and translate that into data as it may be presented in the loan system and Validate it back to agreement.

  • Need to understandcommercial/residentialloans product, revolvers or revolving line of credit.

  • Validate Loan IQ system and the Loan agreements.

  • Ability to work through reconciliations and escalate differences for research and resolution.

  • Upload deal docs (loan documents) associated with New Deal onboarding and Modifications to ICMP.

  • Ensure that all events are logged into the workflow tool, event status is kept up to date, and any aged deliverables are escalated.

  • Identify and recommend opportunities for process improvement and risk control development

  • Collaborate with all business partners and various departments, create efficiencies and mitigate risk for team and organization

  • Interpret and develop policies and procedures for functions with low to moderate complexity

  • Ability to accurately process high volumes of work within established deadlines

  • Demonstrates a high degree of reliability, integrity, and trustworthiness in all areas, foster team work

Required Qualifications:

  • 2+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

  • University degree/Post graduation in Business/Accounts/Economics/Stats.

  • 2+ years of experience in the institutional Investment Banking Operations in Asset backed financing, commercial loans & residential loans

  • Functional experience of working in Loan IQ system.

  • Working knowledge of the either of functions ex: Middle office Operations, Product control, trade & sales support, trader/sales assistant.

  • Good understanding of Middle office controls, daily risk & PnL

  • Willing to work in US Shift.

  • Ability to work in a fast-paced environment and time constraints

  • Strong communication skills

Job Expectations:

  • Experiences should include familiarity with Investment industry and practices in the Financial Services industry as well as operational delivery experience

  • Analytic thinker who likes to solve problems with strong attention to detail

  • Analyst should have strong numerical and analytical skills, strong articulation and out of box thinking.

  • Good problem solving, analytical and numerical skills

14 Mar 2025


Wells Fargo Recruitment and Hiring Requirements:

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