Wells Fargo

WIM Mortgage Escalation Manager – Lead Business Execution Consultant

Wells Fargo

full-time

Posted on:

Location Type: Hybrid

Location: Charlotte • Illinois • North Carolina • United States

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Salary

💰 $119,000 - $206,000 per year

Job Level

Senior

About the role

  • Serve as the primary contact for advisors to review, analyze, and evaluate complex challenges related to multi-faceted, larger scale high-net-worth mortgage loans structures, existing portfolio issues, and complex business, operational, or technical challenges that require an in-depth evaluation of multiple factors including intangible or unprecedented factors, present recommendations for resolution
  • Deepen and broaden advisor relationships, ultimately enabling growth through the value of an improved advisor experience
  • Partner closely with Home Lending to manage a pipeline of WIM-referred loans to ensure loans meet their milestones and progress throughout the lifecycle
  • Make strategic recommendations & decisions to resolve highly complex issues to meet higher risk deliverables
  • Understanding the borrower's credit needs, financial objectives, evaluating business and personal financial information
  • Support growth in our target client segments across all products and services in WIM by expanding and retaining existing advisor relationships
  • Identify and recommend opportunities for process improvement
  • Exhibit leadership skills by doing what is right, doing it well, and leading with an enterprise mindset
  • Collaborate with and influence all levels of professionals, including most experienced leadership

Requirements

  • 5+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Wealth business leadership and mortgage underwriting experience in a large, complex financial organization strongly preferred
  • Demonstrated ability as a thought leader in mortgage strategy, underwriting, and business initiative execution for High Net Worth (HNW) and Ultra-High Net Worth (UHNW) segments
  • Deep Mortgage Experience in a leadership capacity
  • Experience navigating a Loan Origination System to determine the status of a loan
  • Strong background in credit risk and mortgage operations
  • Effectively collaborating with cross-functional teams including home lending, legal, compliance, finance and risk
  • Custom commercial and consumer credit experience
  • Strong knowledge of Mortgage Regulations
  • Ability to interact with all levels of an organization
  • Excellent verbal, written, and interpersonal communication skills
  • Strong analytical skills with high attention to detail and accuracy
Benefits
  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
mortgage underwritingbusiness executionstrategic planningcredit riskloan origination systemprocess improvementfinancial analysismortgage regulationsanalytical skillsportfolio management
Soft Skills
leadershipcollaborationinfluencecommunicationinterpersonal skillsattention to detailproblem-solvingrelationship managementstrategic thinkingdecision-making