Lead Business Execution Consultant – Home Lending

Wells Fargo

Lead Business Execution Consultant coordinating mortgage-related escalations from Wealth & Investment Management. Partnering with Financial Advisors and senior leadership to resolve high-impact issues in Home Lending.

Posted 5/30/2026full-timeCharlotte • Arizona, Iowa, North Carolina, Texas • 🇺🇸 United StatesSenior💰 $119,000 - $206,000 per yearWebsite

About the role

Key responsibilities & impact

Serve as the single point of intake and triage for inbound mortgage-related escalations from Wealth & Investment Management through defined escalation paths (Financial Advisors, Market Managers, and leadership channels).
Assess escalations for materiality, reasonableness, urgency, and client impact, applying disciplined judgment and escalation governance standards.
Act as a client advocate for high-value Wealth Management relationships, ensuring transaction outcomes are aligned with overall relationship value while maintaining adherence to credit policy and risk frameworks.
Proactively identify and intervene in at-risk transactions (e.g., processing delays, misalignment across teams, potential adverse credit decisions) to mitigate downstream impacts.
Take end-to-end ownership of escalated issues, driving resolution across cross-functional partners including Underwriting, Credit, Pricing, and Operations.
Establish clear action plans, timelines, and accountability, ensuring issues are progressed efficiently and resolved in a timely manner.
Provide consistent, transparent, and aligned communication across Home Lending and Wealth Management stakeholders, including Financial Advisors and senior leadership.
Deliver timely updates on escalation status, risks, and expected outcomes, managing expectations appropriately in complex or sensitive situations.
Evaluate and elevate material risks to senior leadership, particularly where adverse credit decisions or operational breakdowns may impact key client relationships.
Partner directly with senior leaders across Home Lending and Wealth Management to ensure alignment, visibility, and timely decision-making on high-impact issues.
Contribute to continuous improvement of escalation frameworks, processes, and partnership models to enhance client experience and operational effectiveness.

Requirements

What you’ll need

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
Extensive experience in mortgage origination, underwriting, credit, or operations, with a strong understanding of the end-to-end loan lifecycle.
Proven experience partnering with Financial Advisors, Private Bankers, or Wealth & Investment Management teams.
Demonstrated ability to manage complex or escalated client situations, particularly involving high net worth (HNW) or ultra-high net worth (UHNW) clients.
Strong understanding of mortgage credit policy, underwriting guidelines, pricing, and operational processes.
Advanced stakeholder management skills, with the ability to influence across multiple functions and levels, including senior leadership.
Excellent judgment and decision-making skills, with the ability to balance client experience, relationship value, and risk considerations.
Strong executive communication skills, with the ability to deliver clear, concise, and well-structured updates in high-pressure environments.
Experience operating in a centralized escalation, issue resolution, or client advocacy function is preferred.

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

mortgage originationunderwritingcredit policyoperational processesloan lifecycleescalation governancerisk frameworksstakeholder managementissue resolutionclient advocacy

Soft Skills

judgmentdecision-makingcommunicationinfluencingrelationship managementproblem-solvingaccountabilitytransparencytimelinesscomplex situation management