Wells Fargo

Customer Support

• Provide credit deal team support responsible for proper initiation and accuracy of loan documentation and pre-closing/closing tasks for direct and operating exposure
• Coordinate loan booking and closing activities to ensure consistent, timely and accurate credit delivery to our clients
• Develop expertise in bank policies, procedures, and compliance requirements and ensure adherence
• Book all operating exposure onto the applicable systems of record
• Evaluate and ensure accurate new and existing data in the systems of record
• Partner with managers to resolve issues and provide status updates on implementations
• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
• Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
• Verify compliance and report identified issues for resolution

Senior Business Relationship Support Specialist – CIB Middle Office, Fund Finance

Analyst

• Lead and contribute to initiatives spanning all aspects of CIB’s balance sheet and financial performance, including capital, liquidity, funding, profitability, business strategy, risk appetite, legal entity structure, geographic footprint, and operational design.
• Oversee the monitoring and evaluating of global market conditions, funding, asset and liability management, liquidity risk management, capital management, financial performance management, capital, and related activities.
• You will have an opportunity to challenge the status quo, interact with key stakeholders across the enterprise, and contribute towards recommendations to senior leadership following extensive research, and monitor execution of actions based on your analysis.
• Develop a deep understanding of CIB’s business model and activities across its sub-lines of business—CIB Markets, CIB Banking, and Commercial Real Estate—as well as enterprise-wide capital markets operations.
• Collaborate with stakeholders across the organization, challenge the status quo, and deliver actionable recommendations to senior leadership based on rigorous analysis and research.
• Identify opportunities for process improvement and enhanced risk controls as well as provide technical expertise, interpret complex policies, and recommend best practices.

Senior Lead Treasury Analyst – CIB Treasury

Compliance

• Provide oversight, monitoring and effective challenge of the front-line CIB trade and communications surveillance programs in line with federal, state, agency, legal, regulatory and Corporate Policy requirements
• Oversee the Front Line's execution and challenge appropriately on surveillance and market abuse risk related decisions
• Manage and develop oversight program initiatives and activities including but not limited to Quality Assurance activities
• Monitor and independently challenge the reporting, escalation, and timely remediation of issues, deficiencies or regulatory matters regarding front line oversight
• Provide compliance risk and regulatory subject matter expertise around surveillance and market abuse of front-line market conduct, supervision and surveillance elements
• Manage communication and collaboration with business leaders, Legal, Audit, and regulators regarding compliance risks
• Interpret policies, procedures, and compliance requirements
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
• Work with complex business units, rules and regulations on moderate to high-risk compliance matters

Senior Lead Compliance Officer – Global Surveillance Oversight

Account Executive

• Participate in soliciting residential mortgages from various sources
• Produce high quality loans which are compliant and provide excellent customer service
• Build relationships with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources
• Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace; stay informed of mortgage industry trends and developments in the assigned market
• Present recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Mortgage Retail Sales functional area, policies, procedures, compliance requirements, and generating loans
• Understand real estate appraisals, title reports, and real estate transactions
• Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in; analyze and offer mortgage loan products based on client needs
• Review and analyze low to moderately complex financial and credit data; match customer needs with an appropriate loan program and level of risk
• Inform prospective and existing customers of Wells Fargo Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures; maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication
• Pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements

Mortgage Retail Sales Consultant – SAFE

Consultant

• Define, refine, and prioritize the team backlog aligned with Program PI objectives
• Write clear features for dev team to decompose into user stories, define acceptance criteria, and ensure business context
• Develops Jira stories to document requirements
• Collaborate closely with Dev Team partners to refine feature requirements and support translation into user stories
• Work with the team to scope iteration goals and balance capacity vs. commitment
• Manage the Jira backlog and ensure proper Jira hygiene
• Identify opportunities to leverage capabilities across value streams
• Assess existing operational procedures to identify opportunities to optimize in the target-state ecosystem and eliminate waste and pain points
• Lead support functions or operations for multiple business groups and contribute to large scale strategic initiatives
• Ensure efficiency, quality, cost effectiveness of solutions, and pipeline management relating to assigned operations
• Research moderately complex business, operational, and strategic initiatives that require analytical skills
• Work independently to make recommendations for support function by providing support and leadership
• Assist in the planning and execution of a variety of programs and initiatives that may include risk mitigation, efficiency, and customer experience
• Collaborate and consult with team leaders in developing project plans, policies and procedures
• Provide leadership in management of relationships and implementation of programs, services, and initiatives with cross functional business partners
• Supports requirements definition via operational stakeholder elicitation, collaboration with Tech partners on black-box testing, and analysis of data to derive requirements
• Identify cross-impacts/interdependencies and collaborate with Value Stream Leads and Capability Product Managers to manage effectively
• Acts as proxy for customers and business stakeholders within the team
• Ensures deliverables support capability, product, or value stream outcomes

Lead Business Execution Consultant

Artificial Intelligence

• Develop and configure conversational flows in Dialogflow CX.
• Collaborate with Products Owners, Conversation Designers to translate scripts into functional Conversational AI agent experiences.
• Integrate Dialogflow CX with backend systems and APIs.
• Conduct testing and QA for conversational experiences.
• Monitor and optimize Conversational AI agent's performance using analytics and feedback.
• Lead cross functional teams to identify, strategize, and execute Artificial Intelligence initiatives within a line of business
• Understand the strategy to recommend solutions on solving business challenges
• Analyze and review cases obtaining the required resources to ensure the solution delivers the intended benefits
• Leverage knowledge to evaluate technological readiness, data availability, and resources to execute the proposed solutions
• Influence without authority to drive the implementation of Artificial Intelligence initiatives and programs while serving multiple stakeholders
• Decision key issues which may arise during development or implementation
• Collaborate and consult with peers, colleagues and managers to resolve and achieve goals

Senior Conversational AI Implementor – Dialogflow CX

Operations

• Support customer experience by accurately processing and approving teller transactions, sharing digital solutions, and making appropriate introductions to bankers
• Complete operational activities while minimizing risks under established policies
• Perform routine to moderately complex transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization
• Support the Branch manager in operational tasks and scheduling
• Resolve issues related to daily operations of the teller line, under direction of regional banking management
• Support customers and employees in resolving or escalating concerns or complaints
• Receive guidance from managers and exercise judgment within defined policies and procedures
• Provide excellent service to customers and individuals by demonstrating care, building relationships, and completing requested transactions
• Identify information and services to meet customers financial needs
• Motivate a diverse team to achieve full potential and meet established business objectives

Branch Operations Coordinator

• Accountable for developing intent and owning execution of major policies, standards, regulations, and risk programs for Wells Fargo Consumer Credit Cards
• Manage execution of audits, exams, issues, remediations
• Define and execute strategies to reduce complexity and operational risk through control effectiveness and execution quality
• Define and execute strategies to enhance the credit, data, and decisioning infrastructure
• Work closely with cross functional teams (Controls, Credit Risk, Operational Risk, Compliance, Legal, Tech, Operations)
• Be responsible for ensuring all key regulatory and business requirements are met effectively for all implemented ideas
• Interface with external agencies, regulatory bodies as needed
• Collaborate with and influence all levels of professionals including senior leadership to predict current and future needs and achieve consistent application of definitions, measurement, and interpretation
• Develop and guide a culture of talent development to meet business objectives and strategy

Financial Planning and Analysis

• Publish and distribute Wells Fargo Investment Institute guidance and commentary to meet tight deadlines
• Perform testing and tagging to ensure content complies with Americans with Disabilities Act standards
• Support product managers in Investment Products with web page design, web page updates, drafting communications, formatting PowerPoint presentation decks, and coordinating updates to expiring content
• Manage content submitted by external strategic relationship partners through the qualified supervisor and compliance review process
• Copy edit and proofread content for grammar, punctuation, Wells Fargo style, and clarity
• Write social media posts as needed
• Participate in project teams to develop more efficient processes, to improve quality, or to develop communication plans

Investment Publications Associate

• Sit within assigned bank branches and originate mortgage loans
• Collaborate with branch leadership and mentor employees on mortgage products
• Interact with customers, analyze their needs, and provide loan product information
• Process mortgage applications and ensure client satisfaction
• Stay updated on mortgage industry trends

Community Mortgage Bank Sales Consultant – SAFE

• Lead a team to identify, strategize and execute highly complex Artificial Intelligence initiatives that span a line of business
• Recommend business strategy and deliver Artificial Intelligence enabling solutions to solve business challenges
• Define and prioritize cases, obtain the required resources and ensure the solutions deliver the intended benefits
• Leverage Artificial Intelligence expertise to evaluate technological readiness and resources required to execute the proposed solutions
• Make decisions to drive the implementation of Artificial Intelligence initiatives and programs while serving multiple stakeholders
• Develop and configure conversational flows in Dialogflow CX.
• Collaborate with Products Owners, Conversation Designers to translate scripts into functional Conversational AI agent experiences.
• Integrate Dialogflow CX with backend systems and APIs.
• Conduct testing and QA for conversational experiences.
• Monitor and optimize Conversational AI agent's performance using analytics and feedback.
• Resolve issues which may arise during development or implementation
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals

Lead Conversational AI Implementor – Dialogflow CX

Marketing

• Lead and participate in complex initiatives including those that are cross-functional with broad impact, and act as key participation in large-scale planning for the marketing area
• Act as key participant in complex marketing analysis, customer retention, customer profile, sales, and profitability for marketing
• Review and analyze complex multi-faceted, larger scale or longer-term business, operational, or technical challenges that require in-depth evaluation of multiple factors including intangibles or unprecedented factors
• Make decisions in complex and multi-faceted situations requiring solid understanding of the policies, procedures, and compliance requirements that influence, and lead broader work team to meet deliverables and drive new initiatives related to marketing
• Strategically collaborate and consult with peers, colleagues, and mid-level managers to senior managers to resolve issues and achieve goals cross enterprise, cross lines of business, vendor relationships, and cross-functional resources on highly complex initiatives to achieve marketing deliverables
• May lead projects, teams or serve as a peer mentor

Lead Marketing Consultant – Savings Program

Manager

• Have responsibility for the day-to-day administrative functioning of the branch offices within the Market, including supervisory oversight of the Registered and Unregistered Associates assigned to the Market
• Work in partnership with the Market Leadership Management Team as well as Operations, Risk, Compliance, and Sales Teams to ensure firm and regulatory requirements are met
• Recruit, train and manage direct report personnel as assigned.
• Ensure the direct reports perform all daily, weekly, monthly, quarterly supervisory reviews and tasks within one or more Markets and any findings are reported for review, escalation, if necessary, and final resolution
• Act as a liaison contact for home office escalations, inquiries, and initiatives
• Serve as a liaison and escalation point for all other support areas
• Explain all policies and procedures to branch employees and ensures adherence to the policies and procedures

Control Manager

Director

• Manage and oversee credit aspects of a broad portfolio of sponsor-owned portfolio or public companies across the Energy Transition / Renewables sector
• Detailed credit, financial statement analysis, industry analysis and projection modeling to ensure accurate and timely and accurate monitoring, accurate risk ratings, covenant compliance, watchlist updates, recognition of potential problems loans of leveraged credit portfolio
• Provide high touch portfolio monitoring, trending & analytics and aggregate reporting.
• Provide and present portfolio updates as needed to senior leadership, risk management and coverage partners.
• Lead coordination and execution of loan booking, closing, legal documentation and compliance requirements
• Partner with Renewables Asset Finance team, Corporate Banking Relationship Management and Industry Bankers to support client coverage needs related to credit products.
• Lead credit analysis support and execution to grow relationships through products such as rates/fx/operating exposure for cash management.
• Engage with clients as needed.
• Assist with coordination and preparation for borrower/portfolio reviews and responses for internal and external exams
• Deliver solutions that are long term, large scale, and require vision, creativity, innovation, advanced analytical and inductive thinking, and coordination of highly complex activities and guidance to others
• Oversee the technical due diligence, complex financial modeling, and credit analysis performed by junior team members
• Ensure that all credit and risk monitoring is adequately performed and that internal reporting requirements are adequately and timely completed
• Provide guidance to the team for the preparation of comprehensive credit screens and analyses in line with the bank’s existing credit policies and procedures, highlighting counterparty risks, contractual risks, and structural risks.
• Finalize recommendations for internal risk ratings
• Provide ongoing market intelligence to the team as to the Renewable sector and its main participants.
• Occasionally assign projects to junior team members to cultivate and deepen the team’s collective knowledge
• Involved with managing, mentoring and training junior team members.
• Collaborate and consult with peers, colleagues, managers, and develop a relationship with internal partners, including product groups, risk and operations, and Renewable Energy & Environmental Finance to achieve goals

Executive Director, Corporate Bank Portfolio Manager – Renewables

• Manage the sale of tax credits from renewable energy and other clean technology projects and manufacturing facilities, with credits originating from REEF's investments and from third party clients.
• Lead the closing process of a high volume of transactions including financial, commercial, and technical diligence of credit sales coordinating with legal, technical and other professionals.
• Operate effectively in a highly risk-controlled environment observing all risk management controls, policies and procedures.
• Complete work in accordance with all risk management, business process expectations, and participate in the determination of these expectations.
• Evaluate and prepare recommendations regarding developing trends in the tax credit transfer and renewable energy market.
• Work closely with deal teams to optimize salability of tax credits.
• Build out robust buying community through engagement with internal Wells Fargo personnel as well as external channels.
• Serve as a mentor and advisor to less experienced individuals

Senior Business Relationship Support Specialist – CIB Middle Office, Fund Finance

Senior Lead Treasury Analyst – CIB Treasury

Senior Lead Compliance Officer – Global Surveillance Oversight

Mortgage Retail Sales Consultant – SAFE

Lead Business Execution Consultant

Senior Conversational AI Implementor – Dialogflow CX

Branch Operations Coordinator

Lead Business Execution Consultant

Investment Publications Associate

Community Mortgage Bank Sales Consultant – SAFE

Lead Conversational AI Implementor – Dialogflow CX

Lead Marketing Consultant – Savings Program

Control Manager

Executive Director, Corporate Bank Portfolio Manager – Renewables

Renewable Energy Tax Credit Transfer Professional