About this role:
Wells Fargo is seeking a Securities Operations Specialist supporting Commercial Loan Operations Money Movement within Wealth & Investment Management Operation division. Learn more about the career areas and lines of business at wellsfargojobs.com.
In this role, you will:
Support performance of less experienced WIM Custom Loan Servicing staff and overall effectiveness of team
Provide lending support service in operations, documentation, and customer service to Credit teams
Provide feedback and present ideas for improving or implementing processes and tools within Loan Servicing functional area
Perform administrative, transactional, operational, or customer support tasks
Resolve complex client problems and inquiries
Analyze issues, business requirements, standards, procedures, and call trends to identify opportunities for improvement and help develop innovative plans within Loan Servicing functional area to improve business operations
Provide subject matter expertise and interpretation of procedures to less experienced staff
Use independent judgment to review and file claims while ensuring compliance with all federal, state, client and company policies, procedures, and regulations
Interact with immediate Loan Servicing team, functional area, and internal peers outside work group on loan related servicing activities, as well as internal or external customers
Participate in regional or team meetings, and provide guidance and training to less experienced individuals
Required Qualifications:
6+ months of Securities Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
6+ months of Loan Servicing experience
Experience and knowledge of Automated Financial Services Systems (AFS)
Experience and knowledge in Hogan and Client Link systems
Experience of Wealth and investment management
Intermediate Microsoft Office skills
Excellent verbal, written, and interpersonal communication skills
Solid problem-solving skills
Strong analytical skills with high attention to detail and accuracy
Experience developing partnerships and collaborating with other business and functional areas
Ability to execute in a fast paced, high demand, environment while balancing multiple priorities
Job Expectations:
This position is not eligible for Visa sponsorship
Candidate must be based out of posted location
This position offers a hybrid work schedule
Relocation assistance is not available for this position
Ability to work additional hours as needed
Posting Location:
Charlotte, NC
Posting End Date:
31 Mar 2026*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.