Lead Business Execution Consultant – Home Lending WIM Escalation

About this role:

Wells Fargo is seeking a Lead Business Execution Consultant within the Customer Segments & Enterprise Partnerships team in Home Lending.  This role serves as a central point of coordination and control for escalations originating from Wealth & Investment Management (WIM), ensuring high-impact client situations are managed with discipline, speed, and consistency.

This position is designed for a highly experienced mortgage professional who operates effectively in complex, high-visibility environments, balancing client advocacy, credit discipline, and relationship management.  The role partners closely with Financial Advisors, Market Leaders, and senior leadership across Home Lending and Wealth Management to protect key relationships and drive timely resolution of transaction issues.

In this role, you will:

• 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.

Required Qualifications:

• 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

Desired Qualifications:

• 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. 

Job Expectations:

• This position is not eligible for Visa sponsorship.

• This position offers a hybrid work schedule.

• This position requires compliance with all mortgage regulatory requirements and Wells Fargo's compliance policies related to these requirements including acceptable background check investigation results. Successful candidates must also meet ongoing regulatory requirements including additional screening and required reporting of certain incidents.

• Preferred location(s) listed below. Other locations within the Wells Fargo footprint may be considered. Relocation assistance is not available for this position.

Posting Locations:

• 800 S Jordan Creek Pkwy, West Des Moines, IA 50266

• 550 S Tyron Street, Charlotte, NC 28202

• 1525 W WT Harris Blvd Charlotte, NC 28262

• 600 S 4th St, Minneapolis, MN 55415

• 4101 Wiseman Blvd Bldg. 203, San Antonio, TX 78251

• 401 Las Colinas Blvd, Irving, TX 75039

• 11601 N Black Canyon Hwy, Phoenix, AZ 85029

• 2850 S Price Rd. Chandler, AZ 85286

• 1150 W Washington St. Tempe, AZ 85281

Posted Pay Range:

• Minneapolis: 131,000-206,000

• Other Locations: $119,000.00 - $206,000.00

Pay Range
 

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

• 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

Posting End Date:

*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.

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.