AVP, Business Execution Consultant - CRE COO

Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo.

Commercial Real Estate (CRE) provides a fully integrated platform of banking, financing, and capital markets solutions to commercial real estate clients including financial sponsors, institutional investors and asset managers, regional developers, and public and private corporations.

About this role:

Wells Fargo is seeking a Business Execution Consultant to support the Community Lending and Investment (CLI) line of business Chief Operating Office (COO) within Commercial Real Estate (CRE). The CLI line of business primarily invests and finances affordable housing properties along with supplying capital to CDFI's and investors in New Market tax credits. 

This role supports our focus on building strong customer relationships while maintaining a strong risk and compliance culture. Responsibilities include execution of all applicable risk programs, such as Credit, Market, Financial Crimes, Operational, and Regulatory Compliance, as well as adherence to Wells Fargo policies and procedures, fulfillment of risk and compliance obligations, timely escalation and remediation of issues, and sound risk-based decision-making. There is a strong emphasis on proactive monitoring, governance, risk identification and escalation, and sound decisions aligned with the business unit’s risk appetite and all risk and compliance program requirements.  Learn more about our career areas and lines of business at wellsfargojobs.com.

In this role, you will:

• Be a contact for creating and distributing business level reports for the CLI business heads
• Partner with business teams to gather information for reporting and system updates
• Manage incoming requests and support ongoing work for the Control group
• Partner with relevant teams to support effective onboarding and offboarding activities
• Work with business leaders and Finance partners to refine reporting data and enhance existing reports
• Build and automate Excel reports to assess business performance
• Create and maintain desktop procedures and job aids
• Ensure the accuracy of data used for reporting
• Track internal portfolio monitoring deadlines and prepare meeting materials
• Collaborate with COO staff and business partners to support team priorities

Required Qualifications:

• 2+ 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:

• Working knowledge of Affordable Housing, commercial real estate, or large bank operating environments, including finance, operations, controls, or risk
• 2+ years working within financial services preferably supporting CIB or CRE
• Strong analytical skills, including the ability to work with financial statements and accounting concepts
• Strong attention to detail and demonstrated ability to execute work with follow-through
• Strong business execution, organizational, judgment, and problem-solving skills
• Excellent written and verbal communication skills
• Strong team orientation and flexibility to provide backup support as needed
• Ability to independently manage detailed work and meet deadlines in a fast-paced environment
• Process improvement mindset supported by data and facts
• Proficiency with Microsoft Office applications, particularly Excel and PowerPoint
• Familiarity with Salesforce
• Experience with AI and workflow tools that reduce manual tasks through increased automation
• Willingness to support special projects as needed

Job Expectations:

• This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
• Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.

Posting Location:

Charlotte, NC:  550 South Tryon

Salary Range:

Charlotte, NC: $77K - $121K USD Annual

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.

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.