Corporate Insurance Consultant- CIBLO/CMS

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Living the Well Life means you’re supported in life, not just work.  It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being.  You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow.  And we’re recognized for it – Wells Fargo once again ranked in the top three - making us the #1 financial services employer – on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S.  Join us!

About this role:

Wells Fargo is seeking a Corporate Insurance Consultant to join our Tax and Escrow Team as a part of Corporate Investment Banking Lending Operations (CIBLO). Learn more about our career areas and lines of business at wellsfargojobs.com.

In this role, you will:

• Set up new loan insurance records within the servicing system
• Collect insurance certificates and policies, invoices, paid receipts, and W-9 tax forms
• Review insurance certificates and policies for compliance with lender guidelines
• Conduct quality assurance reviews of commercial loans to ensure processes and procedures are followed
• Correspond with offshore teams, borrowers, and insurance agents to audit compliance of insurance certificates and policies for new and existing loans
• Collaborate virtually with third-party vendors and offshore teams to resolve insurance exceptions, quality assure specific criteria, and report metric results and feedback on a weekly and monthly basis
• Collaborate with management to formulate work procedures, policies, and methods that ensure compliance with Wells Fargo, legal, investor, regulatory, and business policies affecting the work unit and other departments
• Assist management with analyzing reports to optimize workflow coordination and production across domestic staff, vendors, and offshore operations
• Handle special projects that primarily impact the functional area or specific department
• Escalate issues, evaluate and process borrower servicing requests in partnership with asset managers, internal and external counsel, and business partners, while ensuring quality service for internal and external customers
• Understand compliance and risk management requirements for the supported area
• Participate in company initiatives and processes that support risk and capital objectives and other strategic goals
• Provide guidance to less experienced specialists

Required Qualifications:

• 2+ years of Corporate Insurable Risk Management, Risk Management Consulting, Property or Casualty Insurance, or Insurance Brokerage experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Proficient Experience in Commercial real estate, mortgage banking, or mortgage loan servicing
• Familiarity with commercial real estate loan documents, including pooling and servicing agreements
• Ability to research, compile, and analyze insurance data
• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic environment
• Ability to provide excellent customer service, develop customer relationships, and support issue resolution
• Ability to independently provide summaries and make strategic recommendations
• Excellent verbal, written, and interpersonal communication skills
• Analytical skills with high attention to detail
• Intermediate Microsoft Excel skills

Posting Location:

• 550 S Tryon St, Charlotte, North Carolina 28202

Job Expectations:

• Ability to work additional hours as needed
• Ability to work at least three days in office at posted location
• Visa Sponsorship is not available for this position

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.