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Operations Specialist

  • Operations
  • Full time
  • R-354973

Department Overview

Credit Execution and Administration (CEA) team, as part of the post-booking certification (PBC) process, reviews critical business elements (CBEs) and data fields related to Corporate Banking’s outstanding credit facilities (both direct and operational exposure), to ensure these CBEs accurately reflect the terms set forth in various internal credit documents and formal legal documents.

About this role

Wells Fargo is seeking an Operations Specialist (Credit Execution and Admin team for CIB Front Office Hyderabad) who will review critical business elements (CBEs) and data fields related to Corporate Banking’s outstanding credit facilities (both direct and operational exposure), to ensure these CBEs accurately reflect the terms set forth in various internal credit documents and formal legal documents and all loan related systems and applications.

In this role, you will:

  • As part of the post-booking certification (PBC) process, review critical business elements (CBEs) and data fields related to Corporate Banking’s outstanding credit facilities (both direct and operational exposure), compare to various internal credit documents and formal legal documents, and ensure these CBEs accurately reflect the terms set forth in said documents
  • Understand, comprehend and validate different terms and details of various loan agreements such as Credit agreements, security agreements, W-9s and Tax Documents, Underwriting Memos, Guarantor Documents, Credit Memos etc.
  • Liaise with US-based CDA team, loan administration and portfolio management partners to confirm and/or update CBEs as needed
  • Maintain data integrity with internal partners in CIB and Data Integrity Officers
  • Work with various internal databases for client information tracking and reporting Liaise with US-based CDA, loan administration and portfolio management partners for on-going management of compliance related information and data entry into supporting databases and end user computing tools
  • Monitor and evaluate larger and more complex business, operational, and customer support initiatives and overall effectiveness of team performance
  • Document quality issues and performance measures for management review
  • Provide information and assists in the feedback and formal data changes with I the application
  • Work closely with both internal stakeholders and users to meet their service needs
  • Apply technical knowledge and expertise to perform work and action requests
  • Strong MS Office knowledge to manage and structure the available data and to clean and transform the data to use it further


Required Qualifications, US:

  • 6+ years of Loan Data Validation, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education


Required Qualifications, International:

  • 6+ years experience in Loan Data Validation, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Essential Qualifications:

  • 6 to 8 years of overall experience in reading and interpret various loan documents and financial statements.
  • Credit background; strong familiarity with legal documents related to credit facilities – Credit agreements, security agreements, W-9s and Tax Documents, Underwriting Memos, Guarantor Documents, Credit Memos etc.
  • Understanding of different credit facilities – Revolving Line of Credit, Term Loan, Swinglines, Letter of Credits, Standby Letter of Credits
  • Understanding of the Loan Lifecycle
  • Detailed understanding of an underwriting memo
  • Effective organizational, multi-tasking, and prioritizing skills
  • Excellent verbal, written and interpersonal communication skills
  • Solid problem solving and decision-making skills
  • Proficient in Microsoft Outlook and Excel with ability to develop and comprehend complex functions and macros.
  • Willing to work in mid-shift working hours – 1:30 PM to 10:30 PM IST

Posting End Date: 

22 Apr 2024

*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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 US: 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.

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.


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