Agreement Review and Digitization Specialist, Wells Fargo

Wells Fargo

Location:
United States, San Francisco

Category:
Finance

Contract Type:
Employment contract

Salary:

92000.00 - 145000.00 USD / Year

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Job Description:

Team member responsible for reviewing and digitizing documentation related to derivatives, financing and regulatory agreements for the Commercial Banking and Markets divisions within the Corporate and Investment Bank. Provides support for the Markets Negotiation Team that negotiates financing and derivative related master agreements.

Job Responsibility:

Review and digitize documentation related to derivatives, financing and regulatory agreements
Provide support for the Markets Negotiation Team
Ensure agreements and ancillary documents are executed in accordance with regulatory and/or bank requirements
Identify discrepancies in agreements
Digitize agreement terms for select businesses in the bank's system of record
Verify completeness of master and collateral agreements
Ensure accuracy of agreement terms recorded in the bank's system of record
Assist in responding to requests and research to resolve issues
Ensure internal controls are performed for regulatory disclosures
Complete regulatory documentation prior to trading
Review executed agreements for front office businesses
Create digitization guides and train team members
Collaborate with business partners, Legal Department and managers

Requirements:

2+ years of Capital Markets services experience, or equivalent demonstrated through work experience, training, military experience, education
Experience with multiple types of trading/financing documentation: ISDAs, MRA/GMRAs, MSFTAs, Loan Agreements, Futures and prime brokerage agreements
Recording of agreement terms and quality control of data input on Capital Markets or Commercial Banking agreements
Experience with digitization of markets documentation
Experience with credit loan terms
Experience presenting findings and consultation to Senior Leaders
Strong verbal, written and interpersonal skills
Intermediate Microsoft Office (Word, Excel, Outlook and PowerPoint skills)
Strong attention to detail and accuracy skills
Ability to prioritize work, meet deadlines, achieve goals and work under pressure in a dynamic and global environment

Nice to have:

Experience with credit loan terms
Experience presenting findings and consultation to Senior Leaders

What we offer:

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance
Critical illness insurance
Accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement

Additional Information:

Job Posted:
August 26, 2025

Expiration:
September 05, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Agreement Review and Digitization Specialist