CrawlJobs Logo

Securities Operations Associate - Custom Loan Servicing

https://www.wellsfargo.com/ Logo

Wells Fargo

Location Icon

Location:
United States , Charlotte

Category Icon
Category:

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided

Job Description:

Wells Fargo is seeking a Securities Operations Specialist supporting Commercial Loan Operations Money Movement within Wealth & Investment Management Operation division.

Job Responsibility:

  • Support performance of less experienced WIM Custom Loan Servicing staff and overall effectiveness of team
  • Provide lending support service in operations, documentation, and customer service to Credit teams
  • Provide feedback and present ideas for improving or implementing processes and tools within Loan Servicing functional area
  • Perform administrative, transactional, operational, or customer support tasks
  • Resolve complex client problems and inquiries
  • Analyze issues, business requirements, standards, procedures, and call trends to identify opportunities for improvement and help develop innovative plans within Loan Servicing functional area to improve business operations
  • Provide subject matter expertise and interpretation of procedures to less experienced staff
  • Use independent judgment to review and file claims while ensuring compliance with all federal, state, client and company policies, procedures, and regulations
  • Interact with immediate Loan Servicing team, functional area, and internal peers outside work group on loan related servicing activities, as well as internal or external customers
  • Participate in regional or team meetings, and provide guidance and training to less experienced individuals

Requirements:

6+ months of Securities Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Nice to have:

  • 6+ months of Loan Servicing experience
  • Experience and knowledge of Automated Financial Services Systems (AFS)
  • Experience and knowledge in Hogan and Client Link systems
  • Experience of Wealth and investment management
  • Intermediate Microsoft Office skills
  • Excellent verbal, written, and interpersonal communication skills
  • Solid problem-solving skills
  • Strong analytical skills with high attention to detail and accuracy
  • Experience developing partnerships and collaborating with other business and functional areas
  • Ability to execute in a fast paced, high demand, environment while balancing multiple priorities

Additional Information:

Job Posted:
March 21, 2026

Expiration:
March 31, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Securities Operations Associate - Custom Loan Servicing

New

Securities Operations Associate

The Securities Operations Representative position is within the Middle Office De...
Location
Location
Philippines , Taguig City
Salary
Salary:
Not provided
https://www.wellsfargo.com/ Logo
Wells Fargo
Expiration Date
April 15, 2026
Flip Icon
Requirements
Requirements
  • 6+ months of Securities Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Completed 2nd year in college (bachelor’s degree course) or associate degree
  • At least 3 years of back-office operations experience in financial services industry
  • Strong focus on document review, data validation and reconciliation process
  • Wiling to work on permanent night shift schedule that follow US holidays
  • Amenable to 100% onsite reporting in Five/Neo Building 31st Street Bonifacio Global Taguig City
Job Responsibility
Job Responsibility
  • Participate in low complexity lifecycle support tasks and help identify opportunities for process improvements within Securities Operations
  • Review basic or tactical issues, policies or procedures for which answers can be quickly obtained, related to low risk tasks and deliverables with narrower impact
  • Receive direction from manager and exercise judgment within defined parameters related to resolving situations on a full process within a trade environment, while developing understanding of various functions, policies, and procedures
  • Provide information to, collaborate, and consult with peers, colleagues and managers, including internal and external customers, to resolve issues and achieve goals
  • Build expertise in operational processes including client account onboarding, cash payments, customer service, funding operations, custodial operations, securities settlement services, structured loan operations, and general ledger reconciliation
  • Assist in gathering data to support resolution of issues
  • review and analyze functional operational tasks that require research and evaluation
  • Resolve low complexity escalated issues within the scope of responsibility in Security Operations
  • Research low complexity business risks, provide input into policies, enhance customer satisfaction, and review time sensitive documents and transaction requests
  • Support overall effectiveness of the team according to plans
Read More
Arrow Right
New

Securities Operations Associate

Wells Fargo is seeking a Securities Operations Associate within Wealth & Investm...
Location
Location
United States , Minneapolis
Salary
Salary:
27.88 - 41.83 USD / Hour
https://www.wellsfargo.com/ Logo
Wells Fargo
Expiration Date
March 24, 2026
Flip Icon
Requirements
Requirements
  • 6+ months of Securities Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Job Responsibility
Job Responsibility
  • Participate in low complexity lifecycle support tasks and help identify opportunities for process improvements within Securities Operations
  • Review basic or tactical issues, policies or procedures for which answers can be quickly obtained, related to low risk tasks and deliverables with narrower impact
  • Receive direction from manager and exercise judgment within defined parameters related to resolving situations on a full process within a trade environment, while developing understanding of various functions, policies, and procedures
  • Provide information to, collaborate, and consult with peers, colleagues and managers, including internal and external customers, to resolve issues and achieve goals
  • Build expertise in operational processes including client account onboarding, cash payments, customer service, funding operations, custodial operations, securities settlement services, structured loan operations, and general ledger reconciliation
  • Assist in gathering data to support resolution of issues
  • review and analyze functional operational tasks that require research and evaluation
  • Resolve low complexity escalated issues within the scope of responsibility in Security Operations
  • Research low complexity business risks, provide input into policies, enhance customer satisfaction, and review time sensitive documents and transaction requests
  • Support overall effectiveness of the team according to plans
What we offer
What we offer
  • 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
  • Fulltime
!
Read More
Arrow Right

Automotive F&I Manager/Sales Manager

Land Rover Santa Fe is part of the fast-growing Group 1 Automotive, a leader in ...
Location
Location
United States , Santa Fe
Salary
Salary:
Not provided
group1auto.com Logo
Group 1 Automotive
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Prior experience in a dealership F&I Department, automotive sales, or in the selling of financial products required
  • Proficient at operating a personal computer including Microsoft Office: E-mail, Excel and Word
  • Ability to work independently and be self-motivated
  • Great attitude with high-energy personality
  • Excellent customer service skills
  • Professional appearance and work ethic
  • Strong attention to detail
  • Ability to work well in a process driven environment
  • Outstanding communication skills in both verbal and written
  • High school diploma or equivalent
Job Responsibility
Job Responsibility
  • Oversee dealership customer loan origination and approval process
  • Establish and maintain strong relations with our lenders
  • Recruit, hire and develop associates for the Financial Services Department
  • Maintain accurate monthly, quarterly and year-end reports
  • Determine the customer’s need for financing and explore payment options
  • Establish a positive relationship with customers as they are presented products and services
  • Present warranties, credit insurance, GAP insurance and other beneficial products offered by the dealership
  • Secure and finalize transactions in a legal and ethical manner while maintain a high level of productivity
  • Meet monthly forecast for finance and insurance income, penetration levels and customer satisfaction
  • Accurately prepare all federal, state, and dealer paperwork related to the transaction and submit it to the dealership’s Accounting Department in a timely manner
What we offer
What we offer
  • Group health
  • Dental
  • Vision, Life, Disability insurance
  • 401(k) plan with company match
  • Paid vacation
  • Employee Stock Purchase Plan
  • Employee Vehicle Purchase Program
  • Professional work environment, with job training and advancement opportunities
  • Fulltime
Read More
Arrow Right

Automotive Finance Manager

Location
Location
United States , Greenbelt
Salary
Salary:
5200.00 - 16600.00 USD / Month
group1auto.com Logo
Group 1 Automotive
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Must have automotive finance management experience
  • Must have a proven track record of good CSI and good performance
  • Proficient at operating a personal computer including Microsoft Office: E-mail, Excel and Word
  • Ability to work independently and be self-motivated
  • Great attitude with high-energy personality
  • Excellent customer service skills
  • Professional appearance and work ethic
  • Strong attention to detail
  • Ability to work well in a process driven environment
  • Outstanding communication skills in both verbal and written
Job Responsibility
Job Responsibility
  • Oversee dealership customer loan origination and approval process
  • Establish and maintain strong relations with our lenders
  • Recruit, hire and develop associates for the Financial Services Department
  • Maintain accurate monthly, quarterly and year-end reports
  • Determine the customer’s need for financing and explore payment options
  • Establish a positive relationship with customers as they are presented products and services
  • Present warranties, GAP insurance and other beneficial products offered by the dealership
  • Secure and finalize transactions in a legal and ethical manner while maintain a high level of productivity
  • Meet monthly forecast for finance and insurance income, penetration levels and customer satisfaction
  • Accurately prepare all federal, state, and dealer paperwork related to the transaction and submits to the dealership’s Accounting Department in a timely manner
What we offer
What we offer
  • Health, Dental & Vision insurance
  • Life & Disability insurance
  • 401(k) plan with company match
  • Paid vacation
  • Employee Stock Purchase Plan
  • Employee Vehicle Purchase Program
  • Professional work environment, with job training and advancement opportunities
  • Fulltime
Read More
Arrow Right

Automotive Finance Manager

Group 1 Toyota Rivertown is part of the fast growing Group 1 Automotive, a leade...
Location
Location
United States , Columbus
Salary
Salary:
Not provided
group1auto.com Logo
Group 1 Automotive
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Prior experience in a dealership F&I Department, automotive sales, or in the selling of financial products required
  • Proficient at operating a personal computer including Microsoft Office: E-mail, Excel and Word
  • Ability to work independently and be self-motivated
  • Great attitude with high-energy personality
  • Excellent customer service skills
  • Professional appearance and work ethic
  • Strong attention to detail
  • Ability to work well in a process driven environment
  • Outstanding communication skills in both verbal and written
  • High school diploma or equivalent
Job Responsibility
Job Responsibility
  • Oversee dealership customer loan origination and approval process
  • Establish and maintain strong relations with our lenders
  • Recruit, hire and develop associates for the Financial Services Department
  • Maintain accurate monthly, quarterly and year-end reports
  • Determine the customer’s need for financing and explore payment options
  • Establish a positive relationship with customers as they are presented products and services
  • Present warranties, credit insurance, GAP insurance and other beneficial products offered by the dealership
  • Secure and finalize transactions in a legal and ethical manner while maintain a high level of productivity
  • Meet monthly forecast for finance and insurance income, penetration levels and customer satisfaction
  • Accurately prepare all federal, state, and dealer paperwork related to the transaction and submits to the dealership’s Accounting Department in a timely manner
What we offer
What we offer
  • Group health
  • Dental
  • Vision, Life, Disability insurance
  • 401(k) plan with company match
  • Paid vacation
  • Employee Stock Purchase Plan
  • Employee Vehicle Purchase Program
  • Professional work environment, with job training and advancement opportunities
  • Fulltime
Read More
Arrow Right

Automotive Finance Manager

Acura of Fort Myers is part of the fast-growing Group 1 Automotive, a leader in ...
Location
Location
United States , Fort Myers
Salary
Salary:
Not provided
group1auto.com Logo
Group 1 Automotive
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Three or more years of automotive finance management experience is required
  • Must show a proven track record for performance and CSI
  • Proficient at operating a personal computer including Microsoft Office: E-mail, Excel and Word
  • Ability to work independently and be self-motivated
  • Great attitude with a high-energy personality
  • Excellent customer service skills
  • Professional appearance and work ethic
  • Strong attention to detail
  • Ability to work well in a process driven environment
  • Outstanding communication skills in both verbal and written
Job Responsibility
Job Responsibility
  • Oversee dealership customer loan origination and approval process
  • Establish and maintain strong relations with our lenders
  • Recruit, hire and develop associates for the Financial Services Department
  • Maintain accurate monthly, quarterly and year-end reports
  • Determine the customer’s need for financing and explore payment options
  • Establish a positive relationship with customers as they are presented with products and services
  • Present warranties, credit insurance, GAP insurance and other beneficial products offered by the dealership
  • Secure and finalize transactions in a legal and ethical manner while maintaining a high level of productivity
  • Meet monthly forecast for finance and insurance income, penetration levels and customer satisfaction
  • Accurately prepare all federal, state, and dealer paperwork related to the transaction and submits to the dealership’s Accounting Department in a timely manner
What we offer
What we offer
  • Medical, Dental & Vision insurance
  • Life & Disability insurance
  • 401(k) plan with company match
  • Paid vacation
  • Employee Stock Purchase Plan
  • Employee Vehicle Purchase Program
  • Professional work environment, with job training and advancement opportunities
  • Fulltime
Read More
Arrow Right

Associate Loan Administrator

The Associate Loan Administrator supports, facilitates the loan servicing and ad...
Location
Location
Canada , Vancouver
Salary
Salary:
77000.00 CAD / Year
Trez Capital Limited Partnership
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • College Diploma or Bachelor’s degree in Business from an accredited post-secondary institution
  • Minimum of 2 years’ experience in loan processing, accounting administration, or a similar role within the financial services industry
  • Complies with all Policies and Procedures, work results, and standard operating procedures
  • Safeguards the interests of the business, our people and our clients
  • Excellent organizational skills, with an ability to balance multiple priorities and a high-volume workload, in a fast-paced environment
  • Ability to work both quickly and accurately and with attention to detail
  • Excellent written and verbal communication skills
  • Excellent interpersonal skills and customer focused
  • Ability to work independently and in a team environment
  • Superior analytical and problem-solving skills
Job Responsibility
Job Responsibility
  • Supports, facilitates the loan servicing and administration function, ensuring accurate and timely processing of transactions, on-going reporting, and system maintenance
  • Ensures adherence to existing controls surrounding loan servicing and administration and further develops systems of internal controls, supporting continuous improvement and upgrading of information systems and reporting
  • In charge of the centralized Accounts Payable of the Loan Administration group
  • Preparing Protective Advances on Default loans that are mostly for the payment of invoices
  • Monitoring of US Borrower payments received at Synovus or other banks
  • Creating wire templates and securing their approval for use
  • Facilitating prompt and accurate recording of transactions at The Mortgage Office (TMO)
  • Organizing the files for the loan admin team at Sharepoint
  • Assisting in obtaining loan and investor documents to facilitate loan and lender set-up at TMO
  • Posting monthly at TMO of the EFT and ACH to individual loans and monitoring any payment returns
What we offer
What we offer
  • Eligible for discretionary bonuses and/or salary increases in accordance with company policy
  • Eligible for Extended Health Benefits, Dental Benefits, Short Term Disability Insurance, Long Term Disability Insurance, Accidental Death & Dismemberment Insurance
  • Eligible for optional RRSP contributions with an employer match program
  • Fulltime
Read More
Arrow Right
New

Senior Lead Product Manager

Wells Fargo is seeking a Senior Lead Product Manager to own data strategy and go...
Location
Location
United States , Charlotte; Irving
Salary
Salary:
139000.00 - 217000.00 USD / Year
https://www.wellsfargo.com/ Logo
Wells Fargo
Expiration Date
March 20, 2026
Flip Icon
Requirements
Requirements
  • 7+ years of Product Management, product development, strategic planning, process management, change delivery, or agile product owner experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 5+ years of financial services industry experience, either directly within or closely associated with loan booking/accounting/servicing processes, data management, systems implementation and integration, or strategic planning
  • Expert level of Loan IQ product knowledge and Commercial Lending product and business knowledge
  • 4+ years of working on large-scale initiatives, coordinating across multiple lines of business and technology organizations, preferably with experience in initiatives involving complex data conversions
  • Strong analytical skills with high attention to detail and accuracy
  • Advanced, hands‑on SQL proficiency and experience
  • Strong understanding of data management frameworks, including data ownership, stewardship, lineage, metadata, and data quality controls (accuracy, completeness, validity, timeliness, consistency)
  • Proven and demonstrated leadership skills including relationship building, partnering and collaboration skills with clear ability to influence, gain buy-in and negotiate with a diverse group of key business partners/stakeholders including senior management
  • Excellent written and verbal communication skills with experience presenting to senior management and ability to articulate key messages around risk, issues, customer impacts, etc.
  • Experience with Agile execution structures
Job Responsibility
Job Responsibility
  • Focusing on Data Owner responsibilities across the lending ecosystem, including completeness and accuracy of relevant data elements, data quality, data metadata, data dictionary, defect management, implementation, distribution, access, security, data risk & control, tech change requests, metrics and reporting
  • Epic Refinement/Stakeholder Identification
  • Performing Discovery for assigned Features including hands-on data profiling
  • Partnering with CB & CIB Lending Enablement product teams, change management, regulatory data teams, risk, controls, compliance, and technology partners
  • Delivering efficient and scalable solutions that improve user experience and simplify processes
  • Enhancing data controls to minimize risks and developing solutions that satisfy regulatory requirements
  • Utilize strong influence, negotiation, and communication skills with business and technical partners as well as executive stakeholders to establish/maintain achievable schedules and scope
  • Proven ability to operate in ambiguous environments and exhibit agility in navigating from current state to proposed solutions, including driving successful execution
What we offer
What we offer
  • 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
  • Fulltime
Read More
Arrow Right