Custody Operations Specialist 2

Job Description

Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as “Personal Cell” or “Cellular” in the contact information of your application.

At Wells Fargo, we want to satisfy our customers’ financial needs and help them succeed financially. We’re looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you’ll feel valued and inspired to contribute your unique skills and experience.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Wholesale Banking provides financial solutions to businesses across the United States and globally. Our four major business lines include Corporate & Investment Banking, Commercial Banking, Commercial Real Estate, and Wells Fargo Commercial Capital. We also have groups in credit risk, group risk, finance, marketing, human relations, and the Wholesale Chief Operating Office that support our businesses.

This position is within Corporate Trust Services (CTS) – Document Custody.

• Monitor and manage incoming workflow.
• Prioritize and distribute work to maximize operating efficiencies
• Respond to customer questions as needed.
• Perform research to respond to customer inquiries within appropriate time frame.
• Review a set percentage of staff production to provide quality control.
• Provide training to employees.
• Perform customer reporting in various databases.
• Provide coverage in the absence of team members, including managerial tasks when needed.
• Communicate delays in processing when out of the normal processing timelines.
• Monitor employee performance and provide manager with feedback. Employee feedback may also be given as determined by the manager.
• Track trends in customer requests, alerting management to changes in customer needs.

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.

• 18+ months of experience in one or a combination of the following: operations, customer interaction, production or general office environment demonstrated through work or military experience

• Strong analytical skills with high attention to detail and accuracy
• Excellent verbal, written, and interpersonal communication skills
• Ability to independently provide summary and recommendations on operational data
• Basic Microsoft Office skills
• Ability to navigate multiple computer systems, applications, and utilize search tools to find information

• Knowledge of the residential mortgage product type and documents.
• Document Custody and emBTRUST Experience.
• Strong analytical, organizational and time management skills.

• Ability to lift 40+ pounds

All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.
Relevant military experience is considered for veterans and transitioning service men and women.
Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.