Operations Specialist - Commercial Banking Operations

Posted 14 Hours Ago
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Des Moines, IA, USA
Hybrid
Junior
Fintech • Financial Services
Wells Fargo: Tech-powered. Innovation-led. We're transforming financial services.
The Role
Supports commercial lending post-booking servicing operations, including account adjustments, invoicing, documentation, controls, defect resolution, production monitoring, and audits. Serves as a business partner for technology platforms, coordinates UAT and regression testing, develops test plans, provides implementation sign-off, identifies process improvements, and supports automation and AI initiatives. Collaborates with product, technology, and operational teams while resolving customer and stakeholder issues.
Summary Generated by Built In
About this role:
Wells Fargo is seeking an Operations Specialist for Invoicing, Account Adjustments, and Mid-Term Documentation production teams within Commercial Lending. This production role is responsible for managing and supporting strategic post booking servicing related activities, including performing systematic adjustments, technology initiatives (testing and providing business sign-off), control performance, and production readiness that may require facilitating training operation servicing teams. Learn more about the career areas and lines of business at wellsfargojobs.com .
In this role, you will:
  • Participate in moderately complex support services in account management, operations, documentation, customer service and technical support
  • Identify opportunities for process improvement within the customer support functional area
  • Support issue identification, root cause analysis, and resolution of defects and customer-impacting issues.
  • Act as the primary business partner for several technology platforms, including Invoice Management System (IMS) and Infolease.
  • Collaborate with Product Owners, Technology teams, and operational leaders to prioritize enhancements and defect resolution.
  • Represent business requirements in technology discussions and change initiatives
  • Coordinate User Acceptance Testing (UAT), regression testing, and validation efforts.
  • Develop and execute test plans to ensure invoicing functionality, invoice formats, and system integrations perform as expected.
  • Provide business sign-off for technology implementations and production deployments.
  • Drive process improvements, automation opportunities, and operational efficiencies.
  • Participate in cross-functional projects that improve customer experience and service delivery.
  • Evaluate emerging technologies and AI-enabled capabilities to streamline post booking servicing operations
  • Support audits, risk assessments, and documentation reviews.
  • Participate in defect management, production monitoring, and governance activities.
  • Escalate risks and operational concerns in a timely manner to appropriate stakeholders
  • Present recommendations for resolving moderate to complex situations and exercise independent judgment while developing understanding of internal and external customer needs
  • Provide information to customer service colleagues, relationship managers, internal partners and stakeholders, and customers to resolve customer issues
  • Serve as the first point of customer contact in providing support for routine technical questions and issues
Required Qualifications:
  • 2+ years of Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
  • Customer Centric mindset
  • Strong project management skills
  • Excellent verbal, written, and interpersonal communication skills
  • Advanced Microsoft Office skills (Excel, Word, Outlook, Teams)
  • Excellent Data analytics skills, PowerBI and AI experience preferred
  • Ability to identify root-cause issues/improvement opportunities, and design approaches/programs/products to improve overall quality assurance
  • Strong organizational, multi-tasking, and prioritizing skills
Job Expectations:
  • Position location: 801 Walnut St, DES MOINES, IA 50309, Hybrid schedule
  • Relocation assistance is not available for this position.
  • This position is not eligible for Visa Sponsorship
Posting End Date:
9 Sep 2026
*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.
#BI-Hybrid

Skills Required

  • 2+ years of operations experience, or equivalent experience, training, military experience, or education
  • Customer-centric mindset
  • Strong project management skills
  • Excellent verbal, written, and interpersonal communication skills
  • Advanced Microsoft Office skills, including Excel, Word, Outlook, and Teams
  • Data analytics, Power BI, and AI experience
  • Ability to identify root causes and process improvement opportunities and design quality-improvement approaches
  • Strong organizational, multitasking, and prioritization skills

Wells Fargo Compensation & Benefits Highlights

  • Healthcare Strength Health coverage begins on day one with comprehensive medical, dental, and vision options, and the company subsidizes a substantial share of premiums for U.S. employees (varying by compensation band).
  • Retirement Support A robust 401(k) program includes an employer match for eligible employees, with specifics laid out in plan materials and filings.
  • Parental & Family Support Paid parental leave extends up to 16 weeks for eligible primary caregivers, alongside fertility coverage, adoption/surrogacy reimbursement, and lactation support.

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The Company
HQ: San Francisco, CA
205,000 Employees
Year Founded: 1852

What We Do

Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.2 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 33 on Fortune’s 2025 rankings of America’s largest corporations. Our technology professionals drive innovation, information security, and big data analytics while maintaining a network that handles more than 12 billion customer interactions a year. Join us! Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. 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 continues to rank on the LinkedIn Top Companies lists of best workplaces “to grow your career.” 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. © 2026 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.

Why Work With Us

We're known for our “Well Life” approach to supporting employees’ career aspirations, work-life balance, and mental and physical health. Wells Fargo continues to rank on the LinkedIn Top Companies lists of best workplaces “to grow your career.”

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