Wells Fargo is seeking a Securities Operations Specialist supporting Commercial Loan Operations Money Movement within Wealth & Investment Management Operation division. Learn more about the career areas and lines of business at wellsfargojobs.com.
In this role, you will:
- 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
Required Qualifications:
- 6+ months of Securities Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- 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
Job Expectations:
- This position is not eligible for Visa sponsorship
- Candidate must be based out of posted location
- This position offers a hybrid work schedule
- Relocation assistance is not available for this position
- Ability to work additional hours as needed
Posting Location:
- Charlotte, NC
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What We Do
Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.1 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 once again ranked in the top three – making us the #1 financial services employer – on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. 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. We ranked in the top 3 on the 2025 LinkedIn Top Companies list – and #1 among financial services companies – as the best workplace “to grow your career” in the U.S.
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