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Wells Fargo Cap market Ins support Ana 3 in Atlanta, Georgia

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 are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.

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

Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services. A trusted partner to our clients, we provide corporate and transactional banking; commercial real estate lending and servicing; investment banking; equity; and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients across the globe.

Wholesale Operations – Real Estate Loan Operations / Operations Analyst – PSWP20

Primary Purpose:

Support loan activities for the Wells Fargo Mortgage Banker Finance Group. Portfolio outstandings (on and off balance sheet) exceed $18 Billion(Monthly). Customer base typically represents small to medium mortgage loan lenders/originators.


  • Perform setups in the loan system including links to other bank systems such as Cash Management and Funds Transfer.

  • Perform various data entry loan functions such as incoming funds postings, Control Disbursement postings, auto-fundings, ZBA Sweeps Postings, Principal Reduction updates.

  • Process changes, adjustments to loan data as requested/authorized by the business unit or as needed to address errors.

  • Interact with business unit and third parties regarding daily fundings and closings. Prepare/Initiate advances for approved credit relationships; process funds transfers; process and accurately apply principal, interest and fee payments.

  • Process loan settlements

  • Monitor Client operating account balances

  • Balance all inputs to the loan system to source documentation, daily.

  • Reconcile all daily loan fundings to both the loan system and the Funds Transfer system.

  • Provide internal and external customer service. Through a working knowledge of the systems and account relationship provide information to resolve customer issues and questions.

  • Learn and become proficient in using the WLS system.

This position may also:

  • Request and implement new Repetitive Wire setups with Funds Transfer.

  • Perform new client set up in WLS system

  • Advise operations management of discrepancies with agent banks and /or research claims on purchased participations.

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.

Required Qualifications

  • 4+ years of capital markets industry experience; or 4+ years of military experience

Desired Qualifications

  • Extensive knowledge and understanding of loan, securities, and derivative products

  • Intermediate Microsoft Office skills

  • Strong analytical skills with high attention to detail and accuracy

  • Excellent verbal, written, and interpersonal communication skills

  • Effective organizational, multi tasking, and prioritizing skills

  • Ability to work in a fast-paced deadline driven environment

  • Ability to take initiative and work independently with minimal supervision in a structured environment

  • A BA/BS degree or higher in business or finance

Other Desired Qualifications

  • Direct experience in dealing with customers. Information exchanged is typically routine/factual. Position typically deals with middle to senior levels of internal management and/or external equivalents.

  • Working knowledge of various systems relative to commercial lending, deposit accounting, money movement and general ledger.

  • General knowledge of banking and finance terms and concepts.

  • Ability to perform under pressure and meet deadlines that may arise with little notice. Inaccurate processing would cause inefficiencies, expense and could negatively impact external customers (loss of relationship) or cause lack of credibility in the marketplace.

  • Ability to handle multiple tasks.

Street Address

GA-Atlanta: 1100 Abernathy Road - Atlanta, GA


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.

Benefits Summary


Visit https://www.wellsfargo.com/about/careers/benefits for benefits information.

Company: Wells Fargo

Req Number: 5583050

Updated: 2021-06-13 01:51:59.503 UTC

Location: Atlanta,Georgia