Lead Operations Processor for Lockbox
Wells Fargo
About this role:
Wells Fargo is seeking a...
In this role, you will:
- Support management in the day-to-day supervision of less experienced team providing guidance, and resolution to issues contributing to overall effectiveness of team
- Provide feedback and present ideas for improving or implementing processes and tools within Operations group
- Perform or guide others on complex escalated issues that require planning, evaluation, and interpretation
- Prioritize work and provide daily work leadership and mentorship to team
- Provide training and technical guidance to less experienced staff
- Lead or contribute to implementation of new or revised processes and procedures that require coordination among operation teams
- Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
- Interact with internal customers
- Receive direction from leaders
- Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
- Serve as a resource to other departments on transaction structure, documentation, and company policies
Required Qualifications:
- 6+ years of Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- Must be knowledgeable in building reports in Tableau and or Excel
- Must have a strong understanding of capacity planning, SLA and volume management
Job Expectations:
- Must be willing to work onsite daily
- Must be willing to work on holidays and 24/7 operations
- Support performance and overall effectiveness of team as well as process development, management and maintenance of lockbox data and analytics
- Independently prioritize work and provide day-to-day work leadership and mentorship to less experienced staff; lead or contribute to developing complex reporting and solutions that require coordination among various work groups
- Provide guidance and subject matter expertise to immediate team and broader group as necessary
- Facilitate trainings and or refresher sessions
- Report, manage and monitor daily volume.
- Build reports for lockbox leadership audience.
- Takes accountability for entire process from receipt of work to resolution and closure
- Tasks require coordination of information among various operational areas and customers. Uses multiple online systems
- Duties may include - receiving and reviewing incoming work, contacting appropriate resources as needed, entering transactions into systems, verifying with accuracy; resolving complex customer/client requests using multiple resources and records
- Preparing, editing, distributing, and/or correcting specialized and/or complex documents. Works under general supervision following established procedures
- Exercises some judgment within guidelines
- Considered a subject matter expert on operational issues related to process or function
- Acts as escalation point for less senior processors for complex issues or transactions, providing training as needed
- Ability to train the new joiners and audit the existing team members on various tasks
- Independently picks up knowledge/skills in one’s own area of work
- Flexibility towards work on different processes/assignments and shifts
- Ability to work effectively as part of a team and takes team initiatives
- Connect with LOB partners on conference calls/understand updates etc.
- Awareness and maintenance of process related reports
- Coach TMs on process opportunities
- performs a variety of Operational tasks for the most complex processes or functions
- Facilitate and drive engagements within Lockbox.
Posting End Date:
11 Aug 2024*Job posting may come down early due to volume of applicants.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
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 US: 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.
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.