Irvine, California

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.

Commercial Banking provides financial solutions to businesses with annual sales generally in excess of $5 million. Our business lines are Wells Fargo Commercial Capital, Middle Market Banking, and Treasury Management & Payment Solutions.

Wells Fargo Commercial Capital

  • A market-leading provider of working capital, investment capital, trust services, and sales financing solutions that help customers optimize liquidity and grow their business through their lifecycle

Wells Fargo recently announced their intent to sell the Corporate Trust Services (CTS) business to Computershare, a global specialized financial services company. The sale was announced in late March 2021 and is expected to close in the second half of 2021. We are continuing to recruit for all open positions supporting CTS, but want to ensure you are aware that this position, along with around 2000 others, will transfer to Computershare when the sale closes. If you begin working at Wells Fargo, you will receive a job offer from Computershare with similar employment terms and conditions following your Wells Fargo start date, subject to the pre-employment screening practices of Computershare. 

This position is within Corporate Trust Services (CTS), a division within Commercial Capital. 

Within Document Custody Relationship Management will be responsible for developing and maintaining strong customer relationships for simple to mid-level corporate trust accounts. Provides primary client contact, proactive communication and consultation, and coordination of internal partners for the effective delivery of Corporate Trust products and services. Provides limited support to sales for new customer accounts. Ensures customer satisfaction through designing and implementing a relationship plan that meets customer needs. Duties include representing CTS in developing and maintaining client relationships; supporting CTS products and services to existing clients; perform contractual document review, negotiation, and closing coordination, subsequent amendments and supplements; maintaining appropriate levels of risk mitigation and adherence to relevant policies and procedures with the acceptance and on-boarding of new accounts and contract revisions. May participate in closing of deals.

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 trust services industry experience, financial services industry experience, or a combination of both



Desired Qualifications

  • Intermediate Microsoft Excel skills
  • Ability to navigate multiple computer systems, applications, and utilize search tools to find information
  • Strong analytical skills with high attention to detail and accuracy
  • Extensive math skills
  • Excellent verbal, written, and interpersonal communication skills
  • Effective organizational, multi tasking, and prioritizing skills
  • Solid problem solving and decision making skills
  • Ability to instruct others
  • Ability to interact with all levels of an organization
  • Ability to read and interpret legal documents
  • Ability to work independently, proactively, innovatively, and creatively while exercising sound judgment
  • Customer service experience
  • Ability to work in a fast paced deadline driven environment
  • Knowledge and understanding of emBTRUST



Other Desired Qualifications
  • Document Custodial experience
  • Mortgage loan document experience
  • Knowledge and understanding of GSE Agency (FNMA, FHLMC, GNMA) Custodial Requirements
  • Microsoft Excel, Reporting and/or Database experience


Job Expectations

  • Ability to travel up to 10% of the time



Disclaimer

    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

Benefits
 

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

Irvine, California

At Wells Fargo, we’ve been proudly supporting military veterans and their families for more than 170 years.

We value the leadership, discipline, and skills you’ve gained through your service to our country and recognize the contributions our veteran team members bring to the table. We’re so committed to hiring and retaining military veterans, veterans with disabilities, National Guard members, and Reservists that we’ve made it our goal is to employ 20,000 veterans by 2020.

As a Wells Fargo team member, you’ll find a work culture that is team-oriented, collaborative, structured, and challenging. We support veterans transitioning from military service with a variety of job options, confidential resources, educational information, and career guidance. You may choose to join our Veteran’s Team Member Network, a group of thousands who share an interest in veterans’ matters, and that promotes greater awareness and job development within the veteran community. To learn more about opportunities at our company, please visit wellsfargojobs.com/military. Let’s talk about turning your military experience into a great civilian career.

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