Wells Fargo

Wells Fargo

Securities Operations Associate- Money Movement

CHARLOTTE, NC

No sponsorshipDetected 7 hours ago
ComplianceAccountingExcelCustomer SupportResearchCommunicationCollaborationProblem SolvingCritical ThinkingAdaptabilityMicrosoft Office

About the role

  • 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.
  • Administer the processing, settlement, and servicing of loan-related cash movements and associated securities or derivative transactions.

Responsibilities

  • Process, validate, and reconcile money movement transactions, including loan payments, advances, funding activities, and other cash-related transactions, ensuring accuracy and timely execution.
  • Research, analyze, and resolve general ledger (GL) outages, reconciliation exceptions, transaction discrepancies, and processing breaks to maintain financial integrity.
  • Collaborate with front-office partners, internal business groups, peers, managers, and external stakeholders to investigate operational issues, provide resolutions, and achieve business objectives.
  • Receive direction from management and exercise judgment within established procedures to resolve situations across the full transaction lifecycle while developing knowledge of operational functions, policies, and procedures.
  • Build expertise in operational disciplines including client onboarding, cash payments, funding operations, customer service, custodial services, securities settlement, structured loan operations, and general ledger reconciliation.
  • Gather, review, and analyze operational data and documentation to support issue resolution, research activities, and decision-making.
  • Maintain accurate transaction records, supporting documentation, and audit trails to support reporting, governance, and control functions.

Requirements

  • Experience supporting Custom and Commercial Loan Operations, including the processing of loan payments, advances, funding transactions, and other money movement activities.
  • Working knowledge of Hogan and ClientLink systems.
  • Experience within Wealth and Investment Management (WIM) Operations.
  • Strong understanding of money movement, funding, settlement, and cash management processes.
  • Knowledge of securities operations, loan servicing, general ledger reconciliations, and exception management processes.
  • Ability to navigate multiple systems, applications, and research tools simultaneously to identify, analyze, and resolve operational issues efficiently and accurately.
  • Demonstrated ability to work independently with a proactive mindset while exercising sound judgment, initiative, creativity, and accountability.
  • Experience processing high-volume transactions, performing detailed research, and resolving escalated operational issues within established service-level expectations.
  • Ability to prioritize competing priorities, meet deadlines, achieve performance goals, and adapt to changing business needs in a dynamic operational environment.
  • Proven ability to work successfully in a team-oriented environment where flexibility, adaptability, collaboration, and accountability are critical to success.
  • Experience with money movement and loan operations Experience and working knowledge of Automated Financial Systems (AFS).
  • Proven ability to perform effectively in a fast-paced, high-volume environment with minimal supervision, utilizing sound judgment, critical thinking, and independent decision-making to resolve complex operational issues.
  • Experience utilizing eTran and Loan IQ platforms to support loan servicing, transaction processing, and operational activities.
  • Ability to monitor operational metrics, identify process gaps and control weaknesses, recommend solutions, and effectively communicate findings and progress to management and business partners.

Benefits

  • Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Company info

  • WFC) is a leading financial services company that has approximately $2.1 trillion in assets.
  • 33 on Fortune's 2025 rankings of America's largest corporations.
  • News, insights, and perspectives from Wells Fargo are also available at Wells Fargo Stories.
  • 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.
  • 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.

Equal opportunity

  • We Value Equal Opportunity Wells Fargo is an equal opportunity employer.
  • Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Visa & Work Authorization

  • This position is not eligible for visa sponsorship; candidates must be authorized to work in the United States without employer sponsorship now or in the future.
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This listing is sourced directly from Wells Fargo's careers page and normalized into a canonical job model.