About this role:

Wells Fargo is seeking a Corporate Insurance Consultant to join our Tax and Escrow Team as a part of Corporate Investment Banking Lending Operations (CIBLO). Learn more about our career areas and lines of business at wellsfargojobs.com.

In this role, you will:

• Set up new loan insurance records within the servicing system
• Collect insurance certificates and policies, invoices, paid receipts, and W-9 tax forms
• Review insurance certificates and policies for compliance with lender guidelines
• Conduct quality assurance reviews of commercial loans to ensure processes and procedures are followed
• Correspond with offshore teams, borrowers, and insurance agents to audit compliance of insurance certificates and policies for new and existing loans
• Collaborate virtually with third-party vendors and offshore teams to resolve insurance exceptions, quality assure specific criteria, and report metric results and feedback on a weekly and monthly basis
• Collaborate with management to formulate work procedures, policies, and methods that ensure compliance with Wells Fargo, legal, investor, regulatory, and business policies affecting the work unit and other departments
• Assist management with analyzing reports to optimize workflow coordination and production across domestic staff, vendors, and offshore operations
• Handle special projects that primarily impact the functional area or specific department
• Escalate issues, evaluate and process borrower servicing requests in partnership with asset managers, internal and external counsel, and business partners, while ensuring quality service for internal and external customers
• Understand compliance and risk management requirements for the supported area
• Participate in company initiatives and processes that support risk and capital objectives and other strategic goals
• Provide guidance to less experienced specialists

Required Qualifications:

• 2+ years of Corporate Insurable Risk Management, Risk Management Consulting, Property or Casualty Insurance, or Insurance Brokerage experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Proficient Experience in Commercial real estate, mortgage banking, or mortgage loan servicing
• Familiarity with commercial real estate loan documents, including pooling and servicing agreements
• Ability to research, compile, and analyze insurance data
• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic environment
• Ability to provide excellent customer service, develop customer relationships, and support issue resolution
• Ability to independently provide summaries and make strategic recommendations
• Excellent verbal, written, and interpersonal communication skills
• Analytical skills with high attention to detail
• Intermediate Microsoft Excel skills

Posting Location:

• 550 S Tryon St, Charlotte, North Carolina 28202

Job Expectations:

• Ability to work additional hours as needed
• Ability to work at least three days in office at posted location
• Visa Sponsorship is not available for this position

Posting End Date:

*Job posting may come down early due to volume of applicants.