About this Role
Wells Fargo is seeking an experienced Investor Services Manager within Capital Markets supporting Home Lending to lead a team responsible for critical investor servicing functions within Capital Markets Portfolio Management Operations. This leader will oversee investor reconciliation, cash management, custodial account balancing, investor remittances, and operational controls while ensuring compliance with investor, regulatory, and corporate requirements.
The successful candidate will possess strong mortgage servicing operations experience, deep knowledge of investor accounting and reconciliation processes, and a demonstrated ability to lead high-performing teams in a complex, highly regulated environment. This role requires a leader who can drive operational excellence, strengthen risk management practices, and partner effectively across Servicing, Finance, Risk, Compliance, and Technology organizations.
In This Role, You Will:
Investor Reconciliation & Cash Management
Lead investor reconciliation activities supporting Home Lending Capital Markets Portfolio Management Operations.
Oversee daily and monthly reconciliation of servicing operational accounts and investor custodial accounts.
Manage cash position balancing and money movement activities generated by servicing and investor reporting functions.
Ensure accurate and timely investor remittances to Agency, Government, and Private Investors, including Fannie Mae, Freddie Mac, Ginnie Mae, and other investor relationships.
Oversee wire transfer and ACH activities supporting consumer banking and lending operations.
Operational Risk & Controls
Identify and assess existing and emerging operational risks.
Develop and enhance operational controls to ensure compliance with investor, regulatory, legal, and enterprise requirements.
Lead efforts to remediate control gaps, audit findings, and operational issues.
Partner with Risk, Compliance, Audit, and Operations teams to maintain a strong control environment.
Influence decisions regarding policies, procedures, and controls that support business objectives while mitigating risk.
Operational Excellence & Process Improvement
Drive continuous improvement initiatives focused on efficiency, productivity, quality, and customer outcomes.
Identify opportunities to streamline processes, automate activities, and improve operational performance.
Lead implementation of new and revised systems, policies, procedures, and business processes.
Monitor performance metrics and develop action plans to address operational challenges and improve results.
Leadership & Talent Development
Lead, coach, mentor, and develop a team.
Manage performance, hiring, succession planning, employee development, and recognition activities.
Foster a culture of accountability, collaboration, inclusion, and continuous improvement.
Align team objectives with Capital Markets Portfolio Management Operations and enterprise priorities.
Stakeholder Management
Serve as a key partner across Servicing, Finance, Accounting, Risk, Compliance, Technology, Treasury Cash Management and Investor Reporting.
Build and maintain strong relationships with internal stakeholders, investors, regulators, and third-party partners.
Influence and provide credible challenge across multiple levels of leadership.
Communicate operational performance, emerging risks, and strategic recommendations to senior leadership.
Required Qualifications
5+ years of Investor Services, Mortgage Servicing, Investor Reporting, Loan Administration, or related experience.
2+ years of leadership experience managing teams, projects, or operational functions.
Desired Qualifications
Experience interpreting and applying investor guidelines, servicing agreements, and regulatory requirements.
Experience overseeing reconciliation activities, cash management, or investor remittance processes.
Experience managing operational risk, quality assurance, and process improvement initiatives.
Strong analytical and problem-solving skills with the ability to make sound business decisions.
Mortgage servicing experience supporting Agency, Government and/or private investors portfolios
Knowledge of investor reporting, remittance processing, custodial accounts, and reconciliation activities.
Experience leading operational transformation, automation, or large-scale process improvement initiatives.
Strong understanding of mortgage servicing systems, servicing transfers, loan boarding, and portfolio management.
Ability to identify emerging risks and translate findings into actionable business plans.
Experience managing audit, compliance, and regulatory exam activities.
Demonstrated ability to influence stakeholders across multiple organizational levels.
Proven success leading teams in a highly regulated mortgage servicing environment.
Proven track record of leading teams through changing business priorities.
Preferred Leadership Competencies
Strategic and analytical thinker.
Strong executive presence and communication skills.
Ability to lead through ambiguity and organizational change.
Strong risk and control mindset.
Ability to influence without authority in a matrixed organization.
Exceptional communication and relationship-building skills.
Continuous improvement mindset with a focus on operational excellence.
Strong talent development and coaching capabilities.
Effective stakeholder and relationship management skills.
Job Expectations:
This position requires compliance with all mortgages regulatory requirements and Wells Fargo’s compliance policies related to these requirements. Successful candidates must also meet ongoing regulatory requirements including additional screening and required reporting of certain incidents.
This position is not eligible for Visa sponsorship.
This position offers a hybrid work schedule. Telework or remote work setting is not available. Required location(s) listed below.
Posting Locations:
Posted Pay Range:
Posting End Date:
8 Aug 2026
*Job posting may come down early due to volume of applicants.
