Wells Fargo is seeking a Business Execution Consultant.
In this role, you will:
Participate in a variety of assigned and ongoing business operations to ensure success in meeting business goals and objectives
Identify opportunities for process improvement by conducting root cause testing of all compliance and business metrics
Determine areas of strength or Business Execution opportunity within defined scope of work
Review and research strategies and action plans to establish effective processes while meeting performance metrics and policy expectations
Utilize independent judgment to guide moderate risk deliverables
Present recommendations to develop, implement, and monitor strategic approaches, effectiveness of support function, and business performance improvement opportunities for managing risks of the business
Exercise independent judgment and provide guidance in diverse support functions and operations for a single business group within a line of business
Collaborate and consult with leaders and executive management
Provide work direction to less experienced Strategy and Execution staff
Required Qualifications:
2+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
As part of the post-booking certification (PBC) process, review critical business elements (CBEs) and data fields related to Corporate Banking's outstanding credit facilities (both direct and operational exposure), compare to various internal credit documents and formal legal documents, and ensure these CBEs accurately reflect the terms set forth in said documents
Understand, comprehend and validate different terms and details of various loan agreements such as Credit agreements, security agreements, W-9s and Tax Documents, Underwriting Memos, Guarantor Documents, Credit Memos etc.
Liaise with US-based CDA team, loan administration and portfolio management partners to confirm and/or update CBEs as needed
Maintain data integrity with internal partners in CIB and Data Integrity Officers
Work with various internal databases for client information tracking and reporting Liaise with US-based CDA, loan administration and portfolio management partners for on-going management of compliance related information and data entry into supporting databases and end user computing tools
Monitor and evaluate larger and more complex business, operational, and customer support initiatives and overall effectiveness of team performance
Document quality issues and performance measures for management review
Provide information and assists in the feedback and formal data changes within the application
Job Expectations:
Work closely with both internal stakeholders and users to meet their service needs
Apply technical knowledge and expertise to perform work and action requests
Strong MS Office knowledge to manage and structure the available data and to clean and transform the data to use it further
Overall experience in reading and interpret various loan documents and financial statements.
Credit background; strong familiarity with legal documents related to credit facilities - Credit agreements, security agreements, W-9s and Tax Documents, Underwriting Memos, Guarantor Documents, Credit Memos etc.
Understanding of different elements of a Loan Agreement
Understanding of different credit facilities - Revolving Line of Credit, Term Loan, Swinglines, Letter of Credits, Standby Letter of Credits
Understanding of the Loan Lifecycle
Experience with Loan SORs and SOOs - Loan IQ, Delta, CORS, Credit View, AFS
Detailed understanding of an underwriting memo
Demonstrates awareness and understanding of the financial regulatory environment in which Wells Fargo operates
Synthesizes complex or varied sources of information to create reports
Provides summaries and supporting information to build effective narratives and enhance report utility
Effective organizational, multi-tasking, and prioritizing skills
Excellent verbal, written and interpersonal communication skills
Solid problem solving and decision-making skills
Proficient in Microsoft Outlook and Excel with ability to develop and comprehend complex functions and macros.
Willing to work in mid-shift working hours - 1:30 PM to 10:30 PM IST
Posting End Date:
8 Oct 2025
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. 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.
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 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.
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