Operations Specialist - Commercial Banking Operations

About this role:

Wells Fargo is seeking an Operations Specialist for Invoicing, Account Adjustments, and Mid-Term Documentation production teams within Commercial Lending. This production role is responsible for managing and supporting strategic post booking servicing related activities, including performing systematic adjustments, technology initiatives (testing and providing business sign-off), control performance, and production readiness that may require facilitating training operation servicing teams.  Learn more about the career areas and lines of business at wellsfargojobs.com.

In this role, you will:

• Participate in moderately complex support services in account management, operations, documentation, customer service and technical support
• Identify opportunities for process improvement within the customer support functional area
• Support issue identification, root cause analysis, and resolution of defects and customer-impacting issues.
• Act as the primary business partner for several technology platforms, including Invoice Management System (IMS) and Infolease.
• Collaborate with Product Owners, Technology teams, and operational leaders to prioritize enhancements and defect resolution.
• Represent business requirements in technology discussions and change initiatives
• Coordinate User Acceptance Testing (UAT), regression testing, and validation efforts.
• Develop and execute test plans to ensure invoicing functionality, invoice formats, and system integrations perform as expected.
• Provide business sign-off for technology implementations and production deployments.
• Drive process improvements, automation opportunities, and operational efficiencies.
• Participate in cross-functional projects that improve customer experience and service delivery.
• Evaluate emerging technologies and AI-enabled capabilities to streamline post booking servicing operations
• Support audits, risk assessments, and documentation reviews.
• Participate in defect management, production monitoring, and governance activities.
• Escalate risks and operational concerns in a timely manner to appropriate stakeholders
• Present recommendations for resolving moderate to complex situations and exercise independent judgment while developing understanding of internal and external customer needs
• Provide information to customer service colleagues, relationship managers, internal partners and stakeholders, and customers to resolve customer issues
• Serve as the first point of customer contact in providing support for routine technical questions and issues

Required Qualifications:

• 2+ years of Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Customer Centric mindset
• Strong project management skills
• Excellent verbal, written, and interpersonal communication skills
• Advanced Microsoft Office skills (Excel, Word, Outlook, Teams)
• Excellent Data analytics skills, PowerBI and AI experience preferred
• Ability to identify root-cause issues/improvement opportunities, and design approaches/programs/products to improve overall quality assurance
• Strong organizational, multi-tasking, and prioritizing skills

Job Expectations:

• Position location: 801 Walnut St, DES MOINES, IA 50309, Hybrid schedule
• Relocation assistance is not available for this position.
• This position is not eligible for Visa Sponsorship

Posting End Date: 

*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.