WIM Mortgage Escalation Manager - Lead Business Execution Consultant

Wells Fargo & Company•Charlotte, NC

9d•$119,000 - $206,000

About The Position

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Wealth & Investment Management (WIM) is one of the United States' leading providers of financial and investment services. We offer a full range of personalized wealth management, investment, planning, and retirement products and services to help meet clients' unique needs and to help them pursue their financial goals more confidently. We bring together subject matter expertise, products, and services, so it's easier for clients to do business with us and for advisors to support their clients. Banking, Lending, & Trust (BL&T) unlocks access to Wells Fargo Bank products and services to high-net-worth and ultra-high-net-worth individuals and families based on needs related to banking, custom lending, and trust services. About this role: Wells Fargo is seeking a WIM Mortgage Escalation Manager - Lead Business Execution Consultant... Working at Wells Fargo | Jobs and Careers at Wells Fargo (wellsfargojobs.com) The WIM Mortgage Team partners with Wells Fargo Home Lending (WFHL) to provide Residential Mortgage Products for our Wealth Clients. WIM Mortgage is seeking an Escalation Manager who will work closely with senior leadership, National Sales and financial advisors in each region, bringing the expertise required to navigate the full mortgage lifecycle—from origination through underwriting, closing, and funding - on behalf of our clients. The individual should have a strong knowledge of Wealth Management and Mortgage Operations including Processing, Closing/Funding and Underwriting in a large, complex financial organization. The individual should possess a strong knowledge of consumer credit lending to HNW clients and have proven expertise evaluating cash flow and balance sheet profiles of individuals and have the ability to clearly communicate loan status, key risks, and ideate potential paths forward to senior leadership.

Requirements

5+ 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

Nice To Haves

Wealth business leadership and mortgage underwriting experience in a large, complex financial organization strongly preferred with demonstrated ability as a thought leader in mortgage strategy, underwriting, and business initiative execution for High Net Worth (HNW) and Ultra-High Net Worth (UHNW) segments for Deep Mortgage Experience in a leadership capacity
Experience navigating a Loan Origination System to determine the status of a loan
Strong background in credit risk and mortgage operations, and in effectively collaborating with cross-functional teams including home lending, legal, compliance, finance and risk
Custom commercial and consumer credit experience
Strong knowledge of Mortgage Regulations
Ability to interact with all levels of an organization
Excellent verbal, written, and interpersonal communication skills
Strong analytical skills with high attention to detail and accuracy

Responsibilities

Serve as the primary contact for advisors to review, analyze, and evaluate complex challenges related to multi-faceted, larger scale high-net-worth mortgage loans structures, existing portfolio issues, and complex business, operational, or technical challenges that require an in-depth evaluation of multiple factors including intangible or unprecedented factors, present recommendations for resolution
Deepen and broaden advisor relationships, ultimately enabling growth through the value of an improved advisor experience
Partner closely with Home Lending to manage a pipeline of WIM-referred loans to ensure loans meet their milestones and progress throughout the lifecycle
Make strategic recommendations & decisions to resolve highly complex issues to meet higher risk deliverables
Understanding the borrower's credit needs, financial objectives, evaluating business and personal financial information
Support growth in our target client segments across all products and services in WIM by expanding and retaining existing advisor relationships
Identify and recommend opportunities for process improvement
Exhibit leadership skills by doing what is right, doing it well, and leading with an enterprise mindset
Collaborate with and influence all levels of professionals, including most experienced leadership