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Full-time
Posted 33d ago
Apply by Jul 10
~40 hrs/week
Responsibilities
Support end-to-end loan sale and secondary market activities, including pool setup and collateral documentation management. Coordinate with internal stakeholders and investors to ensure accurate trade settlements and compliance with operational standards.
Requirements
Requires at least 6 months of experience in operations, capital markets, or loan servicing with strong expertise in loan sales lifecycles. Proficiency in Excel and data reconciliation is essential for managing investor deliverables and regulatory checks.
Full job description
About this role:
Wells Fargo is seeking a Business Execution Associate – Trade Desk Operations (Capital Markets)
In this role, you will:
Support end-to-end loan sale and secondary market activities, including holding pool setup, loan population management, and sale readiness execution.
Perform data validation, reconciliation, and reporting to ensure accuracy of loan tapes, investor deliverables, and trade desk outputs.
Manage collateral documentation lifecycle, including file tracking, custodial coordination, and ensuring completeness of chain of title and beneficiary details.
Support due diligence and investor requirements, including exception tracking, grade validations, and regulatory checks aligned to trade settlements.
Reporting, Governance & Stakeholder Coordination with internal stakeholders, investors, custodians, and third-party reviewers to ensure timely execution and resolution of discrepancies.
Maintain strong focus on risk, controls, and audit readiness, ensuring documentation integrity, SLA adherence, and compliance with operational standards.
Participate in planning and executing a variety of programs, services, and initiatives, and monitor key indicators to ensure effective performance and control management of assigned operations or business groups
Review basic initiatives including policy or process changes, process improvements, technology enhancements, and conduct regular reviews to identify efficiencies and cost savings opportunities
Receive direction from leaders and exercise independent judgement while developing an understanding of policies and procedures, best practices, and initiatives
Collaborate and consult with mid-level managers or cross-functional business partners
Provide work direction to less experienced Strategy and Execution staff
Required Qualifications:
Strong understanding of Secondary Markets, Loan Sales, and Trade Desk Operations
Expertise in Loan Sales Assignment processes, due diligence workflows, and overall loan sales lifecycle
Knowledge of Collateral Management, including chain of title validation and beneficiary detail accuracy
Experience in Investor and Custodian coordination, with ability to manage stakeholder expectations
Strong data validation, reconciliation, and reporting skills, with high proficiency in Excel and reporting tools
Proven ability to manage multiple priorities and meet tight timelines in a fast-paced environment
Excellent communication, stakeholder coordination, and documentation skills
High level of attention to detail, ownership mindset, and risk & control awareness
Familiarity with document management systems and audit/compliance requirements
6 + Months of operations, capital markets, loan servicing, or data management experience
Job Expectations:
Demonstrates ownership and accountability for deliverables.
Ability to operate effectively in a fast-paced, evolving environment.
Strong collaboration with global stakeholders (US partners, custodians, third parties).
Focus on continuous improvement and operational excellence.
Posting End Date:
9 Jul 2026
*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.
Offices: 420 Montgomery St, San Francisco, California 94103, US · 420 Montgomery St, San Francisco, CA 94163, US · Outer Ring Road, Bengaluru, Karnataka 560103, IN · 1 Queen's Rd E, Wan Chai, Hong Kong, HK
Business BankingWholesale bankingMortgageConsumer Financeand Commercial FinanceFinanceBusiness DevelopmentAgricultureAsset ManagementFinTech
Offices: 420 Montgomery St, San Francisco, California 94103, US · 420 Montgomery St, San Francisco, CA 94163, US · Outer Ring Road, Bengaluru, Karnataka 560103, IN · 1 Queen's Rd E, Wan Chai, Hong Kong, HK
Business BankingWholesale bankingMortgageConsumer Financeand Commercial FinanceFinanceBusiness DevelopmentAgricultureAsset ManagementFinTech