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Securities Operations Associate- Money Movement

Wells Fargo

CHARLOTTE, NCEntry
Apply on company siteFound by Yoinka 3h ago
Location
CHARLOTTE, NC
Work model
On-Site
Level
Entry
Posted
20h ago

About this role

{ "jobLocation" : { "@type" : "Place", "address" : { "@type" : "PostalAddress", "addressCountry" : "United States of America", "addressLocality" : "141278-NC-CIC Customer Information Ctr" } }, "hiringOrganization" : { "name" : "B10 Wells Fargo Bank, N. A.", "@type" : "Organization", "sameAs" : "" }, "identifier" : { "name" : "Securities Operations Associate- Money Movement", "@type" : "PropertyValue", "value" : "R-562147" }, "datePosted" : "2026-07-21", "validThrough" : "2026-07-24", "employmentType" : "FULL_TIME", "title" : "Securities Operations Associate- Money Movement", "description" : "About this role: Wells Fargo is seeking a Securities Operations Specialist supporting Commercial Loan Operations Money Movement within Wealth & Investment Management Operation division. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: Process, validate, and reconcile money movement transactions, including loan payments, advances, funding activities, and other cash-related transactions, ensuring accuracy and timely execution. Research, analyze, and resolve general ledger (GL) outages, reconciliation exceptions, transaction discrepancies, and processing breaks to maintain financial integrity. Administer the processing, settlement, and servicing of loan-related cash movements and associated securities or derivative transactions. Monitor transaction workflows, daily production activities, and exception queues to ensure service-level commitments are met and issues are escalated appropriately. Collaborate with front-office partners, internal business groups, peers, managers, and external stakeholders to investigate operational issues, provide resolutions, and achieve business objectives. Receive direction from management and exercise judgment within established procedures to resolve situations across the full transaction lifecycle while developing knowledge of operational functions, policies, and procedures. Build expertise in operational disciplines including client onboarding, cash payments, funding operations, customer service, custodial services, securities settlement, structured loan operations, and general ledger reconciliation. Gather, review, and analyze operational data and documentation to support issue resolution, research activities, and decision-making. Review and process time-sensitive transaction requests and documentation while maintaining quality standards and operational controls. Maintain accurate transaction records, supporting documentation, and audit trails to support reporting, governance, and control functions. Required Qualifications: 6+ months+ of Securities Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Experience with money movement and loan operations Experience and working knowledge of Automated Financial Systems (AFS). Proven ability to perform effectively in a fast-paced, high-volume environment with minimal supervision, utilizing sound judgment, critical thinking, and independent decision-making to resolve complex operational issues. Experience supporting Custom and Commercial Loan Operations, including the processing of loan payments, advances, funding transactions, and other money movement activities. Working knowledge of Hogan and ClientLink systems. Experience within Wealth and Investment Management (WIM) Operations. Experience utilizing eTran and Loan IQ platforms to support loan servicing, transaction processing, and operational activities. Strong understanding of money movement, funding, settlement, and cash management processes. Knowledge of securities operations, loan servicing, general ledger reconciliations, and exception management processes. Ability to navigate multiple systems, applications, and research tools simultaneously to identify, analyze, and resolve operational issues efficiently and

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Securities Operations Associate- Money Movement at Wells Fargo — CHARLOTTE, NC | Yoinka