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Wells Fargo Executive Office Case Specialist (LO) 2 in West Des Moines, Iowa

Job Description

Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as 'Personal Cell' or 'Cellular' in the contact information of your application.

At Wells Fargo, we want to satisfy our customers' financial needs and help them succeed financially. We're looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you'll feel valued and inspired to contribute your unique skills and experience.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Responds independently to the highest leve complexity of escalated Life Events or complaints. Handles inbound/outbound calls with internal and external customers regarding mortgage products and services requiring special handling. Performs intake to determine appropriate course of action; conducts investigative steps to fully identify the issues; researches product and account information, terms, conditions, contracts and other legal documents; creates correspondence as needed, processes complex and/or corrective transactions online (including monetary and non-monetary actions), identifies trends and provides feedback/reporting to appropriate party; communicates with customers (inbound/outbound calls), executives, agencies, regulatory/governmental representatives, bankers and/or others to ensure resolution of escalated matters; ensures identified risks and/or problems are clearly documented.

Required Qualifications

  • 5+ years of experience in customer contact, customer service, or a combination of both in financial services; or 6+ years of experience in one or a combination of the following: customer contact, customer service, administrative support, underwriting, or quality assurance

Desired Qualifications

  • Good verbal, written, and interpersonal communication skills

  • Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment

  • Strong organizational, multi-tasking, and prioritizing skills

  • Ability to make complex decisions

  • Outstanding problem solving and decision making skills

  • Mortgage industry experience

Job Expectations

  • Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary.

  • Ability to work nights, weekends, and/or holidays as needed or scheduled

Street Address

IA-West Des Moines: 800 S Jordan Creek Pkwy - West Des Moines, IA


All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

Relevant military experience is considered for veterans and transitioning service men and women.

Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

Company: Wells Fargo

Req Number: 5554809

Updated: 2021-01-21 13:41:20.639 UTC

Location: West Des Moines,Iowa