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Operations Analyst 2/ Operations Processor
Operations Analyst 2/ Operations Processor-May 2024
Bonifacio Global City
May 5, 2025
ABOUT WELLS FARGO
Wells Fargo is a diversified, community-based financial services company with a vision to satisfy customer’s financial needs and help them succeed financially.
10,000+ employees
Financial Services, Technology
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About Operations Analyst 2/ Operations Processor

  About this role:

  Wells Fargo is seeking an Operations Processor.

  In this role, you will:Perform moderately complex operations duties in support of either a service center or department environmentRequire considerable knowledge of company personnel policies and practicesCollect data and prepare related operational reportsPrepare input forms for automated data processing systemUtilize the company's internal operations to perform dutiesCoordinate projectsFurnish information to authorized personsProvide guidance to all levels of employees regarding personnel policies and procedures requiring some policy interpretationRequired Qualifications:

  Experience in operations support, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, educationDesired Qualifications:Serves as Operational Relationship Manager for clients within their portfolioPerform routine administrative, transactional, operational, and customer support tasks, including but not limited to: Deals Closing/Originations tasks/Boarding and Funding of new deals Financial Statement Spreading/Financial Analysis Cash Application/Suspense Payment Remediation Invoice/Billing reconciliation and other tasks Letters of Credit processing Payments-related processing Doc Prep/Doc review Small Business fulfillment tasksCredit underwriting experience along with document preparation for commercial loansIdentify ways to improve loan processing within established proceduresReviewing inbox and resolving client/stakeholder inquiries and fulfilling requestsGeneral operations reporting on assigned portfolioCommunicate daily with client, RMs, collectors, and all department managers through phone, email and in personCreates manual invoices for specific customers that require specialized information that cannot be provided through a system generated invoice. Communicate daily with client, RMs, collectors, and all department managers through phone, email and in personJob Expectations:Bachelor's degree in Finance and Accounting More than 2 years relevant working experience in the field of Accounting/Finance preferably in General Accounting, Accounts Receivable accounting, Loan accounting, Bookkeeping.2 years + experience in banking industry - Wholesale, Commercial Banking or Corporate Investment Banking or Shared Service organizationBusiness and accounting Skills (concept of Debit and Credit) Excellent English comprehension, written and verbal communication skills, and interpersonal skillsGood problem solving and analytical skills & ability to accurately process high volumes of work within established deadlinesStrong Organizations skills - detail orientedSound risk management mindset and good understanding of complianceProficient in MS Office especially MS ExcelAble to perform work and report on PH public holidays if falling on Mondays to Fridays including Christmas and New Year's eveAmenable to work on US shift: 9PM to 6AMKnowledge GAAP Accounting Quick learner Highly motivated individual who is able to work well independently and in a team environmentAbility to recognize and escalate issues to management for any process breachesAbility to multitask to accomplish tasks and meet deadlines effectivelyAbility to work quickly & accurately while maintaining acceptable standards of workmanshipFlexibility to stretch to accomplish projects timelyFor job titles under: Deals Closing, FSS, Invoicing, Factoring Ops, Trades, SBO Fulfillment

  Internally known as Operations Analyst 2, this role will be responsible for processing, monitoring and examining new invoicing received from clients that will need to be posted in the detail to the customer account receivables; set-up and approval of customer accounts, funding and review of lease or loan contracts, pricing and collateral details; provide data transmission, document generation and management and inbox management of different portfolio. Junior Analyst will perform simple to moderately complex transactions and escalate any issues or potential risk to senior team member or SME.

  We Value Diversity

  At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

  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 US: 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.

  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.

  Drug and Alcohol Policy

  Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

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