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Jobs · Sales · North Carolina

AVP, Business Execution Consultant - CRE COO

Wells Fargo · Charlotte, NC · 2 mo ago
Sales$77k–$121k/yrFull-time

Wells Fargo’s Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets, and advisory solutions to corporate, government, and institutional clients. The Commercial Real Estate (CRE) group provides an integrated platform of banking, financing, and capital markets solutions to commercial real estate clients, including financial sponsors, institutional investors, asset managers, regional developers, and public and private corporations.

About the role

Wells Fargo is seeking a Business Execution Consultant to support the Community Lending and Investment (CLI) line of business Chief Operating Office (COO) within Commercial Real Estate (CRE). The CLI line of business primarily invests in and finances affordable housing properties, as well as supplying capital to CDFIs and investors in New Market tax credits. This role supports building strong customer relationships while maintaining a strong risk and compliance culture.

Responsibilities

  • Act as a contact for creating and distributing business-level reports for the CLI business heads
  • Partner with business teams to gather information for reporting and system updates
  • Manage incoming requests and support ongoing work for the Control group
  • Partner with relevant teams to support effective onboarding and offboarding activities
  • Work with business leaders and Finance partners to refine reporting data and enhance existing reports
  • Build and automate Excel reports to assess business performance
  • Create and maintain desktop procedures and job aids
  • Ensure the accuracy of data used for reporting
  • Track internal portfolio monitoring deadlines and prepare meeting materials
  • Collaborate with COO staff and business partners to support team priorities
  • Execute all applicable risk programs, including Credit, Market, Financial Crimes, Operational, and Regulatory Compliance
  • Adhere to Wells Fargo policies and procedures, fulfill risk and compliance obligations, and escalate and remediate issues in a timely manner
  • Make sound risk-based decisions aligned with the business unit’s risk appetite and all risk and compliance program requirements

Requirements

  • 2+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through work experience, training, military experience, or education

Qualifications

  • Working knowledge of Affordable Housing, commercial real estate, or large bank operating environments, including finance, operations, controls, or risk
  • 2+ years working within financial services, preferably supporting CIB or CRE
  • Strong analytical skills, including the ability to work with financial statements and accounting concepts
  • Strong attention to detail and demonstrated ability to execute work with follow-through
  • Strong business execution, organizational, judgment, and problem-solving skills
  • Excellent written and verbal communication skills
  • Strong team orientation and flexibility to provide backup support as needed
  • Ability to independently manage detailed work and meet deadlines in a fast-paced environment
  • Process improvement mindset supported by data and facts
  • Proficiency with Microsoft Office applications, particularly Excel and PowerPoint
  • Familiarity with Salesforce
  • Experience with AI and workflow tools that reduce manual tasks through increased automation
  • Willingness to support special projects as needed

Job Expectations

  • This position is subject to FINRA background screening requirements; candidates must successfully complete and pass a background check prior to hire
  • Individuals subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer
  • Successful candidates must meet and comply with ongoing regulatory obligations, including periodic screening and mandatory reporting of certain incidents
  • Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements

Pay

Charlotte, NC: $77K - $121K USD Annual

Location: Charlotte, NC (550 South Tryon)

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