Corporate Insurance Consultant- CIBLO/CMS

About the role

Wells Fargo is seeking a Corporate Insurance Consultant to join their Tax and Escrow Team as a part of Corporate Investment Banking Lending Operations (CIBLO).

Learn more about their career areas and lines of business at wellsfargojobs.com.

Responsibilities

• Set up new loan insurance records within the servicing system
• Collect insurance certificates and policies, invoices, paid receipts, and W-9 tax forms
• Review insurance certificates and policies for compliance with lender guidelines
• Conduct quality assurance reviews of commercial loans to ensure processes and procedures are followed
• Correspond with offshore teams, borrowers, and insurance agents to audit compliance of insurance certificates and policies for new and existing loans
• Collaborate virtually with third-party vendors and offshore teams to resolve insurance exceptions, quality assure specific criteria, and report metric results and feedback on a weekly and monthly basis
• Collaborate with management to formulate work procedures, policies, and methods that ensure compliance with Wells Fargo, legal, investor, regulatory, and business policies affecting the work unit and other departments
• Aid management with analyzing reports to optimize workflow coordination and production across domestic staff, vendors, and offshore operations
• Handle special projects that primarily impact the functional area or specific department
• Escalate issues, evaluate and process borrower servicing requests in partnership with asset managers, internal and external counsel, and business partners, while ensuring quality service for internal and external customers
• Understand compliance and risk management requirements for the supported area
• Participate in company initiatives and processes that support risk and capital objectives and other strategic goals
• Provide guidance to less experienced specialists

Requirements

• 2+ years of Corporate Insurable Risk Management, Risk Management Consulting, Property or Casualty Insurance, or Insurance Brokerage experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications

• Proficient Experience in Commercial real estate, mortgage banking, or mortgage loan servicing
• Familiarity with commercial real estate loan documents, including pooling and servicing agreements
• Ability to research, compile, and analyze insurance data
• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic environment
• Ability to provide excellent customer service, develop customer relationships, and support issue resolution
• Excellent verbal, written, and interpersonal communication skills
• Analytical skills with high attention to detail
• Intermediate Microsoft Excel skills

Posting Location

550 S Tryon St, Charlotte, North Carolina 28202

Job Expectations

• Ability to work additional hours as needed
• To work at least three days in office at posted location

Posting End Date

2 Aug 2026

The 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.