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Senior Analytics Assistant

The Wells Fargo Foundation

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4-6 Years
a month ago
27 Viewed
0 Applied

Job Description

About this role:
Wells Fargo is seeking a Senior Analytics Assistant


In this role, you will:
. Support performance of less experienced staff and overall effectiveness of team
. Proactively provide feedback and present ideas for improving or implementing processes and tools
. Perform complex administrative transactional and operational support tasks
. Update project logs
. Participate in research, tracking, and data gathering related to projects
. Provide subject matter expertise and interpretation of procedures to less experienced staff
. Interact with team, functional area, internal peers outside work group, and manager on planning and performing analysis, trends, and presentation design

Required Qualifications:

  • 4+ years of Analytics and Reporting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

  • Overall 2+ years of experience in projects of similar nature in financial institutions
  • Experience in various Analytics methodologies and platforms
  • Proven change management & process improvement experience
  • Demonstrated experience in deploying enterprise-wide Analytics projects for Global 500 companiesis desirable
  • 1+ years of experience in Commercial Banking & Lending Loans processing
  • Advanced Excel (VLOOKUP's, Macros etc.) and dexterity with large data sets
  • Past experience, training or license as contract attorneys, legal professionals, and contract translator is an added advantage in the role
  • Understanding of banking regulations and compliance requirements to ensure data controls meet policy & legal standards.
  • Outstanding problem solving and analytical skills with ability to turn findings into strategic imperatives
  • Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
  • Ability to take initiative and work independently with minimal supervision in a structured environment
  • Ability to present and discuss information in a manner that persuades, educates, and enhances understanding at all levels
  • Significant experience working closely with senior and executive leadership.
  • Strong collaborator and empathetic listener who works with diverse groups to solicit multiple perspectives
  • Possesses executive presence, high energy, ability to manage complexity and a broad scope of daily work activities and stakeholders
  • Strong analytical and critical thinking skills, combined with strategic business focus and vision
  • Ability to execute in a fast-paced, high-demand, environment while balancing multiple priorities
  • Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment.
  • Ability to translate and summarize complex data into understandable, actionable information and recommendations.
  • Excellent written, verbal & inter-personnel communication skills

Job Expectations:

The incumbent will be part of the remediation team that is expected to review and extract key meta data and contractual terms from Credit Facilities (Loan) Documentation (Legal & Contractual) and compare the same with existing captured data in the system of record (SoR)/ respective loan management system(s) with the purpose of identifying material differences or inconsistences amongst the data sets.

In this role, the incumbent will perform a combination or all the following in the course of Contract validation:

  • Facilitate fulfillment of source document requests within agreed SLAs
    • Coordinating with WLO/ upstream teams to source document for Credit Facilities under review
    • Coordinate with contacts across SORs to identify and map the appropriate POCs pertaining to specific document requests.
    • Direct pulls of source documents from ICMP, Filenet, and potential SOOs/SORs as needed.
    • Work with requestors to ensure the document requests are complete and accurate.
    • Source document collection management/ facilitation and organization
    • Recommend enhancements to document collection processes/ procedures.

  • Transaction Testing
    • Conduct Contract Validation & Analysis of the Contract Analytics output
    • Identifies Document Defects & Legal Interpretations issues.
    • Compare Terms and Critical Data Elements between source documentation to reported values in SoRs
    • In-depth review and interpretation of terms in source documentation to validate reported values
    • Peer Review and Analytics Building Feedback

  • Other Responsibilities
    • Build Subject Matter Expertise through training, experience, and learnings on the job, while leveraging prior experience.
    • Builds Contract Analysis Artifacts,Reporting, Training and Governance practice
    • Act as the point of Escalation for Legal & Contractual Terms Interpretation and trains Analysts
    • Establish Quality Control framework and demonstrate regular and ongoing compliance
    • Establish robust and insightful reporting to monitor, track, and report performance (KPIs & KRIs)
    • Identifies patterns and trends for efficiency generation and innovation
    • Track and record communications (verbal or written) in specified templates
    • Continuously document lessons learned and build knowledge repository
    • Own, maintain and recommend, from time to time, enhancements to process documentation and procedures (SOP)

Posting End Date:

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.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

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"Wells Fargo is committed to building an inclusive, sustainable recovery for all through a focus on opening pathways to economic advancement, championing quality, affordable homes, empowering small businesses to thrive, and enabling a just, low-carbon economy.
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