Lending Operations Senior Manager at Wells Fargo leading high - risk functions. Managing Loan Servicing teams and driving process improvements and risk mitigation strategies.
About the role
- Junior Treasury Operations Analyst managing cash account reconciliations and supporting institutional partnerships. Assistance with FX payments and development of automation scripts in Python/SQL.
Responsibilities
- Perform daily bank reconciliations for cash accounts with our deposit partners.
- Reconcile all interest receipts and bank charges to ensure accuracy across corporate and client accounts.
- Assist with FX payments and input vendor payments into banking portals for approval.
- Coordinate margin payments (handling high-volume days).
- Monitor receipts for margin calls to ensure our operational buffers are maintained.
- Manage the administrative side of withdrawals of excess margins.
- Support the management of collateral funding and credit lines with external counterparties.
- Reconcile invoices against internal trade data to validate service costs.
- Work with senior analysts to develop simple scripts (Python/SQL) to automate these recurring treasury tasks as you grow in the role.
Requirements
- A bachelor’s degree in Finance, Business, Economics, or a related numerate field (recent graduates are encouraged to apply).
- 0–1 years of experience.
- A strong interest in learning Python or SQL for data manipulation; high proficiency in Microsoft Excel is a must.
- An eagerness to learn the CFD and Equity trade life cycle and apply new technologies to complex problems.
- Meticulous accuracy when handling numbers and the ability to spot discrepancies in data.
- Excellent verbal and written skills to work effectively with internal teams and external partners.
Benefits
- The opportunity to build innovative services used by millions of investors to build wealth.
- Structured career growth and advancement with mentorship from high-performing colleagues.
- A fast-paced, spirited culture where your ideas are valued and nothing is set in stone.
- Generous remuneration package
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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