Lending Operations Consultant (SAFE) jobs in United States
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Wells Fargo · 10 hours ago

Lending Operations Consultant (SAFE)

Wells Fargo is seeking a lending operations consultant in Consumer Lending as a part of Home Lending. This role plays a key part in ensuring a smooth customer experience, accurate file handling, and partnership with Operations Managers to drive efficiency, risk mitigation, and process stability.

BankingFinancial ServicesFinTechInsurancePayments

Responsibilities

Support pipeline oversight and file assignment by partnering with Lending Operations Managers to ensure consistent customer experience and operational efficiency
Apply knowledge of lending systems and procedures to guide team members and resolve routine and low to moderately complex issues
Present recommendations for process improvements and assist in performance and risk data analysis, identifying trends as well as contributing to root cause analysis
Participate in special projects and reporting efforts while exercising some independent judgement, including daily reporting, audit support, and underwriter test casing processes
Provide information, input and feedback to functional colleagues, internal partners and stakeholders to enhance team performance and functional area deliverables
Maintain consistent and reliable attendance
Execute daily pipeline oversight responsibilities with accuracy and urgency, including file assignment, monitoring workflow volumes, surfacing gaps or delays, and supporting consistent customer and partner experiences
Perform detailed review activities using tools such as Insights Center, CMR, LPO, ICMP, CORE, and randomizer/sample size workflows, ensuring accuracy in sample selection, task creation, and data validation steps as processes evolve
Meet daily and weekly production, quality, and risk‑control expectations, ensuring all work products meet internal standards, regulatory requirements, and documentation guidelines
Communicate clearly and professionally with Lending Operations Managers, underwriters, processors, and cross‑functional partners, providing concise updates, escalations, and clarifications as needed
Demonstrate strong ownership and accountability for assigned workload, following structured procedures, resolving low‑to‑moderately complex issues, and escalating appropriately when necessary
Participate in audits, reporting efforts, and special projects, ensuring timely completion of tasks, accuracy of data submitted, and effective collaboration with business partners
Adapt to process changes and evolving operational priorities, including new review workflows, enhanced sampling methods, system updates, and changes in quality expectations
Uphold Wells Fargo’s risk, compliance, and conduct standards, ensuring all activities reflect sound judgement, appropriate documentation, and adherence to policy
Model professionalism and team engagement, fostering a positive culture, supporting peers, and contributing to continuous improvement within the functional area

Qualification

Loan processingUnderwriting experienceHome Lending experienceOperational review functionsData analysisProcess improvementWorkload managementAttention to detailEffective communication

Required

3+ years of loan processing, closing, or underwriting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Preferred

Strong attention to detail and ability to follow structured procedures accurately
Ability to learn and assimilate information from multiple systems (CORE, ICMP, LPO, MSP, Insights Center) and cross‑functional partners
Effective written communication skills to document discrepancies, escalate issues, and provide clear explanations
Ability to manage workload independently and meet deadlines in a fast‑paced environment
Demonstrated reliability and consistent work history
Experience in Home Lending, Closing Disclosure, Post Close, or similar operational review functions

Company

Wells Fargo

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Wells Fargo & Company is a financial services firm that provides banking, insurance, investments, and mortgage services.

Funding

Current Stage
Public Company
Total Funding
unknown
1978-10-06IPO

Leadership Team

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Charlie Scharf
CEO
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Fernando Rivas
CEO of Corporate & Investment Banking
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Company data provided by crunchbase