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Business Execution Administrator - Service Delivery

Manage unclaimed property processes to ensure regulatory compliance and customer reclamation
Charlotte
Entry Level
yesterday
Wells Fargo

Wells Fargo

A multinational financial services company offering banking, investment, mortgage, and consumer and commercial finance products and services.

Unclaimed Property Business Execution Administrator

The Unclaimed Property business group is responsible for leading and managing all unclaimed property and escheatment activities across all lines of business for Wells Fargo. Established April 2018, Wells Fargo's Unclaimed Property organization pro-actively works to successfully reunite owners with their property. Unclaimed Property is dedicated to the following strategic goals and initiatives: achieving operational excellence, reducing risk, improving regulatory compliance, improving the customer/client experience, and reducing dormancy across the company.

The Unclaimed Property Business Execution Administrator will work to understand the business to gain expertise critical to ensuring compliance with internal policies, and jurisdictional requirements. The successful candidate will serve a pivotal role managing processes designed to assist customers/clients with promptly reclaiming their property. As a member of the Service Delivery team, the Business Execution Administrator will leverage tools and applications to research, resolve, and respond to customer inquiries, adhering to standards, processes, and procedures. Additional functions may include participating in special projects, business initiatives, and assisting with other functions associated with managing escheatment activities for the company.

In this role, you will:

  • Support operations of the Unclaimed Property Service Delivery Team
  • Administer and execute on business specific processes and procedures
  • Identify opportunities to improve processes and provide support to a variety of diverse support functions or operations
  • Follow all state and jurisdictional regulatory requirements related to unclaimed property escheatment
  • Exercise risk management to identify and escalate potential issues and gaps in business processes
  • Receive direction from supervisors
  • Interact with colleagues in the department, as well as internal business partners, for the purpose of researching and responding to internal or external inquiries
  • Manage email case load in a case management system (PEGA)
  • Respond to internal and external inquiries via written correspondence within the defined SLA
  • Review and disposition incoming affidavits for completion to route for further processing
  • Print and mail physical correspondence when required
  • Self-report daily productivity performance

Required Qualifications:

  • 2+ years of Administrative Support, or Business Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

  • Experience resolving and working through basic to moderate internal or external inquiries using independent critical thinking
  • Strong customer service experience with written communications
  • Prior experience in case load management
  • Excellent verbal, written, and interpersonal communication skills
  • Processing and performing thorough research to resolve internal or external inquiries
  • Ability to take on a high level of responsibility, initiative, and accountability
  • Experience working in an email production support environment
  • Intermediate Microsoft Office (Outlook, Excel, Word, PowerPoint, Microsoft Teams, OneNote) skills
  • Ability to navigate multiple applications, systems, and document types
  • Previous experience conducting research in Hogan and OIB is a plus
  • Previous experience managing a case load in Pega is a plus
  • Prior experience with Unclaimed Property

Schedule:

  • Monday – Friday 8am - 5pm including extra hours as needed.

Posting Location:

  • 1525 W W T Harris Blvd CHARLOTTE, NC 28262

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.

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 commensurate with the business unit's risk appetite and all risk and compliance program requirements.

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.

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

  • Third-Party recordings are prohibited unless authorized by Wells Fargo.
  • Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
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Business Execution Administrator - Service Delivery
Charlotte
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About Wells Fargo
A multinational financial services company offering banking, investment, mortgage, and consumer and commercial finance products and services.