Customer Service Specialist Warehouse Lending

About this role:
Wells Fargo is seeking a Warehouse Lending Customer Service Specialist within CIB Warehouse Lending Operations.
This role is in a fast-paced production environment that includes working with both internal and external clients with investor loan allocations, hedging and pooling of mortgage backed securities.
In this role, you will:

• Monitor loan aging and hedging limits in accordance with client agreements
• Issue repurchase and curtailment requests according to company guidelines and client agreements
• Manage the flow of collateral for investor allocation and agency certification for securities settlements
• Input and monitor MBS trades in tracking system for clients
• Frequent interaction on the phone and via email with clients providing updates on any issues or questions
• Participate in moderately complex support services in account management, operations, documentation, customer service and technical support
• Identify opportunities for process improvement within the customer support functional area
• Review basic or tactical routine technical issues or challenges that require research and evaluation, applications or services, product conversions, and new product development
• Present recommendations for resolving moderate to complex situations and exercise independent judgment while developing understanding of internal and external customer needs
• Provide information to customer service colleagues, relationship managers, internal partners and stakeholders, and customers to resolve customer issues
• Serve as the first point of customer contact in providing support for routine technical questions and issues

Required Qualifications:

• 2+ years of experience in Customer Service, Financial Services or Contact Center, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Experience in Warehouse lending, Retail and/or Wholesale Mortgage Operations
• Familiar GSE's such as Freddie Mac and/or Fannie Mae
• Proficient in Excel
• Strong written and oral communication skills
• Strong attention to detail

Posting End Date:
29 Jul 2025
*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.
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 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 Disability Inclusion at Wells Fargo .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy 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.