Warehouse Lending Customer Service Associate- Collateral Monitoring at Wells Fargo

About this role:

Wells Fargo is seeking a Warehouse Lending Customer Service Associate for Collateral Monitoring.

This role is responsible for processing, monitoring and examining client collateral information serviced on the warehouse loan system.

Duties include confirmation of receipt of collateral, verification and clearing of collateral exceptions as well as maintaining collateral reports. Frequent interaction with clients and custodians via phone and email providing updates on collateral, client issues and questions.

In this role, you will:

• Accurately confirm receipt of collateral documents (e.g., Notes, Deeds of Trust, Allonges, Endorsements, Riders) and ensure records are updated timely in the system of record.
• Proactively monitor collateral aging and eligibility requirements in accordance with client legal agreements.
• Maintain accurate collateral reports to support operational controls and client SLA's
• Serve as a reliable point of contact for clients and custodians by providing clear, timely updates via phone and email,
• Respond professionally to client inquiries and issues related to collateral status, documentation, and requirements.
• Deliver a best‑in‑class customer experience while adhering to policies, procedures, and regulatory expectations.
• Perform effectively in a fast‑paced, high‑volume production environment supporting large monthly funding volumes.
• Manage daily tasks efficiently while maintaining accuracy and meeting service level expectations.
• Adapt to changing priorities and production growth while maintaining consistent performance.
• Understand the importance of accurate collateral data to minimize operational, legal, and data risks.
• Follow established procedures to support strong controls and reduce the risk of SLA breaches or customer impact.
• Escalate potential risks or issues appropriately to management.
• Work collaboratively within the team and with internal partners to meet shared goals.
• Demonstrate strong written and verbal communication skills in all interactions.
• Accept direction from leadership while exercising sound judgment within defined parameters

Required Qualifications:

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

Desired Qualifications:

• Experience with Warehouse Lending, Retail and/or Wholesale Mortgage Operations
• Familiar with mortgage documentation including but not limited to: Notes, Deeds of Trust, Allonges, Endorsements and Riders.
• Strong Excel skills
• Work well in a team environment
• Excellent written and verbal communication

Posting End Date:

10 May 2026

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.