Equipment Finance Contract Admin, Insurance- Billings

  • Wells Fargo
  • Billings, MT, USA
  • Feb 04, 2021
Full time Administration Banking Finance Insurance

Job Description

At Wells Fargo, we want to satisfy our customers’ financial needs and help them succeed financially. We’re looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you’ll feel valued and inspired to contribute your unique skills and experience.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Wholesale Banking provides financial solutions to businesses across the United States and globally.  Our four major business lines include Corporate & Investment Banking, Commercial Banking, Commercial Real Estate, and Wells Fargo Commercial Capital.  We also have groups in credit risk, group risk, finance, marketing, human relations, and the Wholesale Chief Operating Office that support our businesses.

Wells Fargo Commercial Banking delivers a comprehensive suite of products and industry expertise to serve the diverse financial needs of companies with annual sales typically ranging from $5 million to $2 billion. As a leader in serving commercial customers, Wells Fargo offers financial services including credit and treasury management solutions as well as specialized expertise across industries including Technology, Food, Beverage & Agribusiness, Investor Real Estate, and Government.

The Contract Admin (Insurance Specialist) position resides within the Insurance Department of the Collateral Management CoE and is responsible for managing a population of Insurances for the result of obtaining a perfected lien interest from the appropriate jurisdiction.

Duties include:

• Responding to customer inquiries (external and internal) about the status of Insurance by e-mail, fax, phone, and direct mail
• Providing timely, professional, and accurate Insurance information to customers and vendors
• Gathering and reviewing Insurance information or searches from a wide variety of internal and external sources
• Preparing Insurance filings and other paperwork and submitting documents to the customer or vendor
• Managing daily work activities with multiple software applications, including company systems as well as MS Office products (primarily Outlook, Word, and Excel)
• Updating all work activities in systems of records with clear and concise documentation
• Any other duties that may be assigned and related to collateral management

If you are a Wells Fargo Team Member, in your Jobs Profile ensure that your email address is valid and updated to an address that can receive external emails outside of the banking network.  Initial contact with you will be made via e-mail.  Please check your e-mail regularly for updates.  If you plan to be away from the office, update your contact information to include your personal email to ensure you do not miss communication through the selection process.

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 the 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 an 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.

Required Qualifications

  • 2+ years of business experience, administrative support experience, or a combination of both demonstrated through work or military experience

Desired Qualifications

  • Insurance experience
  • Customer service focus on the ability to respond to requests in a timely manner
  • Knowledge and understanding of commercial insurance
  • Military intelligence or analytics experience including operational management, project management, mission evolution management, and finance management
  • Experience working with military protocol and instructions, enlisted evaluations, officer/leadership reporting, and assistance with keeping military personnel combat-ready and effective
  • Customer service focus with experience actively listening, eliciting information, comprehending customer issues/needs, and recommending solutions
  • Ability to navigate multiple computer systems, applications, and utilize search tools to find information
  • Ability to work in a fast-paced deadline-driven environment
  • Ability to work independently, proactively, innovatively, and creatively while exercising sound judgment
  • Basic knowledge and understanding of collateral documentation, perfection, and business entities
  • Effective organizational, multi-tasking, and prioritizing skills
  • Intermediate Microsoft Word skills

Job Expectations

  • Ability to travel up to 5% of the time

All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state, and Federal law, including Section 19 of the Federal Deposit Insurance Act.
Relevant military experience is considered for veterans and transitioning servicemen and women.
Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.