Escalations Associate id-10469

June 9, 2025

About the position

Wells Fargo is seeking an Escalations Associate to handle escalated inquiries and complaints related to loans and credit exceptions. The role involves researching and resolving complex issues, ensuring compliance with internal and external guidelines, and providing information to management and business leaders. The position requires a strong understanding of investigative processes and the ability to prioritize tasks effectively in a hybrid work environment.

Responsibilities

Research and resolve escalated inquiries and complaints including review of in process, closed, or cancelled single loan or credit exceptions, applications, claims, files or online transactions.

Determine appropriate course of action by conducting investigative steps to identify the issues, research product information, and process complex or corrective transactions online.

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Review escalated inquiries and complaints that require special handling, process complex or corrective transactions online, and ensure resolution or negotiation of sensitive and time critical matters.

Receive direction from supervisors and exercise judgment within defined parameters while developing understanding of investigative steps to identify and resolve issues, terms, conditions, and contracts to ensure the process and documentation are in compliance with internal company requirements, insurer guidelines, investor requirements or government regulations.

Provide information to the management committee members, agencies, or business leaders related to the escalated inquiries and complaints.

Requirements

6+ months of Customer Contact within a Financial Services Environment, Financial Services Operations, Underwriting, and Quality Assurance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.

Nice-to-haves

6+ months of Agency or LOB complaints experience

Non-fraud/fraud claims experience

Familiarity with investigations case management systems, banking systems, and operations

Experience in the composition of formal business correspondence

Heavy phone and research skills

Excellent Written and Verbal Communication Skills

Microsoft Office (Word, Excel, Outlook, PowerPoint, and Access) skills

Benefits

Health Insurance

401K Plan

Vacation & Paid Time Off

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