Description

Why Wells Fargo

Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place.

Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us!

About this role:

Wells Fargo is seeking a Commercial Mortgage Loan Administration Specialist to join our Tax and Escrow Team as a part of Corporate Investment Banking Lending Operations (CIBLO). Learn more about our career areas and lines of business at wellsfargojobs.com.

In this role, you will:

• Review and clear escrow analysis exceptions before making the escrow analysis live
• Process tax and insurance refunds via check or wire through Cash Workflow
• Open ticket requests with the tax vendor for duplicate payments, refund status inquiries, and related items; forward real estate tax bills, PILOT bills, sewer and water bills, and other applicable documentation
• Generate and send letters to borrowers or asset managers, including escrow analysis, pay direct, non-escrow payment of delinquent tax, paid under protest, unsecured tax bill requests, tax shortfall requests, tenant pay, zero tax report, agency check to borrower, and related correspondence
• Manage a commercial property tax portfolio of escrowed and non-escrow loans
• Monitor and pay property taxes in advance of the due date
• Review tax reports and resolve exceptions in a timely manner
• Process the Daily Tax Disbursement File as needed
• Respond to customer, team member, and vendor requests for information

Required Qualifications:

• 2+ years of Transactions and Processing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Experience with commercial lending operations and/or commercial mortgage servicing
• Experience reviewing tax reports and resolving related exceptions
• Experience analyzing and processing information in a high-volume operational environment
• Excellent attention to detail with a focus on accuracy, documentation quality, and timely follow through
• Ability to organize work, prioritize competing deadlines, and manage multiple tasks with limited direction
• Effective verbal and written communication skills with the ability to respond professionally to customers, team members, and vendors
• Ability to work independently while collaborating with internal partners to resolve issues and support business needs

Posting Location:

• 550 S Tryon St, Charlotte, North Carolina 28202

Job Expectations:

• Ability to work additional hours as needed
• Ability to work at least three days in office at posted location
• Visa Sponsorship is not available for this position

Posting End Date:
3 Aug 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.