What are the responsibilities and job description for the Lead LoanIQ Payments Specialist position at wellsfargo?
Title: Lead LoanIQ Payments Specialist
Location: Charlotte, NC
Alternate Location: Irving, TX
Duration: 12 months
Work Engagement: W2
Work Schedule: 3 days in office/2 days remote
Benefits on offer for this contract position: Health Insurance, Life insurance, 401K and Voluntary Benefits
Summary:
We are seeking a senior, hands-on Lead LoanIQ Payments Specialist to fully own and execute end‑to‑end LoanIQ transactions across bi‑lateral, syndicated, and other loan structures. This role represents a lead level due to the requirement for deep functional expertise, independent execution, and leadership without the need for hand‑holding.
Unlike lower‑level roles that rely on reports or downstream outputs, this position requires the ability to open LoanIQ and independently perform, troubleshoot, and validate any type of loan or payment transaction from start to finish. The successful candidate will act as the primary US‑based authority for the Payments workstream, providing leadership, decision‑making, and stakeholder confidence.
Responsibilities:
Execute and oversee end‑to‑end LoanIQ transactions across bi‑lateral, syndicated, and complex loan structures.
Serve as the senior escalation point for high‑impact production payment issues, owning resolution from identification through remediation.
Independently analyze and resolve issues related to cash flows, whips, payment exceptions, and reconciliation breaks directly within LoanIQ.
Perform deep fund‑flow tracing and validation using SQL queries and database analysis.
Provide functional leadership to the offshore Payments team (India), setting standards, guiding execution, and ensuring quality outcomes.
Operate as a self‑directed leader, requiring no hand‑holding and proactively identifying risks, gaps, and improvement opportunities.
Lead and support testing activities for LoanIQ payments, including functional validation and SQL‑based verification.
Drive process improvements, operational controls, and stability initiatives across the payments lifecycle.
Lead Agile delivery for the workstream, including backlog ownership, prioritization, sprint execution, and delivery tracking.
Own work management and reporting in Jira, ensuring transparency and accountability.
Deliver clear, executive‑ready presentations to leaders and stakeholders using standardized PowerPoint templates (4‑slide format).
Leverage AI tools (e.g., CoPilot) to enhance user story quality, workflow comparison, documentation, and delivery efficiency.
Act as a trusted advisor to operations, technology, and leadership teams.
Qualifications:
Applicants must be authorized to work for ANY employer in the U.S. This position is not eligible for visa sponsorship.
Proven ability to independently execute any LoanIQ transaction type, including bi‑lateral, syndicated, and complex loan structures.
Advanced hands‑on expertise in LoanIQ payments, loan servicing, and cash flow processing.
Strong SQL capability for data analysis, reconciliation, and tracing funds end‑to‑end.
Demonstrated success owning and resolving critical production issues with minimal oversight.
Ability to clearly explain complex LoanIQ and payment concepts to both technical and non‑technical stakeholders.
Experience leading payment or LoanIQ workstreams in a global delivery model.
Strong command of Agile practices and delivery leadership.
Advanced presentation and communication skills with executive‑level presence.
Experience improving operational resiliency, controls, or automation.
Familiarity with AI‑assisted tools such as CoPilot for delivery acceleration.
SQL‑driven testing and validation experience.
Operates as an independent leader, capable of leading themselves and influencing others.
Requires no hand‑holding; proactively identifies issues and drives solutions.
Demonstrates confidence, ownership, and accountability appropriate for a Lead role.
Strong executive presence with the ability to present clearly and credibly to leadership.
Highly collaborative, decisive, and delivery‑focused.