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Trade Documentation Specialist

Wells Fargo & Co

  • Charlotte, NC
  • 3 days ago

    Highlights

    This role focuses on processing trade-related documentation, supporting letters of credit transactions, handling document collections, and ensuring accurate execution of trade service functions. The ideal candidate will have experience within securities operations, trade services, or banking operations and possess strong organizational skills.

    Numbers & Facts

    LocationCharlotte, NC
    IndustryFinancial Services
    Company Size10,000 employees or more
    Year Founded1852

    Description

    Title: Trade Documentation Specialist

    Location: 1525 W WT Harris Blvd Charlotte, NC

    Duration: 6 months

    Work Engagement: W2

    Work Schedule: 5 days in office

    Benefits on offer for this contract position: Health Insurance, Life insurance, 401K and Voluntary Benefits

    Summary:

    We are seeking a detail-oriented Trade Documentation Specialist to support a Trade Services team with daily operational activities. This role focuses on processing trade-related documentation, supporting letters of credit transactions, handling document collections, and ensuring accurate execution of trade service functions. The ideal candidate will have experience within securities operations, trade services, or banking operations and possess strong organizational skills.

    Responsibilities:

    • Handle and process documentation related to lines of credit and trade transactions

    • Review letters of credit and supporting documentation for accuracy and completeness

    • Manage document collections and trade services documentation workflows

    • Open, sort, and process incoming trade-related packages

    • Scan, index, and capture trade documents into internal systems

    • Distribute documents according to established instructions and procedures

    • Assist with daily Trade Services operational activities and transaction processing

    • Maintain accurate records and ensure compliance with operational guidelines

    Qualifications:

    • Applicants must be authorized to work for ANY employer in the U.S. This position is not eligible for visa sponsorship.

    • 4+ years of Securities Operations, Trade Services Operations, Banking Operations, or related experience

    • Experience working with Letters of Credit, including reviewing documentation for completeness and accuracy

    • Knowledge of Document Collections processes within Trade Services

    • Basic understanding of international trade logistics, including the movement of goods and import/export documentation

    • Strong attention to detail and ability to manage high volumes of documentation

    • Excellent organizational and communication skills

    • Experience working in Trade Services, Import/Export Operations, or International Banking (preferred)

    • Familiarity with bank-to-bank documentation and trade finance processes

    • SharePoint user experience

    • Intermediate proficiency with Microsoft Office, including:

    • Word

    • Excel

    • Outlook

    About Company

    We believe in our vision and values just as strongly today as we did the first time we put them on paper more than 20 years ago. Staying true to them will guide us toward continued growth and success for decades to come. As you read more about our vision and values, you will learn about who we are, where we’re headed and how every Wells Fargo team member can help us get there.

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