Portfolio Support Specialist
📋 Role Overview & Responsibilities
At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.
Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
About This Role
Wells Fargo is seeking a an Portfolio Support Specialist within Commercial Capital as part of Commercial Banking. Learn more about the career areas and lines of business at wellsfargojobs.com .
In This Role, You Will
Be responsible for processing, monitoring, and examining client collateral information on asset based loans, including all stages, from the receipt and verification of sales journals, collateral reports, to the resolution of customer problems and questionsPerform routine administrative tasks, posting and reconciling sales, and accounts receivable adjustments, reconciling cash reported to cash received, investigating, and resolving customer inquiries, reviewing accounts receivable aging information, sending verifications to confirm balances, and receiving, processing, and posting advance requestsRegularly receive direction from supervisor and escalate questions and issues to more senior roles within Commercial Valuations functional areaInteract with an immediate Commercial Valuations team on basic information, as well as internal and external customers
Required Qualifications
6+ months of Commercial Valuations experience , or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications
Basic knowledge and understanding of accountingBasic Microsoft Office skillsGood analytical skills with high attention to detail and accuracyExcellent verbal, written, and interpersonal communication skillsAbility to work effectively in a team environmentData entry experience1+ year of data analysis experiencePrior collections, customer service and/or retail banking experienceStrong MS Office skills with a particular emphasis on MS Excel
Excellent entry level opportunity for a recent college graduate to start their career in Commercial Banking. This Portfolio Support Specialist position is responsible for processing, monitoring, and examining contract information on asset-based leases and loans. Duties include reconciling and adjusting accounts, analyzing contracts, data entry, invoicing and collecting on accounts, investigating and resolving customer inquiries, assisting account managers with resolution of delinquent accounts, collateral reporting, special projects and other related duties as required.
Pay Range
$24.38 - $36.59
Benefits
Wells Fargo provides all eligible full- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future. Visit Benefits - Wells Fargo Careers for an overview of the following benefit plans and programs offered to employees.
401(k) PlanPaid Time OffParental LeaveCritical Caregiving LeaveDiscounts and SavingsHealth BenefitsCommuter BenefitsTuition ReimbursementScholarships for dependent childrenAdoption Reimbursement
Posting End Date
17 Apr 2024
Job posting may come down early due to volume of applicants.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
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 US: 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.
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.
Reference Number
R-357514
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