Credit Product Portfolio Associate
Wells FargoAbout the role
About the role:
At Wells Fargo, we are looking for talented people who will put our customers at the center of Everything we do.. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
Wells Fargo is seeking a Credit Product Portfolio Specialist position as a part of Wells Fargo Commercial Bank.
Learn more about the career areas and lines of business at wellsfargojobs.com.
In this role, you will:
Participate in building and maintaining effective relationships with existing clients within their products or functional area, including sharing relevant information with coverage partners and senior peers
Review basic or tactical issues, policies or procedures for which answers can be quickly obtained, related to low-risk tasks and deliverables
Participate or provide support to review and analyze low complexity client portfolios and collateral analysis for use in periodic reviews as well as interim underwriting memoranda
Partner with senior peers within the context of individual deals and client relationships to develop inquiries or identify gaps to support the understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions to identify and execute on opportunities for modifications, renewals, and refinancings
Participate or provide information for regular portfolio reviews to manage risk and resolve problem loans, where applicable
Receive direction from leaders or senior peers to resolve low complexity situations while developing a sound understanding of policies, procedures, and compliance requirements to meet business objectives
Provide information to managers, functional colleagues, and stakeholders, including internal or external customers if applicable
Partner with product management functional partners to provide feedback on the use of tools to deliver credit solutions more effectively, meeting client and market needs
Contribute to functional area planning related to a given product
Participate in client-related or ad-hoc projects
Required Qualifications:
6+ months of secured or specialized lending relationship management or portfolio management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Bachelor's Degree in accounting, business, economics, finance or related field
6+ months of secured or specialized lending experience
Relationship and Portfolio management experience
Highly proficient in all Microsoft applications.
Ability to work in a fast-paced environment with daily deadlines.
Ability to work well in a small team setting, where all individuals support and cover the work for each other.
Demonstrate an ability to learn and understand policies, procedures, and compliance related to the management of collateral on customer accounts.
Job Expectations:
This position is not eligible for Visa sponsorship
This position offers a hybrid work schedule
Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
May be considered for a discretionary bonus, Restricted Share Rights or other long-term incentive awards
#CommercialBank
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
Salary is just one component of Wells Fargo's total rewards package. Depending on the role, a Wells Fargo's employee may be eligible for additional forms of compensation, such as sales incentives, discretionary bonuses, and/or equity in the company in the form of Restricted Stock Units (RSUs).
$35.14 - $68.75Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which a
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