Credit Portfolio Consultant

at  Wells Fargo

Scottsdale, Arizona, USA -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate16 Feb, 2025USD 73100 Annual17 Nov, 20242 year(s) or aboveTraining,Analytical Skills,Underwriting,Finance,Financial Statements,Economics,Completion,LoanNoNo
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Description:

APPLICANTS WITH DISABILITIES

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

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

Required Qualifications:

  • 2+ years of Credit Portfolio Consulting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, educatio

Desired Qualifications:

  • Solid commercial Loan experience (portfolio management, analysis, underwriting, etc.)
  • Strong analytical skills with high attention to detail and accuracy
  • Ability to review, analyze and make decisions based on financial statements
  • Ability to interact with those at multiple levels of the organization
  • A BS/BA degree or higher in accounting, finance or economics
  • Strong organizational abilities
  • Strong understanding of loan structuring across a broad spectrum of loan types
  • Completion of the credit training progra

Responsibilities:

Wells Fargo is seeking a Credit Portfolio Consultant. This role will provide credit and portfolio expertise and consulting services to assigned line of business units.

In this role, you will:

  • Participate in less complex consulting services and identify opportunity for providing credit and portfolio expertise
  • Identify and assess credit performance, as well as potential and emerging risks, and partnering on credit and portfolio strategies within the scope of responsibilities
  • Review and analyze credit performance or credit portfolio that require research, evaluation, and selection of alternatives, and exercise independent judgment to guide medium risk deliverables
  • Present recommendations for resolving more complex situations and exercise independent judgment while developing expertise in credit consulting services
  • Collaborate and consult with functional colleagues, internal partners, and stakeholders, including internal or external customers
  • Work with business partners, provide analytic solutions, and develop strategies to support or negate change recommendations

Required Qualifications:

  • 2+ years of Credit Portfolio Consulting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

  • Solid commercial Loan experience (portfolio management, analysis, underwriting, etc.)
  • Strong analytical skills with high attention to detail and accuracy
  • Ability to review, analyze and make decisions based on financial statements
  • Ability to interact with those at multiple levels of the organization
  • A BS/BA degree or higher in accounting, finance or economics
  • Strong organizational abilities
  • Strong understanding of loan structuring across a broad spectrum of loan types
  • Completion of the credit training program

Locations (Hybrid work schedule with 4 days in-office):

  • 8505 IBM Dr CHARLOTTE, NC 28262


REQUIREMENT SUMMARY

Min:2.0Max:7.0 year(s)

Financial Services

Accounts / Finance / Tax / CS / Audit

Finance

Graduate

Accounting finance or economics

Proficient

1

Scottsdale, AZ, USA