Portfolio Support Specialist

at  Wells Fargo

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.

APPLICANTS WITH DISABILITIES

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

Required Qualifications:

• 6+ months of Commercial Valuations experience , or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, educatio

Desired Qualifications:

• Basic knowledge and understanding of accounting
• Basic Microsoft Office skills
• Good analytical skills with high attention to detail and accuracy
• Excellent verbal, written, and interpersonal communication skills
• Ability to work effectively in a team environment
• Data entry experience
• 1+ year of data analysis experience
• Prior collections, customer service and/or retail banking experience
• Strong MS Office skills with a particular emphasis on MS Exce

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 questions
• Perform 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 requests
• Regularly receive direction from supervisor and escalate questions and issues to more senior roles within Commercial Valuations functional area
• Interact 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 accounting
• Basic Microsoft Office skills
• Good analytical skills with high attention to detail and accuracy
• Excellent verbal, written, and interpersonal communication skills
• Ability to work effectively in a team environment
• Data entry experience
• 1+ year of data analysis experience
• Prior collections, customer service and/or retail banking experience
• Strong 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.