Commercial Banking Portfolio Coordinator – Financial Spreading jobs at Wells Fargo in United States, Chandler

In this role, you will:

• Perform valuation reviews to confirm appropriate content and compliance with federal, regulatory and bank policy
• Evaluate and decision collateral for moderately complex consumer requests
• Suspend collateral decision until deficiencies are resolved
• Review and decision of collateral valuations
• Assist with the calculations and preparation of reports for reviews
• Interact daily with internal and external partners to clarify quality concerns identified during the review process
• Provide guidance to less experienced staff
• Interact with organizational department on a wide range of knowledge
• Interact with internal or external customers in a customer support role

Required Qualification:

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

Desired Qualifications:

• Pipeline management
• Ability to review and interpret complex commercial loan documents
• Broad understanding of commercial lending
• Experience with the following systems: STOC, AFS, ICMP, LIQ
• Accounting or finance experience
• Strong analytical skills with high attention to detail and accuracy
• Strong Microsoft Excel skills
• Good verbal, written, and interpersonal communication skills
• Basic Microsoft Word, and Outlook skill

Job Expectations:

• Ability to work a hybrid schedule, at least 3 days a week working in office
• Schedule: Monday - Friday 7:00am - 3:30pm AZ Time
• This position is not eligible for Visa sponsorship
• No relocation assistance is provided for this position

Posting Location:

• 2700 S Price Rd Chandler, AZ 85286

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Manage risk by performing review and analysis of insurance policies for the express purpose of determining acceptability and compliance

• Support less experienced loan administrators in providing resolutions of inquiries and complaints

• Determine appropriate course of action and conduct investigative steps to fully identify customer issues

• Assist in setting performance standards, and recommend process or policy improvements to enhance customer satisfaction

• Evaluate and upload data into the systems of record

• Review moderately complex loan servicing documentation language

• Ensure compliance with all policies, procedures and regulatory requirements

• Provide guidance and training to peers and may have limited supervisory responsibilities

• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals

• Interact with internal and external customers

• Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

Required Qualifications:

• 2+ years of Commercial Loan Servicing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Insurance experience

• Ability to review and interpret complex commercial loan documents

• Commercial loan experience

• Experience reviewing and interpreting insurance policies as they apply to collateral secured loans

• Excellent verbal, written, and interpersonal communication skills

• Strong analytical skills with high attention to detail and accuracy

• Intermediate Microsoft Office (Word, Excel, and Outlook) skills

• Ability to navigate multiple computer systems, applications, and utilize search tools to find information

Job Expectations:

• This position is not eligible for Visa sponsorship

• Candidate must be based out of posted location

• This position offers a hybrid work schedule

• Relocation assistance is not available for this position

• Ability to work additional hours as needed

Posting Locations:

• CHANDLER, AZ

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Help to support testing coordination and reporting across multiple teams and 3rd party vendor partners.

• Manage multiple stakeholders between product teams, technology teams, line of business partners, and 3rd party vendors.

• Lead support functions or operations for multiple business groups and contribute to large scale strategic initiatives

• Ensure efficiency, quality, cost effectiveness of solutions, and pipeline management relating to assigned operations

• Research moderately complex business, operational, and strategic initiatives that require analytical skills, basic knowledge of organizational strategy and Business Execution, and understanding of international business

• Work independently to make recommendations for support function by providing support and leadership

• Assist in the planning and execution of a variety of programs and initiatives that may include risk mitigation, efficiency, and customer experience

• Collaborate and consult with team leaders in developing project plans, policies and procedures

• Provide leadership in management of relationships and implementation of programs, services, and initiatives with cross functional business partners

Required Qualifications:

• 4+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Knowledge of Octane & JIRA for testing documentation and process updates

• 3+ years of testing strategy & coordination of large complex programs, or equivalent

• Knowledge and understanding of contact center applications (IVR, call routing, workforce management, quality management, etc.) and the integrated nature of a contact center ecosystem

• Excellent written and verbal communication skills

• Experience with one or more Agile tools used for tracking user stories or backlogs, such as Confluence or Jira

• Ability to quickly establish credibility to build and maintain effective working relationships

Job Expectations:

• Ability to work on-site at one of the posted work locations – hybrid work model

• Ability to support some non-traditional business hours to support communication and conidiation with offshore teams and off hour deployments.

• This position is not eligible for Visa sponsorship

301 S. Tryon St. Charlotte,NC

2800 S Price Rd. Chandler,AZ

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Manage risk by performing review and analysis of insurance policies for the express purpose of determining acceptability and compliance

• Support less experienced loan administrators in providing resolutions of inquiries and complaints

• Determine appropriate course of action and conduct investigative steps to fully identify customer issues

• Assist in setting performance standards, and recommend process or policy improvements to enhance customer satisfaction

• Evaluate and upload data into the systems of record

• Review moderately complex loan servicing documentation language

• Ensure compliance with all policies, procedures and regulatory requirements

• Provide guidance and training to peers and may have limited supervisory responsibilities

• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals

• Interact with internal and external customers

• Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

Required Qualifications:

• 4+ years of Commercial Loan Servicing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Insurance experience

• Commercial loan experience

• Ability to review and interpret complex commercial loan documents

• Experience reviewing and interpreting insurance policies as they apply to collateral secured loans

• Ability to navigate multiple computer systems, applications, and utilize search tools to find information

• Excellent verbal, written, and interpersonal communication skills

• Strong analytical skills with high attention to detail and accuracy

• Intermediate Microsoft Office (Word, Excel, and Outlook) skills

Job Expectations:

• This position is not eligible for Visa sponsorship

• Candidate must be based out of posted location

• This position offers a hybrid work schedule

• Relocation assistance is not available for this position

• Ability to work additional hours as needed

Posting Locations:

• CHANDLER, AZ

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role you will:

• Support customer experience by accurately processing and approving teller transactions, sharing digital solutions, and making appropriate introductions to bankers

• Complete operational activities while minimizing risks under established policies

• Perform routine to moderately complex transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization

• Support the Branch manager in operational tasks and scheduling

• Resolve issues related to daily operations of the teller line, under direction of regional banking management

• Support customers and employees in resolving or escalating concerns or complaints

• Receive guidance from managers and exercise judgment within defined policies and procedures

• Provide excellent service to customers and individuals by demonstrating care, building relationships, and completing requested transactions

• Identify information and services to meet customers financial needs

• Motivate a diverse team to achieve full potential and meet established business objectives

Required Qualifications:

• 2+ years of customer service and issue resolution experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Ability to provide strong customer service while listening, eliciting information and comprehending customer issues

• Ability to educate and connect customers to technology and share the value of mobile banking options

• Ability to interact with integrity and professionalism with customers and employees

• Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss

• Cash handling experience

• Well-organized, independent and able to prioritize in a fast-paced environment

• Ability to exercise judgment, raise questions to management, and adhere to policy guidelines

• Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources, or military recruiting

• Knowledge and understanding of retail compliance controls, risk management, and loss prevention

• Motivate others to achieve full potential and meet established business objectives

Job Expectations:

• Ability to work a schedule that may include most Saturdays

• This position is not eligible for Visa sponsorship

• 3495 W Chandler BlvdChandler, AZ 85226

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Manage risk by performing review and analysis of insurance policies for the express purpose of determining acceptability and compliance

• Support less experienced loan administrators in providing resolutions of inquiries and complaints

• Determine appropriate course of action and conduct investigative steps to fully identify customer issues

• Assist in setting performance standards, and recommend process or policy improvements to enhance customer satisfaction

• Evaluate and upload data into the systems of record

• Review moderately complex loan servicing documentation language

• Ensure compliance with all policies, procedures and regulatory requirements

• Provide guidance and training to peers and may have limited supervisory responsibilities

• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals

• Interact with internal and external customers

• Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

Required Qualifications:

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

Desired Qualifications:

• Insurance experience

• Commercial loan experience

• Ability to review and interpret complex commercial loan documents

• Experience reviewing and interpreting insurance policies as they apply to collateral secured loans

• Ability to navigate multiple computer systems, applications, and utilize search tools to find information

• Intermediate Microsoft Office (Word, Excel, and Outlook) skills

• Excellent verbal, written, and interpersonal communication skills

• Strong analytical skills with high attention to detail and accuracy

Job Expectations:

• This position is not eligible for Visa sponsorship

• Candidate must be based out of posted location

• This position offers a hybrid work schedule

• Relocation assistance is not available for this position

• Ability to work additional hours as needed

Posting Locations:

• CHANDLER, AZ

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.