Field Exam Analyst jobs at Wells Fargo in United States, Chicago

In this role, you will:

• Participate in gathering and summarizing prospect information for Treasury Management consultants
• Identify opportunities for process improvements within scope of responsibilities or functional area
• Review and research basic or tactical operational assignments that require evaluation and selection of alternatives, related to low to medium risk deliverables
• Present recommendations for resolving more complex situations and exercise some independent judgement while developing understanding of function, policies, procedures, and compliance requirements
• Provide information to functional colleagues, internal partners, and stakeholders, including internal as well as external customers

Required Qualifications:

• 2+ years of Treasury Management Sales Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Experience in Treasury Management
• Strong business-to-business sales acumen
• Experience supporting larger more complex clients
• Ability to think strategically, implement, and deliver business objectives
• Ability to develop strong partnerships
• Excellent communication skills
• Strong presentation skills

Job Expectations:

• Ability to travel up to 10% of the time
• This position offers a hybrid work schedule
• This position is not eligible for Visa Sponsorship
• Specific compliance policies may apply regarding outside activities and/or personalinvesting; affectedemployees 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

Chicago, IL- Pay Range Hourly $31.73 - $48.08

Houston, TX- Pay Range Hourly $28.82 - $43.75

Irving, TX- Pay Range Hourly $28.82- $43.75

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.

Commercial Real Estate Overview

Commercial Real Estate delivers a comprehensive suite of capital markets, banking, and financial products and services. Commercial Real Estate provides financing services to experienced real estate owners, developers, investors, and real estate investment trusts (REITs), through all stages of their growth and development. We've built the strongest commercial real estate lending platform in the industry.

• Real Estate Banking

WHAT THE PROGRAM OFFERS

You will work closely with the senior bankers in your office to underwrite real estate and develop a deep understanding of market fundamentals and borrower’s balance sheet profiles. You will also assist senior bankers when they meet with their clients on a regular basis to ensure we continue to meet their needs and to identify future opportunities. You will become an integral part of your office’s team and have the opportunity to assume a significant amount of responsibility that may include:

• Assembling complex financial models that project the potential financial performance of an asset as well as underwriting risks associated with market demand, supply, net effective rents, expenses, capitalization rates, and tenant quality.
• Researching specific real estate markets and assessing market data and trends affecting demand generators, risk presented by new supply, and comparable properties.
• Identifying credit issues early in the underwriting process and recommending ways to reduce exposure.
• Preparing borrower/guarantor financial reviews as well as writing memorandums focused on a borrower’s and guarantor’s adjusted net worth, leverage, liquidity, and other key risk factors, including cash flows and ability to service debt.
• Assist in developing pitches for prospective clients, create due diligence reports and track transaction and market data on an ongoing basis.
• Assist in developing all transaction documents including term sheet, offering memorandum and collateral data tape.
• Reviewing and assisting in the development of loan agreements and ancillary documents related to the closing of a transaction.
• Participating in property tours and site visits to develop a deeper understanding of the viability of the real estate and the related transaction.
• Engaging vendors to facilitate ordering and analyzing third-party reports, including appraisals, property condition reports, environmental reports, and costing analyses.

This is a 2 year program with a program start date of July 2026.

Pay Range:

• Chicago: $100,000 Annually

REQUIRED QUALIFICATIONS:

• 6+ months of Commercial Real Estate Relationship Management - Program experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

DESIRED QUALIFICATIONS:

CIB Commercial Real Estate Analysts must demonstrate a combination of academic aptitude, quantitative skills and personal motivation. It is preferred that your background includes:

• Knowledge and understanding of financial markets
• Strong analytical skills with high attention to detail and accuracy
• Ability to be proactive, innovative and creative in meeting customer and enterprise needs
• Ability to initiate action, make difficult decisions, and generate creative solutions
• Ability to interact with integrity and a high level of professionalism with all levels of team members and management
• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
• Ability to shift priorities as workflow/volume dictates
• Ability to take on a high level of responsibility, initiative, and accountability
• Ability to work effectively in a team environment
• Good verbal, written, and interpersonal communication skills
• Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
• A BS/BA degree or higher with an expected graduation in December 2025 or May/June 2026

This position may be subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17fof a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.

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:

• Research complex credit investigations and diverse credit information for loans

• Identify opportunity for process improvements within scope of responsibilities or functional area

• Review and identify basic operational assignments that require research, evaluation, and selection of alternatives while exercising independent judgement to guide medium risk deliverables

• Present recommendations for resolving complex situations and exercise independent judgement while developing expertise in the function, policies, procedures, and compliance requirements

• Collaborate and consult with functional colleagues, internal partners, and stakeholders including internal as well as external customers

Required Qualifications:

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

Desired Qualifications:

• Knowledge and understanding of credit policy, loan servicing, risk management and group underwriting requirements

• Strong knowledge and understanding of risk management and complex credit executions related to acquisition financing and bridge underwriting

• Knowledge and understanding of negotiating: interest rates, price, terms, and collateral requirements for leveraged transactions

• Knowledge and understanding of commercial or specialty group: lending, loan servicing, products, and credit practices

• Knowledge and understanding of debt and equity capital markets

• Strong credit analysis skills of leveraged credits

• Experience originating, structuring, and executing bank lending transactions, other credit related products, for critical or complex clients

• Experience with nCino

• Advanced experience with MS Excel

Job Expectations:

• This position does not support Visa Sponsorship

• Ability to work 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

Job Locations:

• 10 S Wacker - Chicago, IL 60606

• 90 S 7th St - Minneapolis, MN 55402

• 14241 Dallas Pkwy - Dallas, TX 75254

Pay Range:

Illinois - Chicago Pay Range $92,400-$164,400 Annually

Minnesota -Minneapolis Pay Range $84,000-$149,400 Annually

Texas - Dallas Pay Range $84,000-$149,400 Annually

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:

• Provide leadership, guidance and work direction to peers and colleagues

• Review company policies and procedures to effectively communicate with peers and borrowers and assist in the implementation of collateral control procedures

• Supervise examination activities to ensure conformity with established procedures

• Conduct quality reviews and monitor key performance metrics

• Ensure that financial records represent sound accounting procedures

• Provide leadership, guidance and work direction to peers and colleagues

• Serve as an escalation point in the resolution of client issues

• Assist on complex recurring inspections or financial exams working with more experienced examiners or exam team

Required Qualifications:

• 6+ months of Financial Collateral Examination experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Collateral examination experience

• Strong understanding of Accounting

• Bachelors Degree in Accounting or Finance

• Accounting Internships

• Advanced Excel Skills

• Excellent verbal and written communication skills

• Ability to work independently and in a team environment

• Excellent customer service experience

• Able to anticipate and adapt to rapidly changing, growth-oriented environment

• Outstanding problem solving and decision-making skills

Job Expectations:

• Ability to travel up to 30%-50% of the time

• Valid US Passport

• This position is not eligible for Visa sponsorship

• Salary ranges for this role are $51,100-$76,600

• May be considered for a discretionary bonus, Restricted Share Rights or other long-term incentive awards

• 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

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.