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Wells Fargo Due Diligence Consultant United States, Arizona, Tempe
Own client onboarding process to mitigate risk through a due diligence process. Participate in conducting less complex client due diligence processes, research and identify opportunities to mitigate risk. Consult and...
Onboard, manage, and grow account relationships with Small Business customers (defined as revenue of $1-25MM) within assigned portfolios. Assess, through review and analysis of moderately complex data, the customer's financial...
including business deposit accounts, business credit products, and working with partners including, but not limited to merchant services and ADP payroll services. Servicebusinesscustomerswith their business needsin a branch environment. Carry...
Lead complex initiatives, including those that are cross functional with broad impact as well as targeted Derivatives and FX projects. Act as consultant to finance, accounting and Business Line management...
Provide Deal Team middle office support throughout the deal/loan life cycle including: managing document collection, completion of on-boarding and compliance, loan closing, and booking and funding processes. Liaise with Portfolio...
Act as an advisor to senior leadership to develop or influence Treasury Management Consulting objectives and long-term goals for highly complex business and technical needs across Treasury Management Consulting. Lead...
Develop training materials for new hire and upskill onboarding, including the creation of new materials from scratch and updating existing materials to meet business needs. Facilitate training classes both in-person...
Own client onboarding process to mitigate risk through a due diligence process. Participate in conducting less complex client due diligence processes, research and identify opportunities to mitigate risk. Consult and...
As a business management consultant at Expoint, you will be an integral part of the tech industry's top employers, helping them optimize their operations through applied research and data-driven analysis. You will analyze processes, develop performance metrics, identify areas of improvement, and build financial models to help organizations optimize their workflow and increase efficiency.
Your job as a business management consultant requires excellent communication and analytical skills. Your technical background will enable you to not just analyze data but also understand the importance and implications of that data. You must be able to collect data and utilize the most-effective methods to decode the information.
Your commitment to problem-solving and your ability to develop creative solutions based on the information gathered will be key in finding the right solutions for each organization. You'll be expected to use your experience in software and technology to develop processes that are both practical and reliable.
At Expoint, you'll have opportunities to collaborate with a wide range of stakeholders, from top-level executives to employees and other program partners. You will report on trends, provide insights, and make recommendations based on data that you have generated. Your role in the organization will be to present clear, actionable strategies and solutions.
The opportunity to work with a variety of tech employers is an excellent way to hone your skills and develop your ability to understand the industry. As a business management consultant at Expoint, you will be part of a dynamic and diverse team, dedicated to providing the best solutions to make companies and organizations more efficient, profitable, and successful.