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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...
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...
Lead the transformation of coordinated business processes across demand & supply planning, manufacturing execution, sales, logistics, NPI engineering, product costing and finance. Develop future-focused concepts, processes, and system solutions that...
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...
Are you a technology professional ready to seize the next step in a rewarding and impactful tech career? If so, then a role as a Small Business Consultant may be the perfect fit.
At Expoint, we believe that small businesses are the cornerstone of the tech industry and need experienced, knowledgeable professionals to lead and guide them. As a Small Business Consultant with us, you’ll be working with small businesses and other tech professionals to identify their needs and challenges, and develop solutions to help them achieve success.
In this role, you’ll be the go-to for small business owners seeking strategic advice, as well as providing mentorship and guidance to tech startups. You’ll need to keep up-to-date with relevant market trends and technologies, in order to best serve the needs of your clients.
Implementing innovative solutions that address complex and dynamic challenges is also part of the job description. This means that you should have an aptitude for problem-solving and possess the skills to evaluate the potential risks and benefits involved in each proposed solution.
In addition, you’ll need to stay ahead of the competition by researching the tech industry, building competitive research reports and keeping track of competitive insights.
If you’re looking for an exciting tech career that allows you to use your knowledge and skills to help businesses grow, then a Small Business Consultant role with Expoint could be the perfect opportunity for you.