דרושים ב-Wells Fargo ב-United States, Danbury

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:

• 6+ months of data analysis experience
• Prior collections, customer service and/or retail banking experience
• Data entry experience
• Bachelor's degree in either Finance, Accounting or Economics
• 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
• Strong MS Office skills with a particular emphasis on MS Excel

Job Expectations:

• This position is not eligible for Visa sponsorship
• This position offers a hybrid work schedule
• Specific compliance policies may applyregardingoutside 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

Location:

• 83 Wooster Hts - Danbury, CT 06810

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:

• Lead or participate in research and underwrite the creditworthiness of moderately complex commercial or business loan and lease requests within Equipment Finance Underwriting functional area
• Review and research moderately complex commercial or business loan and lease requests that require an in-depth evaluation
• Perform periodic reviews on assigned portfolio credits
• Maintain risk ratings and other relevant data on systems of record
• Approve loans or leases within delegated credit authority and recommend transactions in excess of that authority
• Collaborate and consult with Equipment Finance Underwriting peers, colleagues, and middle level managers and achieve business objectives
• Work with internal and external business partners to gather information to make appropriate decisions

Required Qualifications:

• 4+ years of Equipment Finance Underwriting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Strong cash flow analysis skills
• Familiarity with various collateral types
• Document negotiation skills
• Financial Analysis experience
• Experienced and proficient with Microsoft Office suite of products, including Excel, Word and PowerPoint
• Experience working across multiple industries in an underwriting capacity (i.e. construction, transportation, industrial, manufacturing)
• Experience working on transactions >$1MM

Job Expectations:

• This position is not eligible for Visa sponsorship
• This position offers a hybrid work schedule
• Willingness to work on-site at stated location on the job opening.
• 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:

• 83 Wooster Hts - Danbury, CT 06810
• 10 S Wacker Dr - Chicago, IL 60606
• 600 S 4th St - Minneapolis, MN 55415
• 550 S Tryon St, Charlotte, NC 28202

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:

• Assist Profit Formula (PF) Financial Advisor(s) with sales, service, and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence
• Facilitate Profit Formula Financial Advisor and client requests for account related information and/or quotes, schedule and prepare for appointments with new or prospective clients, establish and service client accounts, prepare forms, research account inquiries and/or issues
• Execute various administrative functions for the Profit Formula Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating, and executing marketing campaigns, establishing, and maintaining files to meet the firm's regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships
• Act as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review when applicable
• Utilize prior experience in the Registered Client Associate role to anticipate and proactively seek resolutions to client and business-related issues
• Demonstrate seasoned judgment by handling complex clients with a high degree of professionalism
• Viewed by peers as a subject matter expert and sought by others for advice or guidance
• Provide knowledge and systems support to branch personnel and training for entry-level Client Associates

Required Qualifications:

• 4+ years of Brokerage and Client Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• US Only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration

Desired Qualifications:

• Brokerage client support experience
• Administrative support experience in financial services
• Experience interacting directly with customers
• Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
• Client service focus with the ability to listen to customer needs and recommend solutions
• Ability to prioritize work, meet deadlines, achieve goals, and work in a dynamic and complex environment
  

Job Expectations:

• US only: Obtaining and/or maintaining appropriate FINRA license(s) is required for ongoing employment in this position. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required
• Specific compliance policies may apply regarding outside activities and/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

This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-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.

This position is not eligible for Visa sponsorship.

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.

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:

• Lead or participate in research and underwrite the creditworthiness of moderately complex commercial or business loan and lease requests within Equipment Finance Underwriting functional area
• Review and research moderately complex commercial or business loan and lease requests that require an in-depth evaluation
• Perform periodic reviews on assigned portfolio credits
• Maintain risk ratings and other relevant data on systems of record
• Approve loans or leases within delegated credit authority and recommend transactions in excess of that authority
• Collaborate and consult with Equipment Finance Underwriting peers, colleagues, and middle level managers and achieve business objectives
• Work with internal and external business partners to gather information to make appropriate decisions

Required Qualifications:

• 4+ years of Equipment Finance Underwriting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Strong cash flow analysis skills
• Familiarity with various collateral types
• Document negotiation skills
• Financial Analysis experience
• Experienced and proficient with Microsoft Office suite of products, including Excel, Word and PowerPoint
• Experience working across multiple industries in an underwriting capacity (i.e. construction, transportation, industrial, manufacturing)
• Experience working on transactions >$1MM

Job Expectations:

• Ability to work a hybrid work schedule
• This position does not support Visa Sponsorship
• 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:

• 83 Wooster Hts - Danbury, CT 06810
• 10 S Wacker Dr - Chicago, IL 60606
• 125 High St - Boston, MA 02110
• 600 S 4th St - Minneapolis, MN 55415
• 550 S Tryon St, Charlotte, NC 28202

Pay Range:

Connecticut-Danbury Pay Range $87,700-$155,900 Annually

Illinois-Chicago Pay Range $80,400-$143,000 Annually

Massachusetts -Boston Pay Range $ $87,700-$155,900 Annually

Pay Range $73,100-$129,900 Annually

North Carolina-Charlotte Pay Range $73,100-$129,900 Annually

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

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:

• Lead complex initiatives for researching financial and credit information for larger and more complex commercial or business loan and lease requests
• Assist in structuring and approval of loan or leases within delegated authority and recommend transactions in excess of credit authority
• Review and research financial and credit information for larger and complex loans and lease requests that require in-depth evaluation
• Make decisions in complex and multifaceted situations requiring exceptional understanding of the Equipment Finance Underwriting functional area, policies, procedures, and compliance requirements
• Collaborate and consult with peers, colleagues, and managers to achieve business objectives
• Mentor or review analysis of less experienced individuals
• Lead projects and approve transactions in excess of their credit authority

Required Qualifications, US:

• 5+ years of Equipment Finance Underwriting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Strong cash flow analysis skills
• Familiarity with various collateral types
• Document negotiation skills
• Financial Analysis experience
• Experienced and proficient with Microsoft Office suite of products, including Excel, Word and PowerPoint
• Experience working across multiple industries in an underwriting capacity (i.e. construction, transportation, industrial, manufacturing)
• Experience working on transactions >$10MM
• Strong communication skills with experience presenting to Senior Leadership and communicating with external clients

Job Expectations:

• Ability to travel up to 10% of the time
• Ability to work a hybrid work schedule
• This position does not support Visa Sponsorship
• 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:

• 83 Wooster Hts - Danbury, CT 06810
• 10 S Wacker Dr - Chicago, IL 60606
• 125 High St - Boston, MA 02110
• 600 S 4th St - Minneapolis, MN 55415
• 550 S Tryon St, Charlotte, NC 28202
• 2600 S Price Rd - Chandler, AZ 85286

Pay Range:

Connecticut-Danbury Pay Range $115,900-$206,100 Annually

Illinois-Chicago Pay Range $106,300-$188,900 Annually

Massachusetts -Boston Pay Range $ $115,900-$206,100 Annually

Pay Range $96,600-$171,800 Annually

North Carolina-Charlotte PayRange$96,600-$171,800Annually

Arizona-Chandler Pay Range $96,600-$171,800 Annually

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

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.

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.​

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:

• Data entry experience

• 6+ months of data analysis experience

• Prior collections, customer service and/or retail banking experience

• Bachelor's degree in either Finance, Accounting or Economics

• Basic knowledge and understanding of accounting

• Basic Microsoft Office skills

• Good analytical skills with high attention to detail and accuracy

• 6+ months of Commercial Valuations experience

• Excellent verbal, written, and interpersonal communication skills

• Ability to work effectively in a team environment

• Strong MS Office skills with a particular emphasis on MS Excel

Job Expectations:

• 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.

• This position is not eligible for Visa sponsorship.

• Location: This position must sit at the location of 83 Wooster Heights Danbury, CT

• Hybrid schedule, 4 days in the office 1 day remote

• Posting may come down early based on applicant volume

• Hourly wage for the state of

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.