דרושים Lead Commercial Valuation Specialist ב-Wells Fargo ב-United States, Tampa

In this role, you will:

• Manage the relationship support function for an assigned team or office
• Manage the end-to-end customer experience including onboarding and extensive problem-solving
• Participate in the identification and maximization of growth opportunities and on-site calls with Relationship Managers
• Identify and recommend opportunities for process improvement and risk control development
• Oversee customer due diligence operations which may include proper initiation and accuracy of loan documentation process and implementation of treasury products, adhering to all policy and regulatory requirements
• Oversee a compliance monitoring program and evaluate the results, ensuring achievement of a satisfactory rating on all audits, working with business management to resolve issues, and address deficiencies
• Complete all required assessments, exercises, training, and affirmations in accordance with Bank Policies and Audit requirements, including Business Continuity Planning
• Make decisions and resolve issues for operations of the business relationship team to meet objectives
• Interpret and develop policies and procedures to implement compliance and to resolve issues
• Complete required assessments, training, and affirmations in accordance with bank policies and audit requirements, including Business Continuity Planning
• Collaborate and influence all levels of professionals including experienced managers
• Lead team to achieve objectives
• Manage allocation of people and financial resources for Business Relationship Support
• Mentor and guide talent development of direct reports and assist in hiring talent

Required Qualifications:

• 4+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 2+ years of leadership experience

Desired Qualifications:

• Experience working with Treasury Management products and services
• Understanding of KYC/Onboarding requirements for business customers.
• Ability to interact and negotiate with all levels of an organization
• Strong collaboration skills
• Strong partnering skills Leadership experience including leading and developing staff
• Strong negotiation skills
• Strong change management skills
• Strong presentation skills
• Excellent verbal, written, and interpersonal communication skills

Job expectations:

• This position is not eligible for Visa sponsorship
• This position offers 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

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 including those that are cross-functional and have broad impact
• Act as key participant in large-scale planning for Commercial Valuations functional area
• Analyze new equipment and equipment under lease, to ensure values are accurate and the portfolio is sound
• Research, analyze, approve, and recommend residuals and assist sales and sales management in structuring transactions for new and existing markets, equipment, and businesses
• Maximize residual income through negotiation of sales and extended rentals with lessees and other markets
• Manage equipment inspection and outside appraisal services and effectively monitor industry trends to protect assets
• Assist in planning, forecasting, researching, and collection of all off lease equipment
• Review and analyze complex, multi-faceted, large scale, and long-term business, operational, or technical challenges that require in-depth evaluation of multiple factors, including intangibles or unprecedented factors
• Make decisions in complex and multi-faceted situations requiring understanding of Commercial Valuations functional area, policies, procedures, and compliance requirements that influence and lead a broader work team to meet deliverables and drive new initiatives
• Collaborate and consult with Commercial Valuations peers, colleagues, and middle to senior level managers to resolve issues and achieve goals
• Lead Commercial Valuations projects and teams, or serve as a peer mentor

Required Qualifications:

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

Desired Qualifications:

• MAI and State Certified General
• Appraisal review and valuation - along with ARGUS and Cash Flow Modeling

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:

• Act as an advisor to senior leadership to develop or influence objectives, plans, specifications, resources, and long term goals for highly complex business and technical needs across groups and functions
• Lead the strategy and resolution of highly complex and unique challenges requiring in-depth evaluation across multiple areas of the company
• Deliver solutions that are long term, large scale, which require vision, creativity, innovation, advanced analytical and inductive thinking, coordination of highly complex activities, and guidance to others
• Provide vision, direction, and expertise to senior leadership on implementing innovative and significant business solutions that are large scale, cross functional, or companywide strategies within Commercial Banking Portfolio Management functional area
• Engage with Commercial Banking Portfolio Management professionals and managers across the company and serve as an expert advisor to leadership

Required Qualifications:

• 7+ 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:

• 4+ years of experience underwriting middle market and corporate clients.
• Strong cash flow and asset-based lending credit analysis skills with high attention to detail and accuracy.
• Completion of a formal credit training program
• Experience with bank syndications, multi-bank participations and clients with varying and complexcapital structuresincluding collateral and cash flow waterfalls; subordinated debt layers; and complex ownership structures.
• Experience with commercial, owner-occupied real estate lending including documentation, due diligence and regulatory compliance processes.
• Experience negotiating, managing and amending complex credit facility legal documentation.
• Strong risk management and compliance skills.
• Excellent verbal, written, and interpersonal communication skills.
• MBA degree preferred.

Job Expectations:

• Ability to work a hybrid work schedule 4 days in office, 1 day remote
• Ability to travel up to 5% of the time
• Position can report to any of the posted locations
• No Visa Sponsorship available
• 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 Expectations:

• 100 S Ashley Dr., Tampa, FL
• 1901 6th Ave N., Birmingham, AL
• 350 E Las Olas Blvd., Fort Lauderdale, FL
• 171 17th St NW., Atlanta, GA
• 550 S. Tryon Charlotte, NC
• 1 Independent Dr., Jacksonville, FL

Wells Fargo Recruitment and Hiring Requirements:

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

About this role:

Support Specialist

In this role, you will:

• Accountable for a complex portfolio of customers
• Share leadership role with managers to oversee a portfolio of accounts
• Identify opportunity for process improvements within the portfolio
• Review and analyze the decision process for customer accounts and evaluate the profitability and risk of designated portfolio
• Verify compliance and report identified issues for resolution
• Make decisions on complex customer issues
• Partner with managers to resolve issues and provides status updates on implementations
• Develop expertise in the policies, procedures, and compliance requirements
• Handle complex customer issues which include escalation and resolution
• Lead team and serve as a subject matter expert for the department
• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
• Interact with internal customers
• Receive direction from leaders
• Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

Required Qualifications, US:

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

Desired Qualifications:

• Customer service focus with the ability to listen to customer needs and recommend solutions
• Customer service experience
• Ability to provide strong customer service and develop customer relationships
• Knowledge and understanding of Anti Money Laundering (AML) and Bank Secrecy Act (BSA)
• Treasury experience
• Ability to identify cross-sell opportunities and participate in moderately complex customer transactions
• Ability to manage client relationships
• Intermediate Microsoft Office (Word, Excel, and Outlook) skills
• Knowledge and understanding of business banking compliance controls, risk management, and loss prevention

Job Expectations:

• This position is not eligible for Visa sponsorship
• This position offers 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

Wells Fargo Recruitment and Hiring Requirements:

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